Replies to post #10808 on Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

I saw you come up with enterprise value for ENTA, do you have one for MNTA?

ENTA is a comparatively simple company to evaluate because: i) the partnership economics are well-defined; and ii) the efficacy of ABBV’s HCV regimen has already been established and only a late-appearing safety problem could prevent ABT-450 from being approved and ENTA’s pre-commercial milestones from being paid.

By comparison, MNTA is much more subject to unknowns such as the timing of generic-Copaxone approval(s) and evolving FDA policy with respect to interchangeable FoB’s.

What do you see the chance for 1) FDA rejects mC;
2) FDA approves Mylan's but not MNTA's?

Please see #msg-90370706.