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Momenta Pharmaceuticals Inc. Message Board

  • y3maxx y3maxx Nov 30, 2011 12:18 PM Flag

    NVS/Sandoz/MNTA

    Since no logical reason can be found in Dew's RMF, why MNTA trades as weakly as it does, I suggest Longs consider...

    ...that it is in NVS/Sandoz's interest to delay Sandoz/MNTA's Mcopax FDA approval as long as is possible, because at some point Sandoz/NVS will buy out MNTA for as cheap as possible.

    ...Only $$$ Billions are at stake.

    y3

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    • You're making a lot of assumptions that are faulty....

      1. You're assuming that NVS/Sandoz has influence and/or control over the timing and the approval of M-copax. The ANDA has already been filed w/ the FDA, and now FDA has sole discretion if and when to approve. If NVS/Sandoz wanted to delay the approval of M-copax, they wouldn't have filed the ANDA to begin with (or at least would have delayed it when they could exert influence).

      2. From a MNTA buyout perspective, it could be possible that NVS/Sandoz may want to delay M-copax approval. But from a cash flow perspective, they'll want M-copax approval AS SOON AS POSSIBLE.

      3. If billions are at stake, MNTA would receive a takeover offer TODAY. MNTA is trading at less than $400M ex cash, which is nothing compared to the revenues and mkt cap of the large biotech & pharmas. Are u saying that potential suitors are waiting until MNTA's mkt cap falls closer to its cash value? I highly doubt that.

 
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