Momenta Pharmaceuticals Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Momenta Pharmaceuticals Inc.

MNTA 52.48

0.0%

Oct 2 4:00 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DewDiligence_on_SI who wrote (140)	6/30/2006 12:44:54 PM
From: IRWIN JAMES FRANKEL	Read Replies (1) of 3027

>> Best I can tell Copaxone accounts for most if not all of their net income and it is off-patent. >Do you consider 15% “most”? Hardly. Run rate Copaxone sales $1.3B Overall GM 47% which dramatically understates the Copaxone margin by including the generics. So assume the GM is 80%. Thus, gross profits from $1.3B is $1.04B. That would account for most if not all of the net income. BTW, what really is the NI of TEVA? Did you notice the writeoff of $1B in R&D in 1Q? What is the future income driver now that the pharma's are taking back the golden goose of "exclusivity"? Bottom line, Copaxone is a very large part (perhaps even most or all) of the TEVA net income. ij

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next