Rumors that Par is very interested in momenta since momenta has exciting prospects in biosimilars and par has no biosimilar program
Momenta has $400m in cash and no debt so the buyout comes cheap and par gets a strong footprint in biosimilars and other generics that are very profitable
It does make sense to dump the Strativa division with Rick and Adam. This is the only chance of saving the company
Buying Momenta would be a highly strategic long-term investment. If Par were a private company, they could do this without a problem. As a public generic co however, there is too much emphasis on quarterly earnings. If anything, Momenta should buy Par. Momenta's shareholder base understands the dilutive nature of clinical trials. Also, Craig Wheeler is far more capable than Pat Lepore. Craig and Paul campanelli would make a great CEO/COO tandem, probably the strongest team in the industry. What a phenomenal platform for the future. Par/Anchen on the small molecule side, Strativa/Momenta on the biosimilar front. Strativa's front end will be needed to promote biosimilars. I know they've taken a beating for their mistakes, but that infrastructure in oncology has huge value for Momenta's mabs.
Buying Momenta would be a highly strategic long-term investment. If Par were a private company, they could do this without a problem. As a public generic co however, there is too much emphasis on quarterly earnings. If anything, Momenta should buy Par. Momenta's shareholder base understands the dilutive nature of clinical trials. Also, Craig Wheeler is far more capable than Pat Lepore. Craig and Paul campanelli would make a great CEO/COO tandem, probably the strongest team in the industry. What a phenomenal platform for the future. Par/Anchen on the small molecule side, Strativa/Momenta on the biosimilar front. Strativa's front end will be needed to promote biosimilars. I know they've taken a beating for their mistakes, but that infrastructure in oncology has huge value for Momenta's mabs.
Rumors that Par is very interested in momenta since momenta has exciting prospects in biosimilars and par has no biosimilar program
Momenta has $400m in cash and no debt so the buyout comes cheap and par gets a strong footprint in biosimilars and other generics that are very profitable
I usually read this board for amusement. This has to be the only credible post i have ever read on this board. No stock pumping, no false promises of a buyout, just an honest opinion, backed by a rationale evaluation of the company's strengths and weaknesses. Kudos to the author.
Keep on dreaming. Par has it's hands full with the 2 dogs it purchased last year. There is no interest in Momenta.
Baxter and Novartis have interest in Momenta and you should hope one of them follows through with the acquisition.
Par just closed on Edict and doesn't know what to do with it.
You nailed it that there are multiple suitors including par and momenta's days are numbered.Baxter has a thread on the momenta buyout so that day is near. The savvy should take notice
Buying Momenta would be a highly strategic long-term investment. If Par were a private company, they could do this without a problem. As a public generic co however, there is too much emphasis on quarterly earnings. If anything, Momenta should buy Par. Momenta's shareholder base understands the dilutive nature of clinical trials. Also, Craig Wheeler is far more capable than Pat Lepore. Craig and Paul campanelli would make a great CEO/COO tandem, probably the strongest team in the industry. What a phenomenal platform for the future. Par/Anchen on the small molecule side, Strativa/Momenta on the biosimilar front. Strativa's front end will be needed to promote biosimilars. I know they've taken a beating for their mistakes, but that infrastructure in oncology has huge value for Momenta's mabs.
Yes indeed as momenta is severely undervalued and fills a growing void as par has no biosimilar program
Rumors that Par is very interested in momenta since momenta has exciting prospects in biosimilars and par has no biosimilar program
Momenta has $400m in cash and no debt so the buyout comes cheap and par gets a strong footprint in biosimilars and other generics that are very profitable
Par needs to get into biosimilars in a big way and quickly!
