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...common sense also has a place in biotech investing.
The Street thinks Teva has its best scientists working on t-enox. If that is not the case, a 2nd generic approval would be perceived as less likely to occur.
TEVA is a heavyweight in the generic business... if the development / manufacturing of t-enox were done by an unknown 3rd party....
the likelihood / probability of success would by less... or at the very least the perception for success would be less.
What if the development of Teva’s Lovenox (as well as the manufacturing) was done externally?
Are you suggesting that maybe MNTA was involved in developing Lovenox?
If true, buyers of MNTA would pay up significantly more per share.
(my post)
As much as I've come to distrust TEVA, I don't understand the significance of where the production is done - TEVA's facilities or someone else's.
What if the development of Teva’s Lovenox (as well as the manufacturing) was done externally? That’s the question I’m addressing in this thread.
As much as I've come to distrust TEVA, I don't understand the significance of where the production is done - TEVA's facilities or someone else's.
Are you saying that such a thing goes to the veracity of their statement(s), are you referring to quality differences, etc.?
I'm just not clear. Can you clarify?
Thank you.
As I remember, the identification of the facilities was (purposefully?) vague.
IMHO, TEVA is playing games, but time will tell...
...the next news may be TEVA's withdrawal of application due to "economical" reason...
5K at 14.75. Any loss now will be on the top of previous level at 20+ and again at 18+ buys..
Made a stupid mistake of buying based on cancord note...
That's a GREAT question! Too bad I didn't think of it myself!
Has Zeev passed on, or retired from investing? >eom<
I'm new to this board, so forgive my asking a question about an old post. (I'm catching up on my reading tonight)
My question is this: Aren't you typing up a considerable amount of money/margin to make a 2.8% return over a three month period?
Thanks!
I wonder what they think organic foods are made from.
This is a NEW job opening (not a replacement) as were the others -
Latest Listings
Listed below are openings that have been posted since 09/29/2010.
Desktop Engineer (284093-811)
Cambridge, MA, US.
This is the #8 career path posting in approximately 2 months. Although not top tier, it certainly indicates MNTA is minting the $$$.
Wow. That's quite a list - and even more when you look at the posts in reply to your posts - especially the one by Dew.
It seems more than evident that TEVA is ready, willing and able to distort and deceive.
After reading the posts I've referenced, I feel very assured that this "our plants have been inspected" is just more BS (aka FUD) from TEVA.
...[then] I guess we have another data point for the delcine in Teva's vaunted credibility...
Dew,
In reading the posts you referenced, the replies, and the posts which the ones you referenced replied to - I am struck by the fact (actually my understanding/interpretation) that the patent expiration date is not certain. (May '14 vs Sept '15)
I draw that conclusion possibly because I don't fully understand everything I've read (and I don't know the court cases), but also possibly because I didn't see a source cited that said essentially "May 2014 is it!" The posts make reference to some expiring in May '14, and others (or is it just one other?) expiring in Sept '15.
What I'm asking is this: is the expiration date a verifiable fact, or a supposition?
Thank you.
Option premiums reflect neither optimism or pessimism - they reflect only the market's prediction of the stock's future volatility.
I hear you, but I still would think that option premiums would be higher. A sucker has to buy from another sucker, if I understand your assessment correctly.
Quote:
What are your thoughts on IMGN here?
Dead money.
What questions did you submit to MNTA, and what were the answers? >eom<
Personally, I think all this talk is pointless.
...MNTA will likely generate (before Sandoz reimbursement expenses) Q4 profits (net of NOL) between $35 and $50 million...
...There must be some reason that the larger houses aren't backing Momenta.
That’s the lowest interest rate for a 3-year issue in the history of the US corporate-bond market.
No, no, thank you!
"He emphasized 2 quarters instead of 3?"
That sounds like things are ahead of schedule. Yippee!!
Still mentions the 2-3 quarter payback timeframe, but perhaps vocally emphasized the "2 months" more firmly than "3 months."
MNTA longs ....
this could be our turn-around week...
Agreeing with the other reply I saw, no, Seeking Alpha writers are not paid AFAIK.
However... as with anything on the internet, be very careful in evaluating the pedigree of the writer. One particular one comes to mind - a guy who wrote article after article about the soon-to-be liftoff in E-Trade's stock price (which never happened, btw). Every month or so like clockwork it was E-Trade or some similar stock.
You could read his story history and see what was going on. Eventually he was repeatedly challenged and quit writing his stock pushing "opinions".
Just my 2 cents.
>self deleted<
Essentially all of Oppenheimer’s MNTA stake was acquired during July and August. According to Oppenheimer’s Form 13F for 2Q10, they owned only 1,000 shares of MNTA on 6/30/10...
...With such a large acquisition of shares over the past six weeks presumably... (regarding the Oppenheimer 10% ownership)
...Shorts used the fear to drive the stock in the ground - stepping it lower each day...
They had to take judge Emmet Sullivan out to lunch.
I picked up another 500 @ $14.21. If the "big boys" want to help me average down, then let 'em!
Weren't you positing a situation where a Teva employee, knowing that a Teva approval was imminent, shorts MNTA stock?
That's a very interesting article. One thing I don't understand is that all the drugs listed had an "approval decision date", yet no one knew when Lovenox would be/not be approved, or when Copaxone (sp?) might be approved.
Is the difference because of generic vs branded? Thank you.
As I mentioned previously today, I bought 1,000 shares @ $14.95 today, and I will continue to buy if it heads lower.