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Re: DFRAI post# 12686

Thursday, 11/06/2014 9:52:02 AM

Thursday, November 06, 2014 9:52:02 AM

Post# of 20689
If the only asset MNTA had was Necuparanib entering phase-2, the stock’s EV would probably be $150-200M, IMO. In other words, there’s a valuation disconnect here that’s been caused by the stain from falling short of prior expectations.

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