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Monday, December 24, 2007 3:11:20 PM
MNTA – Thanks, Jon, for your feedback. Your numbers are lower than mine across the board, so maybe should ought to drink more eggnog!
>Case 1 Odds 10% (price $35 as you will never know that TEVA/Ampha got denied so always will be a discount)<
Actually, investors will know with near certainty whether Teva and Amphastar get approval for generic Lovenox. How will we know? I’ll make this a quiz
>E. Disagree - actually agree as I think odds are ONLY one in three.<
You aren’t really agreeing or disagreeing because I didn’t hazard a guess as to whether MNTA will be bought out in 2008. Rather, I assumed MNTA will not be bought in order to simplify the case-by-case valuation analysis. Regards, Dew
>Case 1 Odds 10% (price $35 as you will never know that TEVA/Ampha got denied so always will be a discount)<
Actually, investors will know with near certainty whether Teva and Amphastar get approval for generic Lovenox. How will we know? I’ll make this a quiz
>E. Disagree - actually agree as I think odds are ONLY one in three.<
You aren’t really agreeing or disagreeing because I didn’t hazard a guess as to whether MNTA will be bought out in 2008. Rather, I assumed MNTA will not be bought in order to simplify the case-by-case valuation analysis. Regards, Dew
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