Biotech Values

[ThomasS]

MNTA: Case 3 – Nobody obtains approval for generic Lovenox but the application from MNTA/Sandoz remains under consideration by the FDA pending resolution of certain issues: $11 ($400M MC). This case is essentially the status quo with some “regression to the mean” vis-à-vis the unduly negative sentiment toward the stock that is currently suppressing the valuation, IMO.


-- The "regression to the mean" analysis seems to be playing out pending further guidance. Slowly. I believe that any update on pathway will continue the trend.