AI
Thursday, May 01, 2008 9:44:26 AM
Sorry DD,
I greatly appreciate all the work you do.
As I thought about the recent developments it seemed to me that it was now unlikely that the FDA would fail to approve ANY of the generics. That conclusion drove me to look back at the questions you asked and reevaluate it.
Those calling the valuations of MNTA "outlandish" have missed the point of the size of the market and the rate at which a discounted substitutable mL will take share.
Now lets see if NVS tries to preempt the process and take over MNTA at 25.
ij
I greatly appreciate all the work you do.
As I thought about the recent developments it seemed to me that it was now unlikely that the FDA would fail to approve ANY of the generics. That conclusion drove me to look back at the questions you asked and reevaluate it.
Those calling the valuations of MNTA "outlandish" have missed the point of the size of the market and the rate at which a discounted substitutable mL will take share.
Now lets see if NVS tries to preempt the process and take over MNTA at 25.
ij
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