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Re: docbanker post# 5073

Friday, 08/08/2008 2:08:50 AM

Friday, August 08, 2008 2:08:50 AM

Post# of 8473
DocBanker: I think the following chart and previous commentary clearly define your investment acumen (and I suggest all here ponder your future advice re RPRX or any other stock):

http://finance.yahoo.com/echarts?s=MNTA#chart2:symbol=mnta;range=ytd;compare=rprx;indicator=volume;charttype=line;crosshair=on;ohlcvalues=0;logscale=on;source=undefined

No commentary necessary... charts don't lie.

"Thomas, not sure if you are hiding on your MNTA post but fyi MNTA now has about $2.50 a share in net cash once you include the Oct-Feb burn rate, paying down debt and excess of payables over receivables and they are burning more than %0.50 per quarter. So cash position is not a positive investment thesis. What am i missing?" {lol...}

"Thomas, what is the basis for your positive inclination on MNTA that it was a "better opportunity"? They probably have 30 MM less cash now than as of 9/30 balance sheet you may be citing so they could be well below $4 per share in cash with no products or no hope. Why will this not go to zero in a year or two?"
{because it is going to $20?}

A veritable "who's who" of Institutional Holders:

PRICE (T.ROWE) ASSOCIATES INC 3,199,199 8.70 $34,967,245 31-Mar-08
Visium Asset Management 3,152,336 8.57 $34,455,032 31-Mar-08
FEDERATED INVESTORS, INC. 2,032,500 5.52 $22,215,225 31-Mar-08
Ridgeback Capital Investments Ltd 1,864,826 5.07 $20,382,548 31-Mar-08
MORGAN STANLEY 1,391,711 3.78 $15,211,401 31-Mar-08
PALO ALTO INVESTORS, LLC 1,327,658 3.61 $14,511,301 31-Mar-08
Barclays Global Investors UK Holdings Ltd 1,192,843 3.24 $13,037,773 31-Mar-08
VANGUARD GROUP, INC. (THE) 921,451 2.50 $10,071,459 31-Mar-08
HAMBRECHT & QUIST CAPITAL MANAGEMENT, INC. 829,200 2.25 $9,063,156 31-Mar-08
OHIO-STATE TEACHERS RETIREMENT SYSTEM 562,433 1.53 $6,147,392 31-Mar-08

TOP MUTUAL FUND HOLDERS
Holder Shares % Out Value* Reported
FEDERATED KAUFMANN FUND 1,754,500 4.77 $12,825,395 31-Jan-08
PRICE (T.ROWE) NEW HORIZONS FUND 1,600,000 4.35 $17,488,000 31-Mar-08
H&Q HEALTHCARE INVESTORS 489,250 1.33 $5,347,502 31-Mar-08
FIDELITY GROWTH COMPANY FUND 406,000 1.10 $5,204,920 31-May-08
PRICE (T.ROWE) SMALL-CAP VALUE FUND 360,000 .98 $3,934,800 31-Mar-08
H&Q LIFE SCIENCES INVESTORS 339,950 .92 $3,715,653 31-Mar-08
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 282,603 .77 $3,476,016 30-Jun-08
VANGUARD TOTAL STOCK MARKET INDEX FUND 267,373 .73 $2,922,386 31-Mar-08
ISHARES RUSSELL 2000 INDEX FD 217,607 .59 $2,378,444 31-Mar-08
VANGUARD SMALL-CAP INDEX FUND 210,136 .57 $2,296,786 31-Mar-08











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