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Re: rkrw post# 79199

Sunday, 06/07/2009 1:18:11 AM

Sunday, June 07, 2009 1:18:11 AM

Post# of 257259
Re: MNTA

What i was hoping for is more progress on the rest of the company, M118, oncology, other programs with nvs, etc to bump up the downside base value. As far as approval, i know of no way to discount the outcome. It's not like an NDA where you can check the boxes, efficacy, side effects, need.

I think there is already a fairly decent downside base value established not too far below from where we are now. Obviously, generic Lovenox and the other generic programs are a big part of the MNTA story, but they are not everything given the M118 program and the oncology angle now. So, there are multiple irons in the fire. Also, with respect to generic Lovenox, another delay could just represent another buying opportunity if the stock significantly craters and one ultimately still believes the drug will get to market in the not-too-distant future.

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