Biotech Values

[mauser96]

DD thanks for the great MNTA writeup. I know you mostly presented the "best case" But I think it unlikely that doctors will switch to bio identical quickly. They will write "do not substitute " initially. Doctors are conservative by nature and training . Since the whole idea of bio identical is so new they won't trust it in the beginning -they will wait for somebody else to screw up first. If that doesn't happen in a couple of years they will start writing prescriptions allowing for substitution.
Doctors aren't paying for it, lawyers are everywhere. Physicians have little to gain by writing for bio identical.

However even a price of $50 or so is a lot higher than today's prices.