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Re: DewDiligence post# 99448

Friday, 07/23/2010 2:13:01 PM

Friday, July 23, 2010 2:13:01 PM

Post# of 257295
MNTA CC post-mortem:

I agree ---the CC seemed more of an opportunity to exult amongst questioners not inclined to throw water on the party.

Here is what surprised me---the lack of clarity on how much of the development costs MNTA will need to repay to Sandoz from profits. That, plus the 40-50% profit sharing and uncertain royalty makes for difficult modeling. How did you deal with these uncertainties in your valuation model, Dew?

Urche

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