Biotech Values

[zipjet]

There will be substantial analyst commentary, however, most do not have any idea of how to model Lovenox revenues for MNTA.

Many of them were caught flat-footed Friday. But they are quick studies, so I do not think that will last.

They will have to mark down the value for the risk they assign to multiple generic approvals.

Should be fun to see the various views.

I do think we will see new target prices in the 30's. Being too low in their target prices could quickly become an embarrassment.

ij