Dew’s assessment of a 40% discount for an AG is even more interesting in light of the recent CC explanation that in the case that the ONLY additional "generic" is an AG, that the payments to MNTA become a hybrid of profit sharing and royalty. Just what that may be is speculative.
Actually, the way the hybrid case works is spelled out in MNTA’s SEC filings. I described the algorithm in #msg-46578876. Regards, Dew
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”