Biotech Values

[alertmeipp]

so let's say we have 3 generics and the pie shrinks to 1.5 billions (~40% drop!)

500million sales -> royalty of 10% = 50millions = $1.2 per shares! Not bad for a $17 biotech, right?

That's like the doomsday scenario.

Note we were just debating how much a copy of Lovenox worth.

We left out M118 and Copaxone altogether. We can value Capaxone as a phase 3 drug with a billion revenue potential - that alone worth a good amount. M118 - we should see a partnership with some nice upfront soon.

On top of that, MNTA has a platform that would turn to be gold mine for a bigger cash-rich company (pretty much all big pharmas are).

It's a no-brainer.