ThomasS, if I had a few hundred million, I would buy some nice big chunks of MNTA. It is a great risk/reward. The sell-off is quite baffling, one can only wonder why. I do think that the material event that led to the short-term "price collapse" (hopefully very short-term) was when Tim Anderson (Bernstein analyst) came out and claimed that TEVA would get approval for m-Enox very soon (based on some "information" he had -- of course he wouldn't share this top secret information....) :)
I will be interested to see if this selling pressure is coming from long-time holders OR if this is being shorted....