Biotech Values

[zipjet]

(zip- after listening to the presentation i am still unclear if 35% end user penetration achieved or 35% shipped to wholesellers)

I initially asked the lawyer-like question, what the meaning of is is?

Others who I think understand the industry better than I, said Shea was saying they had indeed sold out their capacity.

But for Shea's statement I would have modeled a slower ramp.

These are interesting questions. But the real one is, whether/when TEVA gets approval?



zip

PS - I largely agree with WSA on how to value the mL profit sharing until we can infer that Teva will not get approved. But over time the inference that Teva will not get approval will rise as will MNTA's stock price.