Biotech Values

[DewDiligence]

…this vanishingly small thread about the fact/question of who is providing/provided the science behind the TEVA [Lovenox] ANDA is possibly the most important question for MNTA valuation post FDA approval.

Agreed.

The problem has been how to value the overhang on the MNTA income stream given the possible/pending approval of the TEVA application, and how to evaluate their ability to meet FDA characterization requirements.

Agreed.

I'm very surprised at the way it's been addressed by those that apparently know the answer to the question but for reasons unknown cannot or choose not to divulge the information.

Please see my reply to dfrai in #msg-55728950. Regards, Dew