Biotech Values

[Rocky3]

I think the only potential concern for MNTA from these impressive numbers is whether SNY is concerned enough about m-enox capturing too large of a market that it has to launch an authorized generic.

Seems unlikely to me. I think the net for SNY would be much, much lower than under the current 2 product market. Again, I am assuming more price reductions under that arrangement, and others think that pricing would stay the same. I sure hope that nothing changes from current 2 products "forever."

The numbers for Q3 are similar to what I thought they would be starting Q4. Clearly, MNTA numbers will be "HUGH" after the reimbersement is paid off. And that will be sooner than even we hoped. Q4 guidance (if any) from MNTA will be very interesting.