Biotech Values

[zipjet]

A more productive discussion in my view is pushing the investment community to think about holding a small amount of MNTA as an insurance policy on their Teva holdings against a copaxone approval. It's not a crazy strategy by any means if you look at the numbers.

Assume:

C provides 20% of TEVA net profits;
those profits would be cut in half if mC launches;
half of the effect on TEVA's stock value is already reflected in the stock price;

So TEVA stock could take a 5% hit on a MC of $46B, or $2.3B.

How much MNTA would need to be owned to make up for that loss in TEVA value?



I will stop there.

ij