Biotech Values

[iwfal]

I would hope CW could negotiate selling all of MNTA for $2+ billion.

A little confused by this. Everyone here seems to give high odds to there being no t-enox. In which case MNTA will be earning $150-200M per year - and at P/E=20 that equates to about $3-4B. With no value whatsoever attributed to any of the rest of their pipeline.

Note that going back to Dew's other thread on people's valuation - I have noted over the years that most people who claim to be ltbh are in fact not so. And one of the ways it shows up is in buyout offers that desired are amazingly low.