Biotech Values

[dumaflotchie]

My answers: A) 12-15 B) 40-55


I know what you meant as regards a and b.

But you do seem to make a pretty good case for a long position with downside risk to $15 and upside gain to $55 :).

I assume you are making these estimates based purely on Lovenox with no consideration of capoxone or FoB?

IMO.....the present stock price at PE of 8, already factors in t-lovenox threat.

I would hope that MNTA is actively engaged in negotiation with new partners for FoB (and other) but also renegotiation with the present lovenox/capoxone agreements. There is no logical reason that they should not just benefit from sales irrespective of multiple generics. I believe there is compelling argument to renegotiate...........if they didn't try....that would be tantamount to fiduciary breach IMO.

They have the goods.......they have proved it......and the negotiating angle is that they can prove it again and again in the future. Who wouldn't want to give a little now to get so much in form of future partnerships in future??