Biotech Values

[DewDiligence]

Matthew Dodds, a pharma analyst with Citi, expects Xarelto to generate US peak sales of only $100M in the hip/knee indication (http://www.bloomberg.com/news/2011-07-01/janssen-says-fda-approves-xarelto.html ).

I think Dodd’s figure is much too low; however, if Dodds is even close, it’s bullish for MNTA and makes my analysis in paragraph A) of #msg-64848575 very conservative.