Biotech Values

[10nisman]

still would be a .75-$1 increase in cash per year, could pay a nice divi with half of that a floor under the pps.

MNTA will be break-even to slightly cash flow negative/positive depending on how things fall out. MNTA will NOT be generating $0.75-$1 in income or cash flow.

IMO, it makes sense for MNTA to sell its share of mL, mC or the entire company to Sandoz. I expect MNTA will be open to taking offers as well as demanding much less in FoB partnership terms which could lead to an agreement being signed sooner than expected.

At the current price, MNTA is trading well below liquidation value although the market could push it even lower.