Biotech Values

[rkrw]

MNTA. I'll go on record and predict a Novartis munch within 12 months. Cash+CVR's for Copaxone.

Unless there's something big that would change the equation such as a near term 3rd generic filing.

Thought is Novartis will be paying a handsome annual royalty flow to MNTA and MNTA management, at least to date has had an awful lot of trouble unlocking value, despite succeeding on their initial mission. On the Novartis side, perhaps Sandoz may want to bring the technology in house. Of course betting on buyouts is usually futile.