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Re: DewDiligence post# 128511

Saturday, 10/15/2011 8:45:14 AM

Saturday, October 15, 2011 8:45:14 AM

Post# of 257257

In other words, following a favorable settlement with Amphastar, the headwind on MNTA’s share price from worry that a new competitor will destroy MNTA’s lucrative Lovenox franchise will finally be gone.

How sad that the result of stealing another companies IP is that the creator of the IP gets a) their IP stolen and b) less income than they otherwise would have had.

Where's the incentive not to steal? frown

I disagree with that part of your conclusion - if stealing another company's IP results in nothing more than a settlement, MNTA's IP is not worth nearly as much as has previously been priced into the stock. So... replace uncertainty of competition with a reduction in income. Not a good tradeoff IMHO.

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