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Re: iwfal post# 7135

Saturday, 10/29/2011 9:28:35 AM

Saturday, October 29, 2011 9:28:35 AM

Post# of 20689
Has anyone attempted to do the annual math with various assumptions of mL sales going forward?

Like assuming sales at $1B, $800MM, and $600 MM, when is the $135MM profit met and what is the annual per share of profit for MNTA, after tax and after expenses?

My very quick run ends up with a pretty low number, unless mL stays at a $1B+ run rate, which I think is very, very optimistic. My fear is that SNY made the calculation that they would do much better with an AG in the market than they were doing without it, and would have come into the market aggressively anyway. Hope that I am wrong, but only TWT.