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Re: jb_118 post# 7718

Wednesday, 11/30/2011 2:08:51 PM

Wednesday, November 30, 2011 2:08:51 PM

Post# of 20689
I don't think today's action has anything to do with the hybrid royalty situation. I believe it results from a realization that the AG suspension is not all its cracked up to be, and that, if Sanofi does, in fact, price the AG aggressively, MNTA's profits will suffer. In other words, the level of comfort in the most favorable pricing model has fallen considerably.

All IMHO
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