MNTA...
Although some people on this board maybe disappointed with the partnership (whether terms or the partner), I think the fact that MNTA inked a deal with more than adequate terms is a great sign for reaping substantial shareholder gains in 2012 and beyond. The partnership establishes the necessary framework for MNTA to take itself to the next level.
IMHO, the past two months have shown MNTA's true potential and have given visibility into MNTA's future earning power. Obviously, the AG launch and removal hurts, however considering MNTA will be in a tax position in 2012 (and beyond) it doesn't hurt as much. At the current share price, MNTA has substantial upside with mL continuing to generate substantial free cash flow and approval of mC coming at any time. Hard to find a sub $1 billion market cap company that has ~$400M in net cash, will generate $1.50-2.00/share in after-tax CF a year, and has the ability to double and triple its after-tax CF over the next few years. I think its safe to say that MNTA is on a much better pathway today (one w/better visibility) than 6 months ago.
My MNTA FY 2012 predictions --- the share price trades north of the mL approval high and mC wins FDA approval.
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