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Re: DewDiligence post# 9954

Wednesday, 11/14/2012 7:46:46 PM

Wednesday, November 14, 2012 7:46:46 PM

Post# of 20689
Estimated NPV of MNTA’s Lovenox royalties: #msg-81504404.

Dew, your calculation is based upon the notion that the Lovenox market will REMAIN at $1.3bn annualized. That is the fly in the ointment.

I expect that number to fall 50% by summer.