Replies to post #77974 on Biotech Values

[DewDiligence]

MNTA valuation in the less than best cases:

Good stuff. How about sharing your value analysis of the other potential outcomes?

I commented briefly on the multiple-generics case and the sole-generic-plus-AG case in #msg-33892399. Also, my reply to dewo in #msg-37882121 shows that dewo’s sole-generic case is arithmetically the same for MNTA as my AG case.

For the case in which the Lovenox ANDA from NVS/MNTA never gets approved at all, you can use the $5/sh value from paragraph #14 of #msg-37875396. Regards, Dew