Replies to post #89255 on Biotech Values

[DewDiligence]

As previously posted, I don’t think anyone outside the FDA has a better idea than we do about how the FDA is going to rule on generic Lovenox.

[rkrw]

At a $600M+ market cap the downside risk of the fda pushing it back isn't trivial any more.

[ThomasS]

MNTA: fwiw, Oppenheimer raised their target today from $15 to $17.
Most "expect" a FDA decision during 1H 2010. (Just look at the implied volatility of the March call options.)