Replies to post #89673 on Biotech Values

[MotionMan]

MNTA: Is there any way to gauge how the FDA will respond to the generic Lovenox applicants? In particular who is notified first? Would they be inclined to announce a denial first before an approval or vice versa.
If TEVA were to find out they got denied before MNTA was notified of an approval/denial would MNTA share price go up or down?

I'm sort of extended on MNTA on margin believing they will hear an approval before TEVA's denial ; )

[DewDiligence]

MNTA Major Shareholders

[Updated for Form 13G filings today from BlackRock
and Visium. The former is a new 5% owner; the latter
reduced its holding by approximately 1/3.]


The table below shows all shareholders with a 5% stake
on an SEC reporting basis and all insiders with a 1% stake.
Insider holdings are accurate as of today and include restricted
stock and options, whether or not vested. Non-insider holdings
other than Novartis are as of 12/31/09 unless otherwise indicated
in the table footnotes. (Novartis’ holding is accurate as of today
because NVS is a 10% holder on an SEC reporting basis and
it has the same reporting requirements as an insider.)

The percentages shown below are based on 49.1M diluted
shares for valuation purposes (#msg-42163809), and hence
they differ from the percentages reported in SEC filings.

 
                             Shares  Stake 
 Novartis                  4,708,679  9.6% 
 T Rowe Price              4,468,373‡ 9.1% 
 BlackRock Inc.            2,782,260  5.7% 
 Visium Asset Mgmt         2,307,096† 4.7% 
 Craig Wheeler (CEO)         987,344  2.0% 
 Alan  Crane (Director)      652,202  1.3% 
 G. Venkataraman (SVP, R&D)  628,540  1.2%  
 Ram Sasisekharan (Director) 492,344  1.0%  
  
 ‡As of 10/31/09 (from 13G filing 11/10/09). 
 †As of  1/22/10 (from 13G filing  1/29/09).