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Replies to #99380 on Biotech Values
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jbog

07/23/10 12:03 PM

#99382 RE: DewDiligence #99380

What are your patient estimates between the DTV indication versus ACS.

tia
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jmkobers

07/23/10 12:09 PM

#99383 RE: DewDiligence #99380

I dont have the post #, but I believe you also stated that if both MNTA and TEVA got their lovenox approvals, MNTA's share price would probably go DOWN due to the way the split % is derived under the multiple approval scenario, and that is when the stock price was in the 11-13 dollar range. IIRC, MNTA revenue with multiple approvals for lovenox would be in the neighborhood of 50 million annually.

TEVA's approval could come in any time and would send MNTA's pps diving, especially considering the current trading price. The uncertainty of the TEVA ANDA is what will keep the valuation reasonable and it should give caution to those who think it is a gift here.
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10nisman

07/23/10 12:11 PM

#99384 RE: DewDiligence #99380

MNTA ---

Who is selling at these levels? Under $20.... Anyone else buying more? Any news on TEVA?

Thanks again DD on your great work!!

10nis