Replies to post #99448 on Biotech Values

[urche]

MNTA CC post-mortem:

I agree ---the CC seemed more of an opportunity to exult amongst questioners not inclined to throw water on the party.

Here is what surprised me---the lack of clarity on how much of the development costs MNTA will need to repay to Sandoz from profits. That, plus the 40-50% profit sharing and uncertain royalty makes for difficult modeling. How did you deal with these uncertainties in your valuation model, Dew?

Urche

[DFRAI]

MNTA - dew
are the analysts so dumb that they are shorting the stock or so many poor souls that are selling here?

what do you attribute the large selloff from 25 to 18