Replies to post #99470 on Biotech Values

[bladerunner1717]

More interesting than the diatribe about NVS is the validation of the MNTA reverse engineering technology. This seems to me to make MNTA the most sought after acquisition and/or teaming partner in biogenerics.

Flatlander,

I totally agree. I think that's what is missing in the Market reaction so far. As Dew says, the game here is just beginning.


Bladerunner

[DewDiligence]

While I agree with your rationale for Teva being down, shouldn't NVS get at least a small pop by the same rationale.

NVS’ share price will benefit in due course, IMO, but we’re talking about a company that does $50B in annual sales, so this is not a life-changing event for NVS per se.

On NVS’ next quarterly CC in October, management will lift the sales guidance for the Sandoz unit. Then analysts will put that into their models and realize that they need to raise their EPS figures and price targets.