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Replies to #99640 on Biotech Values
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zipjet

07/25/10 8:44 AM

#99644 RE: ThomasS #99640

There will be substantial analyst commentary, however, most do not have any idea of how to model Lovenox revenues for MNTA.



Many of them were caught flat-footed Friday. But they are quick studies, so I do not think that will last.

They will have to mark down the value for the risk they assign to multiple generic approvals.

Should be fun to see the various views.

I do think we will see new target prices in the 30's. Being too low in their target prices could quickly become an embarrassment.

ij