Replies to post #99644 on Biotech Values

[MotionMan]

MNTA: Does the approval of m-enoxaparin now negate the need to do a capital raise for the foreseeable future??

[ThomasS]

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

This is a pointless exercise, but, why would they do that? You model based on known facts. You update models as needed based on unknowns becoming facts. That's what analyst's do on every other stock.
Regardless, you are correct that it will be fun to observe. I suspect a mean target of $42-ish. (Copaxone weighs in as less of an unknown, based on the knowns of MNTA's platform validation and FDA willingness to approve complex molecules).

I would add that if they used Dew's more-informed model, $55-$87 would be the range! "With knowns."