Replies to post #99662 on Biotech Values

[ThomasS]

MNTA: Got it, thanks. I assumed you meant that analyst's would prematurely discount MNTA under the assumption that TEVA would get approval soon.
I believe DD's best-case/worst-case with/without Sanofi's AG is very compelling and should be a must-read for the newbie analysts who materialized at the CC Friday.

I am happy regardless of any outcome because MNTA has been de-risked.

Can you imagine the possible impact if a Markman Summary Judgment is published in MNTA's favor?

[DewDiligence]

Re: Economics of the AG “hybrid” case

Dew’s assessment of a 40% discount for an AG is even more interesting in light of the recent CC explanation that in the case that the ONLY additional "generic" is an AG, that the payments to MNTA become a hybrid of profit sharing and royalty. Just what that may be is speculative.

Actually, the way the hybrid case works is spelled out in MNTA’s SEC filings. I described the algorithm in #msg-46578876. Regards, Dew