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iOwnSomeBio

07/29/10 11:47 AM

#100106 RE: Mpower #100105

Would they give one to Teva also if they got approved?

Any word on the Markman hearing?
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10nisman

07/29/10 12:36 PM

#100108 RE: Mpower #100105

MNTA

Let me try and summarize what's going on....

1.) SNY reported earnings today and essentially said there will be no AG. SNY is also talking about cutting U.S. sales force thus giving up share of the U.S. Lovenox market to focus on the no competition rest of the world market. Does this get any more bullish for MNTA?

2.) SNY's lawsuit resulted in No TRO and the court date pushed out 3 weeks to August 17 while Sandoz is selling Lovenox like a hungry fat kid in a candy store. The lawsuit is a hail-mary by SNY providing MNTA shareholders an opportunity to purchase cheap shares.

3.) TEVA is trading at close to a 52 week low... Fears over Copaxone or does someone have knowledge of Markman hearings?

4.) TEVA could get news on Lovenox approval however they could also not receive approval for months/years/if ever. Each passing day that TEVA hears nothing the greater likelihood MNTA will stand alone as Sandoz fat kid salesmen eat up the candy store.

5.) MNTA is trading at an extremely cheap valuation even if TEVA obtains Lovenox approval.

6.) MNTA volume has all but dried up setting the share price up for a significant move.

Am I missing anything?

10nis