Replies to post #100430 on Biotech Values

[Marvelmeister2002]

MNTA- valuation ranges


Apologies if you've already posted on this point, Dew, but I'm wondering what you see as a "worst case" fair value for MNTA?

I see where you previously posted this

<Combining the Lovenox and non-Lovenox components of MNTA’s value calculated above yields a per-share NPV range of $55-87. In summary, $55-87 is my estimate for MNTA’s fair value if the FDA approves the generic-Lovenox application from MNTA/NVS and does not approve the applications from Teva or Amphastar. >

Now let's say that TEVA's application is approved. I'd love to hear your valuation estimates (low and high end) in that scenario. Would you still consider MNTA to be extremely cheap in that scenario?

How about if AG also launched an authorized generic?

TIA