Replies to post #100552 on Biotech Values

[DewDiligence]

Re: MNTA valuation in worst-case scenario

[Canaccord] lists M356 as a 15% royalty. But since M356 is a more complex molecule, it is more likely to be a sole generic and therefore a 50/50 split, and not a royalty model.

Canaccord screwed up by writing that. M356 (generic Copaxone) is a 50/50 profit split between NVS and MNTA regardless of the number of generics in the market.