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oc631

08/05/10 11:06 AM

#100822 RE: DewDiligence #100820

Do you recall if it was the same analyst?
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Mpower

08/05/10 11:06 AM

#100823 RE: DewDiligence #100820

Interesting that the Bernstein analyst had no note about Generic Copaxone. Well, at least this explains the "weakness" of the past few days. I look forwad to the reversal.
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pollyvonwog

08/05/10 11:13 AM

#100826 RE: DewDiligence #100820

The bogus Bernstein report in January caused MNTA’s share price to run up substantially, which probably enabled a Bernstein client (or the firm itself) to cash out at a better price.



I think it is fair to say something of a similar nature has occured here... The large PUT action before this was released all makes sense now...
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rkrw

08/05/10 11:55 AM

#100834 RE: DewDiligence #100820

To be fair MNTA was approved in 6-months, which after waiting 5 years isn't far off imminent.

Was nvs setting prices and soliciting pre orders?
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DewDiligence

08/05/10 1:18 PM

#100868 RE: DewDiligence #100820

FWIW, I added MNTA shares today at 17.99-18.05.

As some other posters have already posted, MNTA’s current valuation entirely or almost entirely discounts a Teva generic entering the market in the near future.
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DewDiligence

08/09/10 9:44 AM

#101104 RE: DewDiligence #100820

The effect of Bernstein’s bogus rumor/report on Lovenox may have run its course.
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DewDiligence

03/14/11 3:31 PM

#116418 RE: DewDiligence #100820

Sanford Bernstein’s Tim Anderson is at it again; he’s now touting the notion that PFE will sell off “non-core” businesses. This is hardly an original idea, but Anderson is dead wrong, IMO, about PFE’s plans for its so-called Established Products division:

http://online.wsj.com/article/BT-CO-20110314-708734.html

Anderson sees the potential for Pfizer to spin off five of its nine distinct business units: animal health, consumer health, nutritionals, Capsugel, and established products. The biggest unit would be Pfizer's established-products division, which includes generic drugs. Anderson said this unit generated sales of $10 billion for 2010, but probably would grow to $17 billion in coming years when Lipitor and other products lose patent protection.

He doesn’t get it—PFE’s Established Products division is the vanguard of the global pharmaceutical industry, as detailed in #msg-59590951.

Anderson gets my vote for the honor of least trustworthy drug/biotech analyst on Wall Street. For those who may have forgotten, Anderson is the analyst who trumpeted in Aug 2010 that Teva’s Lovenox approval was imminent (#msg-52999229).