Replies to post #101105 on Biotech Values

[go seek]

IMO those that sold (hurriedly) based on the Bernstein report sold on Thursday... when the report was released in the am.
it was a rolling snowball that has now melted.

Back to the fundamentals... Sandoz M-enox is selling aross the US.
This is huge for a company like MNTA w/ only 45M shares.

one does not have to be a math wiz to see what $1B+/year in sales of a high margin product will do for a small cap company like MNTA
and a lot (if not all) of the Teva risk has now been washed out.

Keep in mind MNTA is about more than M-enox.