News Focus
News Focus
icon url

jbog

08/10/10 11:47 PM

#101309 RE: alertmeipp #101308

alertmeipp,

What we do know now is MNTA's 50% of next 3 quarters of cash flow will be able to pay off about 50-70m. (thanks Zipjet and Dew for the info)

We know that's what Wheeler said. It's very early in this ballgame for Wheeler to make that comment. Is that statement true if Teva is approved tomorrow morning? Is that statement true if Sanofi continues to lock up the major users with long term contracts?

Wheeler also said they can currently supply 35%-40% of the market and are building out production right now. By Sandoz's numbers tonight they are only selling 16% of the market need.

Time will tell.