Replies to post #101638 on Biotech Values

[ThomasS]

MNTA:
"Don't confuse one man's opinion with fact. There's a big difference."
{Agreed. We simply do not know about Teva's inspections. A theorem is not quite as convincing as an axiom.}

"It's possible that someone knows the real answer, and it's not bullish for MNTA."
{Disagree. Who could possibly know? Only someone "confusing their opinions with facts." Who knew about MNTA's approval beforehand? The stock action did not suggest anyone knew; yet, you imply that Teva's postion is somehow different as far as "leaks." Bernstein comes to mind...
The only difference today, is that we know the FDA is willing to approve a generic Lovenox.}

IRT to facts vs. opinions: When you see the Sandoz/MNTA sales figures for the 3rd Quarter and are promptly astonished, note that those figures will be booked as "facts" in MNTA's 3rd QTR 10-Q as revenues.