Replies to post #102827 on Biotech Values

[wallstarb]

MNTA price action is indicative of some larger owners selling. I was extremely suprised to see nearly no bounce the last 2 days after the court ruled.

I think you'd be very wise to hedge some exposure - I haven't looked at the options but selling some out of the money calls say Sept and Oct might be decent idea. I am not sure how much implied vol is in the 20 and 25 strikes but it might be a nice way to generate some cash while you are waiting for something to happen.

Also it doesn't make sense to put a multiple on whatever $$$ MNTA makes since it should be treated as simple one time gains as it's not goign to be a recurring revenue stream (or you could argue it will only recur for a year or 2 more until TEVA gets in) I will agree though if the revenue stream were goign to be there 5 or 10 years out then MNTA looks very cheap.

[10nisman]

I find it amusing that a educated person like you claim to be, cannot accept anyone's comments that aren't in the groupthink mentality.

I accept any comments that have some once of reasoning behind them versus your out-in-left field comment there will be huge disappointment if quarterly run-rate is less than $100 million. Maybe to you, but the current share price has not priced in a run-rate anywhere close to that level and to say there will be huge disappointment is just ridiculous, IMHO.

It's pretty childish to accuse someone of being short because they don't agree with your pie in the sky estimates.

LMAO... Check your outbox and I think its pretty obvious who's a child.

10nis