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north40000

08/31/10 2:55 PM

#103114 RE: DewDiligence #103109


The point you make here:

>>>Moreover, if MNTA really were working on a FSH FoB, the last thing they would want to do at this point is publicize that fact by writing about it in a paper.<<<

seems to me to be equally applicable to your claimed failure of PPHM to provide "hard evidence" of what it is doing in FOBs.
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Marvelmeister2002

09/02/10 3:34 PM

#103349 RE: DewDiligence #103109

MNTA Valuation

Apologies if anyone has already posted this work, but I'd love to hear any thoughts on "worst reasonable case" MNTA valuation assuming that TEVA gets approval (which the market seems to be at least partly pricing in here, regardless of whether or not that really makes sense).

I'm trying to assess whether MTNA is cheap here even assuming every possible negative (with TEVA getting approval being a big one). I suspecct that it is, but would appreciate input on that.
MM