Replies to post #103397 on Biotech Values

[DewDiligence]

Would at least be nice for some sort of update, or at least the proverbial, canned mention that "sales are tracking [to] plan and we are quite satisfied with the launch after 5 weeks on the market."

You won’t get that because MNTA’s agreement with NVS prohibits MNTA from commenting on the commercial uptake without explicit prior consent from NVS.

Fortunately, the IMS scripts in #msg-53930739 are revealing.

[jbog]

Regulardoc,

I've always been of the opinion that as long as management makes the company prosperous, the stock will eventually take care of itself.

As Dew mentioned, if management can't quantify any values, there's nothing to say because their expectations are not always the same as ours.

As far as the stock price, the only reasonable I can come up with is that sales aren't meeting the expectations of the street. I don't think Teva's approval is in play at this time.

In many ways everyone wins in todays scenario except us. Hospital groups are buying Branded Lovenox at a discount, patients can buy M-Enox with a low co-pay, Sanofi has held on to some business while Sandoz-Momenta has gained something.

In hindsight, Sandoz's initial pricing kept Sanofi in the ballgame.