Replies to post #105025 on Biotech Values

[Mpower]

Zipjet, i think your assessment is dead on the money. I suspect your approach will be vindicated in the near term. Suffice it to say that MNTA is (1) printing money, (2) has a great pipeline, (3) a variety of strong partnership opportunities, and (4) continues to be the sole generic 2+ months after approval, without any substantive evidence that supports a TEVA approval in the near term.*

* = TEVA previously indicated that the delay was due to the 1 month lag in providing immunogencity data to the FDA (i.e. TEVA provided immunogenecity data 1 month after MNTA so they expect a 1 month "natural" delay in their approval). Now that the excuse has elapsed, they've decided to be mum on the subject. (At the last conference call Bill M. stated that he had nothing new to add to their previous assertion that they expect to be approved soon) We are 2+ months into the post approval paradigm. I've long suspected, that if TEVA was close to approval, the FDA would have timed the approvals to take place simultaneously. (seems to make the most sense logistically)