Replies to post #105026 on Biotech Values

[Mpower]

To an outsider, MNTA looks like a great short candidate. Why? :

(1) A lot of "hardcore" longs, (2) threat of mL competition from a real powerhouse (TEVA), (2) legal hurdles (with Copaxone), (4) profit dilution as a result of a partnership agreement, (5) an asymptotic PPS rise after approval, etc...

The question in my mind... what catalyst will be "the one" that moves MNTA significantly (higher or lower) from here. I put my money on (1) partnership for FoB or M118. I am not convinced that the impending NVS Quarterly CC will suddenly "wake up" the market to MNTA. Folks already see the uptake, the script numbers, and have a general sense that mL is, for the time being, bring in the doh to MNTA. I think a partnership on M118 or FoB with a major player will further validate MNTA's platform and may finally convince the naysayers that they have something unique in their technology.