Replies to post #105084 on Biotech Values

[zipjet]

Also, Oppenheimer went from 40K shares to 1M+.

If memory serves me, they went from 1,000 shares 6/30/2010 to over 5,000,000 at the recent Form 13 filing.

On MNTA stock movement. The stock is in a down trend. IF we have the fundamentals right there will be an inflection point. That could be soon or later this year. The inflection could be sudden, set off by an event or a slow curved bottoming process. The event could be one of many positives or the boggie-man Teva approval.

I am more interested in the long term than the ST, which has been somewhat perplexing. But then markets often defy logic as I see it.

It is amazing how long the FDA can take to act. The mL approval illustrates that as does the non-approval of a generic Vancocin. I can only wish that FDA behavior on tL. :-)

ij

[DewDiligence]

I, too, am perplexed at your statement implying a stagnant MNTA PPS as an immediate result of their 3QCC. This does not make CENTS!

That the Lovenox launch is going according to plan is already well known to investors (except perhaps to jbog). So why would you expect confirmation of the same to be a market-moving event?

In the overall scheme of things, the minutia of the Lovenox launch that have been discussed on this board ad nauseam don’t make much difference one way or the other to how much MNTA is worth.