IMO investors do not know or are waiting / wanting to see the $$$ that go to MNTA's bottom line. You may call it whatever you wish but this cash flow or earnings is usually a factor in investors' decisions. You are well aware of the desire to satisfy this unknown.
Wasn't you who was initially projecting that Sandoz would garner 80% of the u.s. market with no sales expense whatsoever. I kinda remember you saying that M-Enox would sell itself?
Re: "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? "
Yes, that is what the Efficient Market Theory would say :-)