Replies to post #105762 on Biotech Values

[Jonathan Robinson]

MNTA is not 50% but 45% and half of MNTA share gets held back against cost-sharing. Margin is probably in the 70s not 80.

Jon

[zipjet]

My current model inputs in [ ]

Total US market for Lovenox $2,700,000,000.00 [$2.8B]
25% Discount to Branded Product) 75.00% $2,025,000,000.00 [14%]
9.75 Weeks (9.75week / 52 week) 18.75% $379,687,500.00 [7wk]
30% Market Share (script data) 30.00% $113,906,250.00 [35%]
See Link: http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55249616
80% Margin (Typ. for generic) 80.00% $91,125,000.00 [65%]
MNTA Portion (MNTA/NVS 50/50) 50.00% $45,562,500.00 [50%]
Milestone Payment (For FDA approval) $5,000,000.00 [0]
Quarterly Cashburn (MNTA Data) $(20,000,000.00) [$15.5M]
Profit $30,562,500.00 [$ 2,368,981]

Oustanding Shares 50,000,000 [44M]
EPS $0.61 [$0.05]



[Dev Cost and Legal Fee recovery $17.9M]