Replies to post #107008 on Biotech Values

[dink00]

mL revenue for the quarter: 292 million
Assuming cost of goods: 92 million (around 30%)
About half of 200 million profit, so 100 million can be used for NVS reimbursement. If the reimbursement expensesin total are only 60 million (assumption), then remaining 140 million profit is split using the profit-split percentage. So MNTA gets 140 million * .45 = 63 million and the reimbursement expenses are all paid off. Is this calculation correct?

thanks
dink

[DFRAI]

Poorgradstudent
i think that your scenario is the most correct. The 60 million (seems to be MNTA share, went back to check)and it will get deducted after cogs. We still will show a nice profit which will increase next quarter by about 30MM for a total of 75MM which should come to about 1.5/share/quarter (could be less depending on inventory...)

Just wonder when this teva hangover will be lifted and the wall street machine will take the stock up greatly - scenarios

1. Teva looses copaxone suit
2. FOB partnership
3. M118 partnership