Replies to post #107642 on Biotech Values

[zipjet]

I get 33%.

That is very close to the number I got when I ran the numbers.

The caveat is that this is not JUST COG but includes other costs taking place at the Sandoz level for distribution. So COG is likely closer to 20%. But for modeling purposes we just need to model accordingly.

The fun part that many will miss is that if 50% of MNTA's revenue had not been spent to repay prior costs, it would have added about 96 cents.

ij