Replies to post #107941 on Biotech Values

[ThomasS]

MNTA: Deep Throat.
IMO, Dew should not reveal his source, nor should be asked to.

[zipjet]

"Call it a contribution margin of $150M USD annually."

I think you made this calculation (or maybe it was biomaven) before we became aware that this was a partnered program. Now there are a couple of scenarios. They bought the program lock, stock, and barrel as Dew says, or they partnered with some still mysterious entity on terms similar to what Sandoz extracted from Momenta. Either way, there is a fairly high chunk of sales that would go to someone other than Teva, no?

I think biomaven had offered a $250M figure.

I agree that in some fashion there is likely a deduction that TEVA will make for royalty/profit sharing to another firm. I had already deducted COGS from my figure.

ij