Replies to post #109987 on Biotech Values

[DewDiligence]

…don't you feel that either a dismissal or worse yet an outright loss will weaken the market perception of MNTA—as an astute group of businessmen, something the street needs to believe—and by association the science and the product itself?

No, not at all. If MNTA can show prospective partners for its FoB, M118, and M402 programs that Teva has ceased boasting about its purported prowess in characterizing complex-mixture drugs, the lawsuit will have accomplished its objective.

Not to mention the PPS.

The share price will take care of itself in due course as cash piles up on the balance sheet and business deals are announced for the various programs in MNTA’s pipeline.

[bladerunner1717]

Oldberkeley,

That's exactly the reason I questioned MNTA's tactics here in using the legal gambit--that I think doesn't have a prayer of succeeding--to get TEVA to shut up about the "imminent approval of generic Lovenox." The loss of the lawsuit may prove to be a bit troublesome. But maybe not too much. And as I mentioned, the absent spectator to this whole affair is the TEVA shareholder. When TEVA's generic doesn't get approved and the stock continues to tank, TEVA shareholder lawyers might want to take more than a cursory look backwards at MNTA's complaint.


I expect to hear less and less about TEVA's "imminent approval of generic Lovenox" from Bill and Shlomo.


Bladerunner

[10nisman]

Sandoz/MNTA/Teva Lawsuit

A couple of questions regarding the lawsuit for Dew and board.

What does NVS/Sandoz get out of the lawsuit? Why would NVS/Sandoz care to pay legal costs for a lawsuit that gives them little upside (i.e., NVS share price isn't discounted with a TEVA overhang like MNTA's share price) besides to stick to Teva management?

Why do the lawsuit now versus last month or some time next year?

Could it mean NVS/Sandoz is interested in acquiring MNTA or its interest in mLovenox however both parties cannot come to an agreement without getting TEVA out of the picture and they hope the lawsuit will help them do that?

Or could NVS/Sandoz and MNTA management teams know something about Teva's situation that we all do not (some internal Teva issues, issues between Teva and its partner/manufacturer, etc.) and they strongly believe this lawsuit at this time will lead to greatly enhancing the value of their companies?

IMHO, NVS/Sandoz and MNTA management teams are good managers of their resources (time and money) and it would seem odd to me for them to waste resources on this lawsuit unless they strongly believed it could yield them a good return.

10nis