Replies to post #110305 on Biotech Values

[oldberkeley]

The prospective buyers of the offering may have initially questioned whether MNTA would aggressively defend its IP, and hence the closeness in time of the financing and MNTA’s lawsuit against Teva might not be coincidence.

Just what I was driving at.

You know as well as I do the extent that backroom negotiating drives all big business. I'm not happy but I also know that this wasn't done on the spur of the moment and we're seeing a "long game" strategy play out. These are not stupid or inexperienced people.

I think that the price of the offering is crucial; if it's good, the situation is good. If it's a fire sale, for whatever reason, we've got a fire sale situation on our hands.

[10nisman]

MNTA offering...

Any thoughts on size of the offering? Hopefully only 5-7 million shares at $15 and it closes by end of this week or early next week. This way CW can address the reason for the offering next week at DB Biofest conference next week. IMO, the offering should be a net positive (removing downward pressure as shorts cover) as long as its priced well and they don't float a large amount of shares.

10nis

[corky]

mnta will be bought eom