Replies to post #112334 on Biotech Values

[10nisman]

But for now we have to model without that. I am using 48% share for the Q and come up with sales at the Sandoz level of $291M, NI for MNTA of $61M or eps of about $1.23. I am letting the tax benefits flow through QxQ until used up.

I'm in the same ballpark - Q4 2010 Sandoz mLov revenue of $275M, NI for MNTA of $56M, EPS ~$1.17 (non-taxed). Currently, I'm modeling $1.1 billion of mLov sales for 2011 (could be closer to $1.2 billion) and EPS ~$3.80-4.20 (non-taxed).

10nis