Replies to post #113081 on Biotech Values

[dewophile]

mnta valuation

i think we have to assume high likelihood (80%) teva approval, and 3-6 months still of sole generic in valuation models. mnta may have close to 300M in cash if its closer to 5-6 months and royalty i think is worth 400M in value so all in all a share price in the 13s strictly from a valuation standpoint (not factoring in other assets) does seem cheap