MNTA - The only key takeaway that I got from TEVA's press release was a hit to my trading account. Does this open the door for a Copaxone approval pathway?
What we know is the market has priced in tL approval and MNTA is currently trading slightly below its mL + cash + A/R + NOL value (assuming tL approval).
Cash & A/R at 12/31/2010 $220 million mLovenox (4 months sole generic) $100-120 million NOL at 04/01/2011 (tax effected) $ 40-50 million mLovenox ($50 million annual x 8 multiple) $400 million Total $760-790 million or $14.00-14.70/share
Other... All other assets (mCopaxone, IP/FOBs, etc.) $??? million Will MNTA be successful in a sales injunction or patent infringment case (Lovenox)?
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