Replies to post #114720 on Biotech Values

[dewophile]

i'm not criticizing any numbers or assumptions, just the basic arithmetic
PS: i don't have the full report so i can't comment on the detailed valuation model

[DewDiligence]

TEVA/MNTA—So much for Monness, Crespi, Hardt’s “modeling” Teva’s launch of generic Lovenox on April 1 (in their downgrade of MNTA on 2/14/11).

I previously ridiculed MCH’s model in #msg-59900603 and noted that an April 1 launch by Teva was quite impossible, but zipjet (being a notorious call writer :- )) opined that MCH’s report was a high-quality effort (#msg-59914929). This is what makes a market, folks!