Replies to post #115749 on Biotech Values

[eawolfie]

IF NVS had any significant interest in MNTA they would just buy the company. The stand-still agreement died years ago.
I'm not so sure you can judge nvs degree of interest in buying mnta. Speculation concerning nvs buying Chiron went on for years as well. Time lines for these events are beyond outside observation.

[pollyvonwog]

My suspicion is that the time line for a decision will be longer than the two months that the judge took in the L-patent case

Care to elaborate why you think this? TIA

[exwannabe]

MNTA: Re:

In zero sum games the weaker gets the short end. That would be MNTA.

It's clearly not zero sum.

The expected value is zero sum, but both sides have a risk profile that differs.

In this case, it is possible that MNTA would accept an EV reduction in return for de-risking, while NVS gains some EV at far less risk.