…a win/win…an agreement where a tacit t-enox delay in fda response and agreement not to launch mcopax for a year if approved in 2011/2012etc.., [without] t-enox overhang MNTA doubles overnight…
I think you’re confusing what’s a win for MNTA with what’s a win for you—they are not the same thing. MNTA has no need to go to the capital markets, and hence it has no reason to pursue a deal that boosts the current share price but cedes some long-term profits.