Replies to post #119600 on Biotech Values

[oldberkeley]

Zip-

"In all matters of opinion, our adversaries are insane.” -Oscar Wilde

:-)

[turtlepower]

You have the answers to A and B mixed up.

[dumaflotchie]

My answers: A) 12-15 B) 40-55


I know what you meant as regards a and b.

But you do seem to make a pretty good case for a long position with downside risk to $15 and upside gain to $55 :).

I assume you are making these estimates based purely on Lovenox with no consideration of capoxone or FoB?

IMO.....the present stock price at PE of 8, already factors in t-lovenox threat.

I would hope that MNTA is actively engaged in negotiation with new partners for FoB (and other) but also renegotiation with the present lovenox/capoxone agreements. There is no logical reason that they should not just benefit from sales irrespective of multiple generics. I believe there is compelling argument to renegotiate...........if they didn't try....that would be tantamount to fiduciary breach IMO.

They have the goods.......they have proved it......and the negotiating angle is that they can prove it again and again in the future. Who wouldn't want to give a little now to get so much in form of future partnerships in future??

[linhdtu]

Zip you're a-okay by me although we differ on at least two things.

I know we are both together in mnta and exel.

I am more optimistic on mnta than you are and I am a lot more skeptic on exel than you are.

[genisi]

Don't worry IJ, temporary loss of mind is a very common side effect among us posters on message boards. Sanity will resume spontaneously when you have logged out :)