Replies to post #125362 on Biotech Values

[haysaw]

Apparently, they are a less-glorified imitator :)

Better use some of that green to 'up' their lobbying efforts...

[zipjet]

MNTA? No pontiff here.

But , the stock is very cheap.

Quick take on metrics:

- cash ps 7.70 as of 9/30
- rr eps ~3.50* and fcf about the same
- ey ~22%
- ey adjusted for cash, ~41%

Valuation, tL approval on 9/30: 14 (may spike lower)

Valuation, tL fails: 50

mL has held sole status long enough to significantly raise the worst case valuation by raising cash and the improved royalty rate triggered at one year. That same passage of time has moved MNTA closer to ultimate approval of mC.

Absent a complete meltdown in EU, MNTA seems a relatively safe and high yielding place to invest. I was buying it back until GENT crashed and then switched targets. We will see how that works given dd's "bogus data" comment. :-)

ij

* Fully taxed.