Replies to post #128059 on Biotech Values

[mcbio]

They might wait for the ruling on a PI, but this would be a big gamble. To date, MNTA’s management team has acted conservatively, so it would be surprising, IMO, if MNTA did not entertain the possibility of settling prior to the ruling on a PI. This is not to say that a settlement agreement prior to the ruling on a PI will actually be consummated, but rather that I think it will be attempted.

Yeah you and zipjet are probably right. But, I just think it's worth it for MNTA to seriously consider going for the jugular if they do have utmost confidence in the patents. It's not as if MNTA is a one-trick pony so I don't think a total loss in court on aL would be devastating for them. There will still be royalties on mL but, more importantly, there's still the prospect of mC and the entire FoB platform to come. So, in my view, it's not an entirely boom or bust scenario for MNTA in holding out for the potential for a PI on aL. I absolutely think it would be a boom for them if they win; if not, there's still the royalties on mL and the rest of the pipeline so not exactly a bust. And I would think that one might be able to make the case that the stock is already priced as if aL, and potentially others, is going to be on the market.