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.
That certainly is MNTA's prerogative. The prerogative of MNTA's attorneys is to inform that consideration with the risks and explore whether there is a middle ground for settlement that both sides could live with.
It would be a huge win for MNTA if their patent rights can block gL's. The profits from mL, value of the patent estate, value of the analytics platform, and the improved negotiating position for future deals all suggest that.
…one might be able to make the case that the stock is already priced as if [Amphastar’s Lovenox], and potentially others, is going to be on the market.
I think it’s more apt to say that the stock is priced for end of Western civilization as we know it (#msg-67293937).