Replies to post #128240 on Biotech Values

[eawolfie]

fmr also substantially reduced their position in Incyte as well
http://investor.incyte.com/phoenix.zhtml?c=69764&p=irol-secText&TEXT=aHR0cDovL2lyLmludC53ZXN0bGF3YnVzaW5lc3MuY29tL2RvY3VtZW50L3YxLzAwMDAzMTUwNjYtMTEtMDA0MDkyL3htbC9zdWJkb2N1bWVudC8x

[RC2]

FMR now owns 1,917,214 shares of MNTA

i.e., they sold more than half their position, some ~2 million shares...

[DewDiligence]

MNTA Major Shareholders

[Updated for FMR 13G filing on 10/11/11.]


The table below shows all shareholders who filed their MNTA holdings
on SEC Form 13-G in Feb 2011 (or later); the holdings are updated each
for filings on Form 13F-HR (except Novartis) and are accurate as of
6/30/11. The percentages in the table are based on 53.3M diluted shares
(#msg-65636329) and do not concur with the percentages on Form 13-G,
which use a different formula. (For insider holdings, see #msg-66636158.)

 
                            Shares    Stake 
 Novartis                  4,708,679   8.8% 
 T Rowe Price              3,686,647   6.9% 
 Palo Alto Investors       3,583,602   6.7% 
 Discovery Capital Mgmt*   2,561,111   4.8% 
 Wellington                2,151,950   4.0% 
 Fidelity (FMR)†           1,917,214   3.6% 
 BlackRock                 1,322,370   2.5% 
 Oppenheimer‡                488,204   0.9%

†Form 13G filed 10/11/11.
‡Form 13G filed 10/04/11.
*Form 13G filed 08/29/11.