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investorgold2002

10/26/11 8:19 PM

#7014 RE: investorgold2002 #7013

rockrat,mouton,iwfal - your thoughts on this memo?
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stockbettor

10/26/11 8:41 PM

#7016 RE: investorgold2002 #7013

I agree on the PI, with the caveat that I lack any scientific background. I did find quite helpful the posts by RockRat, iwfal and poorgradstudent on the BV board earlier today, which gave me some understanding of the issues addressed in the MNTA memo. I was encouraged by the fact that PGS was able to describe Amphastar's use of MNTA's characterization process based on his scientific knowledge and the explanation of the process in the '886 specification, which should make it difficult for Amphastar to prevail on the enablement issue.

Here are links to 2 of the posts (which then can be tracked to find their remaining posts)

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=68346675

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=68368676
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jmkobers

10/26/11 10:15 PM

#7021 RE: investorgold2002 #7013

I just find it hard to believe they will get it. Sanofi would have waited on AG if they believed it was a likely outcome. Don't you agree with this IG?

So let's say they don't get it. I wonder how low MNTA goes at that point. My guess is 10, which is probably a decent entry price but wow, ugly for MNTA longs once again.
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io_io

10/26/11 11:30 PM

#7025 RE: investorgold2002 #7013

Reading it makes me feel MNTA has a good chance of PI...

Is that all? So why invest? Despite the double-hammer blow this last 1-2 months, isnt the remaining downside as much as the possible upside?

Why not BIOTECH for chris'sake ....well I own a dozen of them now, which is more than I can handle, but it looks like bargain time again.