Replies to post #133671 on Biotech Values

[linhdtu]

The after hours pop was pretty lame - about $50M.
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It looks like Mr Mkt seems to agree with your assessment of the deal. However we all know Mr Mkt does often have bipolar seizures.
So I'll give him a week or two so to see what he finally does.

I , for one, thank you for your participation in these msg boards.
You are knowledgeable, your opinions are well argued and above all, your manners are head and shoulders above the crowd.

[zipjet]

MNTA - after listening to the CC

The mild market reaction seems appropriate.

My guess is EPS out one or two quarters will be cut 10-20 cents ps each Q as the expenses of development ramp up. Of course, the bet is that those costs will be returned and much more on success at launching a biosimilar or better an interchangeable biologic.

Thus, for the next couple of years, earnings will depend on mL and if approved mC.

The Baxter deal does assure a path for the company.

It is clear that they do not expect other FoB deals for at least several years.

ij