Bullish things for MNTA that could happen at almost any time:
• FDA tentative approval of MNTA’s Copaxone ANDA (i.e. FDA approval with effective date at expiration of Teva’s Orange Book patents in 2014).
• A partnership deal for M402.
• Disclosures re first three compounds in FoB program with BAX. (I’ve speculated that the compounds are Humira, Orencia, and Erbitux.)
• Monetization of MNTA’s Lovenox royalty stream.
• A buyout offer from BAX, NVS, or someone else.
None of these individual items (except perhaps the first one) is especially likely to happen soon; however, the aggregate probability that at least one of these events happens fairly soon is quite large, IMO.
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