Replies to post #151919 on Biotech Values

[DewDiligence]

mind to update your sum of parts valuation post?

The most recent post on this is #msg-67293937, which is from Sep 2011 and hence is out of date in two respects: i) it overstates the value of the Copaxone partnership; and ii) it predates the BAX FoB partnership. These are offsetting changes/omissions, so the bottom-line figure in #msg-67293937probably hasn’t changed that much. (Note that #msg-67293937 excludes Lovenox entirely.)

[DewDiligence]

MNTA—Dew, mind to update your sum of parts valuation post?

I answered a related question in #msg-81504404. Since the EV for the non-Lovenox portion of MNTA is currently about $50M, it seems almost silly to try to do a sum-of-parts analysis. What do you think?