These are the hard numbers. Gross sale of M-enox would be appox. 30% of $2.7 Bil market= $800 mil/ year. 10-12% of royalty is around $90 mil/year or $22 mil/qurater. That basically pays for the overhead and a change with $300 Million cash in that bank.
So, MNTA is $600 mil market cap company with $300 mil cash and $90 mil revenue with no debt. Those are about equivalent/ fair value numbers, if MNTA had nothing else.
But It has $2 bill drug pending within a year or two, and several more FOB on pipeline. Basically Copaxone and rest of MNTA patented technology is free.
Not much down side news, but much more upward potential from here. MNTA is undervalued at this time. JMHO