Jeff Eiseman
Long only, deep value, special situations

Why PharmAthene Will Win Its Suit With SIGA And How Much It Will Collect

G. Hudson, a SIGA (NASDAQ:SIGA) investor wrote "SIGA or PharmAthene: Who Really Won?" I responded with "SIGA Technologies Vs. PharmAthene: A Comprehensive Analysis of the Legal Issues." As a result of the exchanges following both articles and re-examining key documents, my thinking about the issues has both expanded and become more sharply focused. This article discusses the legal, economic and ethical issues involved, and calculates how much revenue PharmAthene will receive from SIGA under various scenarios. Below, I provide essential background information, pose six key questions and for each question, (1) explain why its answers matter, and (2) provide answers that have been expressed by both SIGA and PharmAthene (NYSEMKT:PIP) investors. The article closes with two

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