Wednesday, January 22, 2020 12:02:24 AM
MNTA will be the exception. They'll move on to be a powerhouse just watch.
They already have $545 Million so there's no need for them to do a secondary in the near future. Unlike the many small biotech that you mention who fail because they have one or two drug pipelines that they inlicense, Momenta has several that they create out of their labs. M281, M254, M230, CD38 SIFbody, Glatopa, EYlea and much more to come... And although they haven't mentioned partnership it will come, as sure as the SUN rises from the West.
By the way do you think there's a pathway for a breakthrough therapy on M254? That Chinese bug is gonna go global and knowing that IVIG boosts the immune system they'll be looking for a substitute.
How about CD38 SIFbody? Did you see that cell depletion graph? That is very impressive. I can see the FDA looking into it. Definitely a breakthrough therapy is in the cards for this molecule.
Yep IAN. If I were you I'd look for an entry into MNTA. Sitting on the fence gets pretty boring don't you think?
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