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Tuesday, December 18, 2007 12:56:52 AM
>MNTA – I do not expect b) [FoB legislation in 2008] occurring; however, this is a small issue since I expect it shall occur by mid 2009.<
I said 2008 because the discussion pertained to a 12-month forecast. But mid-2009 would work just as well because MNTA will not have an application for a protein drug to submit to the FDA before then.
>Regarding case 2 valuation: the approval will also have the immediate effect of validating MNTA's characterization platform somewhat, which is worth something. You may have already included that in your valuation.<
That’s correct. (Please see my reply to dewophile.)
>We need a RMF.<
I agree. What are you waiting for?
I said 2008 because the discussion pertained to a 12-month forecast. But mid-2009 would work just as well because MNTA will not have an application for a protein drug to submit to the FDA before then.
>Regarding case 2 valuation: the approval will also have the immediate effect of validating MNTA's characterization platform somewhat, which is worth something. You may have already included that in your valuation.<
That’s correct. (Please see my reply to dewophile.)
>We need a RMF.<
I agree. What are you waiting for?
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