Biotech Values

[ThomasS]

MNTA: Merry Xmas, Dewo. I believe that the FDA already gave them an endorsement of sorts... since the ANDA apparently did not have any problems post 2 1/2 years other than the "new requirement" for immunogenicity answers. This implies that MNTA has the complicated molecule nailed.
A patent search may answer your questions to a degree regarding their edge in characterization. And as Dew mentioned, their proprietary mathematical analytics may be key. Ruling out structural components is much more efficient than ruling in... as Sir Arthur Conan Doyle would have attested to.
MNTA is up 50% over my basis established 6 weeks ago... no plans to take profits, however. This is precisely the type of company BSR should be covering.