Biotech Values

[DewDiligence]

>MNTA – don't think fragmin is going anywhere, the upside doesn't justify the investment since fragmin is only a modest seller.<

If MNTA eventually gets approval for generic Lovenox, it ought to be a piece of cake to submit an ANDA for Fragmin and get it approved because the two drugs are so similar.

Generic Fragmin is clearly not a big-ticket item, but I would argue that it represents almost-free money. Hence, “reprioritized” does not necessarily mean dead, IMO.