Biotech Values

[jshaffer85]

Re MNTA DB tidbits

Dew, did you get the impression from the DB analyst that the perception on the street now is that since Teva (and presumably Amphastar as well) have submitted immunogenicity data (based on last year's request) that their applications must also be close to approval? I believe this explains the recent weakness to single digits in MNTA share price (beyond the overall market weakness).

Didn't the agency have to send those requests after they sent one to MNTA? Do you believe the probability of 2 or more approvals has increased based on this disclosure by Teva?

Imo, the heparin crisis and more recent heparin problem have highlighted the need for complete characterization and raised the bar, which has increased the probability for a sole ANDA approval to MNTA.

TIA