Biotech Values

[DewDiligence]

>MNTA SNY – Another argument for bringing an AG [to market] is to deprive MNTA of the profits which may accelerate their ability to develop M118. That would have some appeal to me if I ran Sanofi so long as MNTA is picking up the tab on M118. <

This is at most a second- or third-order consideration, IMO. Why? Because, aside from Lovenox, SNY is at best a bit player in the anticoagulant arena.

The companies who stand the most to gain if M118 should falter are JNJ, Bayer, PFE, BMY, Boehringer Ingelheim, Daiichi Sankyo, and MDCO (if it gets the US Angiomax patent extended).