Biotech Values

[rkrw]

If I had to say a negative on mnta its that they don't have the capacity of a merck, to do multiple programs in parallel. So far its been a file one every few years. And thus far 2 of 3 disclosed have worked out (at least to a filing). The one that didn't work out was the other lmwh, I can't remember the name. It's not listed on the mnta pipeline chart so I assume its dead. I suppose in the long run (imo) mnta=sandoz so the key is (beyond L and C approval) does Sandoz think mnta can add tons of value for fob's.