Biotech Values

[DewDiligence]

Ablynx MNTA:

It's a small phase 1 trial - seems to fall in the "who gives a shit" category for me.

If you want to stay abreast of the competitive landscape, these kinds of trials do matter even though they are too early to provide meaningful efficacy data.

In this particular case, ALX-0081/0681 is a potential competitor to MNTA’s M118 in the ACS indication, and the two programs will presumably attract interest from overlapping sets of prospective partners. Because I’m keeping close tabs on developments in the ALX-0081/0681 program, I’m comfortable in asserting that MNTA’s M118 is the more desirable asset for partnering at this time.