A Question For The Ultra-Longs
The nugget that drew me to MNTA was that they seemed to find the Holy Grail earlier than anybody else in getting a FoB approved by the FDA. It's unlikely, from what I've been reading, that this sole approved technology status will prevail indefinitely. Yet, there is something to be said for being first to market and if there is a significant delay before a competing technology is approved, then there is vast upside potential.
What do others see in the pipeline that isn't public knowledge based on MNTAs technology and drugs/biologics that correspond with this technology chemically (or biologically)?
For example, are glycoprotein IIb/IIIa products in play? What about immunoglobulins (IgG, for instance)? Like Lovenox, both of these are top 10 in hospital expense line items nationwide.
Vaccines would be the ultimate class, but, I'm not sure that fits MNTAs patented technology very well. It sure would be another needle in the SNY voodoo doll via sanofi-pasteur.
Are there big pharma partners that might become so enamored with MNTA and so frustrated with their current R&D partner that might be willing to move their R&D business to MNTA? A second approved product would certainly aid MNTA in that regard I would think. And this trend, should it ever come to fruition, could go a long way toward refilling the pipeline quickly.
Forgive me if this is already posted as I'm on the free iHUB version and I can't do a proper search as a result. Also, I only became aware of MNTA on July 23rd so I haven't been following any boards for more than a couple of weeks.
Thanks in advance for your thoughts.