Biotech Values

[DewDiligence]

On an FoB: Seems to me that it would have to be a big company that was willing to consider buying out MNTA. Otherwise they run the risk of having to deal with NVS should it decide the P/S or royalty was so costly that they might as well own MNTA to avoid future payments.

I do not understand what you are saying. Why would a prospective FoB partner be disadvantaged by having NVS acquire MNTA? Partnership regime change happens all the time in biotech.

M118 may be a long shot. Sounds like some of our finer posters are discounting that possibility.

I think you’re exaggerating here. I know of only one regular poster on this board who has dismissed the M118 program as a longshot, and even this poster admits that the opinion is soft.