Biotech Values

[Mpower]

MNTA could price M118 quite aggressively (i.e. compete with generics on pricing and the orals) and still make a sizeable fortune, assuming their partnership deal is well structured. That is why I suspect this raise was triggered to help MNTA posture itself for negotiations with potential partners.

The anticoagulant market is huge (my wife (internal medicine M.D.) is not allowed to prescribe Lovenox at her hospital because it is so darn expensive). As cost continues to come down, product use will increase commensurately. As such, overall revenue for anticoagulants should remain stable (and may even increase over time).

M118 can be very profitable, even if it takes 5 years, it would still be a blockbuster, and well worth the wait.