Biotech Values

[mcbio]

Re: MNTA 4Q10 CC

Listen to the actual call. I have seldom (maybe never) heard a more confident and precise presentation, that appeared to be spin free.

I agree. Very nice call. Aside from everything that we're already aware of, I liked the revelation around the 48 minute mark that the market for partnering in the cardio area looks better today and that MNTA has in fact initiated a new round of discussions for partnering M118.

I also liked the comments around the 17 minute mark about MNTA's novel biologics. We haven't heard too much about this area before I don't believe. But, Wheeler effectively said that he expects MNTA to have scientific breakthroughs in the months ahead pertaining to MNTA's ability to design attributes of biologics. Then he simply said to "stay tuned." Sounds like another important iron in the fire may be on the horizon for MNTA.