I think momenta's analytical methods that helps them identify structure is on to something big and is here in opportune time with pathway for follow on biologics to be released any time.
Yes, that’s the premise for being long.
Question is how easy or hard it is to use momenta's analytical methods to identify signature of these compounds. Is this a 5-year deal for each drug?
It could take about five years to bring a typical FoB to market, but MNTA has FOB’s in its pipeline where some of the work has already been done.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”