Biotech Values

[dewophile]

Although mC is in a different class, it can't be more difficult to characterize than a biologic

i think mC and biologics each have unique challenges. For a company like MNTA whose strength truly lies in characterizing sugars i would think biologics may be easier in terms of characterization, where the variability is entirely in the sugar moiety (at least for basic glycoproteins). In fact were it not for the sandoz stamp of confidence i would question how technology to characterize sugars translates to characterizing a very complex mixture of polysaccharides like copaxone. however i do think reverse engineering a biologic is more difficult since you can't just turn a dial and adjust process conditions but rather have tinker with cell lines