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Dub Narcotic

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Dub Narcotic

Re: investorgold2002 post# 3810

Wednesday, 06/15/2011 2:54:20 PM

Wednesday, June 15, 2011 2:54:20 PM

Post# of 20689
2016 is when Wheeler sees FoB's being allowed to be fully substitutable, not when Momenta will release their FoB. I agree their touted value proposition (deeper analytic/characterization capabilities) seems pretty inconsequential given that timeline. Five years is a lot of time for the other players in the FoB space to develop similar abilities to Momenta, that is, if you believe Momenta has any special capabilities in this field in the first place.
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