Biotech Values

[DewDiligence]

Re: MNTA partner for FoB’s

Could somebody explain why it is obvious they need a partner for all programs? Seams like they could easily get the ABLA (or whatever it is called) in front of the FDA. If the FDA decides that it is well characterised and only needs minimal trials, then I would think MNTA could also handle this. If it gets approved as substitutable, then all they need is somebody who gets a modest cut for handling the mechanics of getting it out. So, is it not possible they could push some candidates forward before they have a partner?

Yes, MNTA could do all of the things you mention above, and Craig Wheeler even said so on the recent GS webcast. However, developing FoB’s without a partner would require using a contract manufacturer, and MNTA may be gun-shy about exposing its proprietary technology in such a venue.