Biotech Values

[mcbio]

Re: Most likely FoB partners for MNTA

Excellent post Dew. And shame on me for thinking you had forgotten about my question. ; )

With regards to PFE and the potential exclusion of Enbrel from an FoB partnership, isn't it conceivable that if PFE believes there will ultimately be other Enbrel FoBs anyways, that they would want to be involved with their own Enbrel FoB so that they can participate as well? Conversely, if PFE were to believe that only MNTA had the capability to produce an Enbrel FoB, is it still conceivable to think that PFE might want to be involved in such a product insofar as they would still derive all the revenue from both Enbrel and the Enbrel FoB and the Enbrel FoB might be able to better compete with other drugs that would otherwise potentially be used in place of the branded Enbrel. I.e., perhaps PFE might in total derive greater revenue from a combo of branded Enbrel plus an Enbrel FoB than just the branded Enbrel alone.