Biotech Values

[joethdo]

I think you hit the nail on the head.

Is MNTA's moat smaller all of a sudden or is the FDA giving in to political pressure and approving something that is not as good as MNTA's product but simply good enough? (I would like to think that's not the case but it's hard to argue that the FDA is completely immune from political pressure.)

Another thought: MNTA's moat might be smaller because other companies have been able to replicate its PATENTED processes which means MNTA might spend a lot of money on lawyers to expand the moat once again. As someone who has invested in an IP play (TIVO), this is not something I would hang my hat on as an investor.

Dew, how long until launch do you think?