Biotech Values

[oc631]

Would love to hear any other speculations for partners/possible takeover!

Since FOB are basically next generation generics I would look to one of the large generic companies to make a bid for MNTA to remain competitive. Most of these companies have weak balance sheets yet the cost of financing a deal won't get any cheaper than it is today. It could also be an all stock deal. I'm going to re-post a link that you (ghmm) posted when discussing XNPT that's relevant to this discussion.




http://www.pharmacychoice.com/news/article.cfm?Article_ID=780532




As biologics account for an increasing number of new therapeutics approved, generics firms will have fewer and fewer opportunities for straight ANDAs, Phelps said. To grow their businesses, he predicts they will not only become active in follow-on biologics, but will increasingly look to drug delivery and other ways to reformulate existing drugs and use the B2 pathway.




MNTA is one of the few companies specializing in FOB and investors still can't get a read on which biologics they are pursuing. The lack of FOB program disclosure is industry-wide and the danger lies in too many companies pursuing the same biologic. Which companies are making progress in FOB and which are hitting dead ends? We don't even know what they are working on so it's hard to tell.