Biotech Values

[mcbio]

I expected more comments from this board on the AMGN-WPI tie-up. As far as I can tell, this is not a deal that any of the regulars on this board would have expected.

I'm obviously curious as to how this deal impacts MNTA. Is it a bad sign that AMGN went with WPI as opposed to MNTA? Is it simply a function of AMGN not being on board with MNTA's more aggressive approach in trying to develop fully-interchangeable biologics and not just biosimilars? In either case, hopefully MNTA will ultimately land a much more lucrative deal than WPI.