1) It probably removes 2 candidates for a partner for MNTA - both companies were mentioned by MNTA at the annual meeting when going through the types of potential partners; and
2) The provision that it does not cover AMGN branded drugs again restates the MNTA comments that companies have a hard time seeing the benefits of dealing with their own branded and shows that major pharma will probably not be good candidates for a partner for MNTA if they all think like AMGN (and they probably do).
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