Biotech Values

[DewDiligence]

…AMGN not being on board with MNTA's more aggressive approach in trying to develop fully-interchangeable biologics and not just biosimilars?

The AMGN-WPI partnership is clearly focused—at least initially—on non-substitutable FoB’s using the traditional BLA pathway. According to Paul Bisaro (WPI’s CEO), the partnership might eventually move into substitutable FoB’s for the US market.

Is it a bad sign [for MNTA]?

Yes, in the sense that there is one fewer prospective FoB partner; however, AMGN was not on my list of likely partners in the first place (#msg-69341004).