Biotech Values

[DewDiligence]

It seems to me that MNTA receives the equivalent of half its market cap in Baxter support in this FoB development which essentially negates the drain on its capital during the next 3-4 year development period. That doesn't seem unwise under the circumstances.

The argument that iwfal has been pressing in this thread is actually not about whether MNTA got a good deal or a bad deal, but rather is about using the parameters of the deal to impute the commercial uptake for the FoB’s to be developed by BAX-MNTA. This is a reasonable kind of analysis to undertake, but iwfal’s method is flawed for the reason mentioned in #msg-70251774. Regards, Dew