Momenta Pharmaceuticals, Inc. (MNTA)

[jbog]

Rocky,

When handicapping M402 chances of success my 1st impression would be to discount the norm (4.7%) at this point for two reasons.

First, most oncology companies will try to acquire as much info as possible in the phase I portion of the trial with regards to tumor types (lung, H&N, Breast, Panc, Liver etc.) and stages. Momenta is strictly going after one cancer type with one Chemo agent. I'm not sure why they would do this unless they want to use Gemzar alone. Why not lung and breast using the Gemzar combo's?

Second, Momenta is dealing with not only a unproven drug, but they also are going after a unproven target.


I hope for all involved that they are onto something.

good luck