Biotech Values

[mcbio]

• Timing uncertain (probably late 2013 or 2014): Announcement of identities of one or more of the first three FoB’s in MNTA’s partnership with BAX. (I’ve guessed they are Humira, Orencia, and Erbitux.)

When do you think MNTA/BAX will actually have these FoBs ready to go (either for clinical trials or, hopefully, the market)? Fairly shortly after the announcement of the identities or will that be another year or so afterwards? I've been out of MNTA for awhile but will certainly consider re-entry at least before the FoBs are ready for trials/market, if not before the announcement of their identity. (Presumably the disclosure that MNTA/BAX has a fully-interchangeable Humira ready to go could be a big event for the shares.)