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Re: zipjet post# 152513

Friday, 11/16/2012 8:32:41 AM

Friday, November 16, 2012 8:32:41 AM

Post# of 257253
MNTA -

The company is back to burning cash with little near term chance that will change.

The concept that MNTA could copy drugs that others would not be able to do has been smashed. So even if MNTA does it again with Copaxone - how long will the advantage last?

And if MNTA can do it again with FoB's how long will the advantage last? IF MNTA's tech was really advanced, why hasn't some pharma taken them out?



Well, I hope that WS (and industry) buys into the above argument!

More seriously, we discussed most of the above critiques in various threads on this board and, most recently (i.e. yesterday), on the Momenta board. Your commentary would be welcome (by me, anyway).

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