Biotech Values

[DewDiligence]

(KMDA/PLX/MNTA)—Your exchange regarding KMDA’s inhaled AAT drug reminds me of a post you made almost five years ago in #msg-32783294; this is the header:

Plasma Product Companies Outmuscle Small Recombinant Players

To a large degree, the above statement still pertains. MNTA’s sialylated-IVIG program could eventually face this issue depending on whether MNTA decides to cooperate with a plasma company (possibly, but not necessarily, BAX) or to compete against the plasma companies with a recombinant product.