Biotech Values

[DewDiligence]

MNTA—Do you think the Advair reference was to another call entirely?

The Advair reference was not related to M923 per se, but rather to the general issue of determining the proper clinical-trial endpoints for a PK/PD study of an FoB using the 351(k) pathway.

Also, Ritu [Baral’s] mention of the M923 reference drug as having multiple indications would indicate that she was also in on the secret.

There was no secret, IMO; rather, Ronny Gal cleverly tricked Wheeler into revealing what many people (including me) already thought: that M923 was Humira.

p.s. Most, if not all, of the FoB’s in the BAX/MNTA collaboration will have multiple indications, so this in itself is not revealing regarding the identity of any particular compound in development.