Replies to post #207635 on Biotech Values

[DewDiligence]

MNTA +6% on day after CSL/M280 announcement (#msg-127656306). I think most investors don’t understand what the heck this program is about, so I’m (pleasantly) surprised that MNTA held its gains from last night’s AH session.

[DewDiligence]

MNTA JPM slides:

http://jpmorgan.metameetings.com/confbook/healthcare17/stash/slides/22630/confbook_slideshow.php?webfeed=2

[DewDiligence]

MNTA—Clarification of dual opt-in options in CSL deal:

#msg-127780821

The dual opt-in options make for an unusual deal structure, but they give MNTA the financial flexibility it sought in light of the unknown near-term revenue stream from 40mg Copaxone.

[DewDiligence]

MNTA exercised 50% profit/cost-sharing option for M230, according to today’s WF webcast.