MNTA is -8% on the week—approximately the same move as CHRS. So, yes, I would say it appears that investors may not be appreciating the degree to which the FDA guidance on interchangeable FoBs plays to MNTA’s strengths.
In particular, no one on my Twitter stream (including people who focus on FoBs) has acknowledged the importance to MNTA’s business model of one-step* FDA approval for an interchangeable FoB, which the FDA guidance (by omission) suggests is doable.
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