Replies to post #210469 on Biotech Values

[DewDiligence]

(MNTA)—Scott Gottlieb emphasized interchangeable FoBs during his confirmation hearing today:

https://www.wsj.com/articles/fda-nominee-not-all-good-news-for-drug-makers-1491415614

https://twitter.com/DewDiligence/status/849714787592417280

[jbog]

You might be right, we should see some data soon.

It seems hard to believe that with M923 being on the verge of FDA submittal, wouldn't be carrying an premium for this asset.

Not only did Shire give it back, they paid to give it back. They ended the agreement prior to the recent FDA guidance so maybe they really screwed up. For some reason I doubt it.