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DewDiligence

05/02/17 12:10 PM

#17185 RE: marthambles #17181

Any theories about what's driving today's price rise?

• MNTA is talking to multiple prospective partners re M923. (This is not really new info, but it hadn’t been mentioned in a while.)

• Possibility of 40mg-Glatopa approval before year-end is perhaps larger than investors thought after NVS took 40mg Glatopa out of 2017 guidance on its own 1Q17 CC.

• MNTA claims to have a commercialization path for M834 (Orencia) despite losing the recent IPR on BMY’s sub-Q-formulation patent.