Replies to post #212364 on Biotech Values

[mouton29]

Do you know the hold up with M254? The 2014 investor day linked in your RMF predicts moving into the clinic in 18 - 24 months, that would be 2016 and here we are in mid 2017 and it is still shown as preclinical.

[iwfal]

MNTA’s M254 (hyper-sialylated Fc—a cheaper, recombinant alternative to plasma-derived IVIG) could potentially help with this problem.

Suggest that's unlikely? In this case the IVIG is being used for its immune reconstitution effects and presumably needs a full repertoire of Fab regions (pruned of auto reactive versions). (Most other uses of IVIG are immune damping and probably don't need the hypermutated Fab?).

Note: the reason for all the question marks is it is clear that IVIG is *very* complex and we don't fully understand why it works in different indications.