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Replies to #54904 on Biotech Values
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DewDiligence

11/18/07 2:07 AM

#54912 RE: zipjet #54904

>MNTA – I think my view of FDA is jaded. Whatever is the worst case is what I have come to expect from them. Anything better will be a bonus.<

I’d like to draw a distinction between what an investment decision is predicated on and what one thinks will actually occur. On the latter we’re pretty far apart, but on the former I think we’re in full agreement: MNTA is a buy even if we assume that the FDA will demand human trials to allay the immunogenicity concern.