MNTA: Considering the competitive landscape for a successful M118 product, your analysis is quite understated, imo. Me thinks PII data in-hand will quicken the pace of any bids... if MNTA chooses to partner. I don't see any reason to mortgage M118's future value before (at least) interim PII data. There is the other issue of MNTA's incredibly low valuation forcing the hand of a possible suitor...
Again, I suspect the outcome of the soon to be held FDA M-enox meeting will change Managements "big picture" outlook for the entire pipeline. And again, they have plenty of cash to be flexible to garner maximum value.
(When we consider the other "shelf programs" that MNTA could be funding/developing, it is helpful to remember that very few would garner the sales potential of M118. "A bird in-hand...")
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