Replies to post #56631 on Biotech Values

[zipjet]

Re: MNTA

>>Generic Fragmin is clearly not a big-ticket item, but I would argue that it represents almost-free money. Hence, “reprioritized” does not necessarily mean dead, IMO.

Assume DD is right and FDA accepts MNTA's characterization capacity and ability to mfg/duplicate allowing an easy route to approval.

An additional concern would be that building/mfg/duplicating a complex mixture when done by brute force would be accomplished at a significantly higher cost than the branded. If so that would further reduce the "priority" which MNTA would accord it.

ij

[rkrw]

Dew, I don't think any of these projects is a piece of cake. We're probably talking a $30-50M investment with risk.

Definitely agree with you though, fragmin potentially could be reassessed if lovenox is approved. But mnta probably wont take it forward without a partner paying the bills. Either way, fragmin should be valued at zero.