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Replies to #69760 on Biotech Values
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rkrw

12/09/08 4:59 PM

#69761 RE: DewDiligence #69760

If I had to say a negative on mnta its that they don't have the capacity of a merck, to do multiple programs in parallel. So far its been a file one every few years. And thus far 2 of 3 disclosed have worked out (at least to a filing). The one that didn't work out was the other lmwh, I can't remember the name. It's not listed on the mnta pipeline chart so I assume its dead. I suppose in the long run (imo) mnta=sandoz so the key is (beyond L and C approval) does Sandoz think mnta can add tons of value for fob's.
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rkrw

12/09/08 8:52 PM

#69776 RE: DewDiligence #69760

Further comments on the mrk move.

mrk planned investment is $1.5B by 2015. So $200M+/year.


6 "follow on" biologics launched by 2012-2017