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Replies to #83526 on Biotech Values
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rkrw

09/14/09 7:13 AM

#83527 RE: ThomasS #83526

Yes, of course there would be upside but i don't think anywhere near 10X. Hopefully it will be approved and you can find out.

Of that list i think enbrel or avastin make the most sense or at least would be the most lucrative. Some of these will be generic and relatively useless for mnta to bother with and others are bound to be replaced such as herceptin with the injectable formulation, or remicade with the newly approved humab formulation. Sort of a moot exercise since filing is probably at least 2-3 years away and no way they'll disclose until well after filing.