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Replies to #83845 on Biotech Values
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ThomasS

09/21/09 7:32 AM

#83846 RE: InTheTrenches #83845

MNTA: At this point, it is difficult to know all of the settings in which the drug might be positioned. However, I agree with you.
Also, they (imo) undervalued the partnership terms for M118.
We will get a M118 PR this week. I don't know if there is an abstract.
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DewDiligence

09/21/09 7:47 AM

#83849 RE: InTheTrenches #83845

MNTA:

Given its advantages, wouldn't M-118 mostly replace Lovenox in ACS?

I think it would be more apt to say that M118 has the potential to supersede Angiomax and unfractionated heparin (as well as Lovenox) in ACS. Bear in mind that ACS is a relatively small part of Lovenox’s total sales. Regards, Dew