Replies to post #84660 on Biotech Values

[biomaven0]

Correction:

What I do find weird about her analysis is the way she has linked what happens with M-118 and Copaxone. I grant that if the FDA rejects M-118

That should of course be:

What I do find weird about her analysis is the way she has linked what happens with Lovenox and Copaxone. I grant that if the FDA rejects M-Enoxaparin

Peter

[DewDiligence]

Addendum re R. Karnauskas – Regado/MNTA:

Peter et al: Perhaps the most interesting thing Robyn said in either the MNTA CC or the written report is that she considers Regado’s RB006 the most direct competitor to M118. Info on RB006 can be found in #msg-32171800.

Other than the fact that RB006 and M118 are both novel and reversible, I don’t think they are much alike. Regards, Dew

p.s. I wonder if Robyn knows about the TB-402 program (#msg-39349539).