One subtle thing that CW mentioned which came up on the Novartis call but they wouldn't talk much about was that the generic entry would increase the market size. Maybe others here already thought/new that but I liked hearing it from CW :-). On the Novartis call the analyst asking about it was implying it would do so at the expense of other Heparin products. I don't have the science background to speculate on how much of this market is possible to switch over maybe others here could speculate?
Today’s webcast was the first time MNTA formally acknowledged that its FoB program includes one or more mAbs, although this should have been obvious to anyone who knows biologics.