Replies to post #110325 on Biotech Values

[mcbio]

in all seriousness if mnta really knew m-enox would retain sole generic status there would be no reason for this offering

There's a huge difference between confidence and knowing. MNTA can never know for sure what the FDA will do with respect to m-enox despite their confidence (which I think shows through in MNTA's lawsuit against TEVA). That's why, rightly or wrongly, I view today's offering news as a bird in the hand deal. It never hurts to have some extra cash, especially given that MNTA management knows there is no guarantee they will continue to have the sole generic Lovenox even if they are extremely confident.

[DewDiligence]

…contracting [MNTA’s FoB manufacturing] out may be more complicated for mnta because it may mean they have to transfer out IP related to the manufacturing.

I would go so far as to say that the manufacturing for MNTA’s FoB programs will have to be done by MNTA itself or by MNTA’s commercialization partner. It would be unduly risky, IMO, to give the job to a contract shop such as Lonza.