Replies to post #114521 on Biotech Values

[sodrock]

I agree.. Having listened to the call myself this morning live; with CW firing on all cylinders at TEVA. It was an impressive display of confidence.

The problem is not enough people understand MNTA and their science behind the approval they received for enoxaparin. It is not a coincidence that the FDA sought out MNTA and their scientists to help with the Baxter heparin contamination issues in 2008.

Lets think about this for a second. The FDA reaches out to a company that has NO approved products on the market and only an ANDA for m-enox. What was the reason for this? They had a hunch? Or did they recognize their ability in that area?

[mcbio]

Re: MNTA 4Q10 CC

Listen to the actual call. I have seldom (maybe never) heard a more confident and precise presentation, that appeared to be spin free.

I agree. Very nice call. Aside from everything that we're already aware of, I liked the revelation around the 48 minute mark that the market for partnering in the cardio area looks better today and that MNTA has in fact initiated a new round of discussions for partnering M118.

I also liked the comments around the 17 minute mark about MNTA's novel biologics. We haven't heard too much about this area before I don't believe. But, Wheeler effectively said that he expects MNTA to have scientific breakthroughs in the months ahead pertaining to MNTA's ability to design attributes of biologics. Then he simply said to "stay tuned." Sounds like another important iron in the fire may be on the horizon for MNTA.

[zipjet]

MNTA - The section on mC was done very well and was confident. mC seems the main hope for the company.

Some of the rest was rather weak, like FoB's and pathetic like M118.

We frequently discuss tL as an overhang. But the lack of apparent movement of other products, pipeline or partnerships is at least as big a problem.

ij