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pcrutch

04/28/11 4:17 AM

#118984 RE: DewDiligence #118982

ok. it's just their guidance on this is so murky, hard to know what they really plan to do.

M118 -- thought MNTA might favor a little more upfront and less on the backend for M118, since the trials are sufficiently long and costly. he did say they were in the 2nd round of talks on it at Cowen, so hopefully this means news on this soon. have you considered the possibility they would outright sell the asset and collect a small royalty?