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Dub Narcotic

06/15/11 2:54 PM

#3830 RE: investorgold2002 #3810

2016 is when Wheeler sees FoB's being allowed to be fully substitutable, not when Momenta will release their FoB. I agree their touted value proposition (deeper analytic/characterization capabilities) seems pretty inconsequential given that timeline. Five years is a lot of time for the other players in the FoB space to develop similar abilities to Momenta, that is, if you believe Momenta has any special capabilities in this field in the first place.