Thanks Rocky for posting
I was esp pleased to hear this "major pharmas who have said that they were interested in pursuing FOBs (MRK, PFE), and Biotechs (AMGN, BIIB) were mentioned."
I think a partnership with biotech innovator firm like AMGEN will ultimately wake up the market to MNTA's characterization technology and has the potential to value this much higher.
dew , you were right ..the context of the wheeler reference to legacy business conflicting with follow on biologics ...he seems like was referring to AMGEN or BIIB. I guess say if AMGEN has come to the table, don't they understand already that eventually FOB is a reality and they would need to have their own generic to protect some revenue assuming they were the innovator of that biologic
Rocky, if I was in meeting, I would have asked my favorite question on FOB! Why don't they disclose some details on pipeline without naming names...progress they have made in terms of characterization....i know future timelines are uncertain esp since they are planning to rely on partnerships..but they could disclose estimated time it would take a big pharma to set up manufacturing capabilities, clinical trial given that characterization is done.
Rocky, are you talking about option grants to management ? It didn't seem significant num of shares?
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