Replies to post #122050 on Biotech Values

[exwannabe]

Re: MNTA partner for FoBs

Could somebody explain why it is obvious they need a partner for all programs?

Seams like they could easily get the ABLA (or whatever it is called) in front of the FDA. If the FDA decides that it is well characterised and only needs minimal trials, then I would think MNTA could also handle this.

If it gets approved as substitutable, then all they need is somebody who gets a modest cut for handling the mechanics of getting it out.

So, is it not possible they could push some candidates forward before they have a partner?

EDIT: Especially as it becomes more clear that TEVA's "next month" claim for tL meant July of some year.

[DewDiligence]

Re: MNTA FoB partnership

Curious if you've had a chance to think about what I posed in #msg-64164439.

I don’t yet have an answer; it’s an important enough question that I prefer not to shoot from the hip.