Replies to post #122150 on Biotech Values

[mcbio]

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

Fair enough. (I should add that I don't have a guess myself as I don't feel like I'm enough of an expert in this space to make an educated guess; I do have confidence that MNTA will be able to land a nice FoB deal in due time though with someone. One would think MNTA's success to date with generic Lovenox would enable MNTA to land a nice FoB deal.)

[acgood]

Re: MNTA partnership

As you ruminate, what about the possibility of the sequence of 1) PFE breakup into "innovative core pharma" company + ROW branded generic/legacy product +sell small parts...and then 2) then the noncore company partners with MNTA. This solves the conflict of interest discussed by Wheeler at GS. Then that part of the company would be the much more intriguing investment...