Replies to post #124690 on Biotech Values

[vinmantoo]

""Thanks to MNTA’s $300M+ cash balance and strong cash flow from operations, MNTA no longer needs an FoB partnership for the partner’s cash""

Dew, it is pleasant to own a company which can negotiate from a position of strength.

[dumaflotchie]

This makes the FoB-partnership negotiations rather different than they would be if MNTA were primarily looking for cash

If we look at the lovenox deal, they are getting 50/50 deal.

So we are presuming that they seek even better terms with the next prospect?

What is realistic in that sense....90/10, 60/40?

It does seem that they would require substantial assistance in production, marketing, distribution, etc......expetise that they do not presently have. These items are very capital intensive and could be a substantial drain on resources if they have a couple bad drug candiates.

But then again.....capoxone approval would put them in a whole new league ;)

[rkrw]

How hard is to distribute a first to market, no competition generic drug?