Replies to post #127235 on Biotech Values

[DewDiligence]

…BAX and SHPGY…

I could see SHPGY being interested in MNTA, but BAX is not a plausible fit, IMO. BAX strikes me as a ne’er-do-well company that probably makes more mistakes than any biotech company of its size. I have a heard time seeing BAX pull off a successful biogenerics program even with access to MNTA’s technology.

[DewDiligence]

I thought of Baxter and Shire because they are both companies that have publicly stated acquisitions are part of their strategy (and have done numerous deals) and they are both involved in Biologics... and in my little world of companies I am somewhat familiar with :- )

I didn’t think much of your rationale when you posted it, but you got the right answer and it’s hard to argue with that! I hope MNTA’s involvement in this endeavor will enable BAX to outdo its reputation. Regards, Dew