Replies to post #131920 on Biotech Values

[acgood]

I only mix in the NVS buyout possibility because I think the possibility of a NVS-MNTA partnership for FOB is pretty remote. If NVS alters their public posturing on biosimilars [which may or may not reflect their internal thinking over time...keep in mind we hear at least as much about Sandoz's supposed priorities and strategies from MNTA as we do from NVS] and decides it wants access to MNTA technology for FOBs, then it will buy MNTA IMO.

I will get back to you re wildcards - have been thinking about this a good deal and so far do not have a compelling alternative that I think would make sense from MNTA's perspective. The list would include AMGN, BIIB, WPI, AZN/MedImmune - but all seem flawed in some way(s). And as long as the enox income stream is at least pretty strong, I don't see them gambling in the short term on the partner selection.