Replies to post #136949 on Biotech Values

[biomaven0]

And who is to say MNTA won't be profitable for most of these 10 years?

Not me - that's why I say you need to use after-tax numbers when calculating the value of the royalty stream.

Peter

[iwfal]

MNTA -

And is it really a stretch to think that MNTA/BAX won't have at least one FoB on the market in 4 or 5 years.

Yes. The FDA took 5 years from mL application to approval - and years to provide even minimal guidance on FoB. And the Momenta FoB isn't submitted yet.

[jbog]

mcbio,

And is it really a stretch to think that MNTA/BAX won't have at least one FoB on the market in 4 or 5 years.

I'd say more like 10 years if ever. If I were a betting man I'd go with the never.