Replies to post #144913 on Biotech Values

[biomaven0]

OK - I'll declare a moratorium on the use of that soundbite.

M402 represents less than 2% of MNTA’s underlying value

But presumably it will represent a fair chunk of their unpartnered R&D expense from here on out.

Peter

[rkrw]

On the plus side, it is nice to see Dr. Flaherty's involvement in the MNTA M402 study.

http://harvardmagazine.com/harvard-in-the-news/cancer-pioneer

I do think standards of care in pancreatic may be a moving target as 402 progresses, which adds risk.