Replies to post #22383 on Biotech Values

[DewDiligence]

Re: EMIS vs MNTA

>Do tell. I like MNTA, so I'd be interested in a competitor's bear case as a check. Actually, I had forgotten about EMIS' oral heparins…<

It’s as rkrw surmised in #22376: Goldberg says that MNTA is barking up the wrong tree because oral heparin will make all the injectable products irrelevant. It follow that Goldberg must think LMW heparins confer no significant advantage versus ordinary (unfractionated) heparin and, indeed, that’s what Goldberg has asserted. FWIW—please don’t shoot the messenger.

>…can I trouble you to summarize their current status [of oral heparin]?<

I’ll report back after listening to EMIS’ JPM webcast unless someone else posts first. Regards, Dew