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Biotech / Medical : Momenta Pharmaceuticals Inc.
MNTA 52.480.0%Oct 2 5:00 PM EST

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To: ghmm who wrote (2729)1/25/2011 8:00:23 PM
From: Biomaven  Read Replies (2) of 3027
 
Any value for their FOB programs/technology in general?

Yes, but I really can't say how much given how silent they have been on this. The fact that Novartis hasn't yet signed up for anything in the FOB area makes me more skeptical. I view M118 as having only negative expected value (they might easily be tempted to spend a bunch of money on it and it's clearly high risk).

But the NPV of Copaxone is clearly a big number. I'm way less bullish than others on the chance for success in this program, but even with a 20% probability of success you get a significant expected value.

Peter
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