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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?


To: tuck who wrote (11719)10/2/2018 4:04:39 PM
From: Miljenko Zuanic  Respond to of 12215
 
<Though I'll agree with the bearish guy that we could have been given more data than we were...>

Why they did not posted slides from 5211 conference presentation????

I agree, anabolic-bone benefit will be important for prospective partner. As well as candidate IP status (which is weak at the best).



To: tuck who wrote (11719)10/2/2018 11:57:24 PM
From: scaram(o)uche  Respond to of 12215
 
>> Is that plus the human data so far enough for a partner? <<

I feel the same way. Given what we've heard from company, I would expect a back-end heavy deal. Like MZ, I'm going to be big time ticked if a partner doesn't materialize. I could see Lian getting too excited by early contacts going nowhere...... MZ's concern. But I don't read him as the sort who would hide bad data.

This, for me, is part of a larger issue. I expected pharma to panic, to start to partner/munch where and when they could, given the focus on price increases. Hasn't materialized.