InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register
S&P 500
5,509.01
(
0.62%
)
US TECH 100
19,478.00
(
1.04%
)
Dow Jones
39,331.85
(
0.41%
)
Brent Oil
86.35
(
-0.21%
)
Bitcoin
61,942.98
(
-1.44%
)
Post# of 252464
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Keep Next 10 Report Keyboard Shortcuts
Next 10 Prev Next

DewDiligence

Send PM Follow Ignore
Followers 832
Posts 119970
Boards Moderated 17
Alias Born 09/05/2002

DewDiligence

Member Level

Re: ThomasS post# 54676

Sunday, 11/11/2007 7:09:05 PM

Sunday, November 11, 2007 7:09:05 PM

Post# of 252464
Re: Sales potential of MNTA’s M118

>Would $5-6B be rational, if all pans out?<

Instead of answering your question directly, let me present some background information so that you may judge for yourself.

M118 is MNTA’s lead proprietary drug and it is in phase-2 (#msg-23604134).

Before discussing M118 further, let’s recap the pros and cons of the other classes of anticoagulants on the market or in development.

(Understanding the discussion below may be facilitated by referring to the graphic in #msg-23010615, which shows that FXa is the pivot point in a positive-feedback loop that accelerates the production of FIIA [also called thrombin] and greatly facilitates clot formation.)

FXa intervention via LMWH’s such as Lovenox (or via oral FXa inhibitors in development) works great for preventing DVT, but it is ineffective against arterial thrombosis and hence is rarely used in the cath lab; moreover, LMWH’s and oral FXa inhibitors in development are not reversible.

FIIa intervention via Angiomax and other direct thrombin inhibitors works great for preventing arterial thrombosis and hence is widely used in the cath lab; however, it is ineffective against DVT for either acute treatment or prophylaxis. It is also not reversible.

Unfractionated heparin, the old hospital standby, inhibits FXa and FIIa equally well and is reversible; however, it is unpredictable with respect to dose response and requires close monitoring to prevent life-threatening bleeding episodes.

Now, back to M118… it has been designed by MNTA from the ground up to incorporate the best features of unfractionated heparin, LMW heparin, and direct thrombin inhibitors while omitting the most troublesome features. It does this by using a proprietary mixture of short- and long-chain heparin fragments as shown in #msg-24393520. The short heparin chains can inhibit FXa but not FIIa, while the long chains can inhibit both FXa and FIIa.

M118 consists of a proprietary mix of short- and long-chain fragments that MNTA believes is optimal for the therapeutic uses in which it will be used. If it works as advertised it will be a monumental blockbuster, IMO. However, it is still relatively early in development.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

Public Reply Private Reply New Post
Keep Last Read
Keep Last Read Next 10 Report Keyboard Shortcuts
Next 10 Prev Next

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up