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.
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.
funindasun,
I think things have a good chance of moving fast after this clinical trial.
They should have the dosing amounts down pat. They will know if there are any adverse affects.
The drug is already an approved drug so if all else goes good it should be a no brainer for the FDA.
We shall soon see.
Boing X 2
floblu14,
CW sounded pretty confident they will have a sub Q M254 injection ready for approval on the CC.
They will find out how low they can go and still maintain the desired result this next clinical trial.
If I heard right it is Interesting that even the person who accidentally did a lower dose under 60mg/kg maintained the desired effect.
If they can get it under 40mg/kg this is going to be even a bigger block buster. Even the analysts were sounding very excited. Ergo the increases in targets.
They even were talking about they might need a smaller supplier for IVIG with improved results.
When approved it is not going to take long for patients to jump on our band wagon with way less adverse reactions.
Boing X 2
In case all were not aware,
Mylan merging with Upjohn later this year. New company name.
"https://finance.yahoo.com/m/2f01a419-6323-34ef-b625-ffcbb9caeeae/mylan-upjohn-merger-filings.html"
Boing X 2
DaveAU,
Thank you for that information.
It looks like the Mylan primary study completion is Friday with completion by Dec 21st. if all is on time.
Actual Study Start Date : August 23, 2018
Estimated Primary Completion Date : February 28, 2020
Estimated Study Completion Date : December 21, 2020
Boing X 2
floblu14,
Right you are. Drugs are not very effective now.
Potential 7 billion market by 2026,
Hope they nail it.
Boing X 2
Two patent applications,
http://appft.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&p=1&u=%2Fnetahtml%2FPTO%2Fsearch-bool.html&r=4&f=G&l=50&co1=AND&d=PG01&s1=momenta&OS=momenta&RS=momenta
http://appft.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&p=1&u=%2Fnetahtml%2FPTO%2Fsearch-bool.html&r=2&f=G&l=50&co1=AND&d=PG01&s1=momenta&OS=momenta&RS=momenta
Boing X 2
floblu14,
Hope you are right.
Boing X 2
funindasun,
This stock feels like a tightly wound spring ready to let loose.
You couldn't pay me to be short this stock right now.
March 3rd could be really interesting to say the least.
Boing X 2
Holy Cow,
Someone just bought 7 shares at 38.18.
Premarket showing 34.00.
Boing X 2
News,
"CAMBRIDGE, Mass., Feb. 19, 2020 (GLOBE NEWSWIRE) -- Momenta Pharmaceuticals, Inc. (MNTA), a biotechnology company focused on discovering and developing novel biologic therapeutics to treat rare immune-mediated diseases, today announced that it will present at the Cowen 40th Annual Health Care Conference. The presentation is scheduled for Tuesday, March 3, 2020 at 10:40 A.M. ET.
A webcast of the presentation will be available live on the “Investors” section of the company’s website located at www.momentapharma.com. A replay of the presentation will be posted on the Momenta website approximately one hour after the event."
I hope we get some feedback on the M254 clinical trial status.
Boing X 2
Breakout trade
CONFIRMED breakout above 32.6
Target: 36.54
Boing x 2
funindasun,
Oh wait. Does this mean we no longer own stock?
I wonder if they are using that Iowa app to add up the totals?
Boing X 2
OT, funindasun,
Glad you had a good time in Japan.
I bet the whale watching was awesome.
I have not said anything. The FDA is well aware of our M254 and wjtb their patent mentioning the current virus, I have been wondering if they are one of the companies working on a vaccine.
The FDA came to them when they needed help before. Of course then, the FDA messed them up after they helped them out on the shortage.
While it might be unlikely, time will tell.
Boing X 2
funindasun,
Thank goodness my aunt is turning 101 in May.
I might live long enough the for ultra super duper hsIVIG.
I know what you mean.
We might get some clues, on how the trial is going, on the year end results next week.
Thinking about flying to the islands, stay awhile, and cruise the islands and back to the mainland.
Took me awhile to convince wife we need to do a Pacific crossing. Have done the Atlantic twice. She now is willing to cross one way. I do want to book far enough ahead that there are no virus concerns.
Boing X 2.
funindasun,
I hear you.
The problems the others selling IVIG are going to have is, they will not have our hsIVIG patents to increase the spread to the other off patent uses. Once the doctors find out that less goes further, more effectively, and at a less cost to their patients, they are likely going to further pile on with off label uses.
We are likely the only one to have the patented hsIVIG for 10 years. So we need to take advantage while the patent is in effect. Make us the household name for hsIVIG. Just my opinion.
As the article said, it is the increasing off label uses that are creating the current supply shortage and with many currently untreatable diseases I would expect that to continue as they find new uses for the highly improved drug.
Boing X 2
Funindasun,
Post would not show but your might find the article on the site you mentioned under IVIG shortages.
Boing X 2
funindasun,
I don't think that is going to be enough. Here is the reasoning for education purposes.
"https://www.washingtonpost.com/health/a-severe-shortage-hits-a-drug-used-for-cancer-immune-disorders-epilepsy-causing-cancelled-treatments-and-rationing/2019/11/01/f2be3c4e-e93a-11e9-9c6d-436a0df4f31d_story.html"
The off label usage appears to be growing by leaps and bounds. MNTA is well aware of this.
You are talking about the 47% but what about the amount needed for the rest of the off label IVIG usages?
If they get a higher improved usage in clinical trials, and an FDA approval, they should be in the drivers seat for some time to come.
Not long to find out now.
Boing X 2
Floblu14,
4.1M shares short as of 1/31. Down 1M from the 15th Jan.
Talk about sitting on a keg of dynamite with a 1 inch fuse.
Boing X 2
A couple more patent filings on Espacenet
1. COMPOSITIONS AND METHODS RELATED TO ENGINEERED FC-ANTIGEN BINDING DOMAIN CONSTRUCTS
Inventor:
LANSING JONATHAN C [US]
ORTIZ DANIEL [US]
(+1)
Applicant:
MOMENTA PHARMACEUTICALS INC [US]
CPC:
A61K2039/505
A61K39/395
A61K45/06
(+15)
IPC:
C07K16/28
Publication info:
US2020040084 (A1)
2020-02-06
Priority date:
2017-01-06
2. CHARACTERIZATION OF N-GLYCANS USING EXOGLYCOSIDASES
Inventor:
BRIAN EDWARD COLLINS [US]
CARLOS J BOSQUES [US]
(+3)
Applicant:
MOMENTA PHARMACEUTICALS INC [US]
CPC:
C12Q1/34
F28D15/0266
G06F1/20
(+6)
IPC:
G01N33/68
Publication info:
BRPI0810065 (A2)
2020-01-14
Priority date:
2007-04-16
Boing X 2
Breakout trade
CONFIRMED breakout above 30.59
Target: 34.03
Boing X 2
Breakout trade
CONFIRMED breakout above 29.18
Target: 32.48
Boing X 2
It looks like it might be us.
It mentions momenta when I copy.
http://appft.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&p=1&u=%2Fnetahtml%2FPTO%2Fsearch-bool.html&r=7&f=G&l=50&co1=AND&d=PG01&s1=momenta&OS=momenta&RS=momenta
Boing X 2
OT: funindasun,
Don't tell you know who or it will ruin his night.
TRIL down .35cents after hours and now 2.95 a share. They also are announcing they are having an offering of common and preferred stock.
Their EPS is minus 2.45 a share now.. Just wait until the new shares are issued. Dilution on the way.
Boing X 2
funindasun,
Right you are. I didn't divide.
Boing X 2
funindasun,
"There are 31.75 gallons in 1 ton of water" from my searching. It does vary by weight of the product.
"There are 31.75 gallons in 1 ton of water. A ton is equal to 2,000 pounds and each gallon is composed of 8.33 pounds; a gallon measures the amount of liquid volume of a substance while a ton measures the true weight of a substance. To find the amount of gallons that are in a ton of water, it is important to note how many pounds are in a gallon."
I suspect it is going to take several tons of IVIG. 1.5 tons IVIG would only be 47.62 gallons of liquid. If hsIVIG is 200 times more effective that might do. Less effective it might take more.
I do note, in reading, that IVIG half life is 36 days. 36 months if stored at 2-8 degrees C.or 35.6F to 46.4F
That issue is going to need to be addressed by Momenta or a partner as 36 days is not a long time as distribution will be nationwide or country wide. Think distribution distances in China or Russia or other big countries with poor road systems.
I hope they are thinking about that now.
Boing X 2
Floblu14,
I suggest we are under priced if they are talking about M281 being thrown in to the mix.
I would also like to thank Dew for putting me onto this stock.
Sorry he had to bail before they got their act together. Well almost, except, for the options give away.
Boing X 2
Floblu14,
The closing price Friday Jan 10th was 18.96 so that is an increase of 11.64 for the week. Friday closing price 30.60.
Did you mean to say M254 instead of M281?
Boing X 2
Wow Busy Beavers,
Espacnet,
1. COMPOSITIONS AND METHODS RELATED TO ENGINEERED FC-ANTIGEN BINDING DOMAIN CONSTRUCTS
Inventor:
LANSING JONATHAN C [US]
ORTIZ DANIEL [US]
Applicant:
MOMENTA PHARMACEUTICALS INC [US]
CPC:
IPC:
A61K39/395
Publication info:
WO2020014542 (A2)
2020-01-16
Priority date:
2018-07-11
2. COMPOSITIONS AND METHODS RELATED TO ENGINEERED FC-ANTIGEN BINDING DOMAIN CONSTRUCTS
Inventor:
LANSING JONATHAN C [US]
ORTIZ DANIEL [US]
Applicant:
MOMENTA PHARMACEUTICALS INC [US]
CPC:
IPC:
A61K39/395
Publication info:
WO2020014486 (A1)
2020-01-16
Priority date:
2018-07-11
3. COMPOSITIONS AND METHODS RELATED TO ENGINEERED FC-ANTIGEN BINDING DOMAIN CONSTRUCTS
Inventor:
LANSING JONATHAN C [US]
ORTIZ DANIEL [US]
(+1)
Applicant:
MOMENTA PHARMACEUTICALS INC [US]
CPC:
IPC:
A61K39/395
Publication info:
WO2020014545 (A1)
2020-01-16
Priority date:
2018-07-11
4. COMPOSITIONS AND METHODS RELATED TO ENGINEERED Fc-ANTIGEN BINDING DOMAIN CONSTRUCTS
Inventor:
LANSING JONATHAN C [US]
ORTIZ DANIEL [US]
(+1)
Applicant:
MOMENTA PHARMACEUTICALS INC [US]
CPC:
IPC:
A61K39/395
Publication info:
WO2020014505 (A2)
2020-01-16
Priority date:
2018-07-11
5. COMPOSITIONS AND METHODS RELATED TO ENGINEERED FC-ANTIGEN BINDING DOMAIN CONSTRUCTS TARGETED TO CTLA-4
Inventor:
RUTITZKY LAURA [US]
MANNING ANTHONY [US]
(+2)
Applicant:
RUTITZKY LAURA [US]
MOMENTA PHARMACEUTICALS INC [US]
CPC:
IPC:
A61K39/395
Publication info:
WO2020014413 (A2)
2020-01-16
Priority date:
2018-07-11
6. COMPOSITIONS AND METHODS RELATED TO ENGINEERED FC-ANTIGEN BINDING DOMAIN CONSTRUCTS TARGETED TO PD-L1
Inventor:
MOMENTA PHARMACEUTICALS INC [US]
RUTITZKY LAURA [US]
(+3)
Applicant:
MOMENTA PHARMACEUTICALS INC [US]
RUTITZKY LAURA [US]
CPC:
IPC:
A61K39/395
Publication info:
WO2020014419 (A2)
2020-01-16
Priority date:
2018-07-11
Boing X 2
Didn't post so here
"Momenta (MNTA) Provides Pipeline Updates, Stock Rallies
Zacks
Zacks Equity Research
,Zacks•January 15, 2020
Shares of Momenta Pharmaceuticals Inc. MNTA rallied 23.7% after it announced positive initial data from a study on M254 in immune thrombocytopenia (ITP).The multi-part study has completed Part A, which evaluated the candidate in a single ascending dose (SAD) cohort of healthy volunteers and has advanced into Part B, which will evaluate the same in a SAD cohort of ITP patients.
Interim data from the study showed that five of six patients treated with M254 responded to the treatment and exhibited platelet counts. Based on the positive early data, Momentaexpects to increase the number of patients in Part B and plans to include a lower dose cohort. The company expects to report additional data from Part B of the study, for which the enrollment is ongoing, in the second quarter of 2020.
The company also plans to commence a study of M254 in chronic inflammatory demyelinating polyneuropathy (CIDP) later in 2020.
Shares of the company have skyrocketed 129.1% in the past year against the industry’s decline of 1.8%.
The company also announced that the phase II study on nipocalimab in myasthenia gravis (gMG) is now 80% enrolled. Momenta expects to report top-line data from this study in the third quarter of 2020.
Another phase II study, Unity, on nipocalimab in hemolytic disease of the fetus and the newborn (HDFN) is actively enrolling patients. The company expects to report top-line data from this study in 2021.
Another phase II/III study of nipocalimab in warm autoimmune hemolytic anemia (wAIHA) is ongoing. Nipocalimab has been granted Fast Track and Orphan Drug designations by the FDA for this indication. The company expects to report top-line data from this study around the end of 2021.
The company also stated that it expects to initiate IND-enabling studies on CD38 SIFbody candidate in 2020.
The company had $545.1 million of cash, cash equivalents and marketable securities, as of Dec 31, 2019.
2020 Guidance
Momenta expects operating expenses for 2020 to be in the range of $220-240 million.
Momenta Pharmaceuticals, Inc. Price"
Boing X 2
DaveAu,
4 million shares in less than 1.5 hours today. It will be interesting to see the end of the day total.
Likewise, thank you for posting the new target.
Boing X 2
fundindasun,
I have to agree with you.
They are going after 80 potential diseases here.
They have a ways to go, but, it is likely way more than 1B.
Boing X 2
funindasun,
Much closer to your 35.00 target now.
Great news for all.
Boing X 2
fundindasun,
Think of all the people that don't know about this stock that might start to check it out now.
Boing X 2
funindasun,
Depends on what they say tonight. Not a stretch if things go right on all fronts.
Boing X 2
Breakout trade
CONFIRMED breakout above 20.83
Target: 22.56
Boing X 2
funinthesun,
You are welcome.
I thought if you were looking to add an additional stock you might be interested.
MNTA target one year 25. Vod one year target 30.
We did some rebalancing year from mutual funds and added some VOD.
I am sensing 5G might well be the next big growth area.. Time will tell.
Boing X 2
OT: Funindasun,
Just took a position in VOD. Might want to check it out and see if it is for you. Pays a dividend and looks like it is getting ready to head up. As always do your own DD.
70 Billion in cell phone towers and just doing a deal for 5G in Australia.
Boing X 2