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MTB,
Welcome back You did much better than with bank interest during this time frame.
All might want to read this article for educational information.
https://neuropathycommons.org/sites/default/files/IVIG%20TAND-in%20press%20version%2011-5-17.pdf
400 Million potential customers. My eyes popped out on that sentence.
The more I research, and see off label uses, the more I think we are on the right track. Read it closely.
Limited supply and we have a 10 times more powerful drug that can hopefully make it go further on the unmet needs out there with approval.
Boing X 2
Look at the forecast for next year.
2019
"6 Analysts
Avg est. 126.58M
Low est. 70.6M
High est. 166M
Year ago sales 60.5M
Sales Growth (year/est) 109.20% “
Boing X 2
Updated patent application on WIPO PATENTSCOPE
"2. 3356561 THERAPEUTIC AND DIAGNOSTIC METHODS FOR AUTOIMMUNE DISEASES AND/OR INFLAMMATION EP 08.08.2018
C12Q 1/68
16852729 MOMENTA PHARMACEUTICALS INC WASHBURN NATHANIEL
The present invention features methods of treating a subject having an autoimmune disease and/or inflammation including determining the genotype, and/or the glycophenotype of the subject and administering to the subject an Fc-activity modulating agent or an anti-TNFa agent based on the genotype and/or the glycophenotype of the subject. The invention also features methods of predicting the responsiveness of a patient to an anti-TNFa treatment by identifying a patient having inflammation or an autoimmune disease, determining the genotype, or glycophenotype of the subject, and selecting the patient for treatment with an Fc-activity modulating agent or an anti-TNFa agent based on the genotype and/or the glycophenotype of the subject."
detail.jsf
Note this,
"54. The method of any one of claims 43-53, wherein said autoimmune disease is rheumatoid arthritis (RA), juvenile RA, polyarticular-course juvenile RA, juvenile idiopathic arthritis, psoriasis, psoriatic arthritis, Crohn's Disease, ulcerative colitis, ankylosing spondylitis, plaque psoriasis, multiple sclerosis, systemic lupus erythematosus, myasthenia gravis, juvenile onset diabetes, glomerulonephritis, autoimmune thyroiditis, Behcet's disease, graft rejection, graft-versus-host disease, Kawasaki's disease, sarcoidosis, pyoderma gangrenosum, depression, bronchial asthma, diabetes mellitus, malignancies, septic shock, bullous dermatitis, neutrophilic dermatitis, toxic epidermal necrolysis, systemic vasculitis, pyoderma gangrenosum, pustular dermatitis, alcoholic hepatitis, cerebral malaria, hemolytic uremic syndrome, pre-eclampsia, allograft rejection, uveitis, otitis media, snakebite, erythema nodosum, myelodysplastic syndromes, dermatomyositis, polymyositis, immune reconstitution inflammatory syndrome of AIDS patients, systemic sclerosis, lgG4-related disease, or alopecia areata.”
Oh Boy, snakebite, malaria and inflammatory syndrome of AIDS patients included. Asthma has the most people with problems. Almost 7 million i read this week.
Boing X 2
Breakout trade
"WATCH for possible breakout above 26.28
Target: 28.54"
Boing X 2
funinthesun,
I only have to hold on them for a couple of years and I will know. They did stick with Glatopa.com
Likewise here the big institutional ownership just confirms my thinking.
Looks like the final figure is 98.78 for the 2nd quarter. We are already half way through the end of the third quarter.
Boing X 2
funinthesun,
Aloha,
I agree. These drug trials might TRUMP big time.
For educational purposes i post the following,
Controlled_tetra-Fc_sialylation_of_IVIg_results_in_a_drug_candidate_with_consistent_enhanced_anti-inflammatory_activity
Read this one close. Look at the mouse pictures. So much information when one reads close. They seem pretty convinced about what they have in the abstract.
I had not picked up on the s4-IVIg vs hsIVig prior. I did a check and the s4-IVIG.com domains were available. I tried all three down today as I already have the 3 hsIVIG.com etc.
I about choked when they sent my receipt and I saw a d instead of a V on all three. Got that changed quick.
While I might never see a penny. no one can use without me. Bought them more for out two sons. I can’t believe MNTA did not tie them down although there were thinking about partners and have just changed their minds about going solo. Someone needs to think about these things when they are working on drugs.
It appears someone tied down the M281 sites already. Not sure who yet.
I was always searching hsIVIg for information the most and now see more discussion on s4-IVIg. Not sure which symbol they will use in the end but it is likely they will use one of the two in the end. I didn’t want to take any chance.
The four of us are hoping to head to Hawaii next year or so. Love it there. Depends on England, as the four of us are going there next June.
I thought I was most the further West investor but now you are. Anyone from Asia on the board?
Should anyone want to know why a high institutional investor holdings count can mean anything, the internet can answer their questions. I am well aware it can work both ways.
Boing X 2
funninthesun,
Checking out where we are today on Institutional ownership.
With one day to go and 10 yet to report, yesterday we are at 98.79%. Today is the last day to report.
I read the list three times and did not see my brokerage listed. They are not a small player.
Of note there was roughly an increase so far of 1,400,000 shares in the second quarter net.
1.21% of 78Million is roughly 930,000 shares or less left at the end of the 2nd quarter. I will be most interested in the figures at the end of the third quarter. It would seem something is going to have to give
soon if there is the same increase this quarter. There are not that many shares left.
IanFromSI is correct about most shares are not listed not in street names. Sometimes i tend to forget that.
I notice that we clawed our way back yesterday on much lower volume. I expect to keep seeing lower volume if the big boys hold on.
I searched a couple of hours yesterday, between a couple of appointments, to try and figure out what the most likely unknown Tx on M254 might be. My best guesses are Lupus or Pulmonary Fibrosis or some type of Fibrosis. A lot of interest by our staff researchers in those two areas. They have given speeches at conferences on these two areas.
We shall see if I am close in less than two months.
CW said in a short sentence that the staff had come up with a couple more new ideas as I remember. I hope we might hear something more about them on the R & D day. Then again, we might not if they want to keep it a secret.
Boing X 2
funinthesun,
I found this from Nasdaq
https://www.nasdaq.com/symbol/mnta/insider-trades
Hope it helps. Another site, yahoo, said 2.6 percent but I am not sure how up to date that was.
I was using 78 Million at .01 percent assuming the institutions show 99 Percent on the 15th final figures.
You might be more accurate.
It appears there keeps being an echo on the board from someone whom I asked to not respond to me.
Blackrock reported buying 925,524 shares in the second quarter and overall an increase so far of 1 million increase in share overall with not all companies reporting yet.
While some might have sold in the third quarter I am betting overall they are still buying. We will know at end of the third quarter. I suggest we could have seen much higher sales if the big boys were going to bail.
Boing X 2
funinthesun,
I was looking at that this likewise this am. The final figures will be submitted by the 15th. I was waiting until then to comment.
They are scarfing up the shares on the cheap. If they get to 99 percent that would mean around
780,000 shares available for the small investors.
With the potential drugs in the pipeline this stock could blow up with any major buying by the small investors. I tend to think they are getting more input then we are and seeing the potential.
Time will tell.
Boing X 2
Breakout trade and Clinical Trial
"WATCH for possible breakout above 26.27
Target: 28.52”
I hope I am right on this one. The more I think about CW’s words on the second clinical trial drug I think they could be very important.
CW talked about M254 improving the TX by being up to 10 times more effective.
He said “ at the same time we are going to get approval to test for a second TX for another disease where there is no known cure.”
Note exact quote but close enough. Read that about 5 times.
He did not say approval for a TX that improves the condition. i.e.. like reduce the impact or improve it 30 percent. I might be wrong but, the more I think about it he is talking about a cure. I sure hope I am right.
While in the end it might be approved for improving the deasese but, if CW et al get a cure approved it will be awesome. I hope it is a cure to a common disease.
Hope to find out more Oct 11th before we head out to the high seas.
Boing X 2
funinthesun,
I noticed that.
Not as bad as I thought it would be as the Big boys appear to be hanging in there.
Let us hope Sandoz can nail the Express Scripts contract when it comes up.
CW did think we will see improvement when the contracts come up for renewal on the 40MG.
Boing X 2
From CC,
R & D day is going to be 10-11-18.
They will give full details about M254 and what the second disease, that has no known treatment is going to be for the clinical trial. They know what the disease is but will not disclose it until approved for the clinical trial.
I am guessing it is taking longer because of the second disease being discussed as there is no known TX and likely the FDA wants to make sure of the clinical trial criteria. I am hoping it is a disease that has big potential.
The main hit was the 30M they were required to pay for M923 product. There a but for clause, we don't have to buy, would have been nice. Might want to make sure that is in future contracts.
M281 on track.
Boing X 2
Did not copy.
It is out there.
Boing X 2
For information purposes
Momenta-Pharmaceuticals-Reports-Second-Quarter-2018-Financial-Results-and-Provides-Corporate-Update.html
Boing X 2
Great!
"On Friday, Momenta Pharmaceuticals (MNTA) received an upgrade to its Relative Strength (RS) Rating, from 88 to 92."
Over 90 is considered very good.
Boing X 2
Interesting to say the least. They sure jumped on the opportunity to talk with MNTA.
For education purposes.
hi_reddit_i_am_joseph_glajch_the_director_of
On another note we should likely be hearing the results of the appeal on Momenta vs. Squibb very shortly now.
Boing X 2
funinthesun,
Yep, Him too.
Boing X 2
funinthesun,
I could use a shot of that right now.
Athur is sure acting up.
Boing X 2
Wish I knew what the second disease is going to be. Bang that with NO KNOWN TREATMENTS
would be Major as well as the first.
"After discussing plans with the FDA, Momenta said it's going to run proof-of-concept studies testing M281, which lowers immunoglobulin G (IgG) levels, in two different diseases. One trial will be in a disease for which lowering IgG levels has already been shown to help patients, such as myasthenia gravis, idiopathic thrombocytopenic purpura, or pemphigus. And for the second trial, the plan is to test M281 in a disease for which there is no currently approved treatment, potentially allowing a quicker route to approval, albeit with potentially more risk"
Boing X 2
Didn't take.
Check MNTA website for May 16th presentation slides.
Boing X 2
Check this out page 5 This was presented in Portugal in May.
For information purposes,
"690fd799-dd04-4ae5-b41a-9f9252bc18e8”
Very interesting.
Boing X 2
funninthesun and floblu14,
Thanks to the both of you.
I had searched for some time for the CSL clinical trial with no luck.
Found this from a MNTA press release that helps explain what each drug does for investor’s.
"Momenta’s novel therapeutics portfolio focuses on immune-mediated disorders with high unmet medical need and is developing three unique clinical phase assets (M281, M254, M230) purposefully designed to target the effects of pathogenic antibodies, whilst advancing discovery across rare immune-mediated disorders. M281 is a fully human anti-neonatal Fc receptor (FcRn) immunoglobulin G (IgG1) monoclonal antibody, engineered to reduce circulating pathogenic IgG antibodies, in excess of that achieved by any current treatments, by completely blocking endogenous IgG recycling via FcRn. M254 is a hyper-sialylated immunoglobulin designed as a high potency alternative for intravenous immunoglobulin (IVIg) to remediate limitations of that therapeutic approach. Specifically, sialylation of the Fc region of IgG augments the anti-inflammatory attributes of IVIg. M230 (CSL730), being developed in collaboration with CSL, is a novel recombinant trivalent human IgG1 Fc multimer designed to block tissue damage mediated by immune complexes, through its enhanced avidity and affinity for Fc receptors.”
Boing X 2
"Whisper Numbers
Consensus: ($0.46)
Revenue: $18.26 Mil “
We will know soon if correct.
Boing X 2
floblu14,
Thank you for the information.
Before the market open is interesting as well as moving the time up.
5am for the cc call here but, i am up by then each day. CW can go ahead and make my day.
Boing X 2
funinthesun,
I agree.
Boing X 3`
funindasun,
The more I studied this today, and started looking for websites with patients comments on IVIg Tx and I saw how the steroids are messing them up, the more I think MNTA is on the right track. Many, Many reactions to the steroids.
You might help on finding the right great discussion board. It is hard for one person to track down that board.
It is hard to find the right boards,the little I found is these people are in misery in dealing with all the issues.
They are begging for help on doctors that can't solve their problems etc. I guess I never thought about searching the discussion forums for feedback on IVIG. The little I found is these people need help.
They know the IVIG supply is minuscule vs the patients that need help and insurance companies in some cases are not willing to help them with the IViG program or pay for their Tx.
I will do more research bu,t in my limited time checking this am, this is a major issue and going to get worse as the population ages.
We might be the right solution at the right time if we get this done ASAP.
Not sure when our clinical trial begins but now is not too soon.
Boing X 2
funinthesun,
I just picked up on this from the MNTA site. I had not caught this prior or didn't remember it.
M254
“ Decreased dose reduces treatment-associated AE’s and allow for steroid-sparing in patients"
That would be major. Steroids can damage your body with long term usage creating other problems. That, along with the 10 times more effective should set us apart from the others if that proves true.
I hope the clinical trials cover that aspect also That would be a major selling point.
Boing X 2
funinthesun,
I don't disagree on some competition. I just say watch out for the types that might gut you by dropping prices so low to ruin your market share.
I agree if we can set to self infusion or self medication we become the holy grail to patients.
Boing X 2
funindasun,
Not sure how the pricing will work out. Depends on who we hire and cost to distribute our product if and when approved. We had better pick the best reps that know the field, and have in with the doctor's using the drug, to distribute our product. Take market share fast and don't go cheap there. They will save money of the more effective drug.
I do see the potential of MNTA taking market share from CSL and Baxter if we get approval of a better and more effective product. We will have the patent they don't. Our patents better cover all the drugs we are thinking about getting approved. Shut out the crowd with out patent protection if possible.
Yes, we do need the trials to be positive. CW sure feels like they are going to be positive.
I remember him saying he was going after 84 products at the same time. Well with the big off label usage he is up to 100 before he hits the clinical trial.
Doctor's with very is sick patients have already been going off label and if we get approved just watch how fast they switch if less does better.
Time will tell soon.
Boing X 2
funindasun,
Yeppers and check this out for how big,
Interesting tidbit for this am. Comes from the Journal of Immunology,
"Following successful use of IVIG in immune thrombocytopenic purpura, there has been an explosion in the therapeutic applications of IVIG in diverse autoimmune and inflammatory conditions. In addition to clinically approved pathological conditions, IVIG has been used as an off-label drug in more than 100 different indications. The current worldwide consumption of IVIG is over 100 tons per year.”
1 ton is 2,000 lbs. Now convert that to how much is used in a treatment. Big business potential.
If we can make the new hsIVIg drug go 8, 9 or 10 times further that will be some accomplishment.
Boing X 2
Check this article out for informational purposes.
"https://www.alzforum.org/news/conference-coverage/quick-and-early-ivig-therapy-hints-promise”
With limited IVIg supplies a 10 times more powerful hsIVIg might mean less dosage to accomplish results and reduce advancement of Alzheimers’s.
Looks like they need more donor’s with what is coming down the pike.
Boing X 2
Take a look at this one.
" Our data suggest a major role for complement-mediated cell death in ischemic brain injury and the prospect of using IVIG in relatively low doses as an interventional therapy for stroke.”
I never saw this one before. Stroke is a major issue as the population ages.
For information purposes,
"http://www.pnas.org/content/104/35/14104”
Everyone should be aware of this information and might want to suggest same to doctor if a family member suffers a stroke.
Boing X 2
floblu14,
Excellent find. We get to take advantage if we are first to market a 10 fold improvement.
With increased demand supplies decreasing a 10 fold improvement should help there.
I hope we are covering everything to make the strongest patents possible.
Boing X 2
floblu14,
Good article.
I see so much potential on so many diseases and our ability to reduce cost and take over the market if all goes well on our clinical trials. If we can reduce the IVIG cost from 10K to the alternate 4K TX we will win major big.
Once approved we have enormous opportunity. All the articles mention the off label uses that doctors are using this on different diseases.
Hope we hear the start of our clinical trial soon.
Boing X 2
Another good article.
“ar-ivig-at-the-intersection-of-immunology-and-clinical-research.html “
Boing X 2
All might want to check this one out.
Looks like Momenta is coming in at the right time and hopefully first on the M254.
Looks like great potential for us if they do this right. Note the comment about a lot of off label uses already.
I wasn’t sure on Copyright so I am just adding the site for informational purposes.
"Intravenous Immunoglobulin Market Size | IVIG Industry, 2012-2022”
They cover a ton of diseases that we could likely benefit with better TX if things go right.
Boing X 2
funindasun,
Yep the stock is on a tear.
Will keep an eye on this company if they ever get their website fixed.
Boing X 2
funindasun,
I re read the article and I think they are the same. They have not done the animial study yet.
We are ahead and need to get going fast IMHO. Note they are talking about Kawasaki disease and we are also pursuing that.
Boing X 2