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Re: DewDiligence post# 60504

Thursday, 04/10/2008 12:10:15 AM

Thursday, April 10, 2008 12:10:15 AM

Post# of 252897
MNTA ReadMeFirst

[Updated for presentation of
M118 phase-1 results at ASCPT]



What is MNTA’s business all about?
#msg-26876819 4Q07 CC transcript (2/14/08)
#msg-25513125 Quick primer by ThomasS
#msg-26900396 2008 news flow
#msg-25473104 Capsule explanation of proprietary technology
#msg-19626947 Sugars, peptides and glycoproteins, in that order
#msg-24624700 Apropos to above (2005 PR)
#msg-25803923 Craig Wheeler interview in The Pink Sheet
#msg-25473420 Characterizing a compound by “ruling out” structures
#msg-27114485 US FoB’s are a question of when not if
#msg-27286206 Boston Globe article on MNTA and FoB’s
#msg-26837144 Salient FoB quote from MNTA’s CEO
#msg-26808908 Summary of BioCEO webcast (2/13/08)
#msg-26126852 Summary of Stanford webcast (1/19/08)


Valuation and finances
#msg-26836951 4Q07 financial results
#msg-25373113 Musings on share price (Dew, part 1)
#msg-25609532 Musings on share price (Dew, part 2)
#msg-25373942 Musings on share price (zipjet)
#msg-25377293 Musings on share price (ThomasS, part 1)
#msg-25523826 Musings on share price (ThomasS, part 2)
#msg-25523608 Musings on share price (JR)


Management and BoD
#msg-12824293 Craig Wheeler hired from Chiron
#msg-25779241 Composition of Board of Directors
#msg-25779657 Musings on the BoD (Dew)
#msg-27147833 Insider shareholdings
#msg-27619561 Largest shareholders
#msg-27338039 James Roach appointed CMO
#msg-25377212 Standstill agreement with Novartis


Generic-Lovenox program
#msg-25933221 FDA issues non-approvable letter (Bioworld)
#msg-24636279 Competing Lovenox ANDA’s non-approvable at this time
#msg-27715283 In vitro work probably sufficient for resubmission
#msg-12222305 2006 partnership with Sandoz
#msg-25534402 Economics of the Lovenox partnership
#msg-26740202 Lovenox sells $4B (!) per year
#msg-26739674 Lovenox has 53% of US heparin market by volume
#msg-26882378 Status of SNY’s Lovenox patent
#msg-24627410 Musings on timing of EU submission (Dew)


M118 program
#msg-26897124 “Checklist” rationale for M118 program
#msg-26900300 M118 has blockbuster potential
#msg-27272430 Meeting an unmet need
#msg-26897732 M118 clinical trials
#msg-26809439 Rationale for lead indication in PCI
#msg-28193368 Phase-1 results presented at ASCPT
#msg-25147975 M118 vs oral FXa inhibitors


Generic-Copaxone program
#msg-12222305 Copaxone (M356) is part of 2006 NVS collaboration
#msg-26740147 Copaxone sells more than $1B in US alone
#msg-27177236 Copaxone has 25% worldwide share of MS market
#msg-26893858 Musings on the attractiveness of Copaxone program
#msg-24627410 Speculation on the timeline
#msg-25081126 Musings on switches from interferon (zipjet)


Other programs
#msg-12222305 2006 FoB partnership with Sandoz
#msg-25514154 Speculation on the FoB’s to be developed (ThomasS)
#msg-26260388 Musings on the FoB partnership (Dew)


Competition
#msg-28231619 Existing and future anticoagulants


Feature stories on MNTA and related topics
#msg-27286206 Boston Globe (3/07)
#msg-25160571 WSJ (12/07)
#msg-25933221 Bioworld (11/07)
#msg-23005127 Nature (9/07)
#msg-20308884 Lab Technologist (6/07)
#msg-25803923 The Pink Sheet (3/07)
#msg-13119848 Chemical & Engineering News (9/06)
#msg-25779774 Boston Globe (9/04)

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