Biotech Values

[DewDiligence]

MNTA 2015-2017 News Flow

[Miscellaneous updates.]


Glatopa program

• 2-May-2016: USPTO inter partes review of Teva’s three Orange Book patents for the 40mg formulation of Copaxone. (Approximately 80% of patents where the USPTO grants an IPR are ultimately invalidated; if Teva’s 40mg Copaxone patents are invalidated, MNTA could launch a generic version of 40mg Copaxone, with FDA approval, as soon as Jan 2017, when Teva’s Hatch-Waxman exclusivity on the 40mg formulation expires.)

• 26-Sep-2016: US patent trial on Teva’s 40mg Copaxone patents. (This trial may be mooted if the May 2016 IPR [above] invalidates Teva’s patents.)


Lovenox program

• 2016: US District Court trial of NVS/MNTA vs AMPH/AGN on infringement of MNTA’s Lovenox patents, which could result in substantial damages payable to NVS/MNTA. (The Appellate Court remanded the case to the District Court on 11/10/15, finding that AMPH/AGN are not protected by the Hatch-Waxman Safe Harbor: #msg-118404904, #msg-115468100.)


FoB program

• Before end 2015: Partnership deal for MNTA’s FoB compounds other than Humira. (MNTA’s Humira FoB is already partnered with BXLT.)

• Jan 2016: USPTO inter partes review against BMY on US Orencia patent.

• Early 2016: PK/PD data for Humira FoB. (The phase-3 trial in psoriasis started on 10/5/15; regulatory submissions expected in 2017 if no hitch.)

• 2H16: Orencia FoB starts phase-1.

• Timing unknown: New pipeline disclosures re M597, M615, M282, M706, M730, or M740. (See slide #53 at link in #msg-107107809.)


Sialylated IVIG program

• Late 2016: Start phase-1 trials for first two of three sialylated-IVIG candidates (of which two are recombinant and one is plasma-derived). The third candidate will start phase-1 in 2017.


Necuparanib program

• 1H17: Top-line phase-2 data trial in pancreatic cancer. (Primary endpoint is overall survival; trial listing at: http://www.clinicaltrials.gov/ct2/show/NCT01621243 .)