Biotech Values

[DewDiligence]

>MNTA – The collaboration will include one late-stage compound from Momenta's pipeline…<

The late-stage compound from MNTA is generic Copaxone, which goes by the name M356. No guidance has been given regarding when the ANDA will be filed, but my guess is that it will be in the next 18 months. There has also been no guidance regarding how NVS and MNTA will circumvent Teva’s US Copaxone patents.

>… and two late-stage compounds from Sandoz.<

The companies haven’t disclosed what these are except to say that they are FoB’s of currently marketed protein drugs.

>I am still at a loss to understand where [M-Enoxaparin] stands in development in regards to EU.<

The companies haven’t disclosed this either. My guess is that the MAA will be submitted shortly after FDA approval or in late 2008, whichever comes first.