Biotech Values

[ThomasS]

MNTA: Dew, I should think that with the PII M-118 trial enrolling 600 patients in 30 different centers, data should accrue very quickly. I have not seen any company guesstimate for completion and/or mention of interim data. Given the freq of PCI, shouldn't they complete by Easter?

Marginally positive for MNTA's generic Copaxone:
Teva Pharm:Conf call with MS Docs points to solid growth for Copaxone.
Friedman Billings notes they hosted a conf call with two leading neurologists who specialize in the treatment of multiple sclerosis and actively participate in clinical trials to test new treatments for the disease. Their opinions regarding MS therapy and how they manage their patients, roughly 5,000 total, leads them to conclude that solid growth for Copaxone should continue for several years. Physicians believe that the double dose study of Copaxone at 40 mg per day should demonstrate superior efficacy relative to the approved 20 mg per day dose. Both physicians approach the use of Tysabri cautiously due to safety concerns and reserve it for patients who have failed other treatment. Firm believes that Tysabri does not represent a serious competitive threat to Copaxone.