Biotech Values

[DewDiligence]

>MNTA – REMICADE and ENBREL. Thoughts?<

The patent-expiration dates and market sizes clearly fit. Enbrel, in particular, would seem to be a case where MNTA’s characterization technology could enable Sandoz/MNTA to have the sole marketed generic. From the FDA label:

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ENBREL (etanercept) is a dimeric fusion protein consisting of the extracellular ligand-binding portion of the human 75 kilodalton (p75) tumor necrosis factor receptor (TNFR) linked to the Fe portion of human IgG1. The Fe component of etanercept contains the CH2 domain, the CH3 domain and hinge region, but not the CH1 domain of IgG1. It consists of 934 amino acids and has an apparent molecular weight of approximately 150 kilodaltons.
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