Biotech Values

[DewDiligence]

MNTA ReadMeFirst

[Added November article from Bioworld.]


What is MNTA’s business all about?
#msg-25513125 Quick primer by ThomasS
#msg-25513125 Capsule list of development programs
#msg-25473104 Capsule explanation of proprietary technology
#msg-25804317 MNTA’s role in follow-on biologics
#msg-19626947 Three basic steps
#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


Valuation and finances
#msg-24205435 3Q07 results and cash guidance
#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-19222901 Largest shareholders as of 4/5/07
#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-24636227 Handicapping the FDA response (Dew)
#msg-12222305 2006 partnership with Sandoz
#msg-25534402 Economics of the Lovenox partnership
#msg-25519479 Annualized 3Q07 sales of branded Lovenox
#msg-24400584 Status of SNY’s Lovenox patent
#msg-24627410 Musings on timing of EU submission (Dew)


M118 program
#msg-24457684 M118 has blockbuster potential
#msg-24645756 Development timeline
#msg-25089843 Phase-2 enrollment timeline
#msg-24393520 M118’s mechanism of action
#msg-25147975 M118 vs oral FXa inhibitors
#msg-24646510 Musings re M118 program and partnering (Dew)


Other programs
#msg-12222305 2006 FoB partnership with Sandoz
#msg-25514154 Speculation on which FoB’s (ThomasS)
#msg-24627410 Musings on Copaxone timeline (Dew)


Existing and potential competition
#msg-25153211 Existing and future anticoagulants
#msg-22938795 Sanofi’s anticoagulant pipeline
#msg-25081126 Musings on the MS market (zipjet)


Feature stories on MNTA and related topics
#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)