Biotech Values

[DewDiligence]

MNTA ReadMeFirst

[Updates: 4Q07 results; tables of holdings by major
shareholders and insiders; salient FoB quote from
CEO; rationale for M118 lead indication.]


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-26837144 Salient FoB quote from the CEO
#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
#msg-26808908 Summary of BioCEO investor presentation (2/13/08)
#msg-26126852 Summary of Stanford investor presentation (1/19/08)


Valuation and finances
#msg-26836951 4Q07 financial results
#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-26850616 Insider shareholdings
#msg-26841025 Major institutional shareholders
#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-26740202 Lovenox sells $4B (!) per year
#msg-26739674 Lovenox has 53% of US heparin market by volume
#msg-24400584 Status of SNY’s Lovenox patent
#msg-24627410 Musings on timing of EU submission (Dew)


M118 program
#msg-26451612 Venous thromboembolism is a big, big problem
#msg-24457684 M118 has blockbuster potential
#msg-24645756 M118 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)
#msg-26809439 Rationale for lead indication


Other programs
#msg-12222305 2006 FoB partnership with Sandoz
#msg-25514154 Speculation on which FoB’s (ThomasS)
#msg-26260388 Musings on the FoB partnership (Dew)
#msg-26740147 Copaxone sells more than $1B in US alone
#msg-24627410 Musings on generic-Copaxone timeline (Dew)


Existing and potential competition
#msg-26515830 Existing and future anticoagulants
#msg-25081126 Musings on the MS market (zipjet)


Feature stories on MNTA and related topics
#msg-25160571 WSJ (12/07)
#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)