Biotech Values

[DewDiligence]

MNTA ReadMeFirst

[Miscellaneous updates: index of anticoagulants in
development, abstract on medical need for reversible
anticoagulant, graphic of worldwide MS market share,
WSJ article on escalating healthcare costs and need
for US FoB’s, and updated insider shareholdings.]


What is MNTA’s business all about?
#msg-25513125 Quick primer by ThomasS
#msg-26900396 2008 news flow
#msg-25473104 Capsule explanation of proprietary technology
#msg-19626947 Sugars, peptides and glycoproteins, in that order
#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-27114485 US FoB’s are a question of when not if
#msg-26837144 Salient FoB quote from the CEO
#msg-26876819 4Q07 CC transcript (2/14/08)
#msg-26808908 Summary of BioCEO webcast (2/13/08)
#msg-26126852 Summary of Stanford webcast (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-27147833 Insider shareholdings
#msg-26841025 Major institutional shareholders
#msg-25779657 Musings on the BoD (Dew)
#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-26882378 Status of SNY’s Lovenox patent
#msg-24627410 Musings on timing of EU submission (Dew)


M118 program
#msg-26897124 “Checklist” rationale for M118 program
#msg-26900300 M118 has blockbuster potential
#msg-27272430 Meeting an unmet need
#msg-26897732 M118 clinical trials
#msg-26809439 Rationale for lead indication in PCI
#msg-25147975 M118 vs oral FXa inhibitors


Generic-Copaxone program
#msg-12222305 Copaxone (M356) is part of 2006 NVS collaboration
#msg-26740147 Copaxone sells more than $1B in US alone
#msg-26893858 Musings on the attractiveness of the program
#msg-24627410 Speculation on the timeline
#msg-25081126 Musings on switches from interferon (zipjet)


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)


Competition
#msg-27281091 Existing and future anticoagulants


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)