[Updated for contaminated-heparin story, latest insider shareholdings, Copaxone data from AAN, and news that Sandoz will resubmit the Lovenox ANDA in early May.]
What is MNTA’s business all about? #msg-268768194Q07 CC transcript (2/14/08) #msg-28748329MNTA technology helps diagnose contaminated heparin #msg-25513125 Quick primer by ThomasS #msg-269003962008 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-27286206Boston Globe article on MNTA and FoB’s #msg-26837144Salient FoB quote from MNTA’s CEO #msg-26808908Summary of BioCEO webcast (2/13/08) #msg-26126852 Summary of Stanford webcast (1/19/08)
Generic-Lovenox program #msg-28679550Lovenox ANDA to be resubmitted in early May #msg-27715283 In vitro work probably sufficient for resubmission #msg-25933221 FDA issues non-approvable letter (11/5/07) #msg-24636279 Competing Lovenox ANDA’s non-approvable at this time #msg-122223052006 partnership with Sandoz #msg-25534402 Economics of the Lovenox partnership #msg-26740202Lovenox 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)
Generic-Copaxone program #msg-12222305 Copaxone (M356) is part of 2006 NVS collaboration #msg-26740147Copaxone sells more than $1B in US alone #msg-27177236 Copaxone has 25% worldwide share of MS market #msg-26893858 Musings on the attractiveness of Copaxone program #msg-24627410 Speculation on the timeline #msg-28375793 Copaxone in the ifn-refractory setting #msg-28555109 Latest data from AAN (1) #msg-28589156 Latest data from AAN (2)
Other programs #msg-122223052006 FoB partnership with Sandoz #msg-25514154 Speculation on the FoB’s to be developed (ThomasS) #msg-26260388 Musings on the FoB partnership (Dew)
Competition #msg-28838788Existing and future anticoagulants
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.