Biotech Values

[DewDiligence]

MNTA ReadMeFirst

[New valuation musings; reorganized with new
section on FoB’s; new info on source of Lovenox
sales by indication.]


What is MNTA’s business all about?
#msg-25513125 Quick primer by ThomasS
#msg-28919271 Morgan Stanley webcast: a “must-listen” (4/30/08)
#msg-28748329 MNTA helps FDA diagnose contaminated heparin
#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-25473420 Characterizing a compound by “ruling out” structures (1)
#msg-28865474 Characterizing a compound by “ruling out” structures (2)
#msg-26876819 4Q07 CC transcript (2/14/08)
#msg-26808908 Summary of BioCEO webcast (2/13/08)


Valuation and finances
#msg-26836951 4Q07 financial results
#msg-28970125 Musings on valuation


Management and BoD
#msg-12824293 Craig Wheeler hired from Chiron
#msg-28900647 Composition of Board of Directors
#msg-25779657 Musings on the BoD (Dew)
#msg-28899795 Insider shareholdings
#msg-28899840 Largest shareholders
#msg-25377212 Standstill agreement with Novartis
#msg-27338039 James Roach appointed CMO


Generic-Lovenox program
#msg-28896384 MNTA to resubmit ANDA in 3Q08
#msg-12222305 2006 partnership with Sandoz
#msg-25534402 Economics of the Lovenox partnership
#msg-28903176 Lovenox sells $4.5B per year
#msg-28934793 Sole generic Lovenox->largest-selling generic of all time
#msg-28936334 Where do Lovenox sales come from?
#msg-26739674 Lovenox has 53% of US heparin market by volume
#msg-28900092 Sole vs multiple approvals: how will we know?
#msg-25933221 FDA issues non-approvable letter (11/5/07)
#msg-24636279 Competing Lovenox ANDA’s non-approvable at this time
#msg-26882378 Status of SNY’s Lovenox patent
#msg-24627410 Musings on timing of EU submission (Dew)
#msg-28838788 Existing and future anticoagulants


M118 (proprietary anticoagulant) 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-28193368 Phase-1 results presented at ASCPT
#msg-25147975 M118 vs oral FXa inhibitors
#msg-28838788 Existing and future anticoagulants


Generic-Copaxone program
#msg-12222305 Copaxone (M356) is part of 2006 NVS collaboration
#msg-28903357 Copaxone sales keep growing
#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)


Follow-on Biologics (FoB) programs
#msg-27114485 US FoB’s are a question of when not if
#msg-26837144 Salient FoB quote from MNTA’s CEO
#msg-12222305 2006 FoB partnership with Sandoz
#msg-25514154 Speculation on the FoB’s to be developed (ThomasS)


Competition
#msg-28838788 Existing and future anticoagulants


Feature stories on MNTA and related topics
#msg-27286206 Boston Globe (3/08)
#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)