MNTA 2010-2011 News Flow
[Removed entries for 3Q10 CC’s and added entry for
NVS’ 4Q10; updated timing for Copaxone patent trial.]
Lovenox
• 27-Jan-2011: NVS’ 4Q10 financial results and conference call, where NVS will report 4Q10 sales of generic Lovenox.
Copaxone
• Timing uncertain (but before start of Copaxone trial): District Court ruling on Markman (claims construction) hearing.
• 1H11: Start of trial on Copaxone patents. (Teva’s suit against NVS/MNTA has been consolidated with Teva’s suit against Mylan.)
• Timing uncertain: FDA feedback on Copaxone ANDA. MNTA would presumably disclose these details only if they were deemed to have a material affect on the probability or timing of eventual FDA approval.
M118
• Timing uncertain: M118 partnership followed by start of phase-2b trials. (Phase-2b trials in ACS are sufficiently large and expensive that MNTA will not conduct such trials without a partner.)
Other programs
• 1H11: IND filing for M402, MNTA’s proprietary heparin-based cancer drug, followed by the start of a phase-1 trial.
• Timing uncertain: One or more FoB partnerships.
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”
