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Post# of 252803
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Thursday, 11/04/2010 10:37:21 AM

Thursday, November 04, 2010 10:37:21 AM

Post# of 252803
MNTA Potential outside of Lovenox and Copaxone.

This board has some very intelligent posters who are very focused on parsing Teva's recent conference call language. The market is currently pricing MNTA based solely on m-enox and the Teva overhang. I'd like to hear some speculation on the broader future potential of MNTA outside of the programs that have already been announced. Specifically what drugs coming off patent in the next 5 years might be logical targets for MNTA's proprietary reverse engineering technology. If possible include the patent sunset date and the current sales information.

I think NVS mentioned in one of the past investor day conferences that they had several targets in development. When I get some time I'll see if I can track down any specific Sandoz information on projects that might be a logical fit for MNTA.

I think this exercise could help us evaluate the broader potential. If this thread exists somewhere please feel free to direct me to it.

Thanks FL

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