Biotech Values

[DewDiligence]

When do you think MNTA might be looking to challenge [Orencia]?

Hard to say, but MNTA has been talking a lot about mAbs on its recent CC’s. Although Orencia is technically a fusion protein rather than a mAb, it’s sufficiently mAb-like that it could well be MNTA’s lead FoB program.

As was the case with Copaxone, MNTA will probably disclose nothing about a patent challenge on Orencia until its FDA submission has been accepted by the FDA for review. Unlike Copaxone, however, Orencia is regulated by the FDA as a biologic, and hence MNTA’s submission would be made under the newly created regulatory pathway for FoB’s.