MNTA 2011 News Flow
[Corrected entry re Amphastar lawsuit.]
Lovenox
• 9-Feb-2011: SNY’s 4Q10 financial results and conference call, where SNY will report US Lovenox sales and may provide some color on the state of the US Lovenox market.
• 10-Feb 2011: MNTA’s 4Q10 financial results and conference call, where investors will learn MNTA’s cash flow from Lovenox and get updates on MNTA’s drug-development programs.
• Feb-Mar 2011: Redacted documents from Amphastar’s lawsuit against the FDA. The language that is not redacted may provide some insight regarding the deficiencies in the Teva and Amphastar Lovenox ANDAs.
Copaxone
• Soon: District Court ruling on Markman hearing. This will provide early feedback on the probable outcome of the Copaxone patent trial.
• Timing uncertain: Start of trial on validity/enforceability of Teva’s Copaxone patents.
• 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.
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: Announcements regarding MNTA’s FoB programs.
• Timing and occurrence uncertain: M118 partnership. (Phase-2b/3 trials in ACS are sufficiently large and expensive that MNTA will not conduct such trials without a partner.)
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”
