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DFRAI

02/17/15 9:55 AM

#13070 RE: marthambles #13069

It could be SIF, Orencia and other biosimilars- active discussions
I bet if they got a good offer for Necuparanib-they would partner it as well

jbog

02/17/15 10:05 AM

#13071 RE: marthambles #13069

Marth,

I'm going to guess that the street feels that Momenta is finally focused on what it should have done a long time ago.:

Novel Drugs:
Necuparanib (novel oncology candidate)

In October 2014, Momenta announced promising top-line results from the Part A of the Phase 1/2 study evaluating necuparanib in combination with Abraxane(R) (paclitaxel) and gemcitabine in patients with metastatic pancreatic cancer. The Company plans to present more mature data in mid-2015.
Momenta also initiated the Phase 2 component of the necuparanib trial, which is a randomized, controlled study to evaluate the antitumor activity of necuparanib in combination with Abraxane plus gemcitabine, versus Abraxane plus gemcitabine alone. The Company expects to have clinical data available in the first half of 2017.
In December 2014, the U.S. FDA granted Fast Track designation to the investigation of necuparanib as a first-line treatment in combination with Abraxane(R) and gemcitabine in patients with metastatic pancreatic cancer.


Novel Autoimmune Drugs
In October 2014, Momenta introduced three novel autoimmune candidates that are currently in various stages of preclinical development. These candidates include a hyper-sialylated IVIg (hsIVIg), a high potency alternative to IVIg, and two recombinant molecules: a Selective Immunomodulator of Fc receptors (SIF3) and an anti-FcRn monoclonal antibody. The recombinant molecules have been designed by leveraging the Company's knowledge of the anti-inflammatory effects of IVIg to maximize therapeutic benefit and patient convenience. Momenta believes these programs could have potential in a range of diseases that currently have few treatment options such as autoimmune neuropathies, autoimmune blood disorders and blistering skin diseases. The Company expects to continue to advance the recombinant candidates with a goal of entering the clinic in late 2016 and remains in active partnering discussions for its hsIVIg product.

marthambles

02/17/15 12:22 PM

#13083 RE: marthambles #13069

If the IVIG program pans out, it would be huge.

See, for example

http://rheumatology.oxfordjournals.org/content/early/2014/11/17/rheumatology.keu429.abstract

Increasing demand for IVIG coupled with concerns regarding potential transmissible agents has led to worldwide supply shortages.