[Updates: MYL receives FDA approval for 40mg/20mg Copaxone; Hatch-Waxman 180-day exclusivity on 40mg Copaxone still undecided; MNTA probably can’t sue MYL for patent infringement; ABBV-AMGN settle litigation pertaining to AMGN’s Humira FoB; ABBV-AMGN settlement implications for MNTA; AMGN made no attempt to work around ABBV’s formulation patents; status of CHRS’ Humira-FoB program; MNTA opts in for 50% profit-sharing on M230; 2017-2018 news flow; musings on the value of MNTA’s technology.]
CORPORATE AND FINANCIAL
What is MNTA’s business all about? #msg-119915120MNTA’s drug portfolio and pipeline #msg-1352324892017-2018 news flow #msg-135223471 Musings on the value of MNTA’s technology
#msg-133532612 Transcript of 2Q17 conference call (8/2/17) #msg-26837144Momenta’s mantra on interchangeable FoBs #msg-130220988 Incoming FDA commissioner emphasizes interchangeable FoBs #msg-25803923The Pink Sheet interviews Craig Wheeler (dated, but still a good read)
Valuation and finances #msg-133589207MNTA had $464M pro forma cash at 6/30/17 #msg-133589478 Diluted share count for valuation purposes #msg-133492994 2Q17 press release
Officers and directors #msg-127373731 Composition of Board of Directors #msg-135073055 Ganesh Kaundinya (co-founder) named COO/CSO (10/17) #msg-131814122 Santiago Arroyo named CMO (6/17) #msg-126247557 Scott Storer named CFO (11/16) #msg-12824293 Craig Wheeler named CEO (8/06)
FOLLOW-ON BIOLOGICS (FoB) PROGRAM
FDA guidance and MNTA’s view on interchangeable FoBs #msg-127909952FDA issues (draft) guidance on interchangeable FoBs #msg-130220988 Incoming FDA commissioner emphasizes interchangeable FoBs… #msg-26837144 …which fits right in with Momenta’s mantra on interchangeable FoBs #msg-127947222 FDA permits indication extrapolation for interchangeable FoBs
M923 (Humira FoB) program #msg-125412687MNTA regains full ownership of M923… #msg-127579499 …while monetizing Shire’s contractual obligations to the program #msg-130582027Interchangeable Humira FoB for US is badly needed
#msg-126858164Positive phase-3 data for M923 #msg-127945401 Phase-3 trial of M923 included switching to/from branded Humira (1) #msg-130182027 Phase-3 trial of M923 meets FDA draft guidelines for interchangeable FoBs
#msg-134970085ABBV-AMGN settle Humira-FoB litigation #msg-134976468ABBV-AMGN settlement—implications for MNTA #msg-134996849 AMGN made no attempt to workaround ABBV’s formulation patents #msg-134989206 Status of CHRS’ Humira-FoB program
#msg-131412374 ABBV’s ‘135 Humira-dosing patent invalidated (actual ruling) #msg-131412917 ABBV’s ‘135 Humira-dosing patent invalidated (what it means) #msg-129261201 UK Court rejects Humira “method of use” patents
MNTA/Mylan partnership for Orencia and 5 other FoBs #msg-119689602MNTA inks 50/50 partnership with Mylan for 6 FoBs #msg-119697433 Commentary on MNTA-Mylan partnership by FierceBiotech
#msg-126247535MNTA/Mylan start phase-1 trial of Orencia FoB #msg-129440984 Orencia has annualized global sales of $2.5B #msg-128079578 Speculation re identities of other 5 FoBs in partnership #msg-128904877 Why Avastin is not one of the FoBs in the partnership
Miscellaneous FoB info #msg-123094763 FDA’s FoB guidance docs (other than for interchangeable status) #msg-48581353 Text of BPCIA enabling US FoBs #msg-70191760 US patent-expiration dates of big-selling biologics
COPAXONE PROGRAM
#msg-112799454 FDA approves NVS/MNTA’s 20mg Copaxone (4/15) #msg-128816545PFE compliance issue delays approval of NVS/MNTA’s 40mg Copaxone #msg-129066912 Text of PFE’s warning letter from FDA #msg-12222305 NVS/MNTA split Copaxone profits 50/50
#msg-135115103FDA approves MYL’s 40mg/20mg Copaxone (10/17) #msg-135143169 180-day exclusivity on 40mg Copaxone still undecided #msg-135223457 MNTA probably can’t sue MYL for patent infringement #msg-135223471 Musings on MNTA’s technology in light of MYL approval
PROPRIETARY AUTOIMMUNE PROGRAM
#msg-107107809 Structure/rationale of M281, M230, and M254 (slides 118-142)
#msg-127656306MNTA inks M230/autoimmune collaboration with CSL #msg-129436390 MNTA introduces M230 (press release) #msg-128995744Biocentury Innovations write-up on M230 #msg-134441274 MNTA opts in for 50% profit-sharing on M230