Replies to post #55775 on Biotech Values

[zipjet]

Re: Copaxone, TEVA possibility MNTA

>> leads them to conclude that solid growth for Copaxone should continue for several years.

The beta interferons* used to treat MS all lead to antibodies with the time-to-antibodies being directly related to the dosing strength of the competing interferons. Thus, eventually the antibodies neutralize the interferons and these patients become a natural to switch to Copaxone.

zip


* Avonex, Betaseron & Rebif

[DewDiligence]

Re: MNTA / M118 enrollment timeline

>I should think that with the PII M-118 trial enrolling 600 patients in 30 different centers, data should accrue very quickly. I have not seen any company guesstimate for completion and/or mention of interim data. Given the freq of PCI, shouldn't they complete by Easter?<

That’s too optimistic, IMO, because it will take time for some of the centers to become operational. As of Oct 12 (the date the clinicaltrials.gov entry was last updated), only one trial center was listed as enrolling:

http://www.clinicaltrials.gov/ct2/show/NCT00543400

By now, several centers are presumably enrolling but this number is probably not close to 30.

[ghmm]

MNTA: the PII M-118 trial enrolling 600 patients in 30 different centers, data should accrue very quickly. I have not seen any company guesstimate for completion and/or mention of interim data.
Granted its before they started it but going back to an old call (Q1 2007) they indicated it would take about a year to complete the study.