[Updated for contaminated-heparin story, latest insider shareholdings, Copaxone data from AAN, and news that Sandoz will resubmit the Lovenox ANDA in early May.]
What is MNTA’s business all about? #msg-268768194Q07 CC transcript (2/14/08) #msg-28748329MNTA technology helps diagnose contaminated heparin #msg-25513125 Quick primer by ThomasS #msg-269003962008 news flow #msg-25473104 Capsule explanation of proprietary technology #msg-19626947 Sugars, peptides and glycoproteins, in that order #msg-24624700 Apropos to above (2005 PR) #msg-25803923 Craig Wheeler interview in The Pink Sheet #msg-25473420 Characterizing a compound by “ruling out” structures #msg-27114485 US FoB’s are a question of when not if #msg-27286206Boston Globe article on MNTA and FoB’s #msg-26837144Salient FoB quote from MNTA’s CEO #msg-26808908Summary of BioCEO webcast (2/13/08) #msg-26126852 Summary of Stanford webcast (1/19/08)
Generic-Lovenox program #msg-28679550Lovenox ANDA to be resubmitted in early May #msg-27715283 In vitro work probably sufficient for resubmission #msg-25933221 FDA issues non-approvable letter (11/5/07) #msg-24636279 Competing Lovenox ANDA’s non-approvable at this time #msg-122223052006 partnership with Sandoz #msg-25534402 Economics of the Lovenox partnership #msg-26740202Lovenox sells $4B (!) per year #msg-26739674 Lovenox has 53% of US heparin market by volume #msg-26882378 Status of SNY’s Lovenox patent #msg-24627410 Musings on timing of EU submission (Dew)
Generic-Copaxone program #msg-12222305 Copaxone (M356) is part of 2006 NVS collaboration #msg-26740147Copaxone sells more than $1B in US alone #msg-27177236 Copaxone has 25% worldwide share of MS market #msg-26893858 Musings on the attractiveness of Copaxone program #msg-24627410 Speculation on the timeline #msg-28375793 Copaxone in the ifn-refractory setting #msg-28555109 Latest data from AAN (1) #msg-28589156 Latest data from AAN (2)
Other programs #msg-122223052006 FoB partnership with Sandoz #msg-25514154 Speculation on the FoB’s to be developed (ThomasS) #msg-26260388 Musings on the FoB partnership (Dew)
Competition #msg-28838788Existing and future anticoagulants