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DewDiligence

10/01/08 9:50 AM

#66827 RE: DewDiligence #66637

Clinical / Regulatory / Litigation Calendar

[Please keep entries up to date! See updating procedure at the end of this post.]

NOTE: ANYONE MAY UPDATE THIS FILE



Edits: MNT MNTA PIP.


ACHN – ACH-1095 (a.k.a. GS-9525) HCV NS4A inhibitor: start phase-1 4Q08.

ACHN – ACH-1625 HCV protease inhibitor: start phase-1 1Q09.

AMLN – LAR NDA submission: mid 2009 if bioequivalence study needed; earlier if not needed.

APPA---3Q08--reports results of its pivotal Phase 3 study in chemotherapy-induced nausea and vomiting (CINV) comparing the efficacy of APF530 (a proprietary, sustained release formulation of granisetron) with Aloxi for the prevention of acute and delayed onset CINV in both moderate and highly emetogenic chemotherapy treatments.

BMY – Apixaban phase-3 ADVANCE-1 trial (VTE prevention following in orthopedic surgery): failure reported by PR 8/26/08, full data at ASH Dec08.

CEGE
- GVAX prostate: VITAL-2 failure reported 8/27/08; unplanned futility analysis of VITAL-1 to be reported Sep08.
- GVAX pancreas: leukemia P2 data 2H08.

CYT.TO - Initiated pivotal A-fib trial Oct/06. Complete enrollment 2nd/half 07. Results 2nd half 08.

CRXX - CRX-102 (Synavive) in Osteoarthritis COMET-1 expected to announce data (per company) in Oct 08
CRXX - Synavive Extension to COMET-1 (in Osteoarthritis) expected 9 months after COMET-1 (so approx Aug 09).
CRXX - CRx-401 Ph ii as add on in diabetes in 80 patients - expected to announce results in 2H08.

DNDN – Provenge 9902b study: interim analysis October 2008; final analysis (304 deaths) 2H09.

ELN – AAB-001 phase-3: Interim data 2H09 (est.), final data 2H10 (est.). (First patient dosed 12/21/07.)

ELN – ELND005 for AD phase-2: Interim data mid 2009 (est.), final data 1H10 (est.) (First patient dosed 12/21/07.)

GENZ – Myozyme sBLA for second production site: FDA advisory panel 10/21/08 (manufacturing discussion closed to the public); PDUFA date 11/19/08.

GILD – GS-9525 HCV NS4A inhibitor: see ACHN.

GILD – GS-9190 HCV polymerase inhibitor: new phase-1 trial to test QT-prolongation announced 10/18/2007; further details pending.

GTCB – FDA action on ATryn BLA: PDUFA date is 2/7/09.

GTCB – ATryn phase-2 DIC trial by Leo Pharma in Europe/Canada: report data 2H09.

GTCB – Merrimack MM-093: results of phase-2 extension trial in RA: any day; results of pilot study in uveitis: late 2008.

GTCB – Protexia: see PIP.

HGSI – Phase-3 Albuferon: report data from genotype-2/3 phase-3 trial: end 2008; report data from genotype-1 phase-3 trial: spring 2009; submit BLA fall 2009.

IDIX – See #msg-31933767

ISA.TO-European psoriasis P3 results 2008. Phase II/III Uveitis results 2008.

INSM - Iplex trial in MMD phase IIb, data expected late 2008, final results Q109.(optin moment at that time by ipsen/genentech) .
INSM - Iplex in HARS on hold due to cash.
INSM - Iplex expanded acces program for ALS in italy , ALSFRS scale used to collect data, no targets or clinical endpoints set though.
INSM - NDGA phase II trial run by UCSF in prostate cancer started may 2008. Primary data may 2009.

ITMN – ITMN191 Final MAD monotherapy data at AASLD in Oct08 (data from first four cohorts announced at EASL 4/1/08). Data from 14-day triple- combination study: late 2008 (probably not in time for AASLD; trial started 5/29/08).

ITMN - Pirfenidone - CAPACITY Trials enrollment completed May 2007. Top-line results January 2009 (72 week treatment period).

LEVP – See VPHM.

MAXY – Maxy-Seven FVIIa analogue: phase-1 trial in UK to start 2H08. (Go-ahead to start received 6/11/08.)

Merrimack – See GTCB.

MNT – PureTox botulinum toxin: submit BLA calendar 4Q10 after completion of two ongoing phase-3 trials. (First phase-3 trial reported positive data 10/1/08.)

MNTA – FDA decision on Lovenox ANDA 1Q09. (Response to FDA was submitted on 9/26/08.)

MNTA – M118: report phase-2 data in stable angina: 2Q09; ink partnership deal: mid 2009.

MNTA – Copaxone ANDA: possible FDA decision in 2009-2010 (ANDA accepted for review on 7/11/08).

NVAX - Phase 2 data for pandemic-flu vaccine... safety and immune response in 230 volunteers next month (august?)

NRMX, NRM.TO – European ph-3 Alzhemed trial complete 2008 (N Amer ph-3 failed, as reported 8/26/07).

OXGN - 4Q 08 File IND for Zybrestat topical in ophthalmology
OXGN - 2H 08 Phase 1 results Zybrestat/Rad. therapy/Cetuximab
OXGN - 2H 08 Partnership (listen to 2Q CC)

PFE – Apixaban program: see BMY

Pharming – Rhucin submission to FDA late 2008; resubmission to EMEA with new data early 2009.

PIP – Protexia start phase-1 any day (guidance was 9/08).

PPHM- Bavituximab (cancer): PII MBC Bavi/Docetaxel 1st stage successful. Trial moves to 2nd stage July 08
PPHM- Bavituximab (cancer): first patient dosed in PII NSC lung cancer trial w/carboplatin/paclitaxel June 08
PPHM- Bavituximab (cancer): approval received to conduct PII MBC trial w/carboplatin/paclitaxel Jan 08
PPHM- Bavituximab (cancer): phase I monotherapy trial, estimated completion Sept 08
PPHM- Bavituximab (viral): phase I trial: HCV / HIV coinfected patients: estimated completion Sept 08
PPHM- Cotara: phase II glioblastoma multiforme trial - next interim update 2H 08
PPHM- Cotara: glioblastoma multiforme US trial - data presented at ASCO 08, estimated completion Sept 08

RDEA – Start phase-2b combination study of RDEA806 in HIV: 4Q08; start phase-1 of RDEA 427 (2nd-gen NNRTI for HIV) 4Q08.

RPRX– Proellex
* Anemia Pivotal PIII trials - results expected by end of 2008
RPRX - Proellex endometriosis ph ii (enrollment ended early (Aug 08) so results estimated by late 4Q08 or early 1Q09)
RPRX - Proellex Uterine Fibroids ph iii (clinicaltrials.org expected end date is March 09)
RPRX - Androxal Phase 2b in male fertility and testicular function: initiated June 2008

SGP – Boceprevir ph-2 trial in treatment-naïve HCV: SVR data for 48-week arms: late 2008 or early 2009. (SVR data for the 28-week arms and SVR12 data for the 48-week arms were reported on 8/4/08: #msg-31189981.)

SRDX - Novocell phase-1/2 trial in type-1 diabetes: top-line data due in 2008 (enrollment complete 8/30/06).

SNTA - Elesclomol Phase III metastatic melanoma: Safety and Futility Interim Analysis (PFS) late 4Q08; Complete enrollment (630) ~ early 1Q09; final PFS analysis (primary endpoint) early 2009; interim OS analysis early 2009 (secondary endpoint)

TARG - PDUFA date for Oritavancin: 12/8/08

UTHR - PDUFA date for Inhaled Treprostinil: 04/30/09
UTHR - Unblind Oral Treprostinil (combo trial) App. Mid November, 2008 [per 9/22/08 UBS conference last patient dosed about 8 weeks to gather and report data]. Note the Oral monotherapy trial will probably complete late Q1/early Q2 (est.)

VPHM – PDUFA date for Cinryze: 10/14/08.

VRTX – PROVE-3 trial in treatment-experienced HCV: SVR data 4Q08, presumably at AASLD. (EoT and some SVR12 data were reported on 6/9/08.)

VRTX – Interim data from BID-dosing phase-2 Telaprevir trial conducted by Tibotec: 2H08.

ZGEN – IFN-Lambda in HCV: report interim ph1 monotherapy data at AASLD in Oct 2008.

ZGEN – IL21 w Nexavar in RCC: interim ph2 data at EORTC in Oct 2008.

ZGEN – IL21 in melanoma: interim ph2 data at ZGEN’s R&D Day Dec 2008.

ZGEN - Atacicept 26 week Ph ii in RA TNF-naive patients 1H10 (but clinicaltrials.org expects in 2H09)

ZGEN - Atacicept 26 week Ph ii in RA TNF inadequate-responders in 2H09

ZGEN - Atacicept small Ph ii in RA in combo with Rituxan. 25 week study with results expected per clinicaltrials.org in 2H10.

ZGEN - Atacicept 48 week Ph ii in MS - clinicaltrials.org expects data 1H10

--
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DewDiligence

11/13/08 11:05 PM

#68537 RE: DewDiligence #66637

MNTA ReadMeFirst

[Updates:
3Q08 financial results;
tidbits from 11/11/08 DB webcast;
Amphastar’s 180-day clock has started;
revised anticoagulant index;
3Q08 Lovenox and Copaxone sales;
table of recent biotech buyouts.]


**NOTE: The standstill agreement between
Novartis and Momenta expired on 25-Jul-2008**


What is MNTA’s business all about?
#msg-31026200 Transcript from 2Q08 CC (3Q08 CC was uneventful)
#msg-28748329 MNTA helps FDA with contaminated heparin
#msg-32450075 2008-2009 news flow
#msg-25377212 Standstill agreement with NVS expired on 7/25/08
#msg-25473104 Capsule explanation of proprietary technology
#msg-19626947 Sugars, peptides and glycoproteins, in that order
#msg-24624700 Apropos to above (2005 PR)
#msg-28865474 Characterizing a compound by “ruling out” structures
#msg-33498974 Tidbits from 11/11/08 DB webcast
#msg-29053373 Tidbits from 5/5/08 DB webcast


Valuation and finances
#msg-33301993 3Q08 financial results
#msg-29008722 Musings on valuation
#msg-33209541 Recent biotech buyouts at a premium


Management and BoD
#msg-12824293 Craig Wheeler hired from Chiron
#msg-29957474 Composition of Board of Directors
#msg-32185823 Insider shareholdings
#msg-28899840 Largest shareholders
#msg-27338039 James Roach appointed CMO


Generic-Lovenox program
#msg-32449872 Sandoz submits response to FDA
#msg-12222305 2006 partnership with Sandoz
#msg-25534402 Economics of the Lovenox partnership (1)
#msg-29462063 Economics of the Lovenox partnership (2)
#msg-12685766 Royalties payable to MIT
#msg-33246663 Lovenox sells $4.0B per year
#msg-28934793 Largest-selling generic of all time?
#msg-28936334 Where do Lovenox sales come from?
#msg-26739674 Lovenox US market share
#msg-33498974 FDA action on Teva/Amphastar ANDA’s?
#msg-33311968 Amphastar’s 180-day clock has started
#msg-29728035 How generic Rx’s are written in Europe
#msg-29698599 Competition from new oral anticoagulants


M118 (proprietary anticoagulant) program
#msg-26897124 “Checklist” rationale for M118 program
#msg-26900300 M118 has blockbuster potential
#msg-32382532 Program update from UBS webcast (9/23/08)
#msg-29698599 M118 vs new oral anticoagulants
#msg-27272430 Meeting an unmet need
#msg-26898084 How M118 binds both FIIa and FXa (graphic)
#msg-32382585 M118 clinical trials
#msg-31029674 Musings on lack of drug interactions


Generic-Copaxone program
#msg-30621490 FDA accepts Copaxone ANDA for review
#msg-30938608 MNTA/Sandoz have first-filer status
#msg-30958852 Craig Wheeler’s comments on Teva’s patents
#msg-30960930 List of Copaxone patents being challenged
#msg-30649453 Notes from 7/11/08 Copaxone conference call
#msg-26893858 Musings on upside of Copaxone program
#msg-30647865 “Controlled Chaos” (reverse engineering)
#msg-12222305 Copaxone falls under 2006 NVS collaboration
#msg-33370803 Copaxone sales keep growing
#msg-31152081 Copaxone is world’s biggest MS drug
#msg-32316091 Copaxone data in CIS
#msg-31249570 Tysabri forecasts unrealistic, analysts say
#msg-29902618 Mylan enters the fray—sort of.
#msg-30498483 Teva’s trial with 40mg dose fails
#msg-31515145 FTY720 setback (Nature Biotechnology)
#msg-31519342 MS drugs in phase-2 or phase-3


Follow-on Biologics (FoB) programs
#msg-27114485 US FoB’s are a question of when not if
#msg-26837144 Salient FoB quote from MNTA’s CEO
#msg-12222305 2006 FoB partnership with Sandoz
#msg-25514154 Speculation on the FoB’s to be developed (ThomasS)


Competition
#msg-33519900 Anticoagulant index
#msg-29698599 Competition from new oral anticoagulants


Feature stories on MNTA and related topics
#msg-27286206 Boston Globe (3/08)
#msg-25160571 WSJ (12/07)
#msg-25933221 Bioworld (11/07)
#msg-23005127 Nature (9/07)
#msg-20308884 Lab Technologist (6/07)
#msg-25803923 The Pink Sheet (3/07)
#msg-13119848 Chemical & Engineering News (9/06)
#msg-12686142 Boston Globe (8/06)
#msg-7370282 WSJ (8/05)
#msg-25779774 Boston Globe (11/04)