Hi Dew, Can we get a new survey? Worst biotech exec of 2008..
II would suggest Kelly Martin from Elan on the list for his ashamedly pre-promtion of bapineuzimab prior to negative results. Thus, the preciptious drop from $37 to single digits. The people on the IV board are also creating revisionist history by blaming the share price on the credit markets. However, the stock dropped to single digists prior to market meltdown.
[Updates: Anticoagulant index (competition); musings on MRK’s standing in FoB arena; a single new post on the likelihood of a Lovenox ‘authorized’ generic has replaced a makeshift section of the old ReadMeFirst on this topic.]
What is MNTA’s business all about? #msg-31026200Transcript from 2Q08 CC #msg-28748329MNTA helps FDA with contaminated heparin #msg-33978205 Post-mortem on above story #msg-324500752008-2009 news flow #msg-25473104 Capsule explanation of proprietary technology #msg-338670742003 article from Signals (still a good read) #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-33498974Tidbits from 11/11/08 DB webcast #msg-29053373 Tidbits from 5/5/08 DB webcast
Generic Lovenox program [See section below re ‘authorized’ generic from Sanofi.] #msg-32449872Sandoz submits response to FDA #msg-33862924Sandoz pays the freight #msg-33839164Profit split depends on # of generics #msg-33892399 Musings on MNTA’s slice of Lovenox pie #msg-34007446Sanofi likely to launch an ‘authorized’ generic #msg-33858393What about ANDA’s from Teva and Amphastar? #msg-33960572 HSP filed ANDA for vial only #msg-33311968 Amphastar’s 180-day clock has started #msg-33839413 Estimated royalty if multiple generics #msg-12685766 Royalty payable to MIT #msg-33246663Lovenox sells $3.2B/yr, 59% in US #msg-28934793 Could be largest-selling generic of all time #msg-26739674 Lovenox US market share #msg-28936334 What indications do Lovenox sales come from? #msg-12222305 2006 agreement extends partnership to EU #msg-29728035 How generic Rx’s are written in EU #msg-29698599 Competition from new oral anticoagulants
M118 (proprietary anticoagulant) program #msg-26897124 “Checklist” rationale for M118 program #msg-26900300M118 has blockbuster potential #msg-32382532 Program update from UBS webcast (9/23/08) #msg-29698599M118 vs new oral anticoagulants #msg-27272430 Meeting an unmet need #msg-26898084 How M118 binds both FIIa and FXa (graphic) #msg-32382585M118 clinical trials #msg-31029674 Musings on lack of drug interactions
Follow-on Biologics (FoB) programs #msg-27114485US FoB’s are a question of when not if #msg-33759265 Rep. Dingell’s ouster good for FoB prospects #msg-26837144Salient FoB quote from MNTA’s CEO #msg-12222305 2006 partnership includes two FoB’s #msg-25514154 Speculation on the FoB’s to be developed #msg-20699044 Largest-selling biologics by class #msg-34108345 Musings on MRK’s standing in FoB arena #msg-33866262 Reference website for FoB’s
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