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-345123202009-2010 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
Generic Copaxone program #msg-30621490FDA accepts Copaxone ANDA for review #msg-30938608MNTA/Sandoz have first-filer status #msg-33580867MNTA/Sandoz allege inequitable conduct #msg-30960930 List of Copaxone patents being challenged #msg-30649453 Notes from 7/11/08 Copaxone conference call #msg-26893858Musings on upside of Copaxone program #msg-30647865“Controlled Chaos” (reverse engineering) #msg-12222305 Copaxone falls under 2006 collaboration #msg-33370803Copaxone sales keep growing #msg-31152081Copaxone 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 runs into a safety setback… #msg-34138665 …but shows good results, all told, in first phase-3 trial #msg-31519342 MS drugs in phase-2 or phase-3
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 PR announcing 2006 FoB deal with Sandoz #msg-34383144 M249 (Aranesp?) discontinued; $178M in milestones remain #msg-34383579What is M178? (table of biologic patent expirations) #msg-20699044 Largest-selling biologics by class #msg-34365756 Musings on MRK’s pseudo-FoB program (1) #msg-34108345 Musings on MRK’s pseudo-FoB program (2) #msg-33866262 Reference website for FoB’s
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