[Updated for 4Q08 Lovenox sales and transcript of MNTA CC.]
What is MNTA’s business all about? #msg-25473104 Capsule summary of proprietary technology #msg-35570668Transcript of 4Q08 conference call (2/12/09) #msg-35477216Webcast from BIO-CEO conference (2/10/09) #msg-28748329MNTA helps FDA with contaminated heparin #msg-33978205 Post-mortem on above story #msg-338670742003 article from Signals (still a good read) #msg-28865474 Characterizing a compound by “ruling out” structures #msg-26837144Salient FoB quote from MNTA’s CEO #msg-35477216Momenta’s Mantra on FoB’s #msg-34857329 Early-stage cancer program
News flow and miscellaneous tidbits #msg-354789592009-2010 news flow #msg-33498974 Tidbits from Nov 2008 DB webcast #msg-29053373 Tidbits from May 2008 DB webcast
Valuation and finances #msg-35548032 4Q08 financial results: $108.5M cash balance #msg-29008722 Musings on valuation (somewhat dated) #msg-3397119 2004 IPO at 6.50/sh #msg-8410708 Poison pill adopted (11/8/05) #msg-25377212 Standstill agreement with NVS expired on 7/25/08 #msg-35242833 Table of recent biotech buyouts
Generic Lovenox program #msg-35570519Lovenox sells $3.8B/yr, 60% in US #msg-35544866Single generic would be largest-selling of all time #msg-33862924Sandoz pays the freight #msg-33839164Profit split depends on # of generics #msg-33892399 Musings on MNTA’s slice of Lovenox pie #msg-33839413 Estimated royalty if multiple generics #msg-12685766 Royalty payable to MIT #msg-33857504 Musings on an AG launch by Sanofi (zipjet, bullish) #msg-34006751 Musings on an AG launch by Sanofi (BI, bearish) #msg-32449872Sandoz submits response to FDA #msg-35090820 Why the Lovenox ANDA’s have taken so long to process #msg-33858393What about ANDA’s from Teva and Amphastar? #msg-35170055 Amphastar’s 180-day ‘exclusivity’ expires on 3/31/09 #msg-33960572 HSP filed ANDA for vial only #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
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-35247466 Congressional action in 2009 unlikely, however #msg-26837144Salient FoB quote from MNTA’s CEO #msg-35477216Momenta’s Mantra on FoB’s #msg-12222305 2006 PR announcing FoB deal with Sandoz #msg-34383144 $178M in remaining potential milestones #msg-34383579 What is M178? (table of biologic patent expirations) #msg-20699044 Largest-selling biologics by class #msg-33866262 Reference website for FoB’s
Competition: multiple sclerosis #msg-35065247Comparative efficacy of approved MS drugs #msg-34787332Tysabri growth has stalled #msg-31553565 Musings on MS drugs in development (genisi) #msg-35023606 Merck Serono’s phase-3 Cladribine data #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 #msg-34832939 Musings on Campath (with another table of MS drugs) #msg-29902618 Mylan enters the Copaxone fray—sort of.
Competition: miscellaneous #msg-33839321 Procognia is not a serious competitor #msg-33597614 Also-ran companies in the FoB arena
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