Replies to post #104528 on Biotech Values

[Regulardoc]

My sources at a major PBM inform that me that Sandoz (or its vendor) are "reconfiguring the syringe device" due to the reported premature mechanism release. They have also said that this has led to a supply problem, so they are reluctant to add it to their formulary and remove Lovenox at the present time. I am not sure if the "supply issue" is simply the fact that Sandoz only has the capacity to supply 30-40% of the market and is unrelated to the syringe issue.

Anybody out there with additional info, particluarly those who are pharmacists?

Also, if the delivery device is reconfigured, does the FDA have to evaluate it?

Thanks.

[DewDiligence]

MNTA Insider Shareholdings

[Removed Steven Brugger, COO, from table. (Although Brugger has
not yet formally resigned, he informed MNTA of his intention to do so.]


The table entries below include both ordinary and restricted
shares and both vested and non-vested options.

 
                             Shares    Options 
 Officers 
 *Craig Wheeler (CEO)       342,501    675,000 
 *G Venkataraman (SVP/R&D)  326,705    189,325 
 *John Bishop (SVP/Pharma)   48,103    121,860 
 *Richard Shea (CFO)         39,779    249,200 
 *Bruce Leicher (Gen Cnsl)   38,780    137,050 
 *James Roach (CMO)          17,840    205,250 
  
 Directors 
 John Clarke                 77,123    126,000 
 Bruce Downey                     0     45,000 
 Marsha Fanucci                   0    126,000 
 Peter Hutt                  67,863    201,500 
 *Bennett Shapiro             7,000    140,450 
 Elizabeth Stoner                 0     79,200 
 James Sulat                      0     60,000 
 ======================== =========  ========= 
 All thirteen insiders      965,694  2,355,835

*10b5-1 selling plan in effect.