Replies to post #122361 on Biotech Values

[DewDiligence]

Five bullish things for MNTA that could occur at any time
(options players beware):

• FDA approval of generic Copaxone.

• A partnership deal for an FoB program.

• A partnership deal for M402 (or, less likely, for M118).

• Monetization of MNTA’s Lovenox income stream.

• A buyout offer.

[mouton29]

The inference you draw about the February 2013 Lovenox trial date -- there were reports that both Wheeler and the general counsel said at the annual meeting that the trial date was entirely dictated by the court.

As a questioner said today, there's been speculation for months about why MNTA and TEVA "agreed" to a Feb. 13th trial date. Wheeler replied that the date been dictated entirely by the trial court's own scheduling. Wheeler said he would have preferred an earlier date due to his confidence that a trial will present an opportunity for an clear win that will afford good publicity for the strength of MNTA's process. An analyst probably would not have asked such a question for fear of appearing ignorant.

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=64240512

Same from Rocky3, statement by the gc.

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=64248348

[DewDiligence]

MNTA 2011-2013 News Flow

[Miscellaneous updates.]


Lovenox

• 19-Jul-2011: NVS reports 2Q11 sales of generic Lovenox.

• Late Jul/early Aug 2011: MNTA’s 2Q11 financial results and CC.

• 4-Feb-2013 (not a typo): Start of NVS/MNTA’s patent-infringement suit against Teva. (See #msg-61591240 for the relevance of this.)


Copaxone

• 27-Jul-2011: Teva reports 2Q11 Copaxone sales, which will show how well Copaxone is holding up to competition from Gilenya.

• Aug-Sep 2011: Possible ruling re Copaxone mini-trial on inequitable conduct argument. (Mini-trial will be completed in Jul 2011; the Judge will presumably rule on inequitable conduct before the start of the Copaxone trial on other arguments, although this is not a legal requirement.)

• 7-Sep-2011: Copaxone patent trial begins on all arguments other than inequitable conduct.

• Timing uncertain: FDA action on Copaxone ANDA. (See #msg-60836359 for handicapping of the timing.).


Other programs

• Timing uncertain: Announcements regarding MNTA’s FoB programs.

• Late 2011/early 2012: IND filing for M402, MNTA’s proprietary heparin-based cancer drug, followed by the start of a phase-1 trial.