Replies to post #123255 on Biotech Values

[pcrutch]

You ready to chime in yet about the Day 1 comments from Jeffries?

http://www.siliconinvestor.com/readmsg.aspx?msgid=27486345

[DewDiligence]

MNTA 2011-2013 News Flow

[Miscellaneous updates.]


Lovenox

• 28-Jul-2011: SNY reports 2Q11 sales of branded Lovenox. By comparing this number to NVS’ sales of generic Lovenox ($284M), we can calculate NVS/MNTA’s market share.

• 4-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.