Replies to post #124053 on Biotech Values

[DewDiligence]

MNTA 2011-2013 News Flow

[Miscellaneous updates.]


Lovenox

• 25-Oct-2011: NVS reports 3Q11 sales of generic Lovenox, which forms the basis for MNTA’s 45% profit share.

• 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

• 7-Sep-2011: Copaxone patent trial begins on all arguments other than inequitable conduct. (The Judge may rule on the inequitable conduct argument that was litigated in a July 2011 mini-trial; however, the imminent start of the main trial makes this unlikely, IMO.)

• Timing uncertain: FDA action on Copaxone ANDA.


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.