Replies to post #125833 on Biotech Values

[DewDiligence]

MNTA 2011-2013 News Flow

[Miscellaneous updates.]


Lovenox

• Soon: Preliminary hearing in US District Court on MNTA’s patent-infringement suit against Amphastar and WPI.

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

• Late Oct/early Nov 2011: MNTA’s 3Q11 CC, where there may be some new color on legal maneuvering with respect to Lovenox.

• 4-Feb-2013 (not a typo): Start of NVS/MNTA’s patent-infringement suit against Teva. (This suit is now much less consequential than MNTA’s suit against Amphastar.)


Copaxone

• Late 2011/early 2012: Court ruling on Copaxone patent trial.

• Timing uncertain: FDA action on Copaxone ANDA.


Other programs

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

• 1Q12: IND filing for M402, MNTA’s proprietary heparin-based cancer drug, followed by the start of a phase-1 trial.