Replies to post #127940 on Biotech Values

[DewDiligence]

MNTA 2011-2013 News Flow

[Court decision on preliminary injunction in MNTA v. Amphastar
case deferred to 10/28/11 (although it could come sooner).]


Lovenox

• 28-Oct-2011 (or possibly sooner): District Court’s decision on whether to issue a preliminary injunction blocking Amphastar’s Lovenox launch. The existing TRO runs until the end of the day on 10/28/11.

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

• Early Nov 2011: MNTA’s 3Q11 financial results and CC.

• 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.