Replies to post #130634 on Biotech Values

[DewDiligence]

MNTA 2012-2013 News Flow

[Miscellaneous updates.]


Lovenox

• 25-Jan-2012: NVS reports 4Q12 sales of generic Lovenox. This will be the first quarterly number that shows the effect of Sanofi’s authorized generic.

• Early 2012: Decision by Appellate Court on Amphastar’s Motion to rescind preliminary injunction. (Pleadings are due on 1/9/12.)

• 4-Feb-2013: Start of NVS/MNTA’s patent-infringement lawsuit against Teva. (The trial date could be accelerated if this case were consolidated with 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.