Replies to post #132447 on Biotech Values

[orangeone]

I remember coming across Virdante as a startup a few years ago and our "experts" were pretty impressed. I guess the current funding conditions were too tough for virdante. The recombinant IVIG seemed great, but maybe this for some reason was not a viable product and they couldn't convince partners to integrate yet another unproven tech into a new product? Great opportunity for a biobetter player!

[gym gravity]

endothelial address is glycoprotein. mnta does glycoprotein.

http://www.ncbi.nlm.nih.gov/pubmed/11170865

[DewDiligence]

One area that I find mildly surprising with Momenta is that they are not doing more to pursue the other options that they are finding in their quest for biogenerics. If you read their patent estate it is clear that there are lots of opportunities and I am not suggesting that they should pursue them all - but, for instance, creating a small arm of the company to filter a few of these and pursue them clinically would seem worthwhile.

Does your “other options” refer to: a) more ANDA’s for complex drugs regulated as small molecules such as Lovenox and Copaxone; or b) protein drugs regulated by the new 351(k) pathway? Please clarify.