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DewDiligence

02/10/13 7:21 AM

#156729 RE: tek_jansen500 #156726

MNTA will rely more on trade secretes and less on patents from here on. Moreover, it’s reasonable to assume that the FDA will be less revealing of the methods used by ANDA applicants in light of the CAFC ruling in the Amphastar case.

In the FoB arena, relatively little IP has been patented by FoB’s aspirants. Under the 351(k) regulatory pathway, an FoB applicant must disclose IP to the branded-drug company, but not to competing FoB players.
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biotech_researcher

02/10/13 1:18 PM

#156730 RE: tek_jansen500 #156726

"Is this not a serious problem for MNTA going forward, or am I thinking about it wrong somehow?"

Well, the bounce from the low (late November), hasn't been on very impressive volume, so I reduced my position in MNTA last week accordingly..