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Momenta Pharma $MNTA notes from 6/8/11 webcast at Goldman Sachs

6/17/2011

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I highly recommend listening to the Momenta Pharma $MNTA presentation at Goldman Sachs conference if you are interested in the biosimilars/biogenerics/follow-on biologics (FOBs) story and environment. Sometimes my notes are enough, but I urge you to invest the time to listen to this free flowing q&a session (the webcast link is on the Upcoming Events page)
Additional information and resources on Momenta can be found on the MNTA research page.
My complete notes are after the jump- fair warning they are pretty lengthy this time!

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Archive: Notes from Ligand $LGND cc re acquisition of Cydex January 2011

6/17/2011

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Note I am recording these notes here for archival purposes- they do not purport to be accurate as of today 6/17/11. I will work the important details in to the LGND research page as I have time to complete it.
Here is the PR announcing the acquisition of Cydex by Ligand $LGND.
Here is the (very detailed) 8-k SEC filing related to the merger.
My complete notes from the conference call are after the jump:

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Comparison - $CBST vs $OPTR C. difficile trial results

6/17/2011

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Cubist Pharma $CBST announced phase 2 results for the C. difficile associated diarrhea (CDAD) antibiotic candidate CB 183,315. Click here for the press release.
See below for my comments and a comparison of this data to that achieved by Optimer Pharma $OPTR recently-approved drug Dificid (fidaxomicin) - click here for complete OPTR research page.

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Notes from Firmenich Annual Report FY2010

6/16/2011

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Firmenich is a private flavor company and is Senomyx's $SNMX most important partner along with PepsiCo $PEP.
Click here for SNMX research page (still under construction)
Here are a few excepts/notes:
"Firmenich posted record sales for its fiscal year ended June 30, 2010, regaining its position as growth leader in the fragrance and flavor industry amid global restocking after the worst recession in recent history. Sales increased 12.1% in local currencies, 8.7% in Swiss Francs, to reach CHF 2’873 million [~$3.4 billion]"
"We continued to invest 10 percent of our annual turnover in innovation, as a key to future success. This included the development of new ingredients to inspire new pleasures in taste and smell. We also pursued new ways to support healthier diets through the reduction of sugar and salt in foods and beverages. We signed a new partnership agreement with US firm Senomyx, licencing sweet enhancers to develop Flavor solutions that will help our clients improve the nutritional profile of their products, without compromising on taste. The agreement complements Firmenich’s existing line of flavor enhancers."
"Ingredients sales posted high single-digit growth, following the trend of the global recovery. In perfume ingredients, we recorded significant growth both in the sale of our innovative specialty ingredients and our naturals, as Fine Fragrance rebounded strongly during the second half of the year. Flavor ingredients also posted a strong progression, reflecting increased demand in foods and beverages. At the same time, the global Ingredients market saw fierce competition, particularly from emerging markets. We continued to invest in the development of unique, high value-added ingredients that support our clients in creating strongly differentiated brands. At the same time, we pursued investments in new methods of producing existing materials."
"In FY10, we began commercialization of a new sucralose enhancer that we have developed for the flavor market. This enabled us to develop flavor solutions that reduce the use of sugar in a variety of our clients’ food and beverage products, without compromising on taste."
"Finally, we completed the reorganization of our natural ingredients center in the south of France, which is fast becoming a symbol of our leadership in natural Fragrance and Flavor Ingredients. The site is a center of expertise focusing on research and development in the production of highly innovative and sustainable naturals, integrating sourcing, science and supply"

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Adolor $ADLR conference call notes 6/15/11 re Entereg transaction

6/16/2011

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Adolor held a conference call 6/15/11 to discuss the transaction announced 6/14/11 re the acquisition of full rights to Entereg (alvimopan) from GlaxoSmithKline $GSK. Click here to read the press release.
Click here for the complete ADLR research page.
See below for my notes from the call:

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Momenta Pharma $MNTA notes from 6/8/11 webcast at Goldman Sachs

Archive: Notes from Ligand $LGND cc re acquisition of Cydex January 2011

Comparison - $CBST vs $OPTR C. difficile trial results

Notes from Firmenich Annual Report FY2010

Adolor $ADLR conference call notes 6/15/11 re Entereg transaction

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