- Here are my quick notes from MNTA at R&R on 9/13/11:
- innovative and differentiated approach to FOB
- generic lovenox (enoxaparin) 3 aspects to approval:
- 1) convince FDA of sameness
- 2) demonstrate comparable immunogenicity
- 3) demonstrate safety/control of chinese heparin supply
- we have patented methods to ensure newly identified structures are present in generic lovenox
- we continue to have productive discussions with prospective M118 partners. issue is market - can we get premium pricing. We "highly prefer" to move forward with partner
- m402 - the move into clinic is now definitely described 1h2012 not 2h2011
- We are getting asked more frequently...what are you doing with cash? We listen to shareholders, considering with management and board what to do with it. Will maximize value of existing programs. copaxone still requires substantial resources. Opportunities in FOB and novel products. Very attractive investment opportunity at this stock level (but didnt say word buyback...and now on 9/22 the stock is 30% lower)
- lovenox patent case is in boston
- m118 would you consider a phase 2b with own cash? at least to date, our feeling is preference for partner on board before clinic. that could change
- how do you plan to dislcose FOB program, products, pipeline? We haven't yet been speciifc. The idea would be to sign a partnership first. Then along w/ partner discuss more fully the approach
- FOB broad vs individual partners? we believe because of IP/knowhow/technology issues, broad deal makes most sense
- are you working on multiple products? yes