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Biotech / Medical : Biotech Lock Up Expiration Hell Portfolio: Wave II
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To: tuck who wrote (96)3/21/2005 10:33:42 AM
From: rkrw  Read Replies (1) of 107
 
I saw mnta at Cowen last week. Lack of near term drivers will keep people away, but it's a fascinating, big picture type company. Low hanging fruit for them is generic lovenox, as the only company able to fully characterize lovenox (inluding Aventis!) it's possible they and partner Sandoz will be the only generic capable of being approved. And that includes Teva and Amphostar who have filed and are deep into a paragraph IV challenge. mnta is targeting a mid year anda filing. More interesting is using their sugar technology on next gen proteins and antibodies, oncology, drug delivery. They can go in a lot of different directions. Going to take time but I think this could be a big company.
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