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Seattle Genetics Inc. Message Board

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  • Reply to

    SGN CD 33A

    by atpl1959 Nov 6, 2014 9:31 AM

    I bought more in the 33s. Hope that turns out to be the right decision.

  • The intermediate and high risk DLBCL patients in a recent prospective trial showed that the RCHOP regimen produced a 26% CR rate.
    In 12 pts. of this high risk group treated with Adcetris + RCHOP the ORR was 92% with a CR rate of 58%, that over double the CR with RCHOP alone.
    Although this is a small group to study, that is very encouraging data for this high risk population.

  • There really is some impressive data in the ASH abstracts.
    Just read the 4 year follow up on Brentuximab Vedotin in R/R sALCL.
    Historically about 50% of these aggressive T cell Lymphomas relapse after frontline therapy. Outcomes were very poor in this R/R group with OS of 5.5 mos and PFS of only 3.1 mos.
    In 58 patients , all heavily pretreated and with poor prognosis investigator data showed that BV produced an ORR of 83% and CR rate of 62%.
    4 years later in this group that had only months to live,
    64% 4 year survival
    47% of patients that had a CR with BV are still disease free, showing that BV may be curative for a large number of R/R heavily pretreated patients.

  • Reply to

    Jim Cramer still high on SGEN

    by thekeyman7 Nov 3, 2014 11:23 AM

    You back again. What's it been a year or more since you last came here trying to compare IMGN with SGEN. Please fill us in on what's happening over there at IMGN since you left, besides the obligatory earnings CC. I guess you still have ineffective mgmt. but what else is new ? Any new data for ASH ?

  • Reply to

    Jim Cramer still high on SGEN

    by thekeyman7 Nov 3, 2014 11:23 AM

    without the charmer. SGEN seems very overpriced relative to IMGN, but so far that trade have never worked out very well. It might be a good ST swap for those looking to take capital losses. IMGN has been crushed and still has a lot of promise, but weak exec leadership (although not linked to any wild party or banker stories). Rooting for both, GL

  • Reply to

    SGN CD 33A

    by atpl1959 Nov 6, 2014 9:31 AM

    Looks and smells like taking advantage of news release to clean up the stops. Seen this many times. Buy it here

  • Somebodies', probably Jeffries, knew or knows something, see volume in NOV 35 puts , over 2350. They might have cashed out earlier so now it's coming back a bit. No other contracts in NOV or DEC with any volume .

    Sentiment: Hold

  • Reply to

    Jim Cramer still high on SGEN

    by thekeyman7 Nov 3, 2014 11:23 AM

    He starts by pumping them. Then low and behold he says that they are not worth the paper they are printed on, He's a snake charmer.

  • Reply to

    SGN CD 33A

    by atpl1959 Nov 6, 2014 9:31 AM

    I was struck by the remarkable dose response curve in the previously presented pre-clinical data. There, at a certain point, as the higher doses were achieved, the response ( blast cell elimination ) went vertical to essentially 100%.

    Although it's difficult to extrapolate directly to the clinic, I would not be surprised if the clinical response rate is eventually shown to be highly dose dependent. Combination or sequential therapy with low dose chemo agents to concomitantly or first reduce the blast load might then prove sensible as an extension of what was noted pre-clinically.

    All the best,

    Ricardo

  • Reply to

    What's wrong with this stock?

    by bonkenx Nov 6, 2014 10:00 AM

    No, this is a reaction to BMY's Nivo abstract. Some good results. Will settle down when they realize it's not talking over for Adcetris. Buy this dip.

    Sentiment: Buy

  • Reply to

    What's wrong with this stock?

    by bonkenx Nov 6, 2014 10:00 AM

    My only guess is that the abstract on Aethera was prepared before the data analysis in Sept. and does not contain the meat and potatoes of what we all wanted to read. All of the patient population data is in there but it doesn't get into the placebo patients subsequently receiving Adcetris or the follow up results which it states will be presented at the conference.
    Based on the CC I believe the data will be good,
    and based on what I have read so far I expect a reversal of the share price heading up when the data is digested.
    Just finished the A+ ABVD versus A+ AVD comparison which clearly shows A is the logical replacement for Bleomycin in frontline therapy.
    Also read a cost effectiveness study for the use of Ad. post ASCT which did reference seeing the Aethera data and did conclude that based on the results giving Ad in the post ASCT setting was cost effective.

  • Reply to

    What's wrong with this stock?

    by bonkenx Nov 6, 2014 10:00 AM

    Not a thing - trades from here (32.80) to 44 until the real breakout. Just like clockwork. Loaded up a few minutes ago.

    Sentiment: Strong Buy

  • All good news but share price near 52 week low....today is down on high volume

  • Reply to

    SGN CD 33A

    by atpl1959 Nov 6, 2014 9:31 AM

    Is that why this is plummeting on high volume today? Not finding any news to explain this.

  • Looks like a potential winner to me.
    Phase 1 data looks extremely promising not only for AML but also extending its use to Myelodysplastic syndrome.
    Very old R?R patient population.
    At 40mcg 16 of 38 pts achieved blast clearance.
    Up to 60mcg now and a MTD has not yet been established. Study shows that at 40mcg and 60mcg patients are showing " marked and rapid' blast clearance.
    AE appear minimal and are mainly due to preexisting myelosuppression.
    AML and Myelodyspastic syndrome haven't really had a treatment approved in about 6 or 8 years and those hypomethylating agents while showing some efficacy are not curative.
    The remissions thus far appear to have some durability to them.

  • Reply to

    2 Days

    by atpl1959 Nov 4, 2014 10:04 AM

    Waiting on the abstracts...MRK seems to have issued its PR...

  • Reply to

    Jim Cramer still high on SGEN

    by thekeyman7 Nov 3, 2014 11:23 AM

    That actually scares me, never believe that cr00k....

  • until the ASH abstracts are released to the public. Should make for some interesting and time consuming reading. ASH accepted a record 18 abstracts from SGEN with 8 of them being granted oral presentations.
    Can't wait to read about the initial SGN CD 33A data. I'm guessing that due to the fact they are looking to add additional cohort studies and combination studies with hypomethylating agents there is probably some indication that it holds promise. The pre-clinical data was nothing short of phenomenal in all subsets of AML including the multiple drug resistant subtypes. Blew away Gemtuzumab Ogazmicin ( Mylotarg) in that regard. Mylotarg had been FDA approved but voluntarily withdrawn off the market due to unacceptable toxicity and negligible survival although there is an effort to get it back on the market. The toxicity in large part was due to the ADC linker prematurely breaking down and releasing the drug systemically instead of within the tumor cells. I doubt SGEN's proven linker system will exhibit the same problems.
    The full data set on Aethera should also clear up the OS speculation.
    Many wonder why mgmt. doesn't reveal all this data sooner but in fairness to the researchers it is right for them to wait. These scientists themselves are embargoed from revealing the data they worked so hard to produce until the actual meeting. These researchers performing the studies on behalf of the company should be the ones to reveal their work to the scientific community.

  • Reply to

    Cantor Fitzgerald's upgrade

    by mauihope1969 Nov 3, 2014 9:15 AM

    Odd, the last time he was called out he deleted his history. Now he's been a member since Nov 3rd. I wonder who pulls his strings... LOL

  • This morning Cramer named SGEN, ISIS and BMRN as 3 Jr. Biotechs... all doing great work... moving from Jr. to Sr. companies and could be heirs to CELG, GILD and REGN

    Sentiment: Buy

SGEN
36.85+0.25(+0.68%)Nov 21 4:00 PMEST

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