Anything new an interesting disclosed? I read through some of the transcripts that were reposted on the IV board since SA is making the article difficult to read. Anything released on 289? Junius likes the phrase "looking at" he used it over and over. I hope they find what they are looking for. I am looking for one thing- a higher stock price in 2013, driven by development progress, new deals and no dilution and fewer Gaffs by IMGN management and maybe an acquisition around year end, but likely not until 2014.
key takeaways for me that may drive stock price:
-T-DM1approval in the US "imminent"; EU approval sometime in the back half of the year; then first data on the Phase III first line study late 2013 or early 2014
-first clinical data coming out from 853 around the middle of the year
-901 Phase II first line study sometime in the back half of 2013
-529 compound targeting CD37 first clinical data late in 2013
-extensive preclinical data on EGFR+ targeting compound hopefully at AACR as well as the IND becoming active around the middle of this year (I believe this is the 289 drug)
-three early breast cancer studies that are targeted to begin over the course of 2013
-seven partner compounds in the clinic that should have news during the course of this year.