Finally was able to read this post on IV. First response is huh? This is not worded at all like a patent, it sounds more like an abstract for a poster for an oncology meeting. And the comparator they used was Rituxan? Theoretically Rituxan would have zero impact on breast cancer as that antibody is targeted at B-cell lymphomas. Totally different target. Further, I'm not even sure what the claim here is for the patent. This is a pretty broad net they are casting to try and claim first dibs on something. As Fib said earlier, pretty much non-material for what we are looking for over the next couple of years.
From a quick read (might reply again later) I would suspect that this is an attempt to "evergreen" the T-DM1. Slightly improve the linker in order to extend patent protection.
It almost certainly has no effect on forward going T-DM1 revenue to IMGN though as :
A) It likely would infringe on IMGNs pattents
B) Such a drug could not be broughtto market for a decade (when IMGNs royalties will be over).