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ImmunoGen, Inc. Message Board

  • bioimmunomabman bioimmunomabman Aug 18, 2013 4:38 PM Flag

    Kadcyla off to a fast start, going to be large

    The report also focuses on uptake of Roche/Genentech/Chugai's Kadcyla (ado-trastuzumab emtansine); a
    This info/report is from biotrends/Decision Resources, found link on IV board.

    Approximately four months after launch, almost two-thirds of surveyed oncologists have now prescribed Kadcyla in an average of seven of their HER2+ patients. Of non-prescribers, 97 percent plan on prescribing Kadcyla in the next year.

    "Based on the study data, Perjeta and Kadcyla treatment rates are anticipated to increase considerably in the next year," said Decision Resources Group Principal Analyst Amy Duval, M.Res. "This will likely translate into a substantial increase in both the user- and patient-base for both treatment options."

    The recently published report also finds that more than 90 percent of current Perjeta and Kadcyla users are moderately-to-highly satisfied with the products, typically citing that their high satisfaction is attributed to patients having an initial positive response to treatment, in addition to good tolerability profiles of the drugs.

    LaunchTrends: Perjeta and Kadcyla (US) is a four-wave syndicated report series designed to track the uptake of Perjeta at one month, three months, six months, one year and one year and nine months after the launch of Perjeta, and four months and one year following Kadcyla's commercial availability based upon primary research with U.S. oncologists. LaunchTrends assess trial and use of new products, obstacles to use, reasons to use, typical patient types, line of therapy, product perceptions, promotional efforts/messages and product satisfaction. In the current wave of research, BioTrends surveyed 74 U.S. oncologists in June 2013 and conducted qualitative interviews with a subset of 15 of the respondents in June 2013.

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    • Pretty interesting survey. It is the MARIANNE trial currently underway for 1st line metastatic breast cancer that compares Kadcyla plus Perjeta (AKA Pertuzumab) against Kadcyla plus a placebo against Herceptin plus a taxane. This trial will not end until April 2016. It sounds like oncologists are not going to wait for the data and approval to use both Kadcyla plus Perjeta together. I suppose insurance would cover both since they are approved drugs for the same condition, just the combination together is maybe off label.

      Interesting development, oncologist are moving ahead with a superior drug and actual approval will come after it has long since been in use. Yup, Kadcyla is going to be a huge drug. 5% royalty on a multi-billion dollar franchise is nice to have, especially when it cost you nothing.

      Chinese Hamsters

      • 2 Replies to chinesehamsters
      • Not sure how much Kadcyla plus Perjeta off label will be prescribed. Industry, not just Roche, is upbeat about possible potential of this combination and has included this treatment to partake in the I-SPY2 trial, which has as goal to "facilitate" approval process for most promising of agents.
        For IMGN technology to play a role in this evaluation speaks volumes for how good a drug Kadcyla really is, for investors, if treatment meets specific goals, full use of drug in all BC settings will be greatly expedited.

      • If the oncs are already using them together in practice, might that slow interest and enrollment in the trial? If they get the drugs free in the trial, I guess that would be very appealing.

        The chart/price action looks terrible and is close to breaking the uptrend line of higher lows where it's been holding over the past few downturns. It's hard to believe IMGN has even revisited that line. If I were short, I would be exiting here and if I did not already have enough stock, I would be starting a new position with high confidence. I may consider initiating a large call position if this continues. The reservations are the overall market, time of year, management's lack of success in phase II (so far) and we never know when 901 will finally get the ax. I think I just talked myself out of the calls (for now).

 
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