Pipeline summary (shows need for CEO with clinical strength)!
Lots of shots on goal, but we need a straight shooting CEO to guide/lead IMGN's development!
The company’s clinical-stage anticancer compounds include IMGN901, which is in Phase II clinical trials for the treatment of small-cell lung cancer; IMGN853 that is in Phase I clinical trials for ovarian cancer and non-small cell lung cancer; IMGN289, which is in active investigational new drug application stage for the treatment of head and neck cancer, and non-small cell lung cancer; and IMGN529 that is in Phase I clinical trials for non-Hodgkin lymphoma.
Partnered drugs: SAR3419 (Sanofi), which is in Phase II clinical trials to diffuse large B-cell lymphoma and B-cell acute lymphoblastic leukemia; SAR566658 (Sanofi) that is in Phase I clinical trials for solid tumors; SAR650984 (Sanofi), which is in Phase I clinical trials for multiple myeloma; AMG 172 (Amgen) that is in Phase I clinical trials for kidney cancer; AMG 595 (Amgen), which is in Phase I clinical trials for glioblastoma; BAY 94-9343 (Bayer), that is in Phase I clinical trials for mesothelioma and ovarian cancer; and BT-062, which is in Phase I clinical trials for multiple myeloma.
Not mentioned here is a new compound with Lilly, which I think will be the Erbitux molecule with IMGN’s antibody drug conjugate added to increase the power/effectiveness.
Looking through clinical trial dot gov it appears IMGN and all of their partners partners should be reporting clinical updates on just about everything in the pipeline listed above except IMGN289 some time next year. Excluding Kadcyla, that's about 10 drugs with new phase I/II clinical trial data for 2014. I would bet that compares well with many mid-large biotech firms. The only question is will IMGN look like SGEN, ONXX, BIIB, or REGN in 12-18 months?