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ImmunoGen, Inc. Message Board

  • afro_bro_bro afro_bro_bro Jul 1, 2014 4:21 PM Flag

    Current Morgan Stanley ANALyst was same negative UBS guy

    This guy moved from UBS and now is at Morgan Stanley. Here is his negative report from UBS ... 2 years ago:

    "While we believe T-DM1, ImmunoGen's antibody drug conjugate of Herceptin with partner Roche is a sig. step forward in the treatment of HER2+ breast cancer, we believe the Street is overestimating the peak and time-to-peak for T-DM1 sales," analyst Matthew Harrison states. "Based on our survey, we see little off-label Rxs into the adjuvant setting (~70-80% of revs) until 2018 when Roche has data. Further, without significant adjuvant sales until 2018, the stock is implying 60% average penet ration for T-DM1 over the 12 year royalty term versus our modeled ~20% average penetration."

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