Interesting that we are now going through the period of a new dynamic advancement in a technology where SGEN has been best in class. Continued growth through lower hanging fruit in the milestone achievements, continued usage of Adcetris and expansion coming in the EU and Canada.
Plenty of cash on hand and therefore little chance of dilution. SGEN stay on course.
Not just a dynamic advancement for SGEN but a new paradigm in the way cancer is viewed, defined and treated. Adcetris is not a lymphoma treatment. It is a CD30 malignancy treatment, an expression which may span many cancers.
It is relatively toxin and side effect free, allowing for the potential of life long treatments.
Patients will one day not dread and fear the worst word in the English language. Cancer!
Coming is the time when a patient may get their treatment and return to work in the same day. All thanks to ADC's and the work being done here.
Analysts may not be in love with SGEN's 2013 guidance but I can tell you that the best, smartest academic oncologists in this country LOVE Adcetris. That's where the rubber meets the road.