Will the new guidelines which allow for longer duration make a difference? I want to see Adcetris revenue above $40ml. Without a boost it looks like revenue will be range bound near the $130-$140ml for at least another year. I'm also seeing new collaboration deals slowing compared to past activity. I believe it's been just one this year. SGEN is no longer the only game in town. There is still years before frontline or B cell approvals. Those will be the major movers. For now I believe the analysis estimates are right on.
Just my own worthless opinion.
When you say "no longer the only game in town," are you referring to IMGN's ADC linker technology? Just curious to know if you have any real insights into the differences in the technology. Seems like SGEN is executing very well on a broad-based strategy. Adcetris looks to be the showcase model for future things to come.
IMGN's linker is inferior and not as stable as SGEN's imo. I was hoping that SGEN's new generation linker would lead to a new round of collaboration deals. That wasn't happen, instead big phama has been developing their own ADC organizations. ADC's are the future of cancer treatment and provide a new level of protection against biosimular competition. It only makes sense to have your own.