Just a heads up...
Since DNA got approval for trastuzumab in 1998, there have been a number of advances in administration of trastuzumab therapy. Two high-beta plays I've been trading for some time are beginning to look even better as long term plays, and just figured to pass these along. Trastuzumab emtansine is based on IMGN's Targeted Antibody Platform (TAP) and I believe will receive positive CHMP approval this fall. I like IMGN.
The subcutaneous injection of Herceptin developed by Roche is based on a delivery platform enveloped by Halozyme. I see a great future for HALO.
All that aside-EXEL is looking great today...whether due to recent IB or tivantinib's falldown. I like it.
I mention CHMP consideration only because I think it is likely IMGN's next TDM-1 catalyst, and I believe the recent pullback to be a good opportunity. I added substantially to my position in the high $15's...and may consider buying more if the macro-market cooperates. I realize T is old news...but the newer delivery platforms may keep an old dog smelling sweet...
Do you have an opinion wrt Cabo as an ADC candidate, possibly fused to an antibody that would enable optimal penetration of the blood/brain barrier. The recently published preclinical glioblastoma results suggest that the efficacy is there, though the oral administration may be insufficient per current observations. Got any thoughts?