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ImmunoGen, Inc. Message Board

  • bioimmunomabman bioimmunomabman Dec 10, 2012 6:05 PM Flag

    Positive data on 901 I think

    Never thought I would say this, data appears to +, but MM is not as difficult as SCLC, it's a fairly crowded space with lots of good options and no comparative data was presented. Maybe IMGN will attract some new attention from CELG or MLNM/Takeda, both acquisitive co's. Let's see how DJ spins it.

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    • Listened to the Q/A on Mad Money. Junius did a good job as the spokesman this time I thought. 901 does sound like it has a great potential. I think the point he was trying to make is that the antibody targets a number of cancers, thus it has wide spread applicability for follow on approvals, but their primary goal and target now is SCLC. MM I think was looked at to demonstrate the cross functional target across multiple cancers.

      The other talk that Segal gave for Seattle Genetics for their approved drug and the other modalities that they are looking at, holy smokes. I thought TDM1 data sounded impressive, but in response rate in T-cell lymphoma and Hodgkins was astounding stuff. The market is really short sighted on this one. If this pulls back further into the end of the year because of market weakness (fiscal cliff nonsense) I will be looking for an entry point here as well.

      Best day IMGN has had in a long time, and a nice follow up to yesterday also.

      Chinese Hamsters

    • If IMGN wants to, maybe they can even interest SPPI. It's right up their alley. SPPI could also use a real drug.

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