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ImmunoGen, Inc. Message Board

  • johngunn51 johngunn51 Feb 23, 2013 10:52 AM Flag

    Herceptin sales$ 9 Bil past 12 months, Kadcyla replaces it for Roche

    Label approved yesterday allows first line single agent treatment. It works better than Herceptin and Taxane and does not cause hair loss or nausea. Toxicity profile if you actually read the studies is benign. And this extends Roche exclusivity to 2012. I believe Kadcyla sales will displace Herceptin completely within 2 years. For ImmunoGen that's 3% of 700mil plus 5% OF 830Mil on an annual basis continuing for 10 years. This drug is going to generate more buzz among women's health advocates than anything in the past several years. When analysts became to figure this out- and they should pretty quick with Junius presenting Monday and Tuesday the stock ascends. I am a retired analyst, a very successful one. I would put a Conviction Buy on IMGN with a $40 12 mo target. Have a blessed weekend everybody.

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