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ImmunoGen, Inc. Message Board

mt_cervin 105 posts  |  Last Activity: May 31, 2016 5:33 PM Member since: Aug 6, 2009
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  • Huge volumes have been traded over the past days, while share price has bottomed out.

    Some players knowing more and increasing their position ahead of a takeover bid? Or simply because IMGN soon to announce partnership on IMGN853 for commercialization outside North America?

    Sentiment: Strong Buy

  • Jones et al.,Int. J. Cancer: 123, 1699–1703 (2008)
    onlinelibrary.wiley.com/doi/10.1002/ijc.23686/epdf
    Abstract:
    Advanced and recurrent endometrial cancers account for the majority of deaths from this disease with limited therapeutic options. High grade, and nonendometrioid histology, pathologically characterize the endometrial tumors associated with adverse outcome and are classified as ‘‘high risk’’. The identification of molecular prognostic factors that might be targeted for therapy among ‘‘high risk’’ endometrial cancers is an active area of investigation. We hypothesize that the FRa, highly expressed in endometrial cancer cells, is a potential target for this disease. Our objectives were to determine if FRa overexpression is associated with adverse prognostic factors and worse outcome. Three hundred and thirty-two endometrial cancer cores were arrayed onto a tissue microarray and stained using a FRa-specific monoclonal antibody. Staining was scored as absent or weak and moderate or strong. Forty-one percent of 310 evaluable cases stained moderate/strong. Moderate/strong FRa staining was significantly associated with other poor prognostic factors including: advanced stage, nonendometrioid histology and high grade. An association was observed between moderate/strong FRa staining and recurrence (p

    Sentiment: Strong Buy

  • Senol et al in
    Int J Clin Exp Pathol 2015;8(5):5633-5641
    www.ncbi.nlm.nih.gov/pmc/articles/PMC4503146/pdf/ijcep0008-5633.pdf

    Endometrioid-type endometrial carcinoma (EEC) developing on the ground of endometrial hyperplasia (EH) is amongst the most commonly observed type of cancer in the world. Folate receptor α (FRα) is a vitamin molecule that has a role in cell proliferation. The fact that FRα, which is known to be needed extremely by the cells of malignancies that proliferate rapidly, is present in limited amounts in normal tissues while it is overexpressed in malignant cells of the same tissues makes folate a candidate for target molecular therapy. In our study, FRα expression in 214 cases, with 95 diagnosed within EEC and 119 with EH, was studied immunohistochemically. FRα expression in EEC was found significantly high compared to EH and normal endometrium (P

    Sentiment: Strong Buy

  • mt_cervin mt_cervin May 23, 2016 2:42 PM Flag

    From abstract:
    Patients with an increased a-FR expression level had poorer responses to chemotherapy (per a-FR expression level increase: odds ratio (OR): 8.97 (95% confidence interval (CI): 1.40e57.36), p ¼ 0.021). An increased a-FR expression level was an independently poor prognostic factor for disease free interval (DFI) (per a-FR expression level increase: hazard ratio (HR): 2.45 (95% CI: 1.16e5.18), p ¼ 0.02) and had a negative impact on overall survival (OS) of these serous ovarian cancer patients (per a-FR expression level increase: HR: 3.6 (95% CI: 0.93e13.29), p ¼ 0.03) by multivariate analyses. a-FR inhibited cytotoxic drug-induced apoptosis in our in vitro apoptotic assays.

    Sentiment: Strong Buy

  • I'm extending herewith a discussion started at investorvillage.com referring to Chen et al. 2012, Molecular Oncology (www.sciencedirect.com/science/article/pii/S1574789111001463)

    Sentiment: Strong Buy

  • mt_cervin mt_cervin May 3, 2016 3:56 AM Flag

    KRISTINE likely to disappoint since not listed in Roche's "Curtain Raiser" press release on ASCO as one of its top news

    Sentiment: Strong Buy

  • The Best of ASCO Program presents the scientific and educational highlights of the ASCO Annual Meeting selected from the year’s notable abstracts. Please see the agenda below for more information.
    Meeting Chair: John Cox, DO, The University of Texas Southwestern

    Friday, 3 June, 08:10-09:00 : 2nd of five abstracts presented during this session is
    "Abstract 500: Pathologic complete response rates after neoadjuvant trastuzumab emtansine (T-DM1) + pertuzumab vs docetaxel + carboplatin + trastuzumab + pertuzumab treatment in patients with HER2-positive early breast cancer (KRISTINE). (Sara A. Hurvitz)"

    Sentiment: Strong Buy

  • Reply to

    SAR3419 geeting set to start Ph.III programme

    by mt_cervin Apr 4, 2014 3:46 PM
    mt_cervin mt_cervin Apr 4, 2014 4:03 PM Flag

    Preparedness for commercial scale production = prerequisite to start a Phase III programme.
    As such, registrational trials need to be carried out with a batch of drug material that is manufactured in the same set up that is to be certified for the three test and then commercial batches - i.e. process, production line and the manufacturer as such: here presumably also under the auspices of the CMO Lonza as before with Kadcyla on behalf of Roche

    Sentiment: Strong Buy

  • NCT01440179 will have primary data completion in April

    Quote from Immunogen's webpage: Godfrey Amphlett (VP Process and Analytical Development) and his team developed the commercial-scale production processes for trastuzumab emtansine (T-DM1) and SAR3419 for Genentech and Sanofi, respectively.

  • Reply to

    Cantor Fitzgerald SGEN Price target $24.00!!!

    by biotechbeagle Mar 19, 2014 9:04 AM
    mt_cervin mt_cervin Mar 20, 2014 9:59 AM Flag

    SGEN mgmt is overemphasising the sales potential of Adcetris, as it does not admit that the front line indication in Hodgkin's lymphoma has evolved over the past few years and leaves no commercially attractive opportunity anymore for this drug

    As for the technology, it needs to be shown, how much bystander effect is tolerated before it becomes toxic: to be addressed case by case

    Sentiment: Strong Buy

  • Reply to

    Cantor Fitzgerald SGEN Price target $24.00!!!

    by biotechbeagle Mar 19, 2014 9:04 AM
    mt_cervin mt_cervin Mar 19, 2014 4:42 PM Flag

    It's time that Seattle Genetics' truth will surface - investors have been misled on Adcetris, patients' fates and change to newer treatment practice argue against mgmt - read the research data

    Time to switch: BUY IMGN, SELL SGEN

    Sentiment: Strong Buy

  • SEC filing: On 10/03/14, Ron Ellis exercised options, bought 80,000 shares; now holding 204,586 shares

    Sentiment: Strong Buy

  • Reply to

    We're still on the COMP agenda

    by paintball_is_stellar Feb 5, 2014 7:50 AM
    mt_cervin mt_cervin Feb 5, 2014 9:00 AM Flag

    Here we go:

    google: ema comp agenda

    COMP meeting is 4-6 Feb with the Dx + vintafolide on the agenda for discussion

    I guess that CHMP could decide next month on its recommendation should this month's discussion at COMP bear fruit.
    If we are extremely lucky, however, COMP's conclusion this week could directly be funneled into the CHMP meeting to be held later this month - no idea how bureaucratic or speedy the EMA processes are

    Sentiment: Strong Buy

  • Reply to

    Common, you've got to be happy with this move!

    by biobottom Jan 14, 2014 1:43 PM
    mt_cervin mt_cervin Jan 14, 2014 4:07 PM Flag

    Unfortunately, MARIANNE is event-driven, i.e. the trial is only stopped when the prespecified number of events has been collected, adjudicated and the database subsequently locked: only then the trial can be unblinded and analyzed... Here we go: Roche has been guiding for top-line results in late-2014, possibly now expected to fall into early-2015 in view of the rate at which the events have been accumulating over time.

    The Feb 2016 date would likely be the completion of the trial including follow-ups for determining OS, PFS etc.

    Sentiment: Strong Buy

  • mt_cervin by mt_cervin Jan 12, 2014 8:39 PM Flag

    Merck will grab it thereafter

    Sentiment: Strong Buy

  • Reply to

    Options

    by brunswicknc Jan 10, 2014 1:49 PM
    mt_cervin mt_cervin Jan 12, 2014 8:31 PM Flag

    Endocyte's compounds have advanced in their valuation stage at COMP to 'prior to adoption of CHMP opinion' (this COMP meeting in January) from 'on-going procedures' (previous COMP meeting in December): google respective key words to pick up COMP's pdf files

    We can now assume that a CHMP decision is due in not too short a distance - I bet on positive recommendation by CHMP

    Sentiment: Strong Buy

  • mt_cervin mt_cervin Sep 13, 2013 10:21 AM Flag

    ... implying M&A
    = key word: my msg blocked by yahoo before

    Sentiment: Strong Buy

  • Bloomberg:
    Merck's Head R&D Roger Perlmutter on Biotechnology and Cancer:
    "Perlmutter plans to move Merck away from primary care medicines and put more emphasis on biotechnology drugs and cancer therapies, Alex Arfaei, an analyst with BMO Capital Markets Corp. who was at the dinner, said today in a note to clients. “R&D will be more focused in terms of therapeutic areas and products that the company will invest in.”
    Merck is also looking to acquire experimental cancer treatments, Perlmutter told the group, though it hadn’t seen a large number of likely targets, Arfaei said.
    The company has fewer on-market and experimental biotechnology drugs than almost any other major pharmaceutical company, said Anderson, who also attended the dinner. “It’s exposure to biologics is too low.”
    Perlmutter also will look to speed up experimental products in vaccines and viral treatments, including the liver infection hepatitis C and HIV, the analysts said."

    Sentiment: Strong Buy

  • Genentech's Ed Lang: “The monthly cost of Kadcyla in the United States is $9,800. The estimated cost of a course of Kadcyla is approximately $94,000. This is based on people taking Kadcyla for 9.6 months. When pricing Kadcyla, we considered a variety of factors including that cost of the combination of Tykerb and Xeloda (approximately $10,460 per month) which is the current standard treatment in this line of therapy and the comparator in the pivotal EMILIA study.

    I.e. monthly Kadcyla price doubles that of Herceptin ($9,800 vs. $4,500) + prolongs survivval in mBC (lived a median of 5.8 months longer [overall survival] than Tykerb + Xeloda in 2nd line mBC) + is better tolerated than Tykerb + Xeloda as standard of care in 2nd line mBC (i.e. less drug discontinuation)

    As a reference, Herceptin sales in 1st line mBC are $2bn and no sales in 3rd line:
    pricing and treatment duration in mBC alone make Kadcyla a USD4bn drug

  • mt_cervin by mt_cervin Feb 22, 2013 10:38 AM Flag

    Toxicity not an issue: liver tox usually mild and transient; the rest has been known from the antibody backbone Herceptin/trastuzumab:
    "WARNING: CARDIOMYOPATHY, INFUSION REACTIONS, EMBRYO-FETAL TOXICITY, and PULMONARY TOXICITY See full prescribing information for complete boxed warning
    Cardiomyopathy: Herceptin can result in sub-clinical and clinical cardiac failure manifesting as CHF, and decreased LVEF, with greatest risk when administered concurrently with anthracyclines. Evaluate cardiac function prior to and during treatment. Discontinue Herceptin for cardiomyopathy. (5.1, 2.2) Infusion reactions, Pulmonary toxicity: Discontinue Herceptin for anaphylaxis, angioedema, interstitial pneumonitis, or acute respiratory distress syndrome. (5.2, 5.4) Embryo-Fetal Toxicity: Exposure to Herceptin during pregnancy can result in oligohydramnios, in some cases complicated by pulmonary hypoplasia and neonatal death."

    Sentiment: Strong Buy

IMGN
2.90+0.12(+4.32%)2:09 PMEDT