Fri, Aug 29, 2014, 5:34 AM EDT - U.S. Markets open in 3 hrs 56 mins

Recent

% | $
Quotes you view appear here for quick access.

Seattle Genetics Inc. Message Board

biogynecologist 263 posts  |  Last Activity: Mar 15, 2013 10:55 AM Member since: Mar 8, 2006
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Label expansion

    by buddolly Mar 15, 2013 10:46 AM
    biogynecologist biogynecologist Mar 15, 2013 10:55 AM Flag

    I think you are "spot-on". Clinical data is likely to support a new label. My hunch is that the sales figures are already starting to show increased "off-label" use for now.

    Sentiment: Strong Buy

  • biogynecologist by biogynecologist Mar 13, 2013 1:25 PM Flag

    This run up may have some legs. Off-label use may be starting show up in sales data (Just a guess). Can hardly wait for the ASCO meeting.

  • Reply to

    SGEN request for "Breakthrought" Designation

    by nhanduyvo Feb 15, 2013 12:19 AM
    biogynecologist biogynecologist Feb 16, 2013 11:26 PM Flag

    I'm not familiar with "breakthrough" designation. Please give brief description. Does it shorten the Phase I, II, III requirements.

    Sentiment: Strong Buy

  • Reply to

    Noise...nothing but short term noise

    by ntack5 Feb 13, 2013 3:37 PM
    biogynecologist biogynecologist Feb 16, 2013 1:11 PM Flag

    That's how I see it too.

    Sentiment: Strong Buy

  • biogynecologist by biogynecologist Feb 13, 2013 10:07 AM Flag

    Seattle Genetics (SGEN) OUTPERFORM J. Kantor
    CP: US$ 29.24 TP: US$ 32 CAP: US$ 3.5b
    Key Drivers Intact; Lowering Estimates and Raising Target Price to $32 (from $28)
     We are reiterating our Outperform and raising our target to $32. While we expect some investors will be deterred by the flat
    sales guidance for 2013, we believe that SGEN will end 2013 higher in anticipation of positive Phase III AETHERA data in
    H1:14, new growth drivers for US Adcetris, building ex-US sales, an expanding pipeline of six proprietary (and codevelopment)
    ADCs, and an advancing pipeline from its technology licenses. Our strategy for 2013 is to accumulate on
    pullbacks, especially those related to near-term sales, as the primary value is in the expansion indications for Adcetris and
    the pipeline.
     Q4 results were ahead of expectations but US sales and guidance were light. Adcetris sales were $35.4M vs. consensus of
    $33.2M (CS at $33.6M). Backing out $2.6M in unexpected sales in Canada, the US sales were $32.8M. Adcetris guidance
    was $130-140M vs. consensus of $144.1M (CS at $145.3M). We believe the below consensus guidance will pressure
    SGEN shares, but does not alter our long-term view, and we would buy on any weakness.
     2013 drivers: The most important value drivers in 2013 include (1) more Adcetris data in DLBCL, non-lymphoma cancer,
    and first-line HL and MTCL, (2) publications/compendia listing for Adcetris in CTCL, and (3) advancement of its pipeline
    programs.
     Valuation: Our new $32 (from $28) target includes an increased probability of success for first-line Hodgkin lymphoma
    (65%) and first-line MTCL (75%), supported by robust efficacy and safety data from ongoing Phase I/II trials. Our valuation
    includes $22.50 for Adcetris, $7.50 for the pipeline, and $2 for cash. We are lowering our 2013/2014/2015 EPS estimates to
    ($0.79)/($0.36)/$0.02 from ($0.62)/($0.21)/$0.15 respectively.

    Sentiment: Strong Buy

  • biogynecologist by biogynecologist Feb 12, 2013 10:33 AM Flag

    Is there anything mentioned from the Wall Street guru's.

    Sentiment: Strong Buy

  • biogynecologist by biogynecologist Jan 19, 2013 10:53 AM Flag

    Your thoughts.

    Sentiment: Strong Buy

  • biogynecologist by biogynecologist Nov 13, 2012 10:33 AM Flag

    Immunogen, Inc (IMGN) NEUTRAL [V] J. Kantor
    CP: US$ 11.65 TP: US$ 12 CAP: US$ 946.4m
    Looking for Next Winner Beyond T-DM1; INITIATING Coverage with a NEUTRAL Rating and TP of $12
    􀂃 We Are Initiating Coverage of ImmunoGen with a Neutral Rating and a $12 Target Price: We like IMGN for its expected
    steady cash flow from T-DM1 royalties, its antibody-drug conjugation (ADC) technology, and potential upside from a deep
    pipeline. However, upside to valuation requires additional drivers for which visibility is currently low.
    􀂃 T-DM1 Is Not Enough; IMGN Needs Another Major Driver:
    􀂃 T-DM1 could drive $7/share, assuming use in the adjuvant setting, though conclusive data are years away.
    􀂃 IMGN901 has the potential to become an important value driver in an underserved market in small cell lung cancer, but
    expectations are low and data is not near term.
    􀂃 Catalysts: Drivers will include regulatory approval and the market launch of T-DM1 in the U.S. and EU in early 2013, though
    milestones are small and initial royalties are modest and lagged one quarter. Preliminary Phase II data for IMGN901 from
    the NORTH trial are expected in H2:13, and initial Phase I data for earlier programs could increase confidence in the
    pipeline. Data from partners in 2013 could provide some incremental positive news flow.
    􀂃 Target Price of $12: We estimate the risk-adjusted value of the T-DM1 royalty at $5.33/share, ~$6/share for its
    technology/pipeline, and ~$1 for net cash. The most important upside trigger would be positive data for IMGN901, which is
    not explicitly in our valuation.

    Sentiment: Strong Buy

  • Reply to

    New Credit Suisse Rating

    by biogynecologist Nov 13, 2012 10:28 AM
    biogynecologist biogynecologist Nov 13, 2012 10:30 AM Flag

    Sorry about botching the cut/paste work but you get the message.

    Sentiment: Strong Buy

  • biogynecologist by biogynecologist Nov 13, 2012 10:28 AM Flag

    Adcetris and First Indications Are Tip of an Iceberg; INITIATING Coverage with an OUTPERFORM Rating & Target Price of $28
    􀂃 We Are Initiating Coverage of Seattle Genetics with an Outperform Rating and $28 Target Price: We view SGEN as a mustown
    pure-play antibody company, with a leadership position in the field of antibody-drug conjugates, an area of increasing
    investor and pharmaceutical company interest.
    􀂃 Tip of the Iceberg Thesis: We see continued long-term upside from:
    􀂃 Market expansion for Adcetris in earlier lines of treatment;
    􀂃 Market expansion for Adcetris in new CD30+ indications;
    􀂃 Advancement of its proprietary and partnered programs with a substantial increase in data flow in 2013 and beyond;
    􀂃 Increased investor confidence in new value drivers.
    􀂃 Catalysts: Data flow at upcoming meetings including ASH in December, EHA and ASCO in June, and ESMO in September
    will provide venues for updated Adcetris results and new clinical data from the pipeline. The likely accumulation of positive
    data across multiple drugs should increase confidence in ongoing Phase III trials and the value currently assigned to the
    technology/pipeline. Quarterly sales are important in the near-term, but not as important as investor confidence in market
    expansion opportunities
    􀂃 Valuation: Our $28 target price is based on a DCF sum of the parts, including $18 for Adcetris, probability adjusted across
    multiple indications, $8 for the pipeline/technology, and $2 for its net cash.
    Adcetris and First Indications Are Tip of an Iceberg; INITIATING Coverage with an OUTPERFORM Rating & Target Price of $28
    􀂃 We Are Initiating Coverage of Seattle Genetics with an Outperform Rating and $28 Target Price: We view SGEN as a mustown
    pure-play antibody company, with a leadership position in the field of antibody-drug conjugates, an area of increasing
    investor and pharmaceutical company interest.
    􀂃 Tip of the Iceberg Thesis: We see continued long-term upside from:
    􀂃 Market expansion for Adcetris in earlier lines of treatment;
    􀂃 Market expansion for Adcetris in new CD30+ indications;
    􀂃 Advancement of its proprietary and partnered programs with a substantial increase in data flow in 2013 and beyond;
    􀂃 Increased investor confidence in new value drivers.
    􀂃 Catalysts: Data flow at upcoming meetings including ASH in December, EHA and ASCO in June, and ESMO in September
    will provide venues for updated Adcetris results and new clinical data from the pipeline. The likely accumulation of positive
    data across multiple drugs should increase confidence in ongoing Phase III trials and the value currently assigned to the
    technology/pipeline. Quarterly sales are important in the near-term, but not as important as investor confidence in market
    expansion opportunities
    􀂃 Valuation: Our $28 target price is based on a DCF sum of the parts, including $18 for Adcetris, probability adjusted across
    multiple indications, $8 for the pipeline/technology, and $2 for its net cash.
    Adcetris and First Indications Are Tip of an Iceberg; INITIATING Coverage with an OUTPERFORM Rating & Target Price of $28
    􀂃 We Are Initiating Coverage of Seattle Genetics with an Outperform Rating and $28 Target Price: We view SGEN as a mustown
    pure-play antibody company, with a leadership position in the field of antibody-drug conjugates, an area of increasing
    investor and pharmaceutical company interest.
    􀂃 Tip of the Iceberg Thesis: We see continued long-term upside from:
    􀂃 Market expansion for Adcetris in earlier lines of treatment;
    􀂃 Market expansion for Adcetris in new CD30+ indications;
    􀂃 Advancement of its proprietary and partnered programs with a substantial increase in data flow in 2013 and beyond;
    􀂃 Increased investor confidence in new value drivers.
    􀂃 Catalysts: Data flow at upcoming meetings including ASH in December, EHA and ASCO in June, and ESMO in September
    will provide venues for updated Adcetris results and new clinical data from the pipeline. The likely accumulation of positive
    data across multiple drugs should increase confidence in ongoing Phase III trials and the value currently assigned to the
    technology/pipeline. Quarterly sales are important in the near-term, but not as important as investor confidence in market
    expansion opportunities
    􀂃 Valuation: Our $28 target price is based on a DCF sum of the parts, including $18 for Adcetris, probability adjusted across
    multiple indications, $8 for the pipeline/technology, and $2 for its net cash.

    Sentiment: Strong Buy

  • biogynecologist by biogynecologist Nov 7, 2012 6:30 PM Flag

    Why down so much in AH? All in all, I don't think the CC was bad. Just my honest opinion.

    Sentiment: Strong Buy

  • Reply to

    Short Squeeze

    by biogynecologist Oct 16, 2012 2:17 PM
    biogynecologist biogynecologist Oct 17, 2012 2:22 PM Flag

    Are the Baker Brothers done buying?

    Sentiment: Strong Buy

  • Reply to

    Short Squeeze

    by biogynecologist Oct 16, 2012 2:17 PM
    biogynecologist biogynecologist Oct 17, 2012 9:55 AM Flag

    What kind of volume would we have to see in order for this to be defined as a "short squeeze"? I guess I'm just happy to go along for the ride with my puny amount of shares. I have traded this stock for years just by intelligently guessing when the clinical data outcomes would push the stock up.

    Sentiment: Strong Buy

  • biogynecologist by biogynecologist Oct 16, 2012 2:17 PM Flag

    Are we looking at a short squeeze?

    Sentiment: Strong Buy

  • Reply to

    Newly diagnosed ALCL ph-1 results

    by blackmenrock Oct 13, 2012 8:12 PM
    biogynecologist biogynecologist Oct 16, 2012 10:09 AM Flag

    Outstanding data. Oncologists won't wait for the ph 111 studies. Likely to start using it "off-label".

    Sentiment: Strong Buy

  • Reply to

    is this dumping or shorting?

    by fishman328 Oct 11, 2012 12:10 PM
    biogynecologist biogynecologist Oct 11, 2012 12:25 PM Flag

    Wish I knew how to play their game, however I'm still holding on to my shares.

    Sentiment: Strong Buy

  • Reply to

    Motley Fool

    by miami_jack_00 Aug 22, 2012 7:44 AM
    biogynecologist biogynecologist Aug 22, 2012 3:28 PM Flag

    There's no way this company will run out of money. Partnerships are feeding this company moving forward. Alternatively, SGEN can issue more shares.

  • Reply to

    Editorial in JCO

    by scr20022000 Jun 15, 2012 10:07 PM
    biogynecologist biogynecologist Jun 18, 2012 10:25 AM Flag

    Unfortunately, we would have to wait until the label expansion is approved by the FDA. It could take years to collect the data and process it through the FDA review committee. On the bright-side, doctors can still use it off-label for patients who can pay up. I ask - what is wrong with our medical system?

  • biogynecologist by biogynecologist Jun 8, 2012 6:50 PM Flag

    Triple the normal volume. This one could continue to run next week. Hold onto your Hats!

  • Reply to

    Next buying op / important dates coming up

    by tyroneburnside May 22, 2012 12:31 AM
    biogynecologist biogynecologist May 22, 2012 10:34 AM Flag

    Product label expansion and earnings will be driving this stock. The current run-up is a result from the hype preceding ASCO. The data will get translated into future earnings and the price will re-adjust. I think you can buy anytime but need to hold for the long-term. This stock reminds me of IDEC during the post IPO.

SGEN
43.57-0.57(-1.29%)Aug 28 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Viacom, Inc.
NasdaqGSThu, Aug 28, 2014 4:00 PM EDT
Williams-Sonoma Inc.
NYSEThu, Aug 28, 2014 4:02 PM EDT