product life cycle management=Roche profit maximization. Let's just hope Kadcyla alone is great, or the Kad + Perj is significantly superior to Perj + Herceptin. Either would be a win
agree, there's nothing to do regarding Kadcyla. There's plenty to do in other areas, internal pipeline (no progress in 1-2 years), Bus Dev (none since 2011), cost reduction (costs are ramping faster than sales)...in general executive leadership is more than lacking...
I've noticed this POS stock has gone straight down since Jack sold. Actually, straight down since the last mini-run/ false start to $7 in May. That's about 34% in 3 months (and counting).
There is no flippin way they are going to be even close to -.11 on Friday, so plan on more negative headlines and more losses. They should have guided lower based on the sales volume/price giveback, but even before the giveback they are not even close to -.11.
I would get excited if you and some other insiders bought some stock, or had positive trial news to release. The other thing that would get me real excited is if you resign and/or hire an investment banking firm (a real firm, not DF) to explore all options to improve shareholder value. Otherwise, this type of negative excitement is not what I am looking for!!!
IMGN is for sale at a reasonable price. They have an oncology pipeline, technology, partnerships, cash, NOL's interest in Kadcyla revenues, interest in several other interesting drugs developed by them, or with their technology. ADC's work!
is this a cash, or non-cash item, do they have to make a cash payment? They need to keep their cash levels up, I hope they do not need to pay in cash. In this case, I would not mind then paying in stock even at this low price since we would be friendly with the buyer, but probably not going to happen. I would be the miss will be even larger -.11 is a pipe dream.
that's nothing in 52 weeks they rise almost 10X, or 980% to be exact. Put in that context, 4.4% is not bad, kind of a hockey stick that will be up the despicable short's rear end if it continues.
You people should be ashamed of your job and life. How do you look in the mirror and feel good about yourself, lying and distorting all day. I guess this is like a game to you since you have nothing at stake. Read your Bible, repent and stop lying for a living.
Down 3%-5% every day and over 45% in 12 months, better reward the execs with more worthless stock options! Maybe IMGN should hire some additional Bus Dev people to not develop business, or IR people to not do IR (or p-off the shareholders). Where is the BOD? Who will stand up and protect the shareholders against Dan Junius the value destroyer!
thanks, 4.4 every week, compounded would be fantastic and would rid the ARNA stock of these cancerous shorts and posters. It's sad these people have nothing better to do with their lives.
I bought some in the 2's and some more in the 5 range, but the more important question is what happens next. If the drug is approved with no delay, price goes back to $30+. If there's a problem with the filing, any delays price could go back to the $2's. It would be easier to hold this if my other bios were not sucking wind. Also sold the Jan $40 calls for $2.4+, but they have me locked in now because I don't want to realize the gain until next year unless I take some losses to offset the gains. I wish they would eliminate the tax on investments, it would be much easier to make these decisions.
come on man, PFE is not buying Eisai (to get Belviq, that's a joke) and until sales improve, or there's stellar results in oanother clinical trial that will expand the market, no one is buying ARNA. It appears shorts are very comfortable; they are winning and we are losing, just look at the stock price any questions?
good point, that's why it's growing faster than Kad. IMGN needs additional approvals and some internal proof of concept news, so their inactive BD people can go out and get much-needed some new revenue.
I was thinking Kad + Perj was the future, but it's taking too long for IMGN since they embarked on this higher risk strategy of avoiding Bus Dev and trying to develop their own drug, which they have no history of doing, or a history of failure in advanced development. Maybe they choose the wrong drugs to develop, maybe they are not good at designing and executing trials. They better have some dev success ASAP, or sell, or change the model back.
I was looking at the puts and trying to enter a long put spread when time ran out yesterday. I was looking at buying the 230 and selling the 200 to lower costs and risks. Looks like my golf game in the afternoon was very expensive!
Kadcyla is a more effective drug, so if the trials allow for expanded use, sales will still reach a very high Herceptin-like level (eventually). Roche clearly made a wise deal with IMGN and is maximizing their revs by slow playing Kadcyla and selling Herceptin + Perj. Time is running out on their Herceptin patent, but time is also running out on IMGN. They need something positive very soon!