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Curis, Inc. Message Board

chinesehamsters 5 posts  |  Last Activity: Aug 22, 2014 12:29 PM Member since: Sep 24, 1999
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  • chinesehamsters by chinesehamsters Jul 16, 2014 2:46 PM Flag

    The drug given orphan drug status is most definately their folate targeting ADC 853, which is wholly owned by Immunogen. Is it that much effort to put out your own press release? At this point even this board of directors has to be getting tired of this #$%$. Junius should just resign or kill himself. I never thought this company would still be floundering in 2014 with such an impressive technology at their disposal. I wonder what those 10 or so biz development people do with their time. This is just hard to watch anymore.

    Chinese Hamsters

  • Reply to

    Seriously, #$%$?

    by chinesehamsters Jul 16, 2014 2:46 PM
    chinesehamsters chinesehamsters Jul 16, 2014 4:48 PM Flag

    A press release noting the granting of orphan drug status for a molecule would not be material if they were in talks of being bought out. I am not buying that for an excuse. I hope they do get bought out, anywhere between $15 - $20 a share. That way I don't have to watch their miserable performance any longer.

    Chinese Hamsters

  • Reply to

    I'm feeling a good vibe somehow

    by slumdawg2011 Jul 18, 2014 12:34 PM
    chinesehamsters chinesehamsters Jul 18, 2014 3:09 PM Flag

    I don't have the confidence in the IMGN management to monetize the full potential of Kadcyla sales. They may monetize on a peak sales of $5 billion rather than the $9 billion that will eventually materialize.

    Chinese Hamsters

  • Reply to

    Earnings expectations?

    by afro_bro_bro Jul 28, 2014 1:23 PM
    chinesehamsters chinesehamsters Jul 28, 2014 3:53 PM Flag

    I keep seeing that comment here, that Kadcyla is dissapointing because Perjeta sales are so much better. Currently Perjeta is approved for two indications in combination use with Herceptin. Kadcyla is currently approved to treat HER2-positive breast cancer that has spread to other parts of the body (metastatic breast cancer) after prior treatment with trastuzumab (Herceptin®) and a taxane. Prior treatment could have been for the initial treatment of breast cancer or for the treatment of cancer that had spread to other parts of the body. So it should not be a big surprise that Perjeta is currently outselling Kadcyla, just due to the approved indications and thus what oncologists can prescribe within the label.

    If you go to clinical trials.gov yo will see over 40 trials for Kadcyla. The big trial (MARIANNE) ongoing is in 1st line MBC, and that trial has one arm with Kadcyla plus Perjeta. This is the indication that will put Kadcyla on the map and open up earnings considerably. We should see some data in 2014, but the trial is not scheduled to end until April 2016. So just sit back and wait.

    Chinese Hamsters

  • chinesehamsters by chinesehamsters Aug 22, 2014 12:29 PM Flag

    The ADC technology this company has is one of the most impressive new developments in biotech than I have seen in years. Unfortunately it is in the hands of a bunch of embiciles that have been unable to ink a meaninful deal with anyone in the last couple of years. What looked like a very promising investment has turned into dead money for me. So its time to fold up the tent and move on for me. I may keep a few thousand shares, but I have allocated way to much into this one holding.

    Not only are these fools doing nothing to generate any new biz, but it also looks like we are starting to see significant pushback from reimbursement/insurance regulators also. To them, it does not matter what the drug can do for a patient if it costs more than they are willing to pay. For that reason, Kadcyla's growth may be limited. We are still a few years out from seeing the label expanded for Kadcyla as a result of the ongoing clinical trials. We cannot blame the current management for the royalty structure for Kadcyla, but that is also working against Immunogen as well. I sincerely hope that Immunogen get's aquired so that this ADC technology can truly be put to use and create some meaningful new drugs. Too bad you cannot sell covered calls in a 401K as I would use that to move out of this investment.

    Chinese Hamsters

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