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ImmunoGen, Inc. Message Board

fib1_1_2_3_5 11 posts  |  Last Activity: Apr 23, 2015 5:21 PM Member since: Dec 8, 2000
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  • Reply to

    V-Pack sale was $230 million

    by boja4 Apr 23, 2015 3:18 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Apr 23, 2015 5:21 PM Flag

    Only about $10M ( and that is next Q).

    But that's a start. Should be at $40M/Q or so by EOY. Add that to cash in hand of about $200M and things are OK by me.

  • Reply to

    MNKD FILED A CT ORDER - 12/15/2014

    by jstokcton Feb 10, 2015 8:41 AM
    fib1_1_2_3_5 fib1_1_2_3_5 Feb 10, 2015 9:05 AM Flag

    CT orders are fairly common, and almost always just mundane details of confidential contracts and such.

  • fib1_1_2_3_5 fib1_1_2_3_5 Feb 6, 2015 10:53 AM Flag

    So, how is it possible for a type 1 to have no more needles?

  • Reply to

    EU royalties

    by iyonwin1 Feb 1, 2015 10:08 AM
    fib1_1_2_3_5 fib1_1_2_3_5 Feb 1, 2015 10:24 PM Flag

    The EU has both 2-DAA and 3-DAA approved. The 2-DAA is for genotype 4. But fir type 1, it will still be the 3-DAA product.

    The FDA label is only 3-DAA because genotype 4 is rare here.

  • Reply to

    A Battle

    by tartiaboy Jan 30, 2015 10:55 AM
    fib1_1_2_3_5 fib1_1_2_3_5 Jan 30, 2015 12:08 PM Flag

    Looks like the opossing force was French :-)

  • Reply to

    Abbv info from the call great.

    by iyonwin1 Jan 30, 2015 9:56 AM
    fib1_1_2_3_5 fib1_1_2_3_5 Jan 30, 2015 12:03 PM Flag

    It was "over $3B", but to be safe $3B seams reasonable. So $150M (to ENTA) there. That does not include Japan though, which is a decent market (with higher roalties). Perhaps another $30M.

    So $180M is very reasonable for '16. Not bad.

  • Reply to

    What FDA dates are we waiting for??

    by vinman2228 Jan 24, 2015 1:11 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Jan 29, 2015 2:23 PM Flag

    That trial finished recruiting by Dec 22 (Dec 8 at the earliest). The trial runs 4 weeks. So give them 2 weeks of slop and a few weeks to scrub and unblind. Looks like March is a good bet, maybe late Feb at the best.

    Also have:

    Chirotic: Oct '15
    Chirotic with portal hypertension: Jul '15

  • Reply to

    25 states worth of Medicaid goes with Vpak

    by fib1_1_2_3_5 Jan 28, 2015 5:54 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Jan 29, 2015 10:31 AM Flag

    Damit, why do you have to spoil my hopes :-)

    I am puzzled why a buying consortium would act individually, but it is the government so who knows.

  • Reply to

    Short interest

    by onemodolar Jan 17, 2015 12:53 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Jan 29, 2015 9:24 AM Flag

    It would not at all suprise me to find out that a substantial portion of the short was now a hedge against to be tendered shares.

    E.G., own 1000s long at $47. Plan to tender for $50, but expect to only get 75% accepted. Therefor one could short 250s against the tendered box to lock in a profit of $3X750. Once the tendor is gone the 250 short is covered by the unaccepted long shares,

    Illegal, but I doubt the SEC would bother wth it.

  • Reply to

    25 states worth of Medicaid goes with Vpak

    by fib1_1_2_3_5 Jan 28, 2015 5:54 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Jan 28, 2015 6:09 PM Flag

    And some quick napkin numbers would make this about a $300M/y deal. This is the 3rd large deal, with a hell of a lot of the pool still unclaimed.

  • dss.moDOTgov/press/150126-missouri-designates-new-hepatitis-c-drug-for-medicaid-patientsDOThtm

    Not too shabby.

    Missouri, as part of 25-state consortium, designates new Hepatitis C drug for Medicaid patients; reaches agreement that will save taxpayers millions of dollars in Fiscal Year 2016
    Viekira to replace Sovaldi as preferred treatment option; pharmaceutical maker to pay rebate to the state
    JEFFERSON CITY, MO – The State of Missouri, as part of a 25-state purchasing consortium that includes Texas, Michigan, and Wisconsin, entered into an agreement on Jan. 22, 2015 to begin using Viekira for Medicaid patients with Hepatitis C who meet certain medical criteria. Viekira was recently approved by the FDA on Dec. 19, 2014.
    Under the agreement reached late last week, the company that makes Viekira, AbbVie, has agreed to provide a rebate to states participating in the consortium. For Missouri, it is estimated that switching to Viekira will reduce overall costs of treating Hepatitis C patients by 30 to 40 percent and result in savings of $4.2 million in Fiscal Year 2016.
    Federal law requires states to make this treatment available to Hepatitis C patients who meet certain medical criteria. Effective immediately, Viekira replaces the drug Sovaldi as the preferred treatment option for Hepatitis C patients enrolled in Missouri’s Medicaid program who meet these criteria.
    Missouri Medicaid patients who have been approved for Sovaldi as of Jan. 1, but have not yet started treatment, will now be prescribed Viekira. Patients who have already begun treatment with Sovaldi will continue to use Sovaldi for the remainder of their treatment. Sovaldi will also continue to be approved for patients for whom Viekira is not an effective substitute, which is estimated to be about 15 to 20 percent of Hepatitis C patients.
    For an able bodied adult in a family of four to be eligible for Medicaid in Missouri, the family must earn less than 19 percent of the federal poverty level, or $4,532 a ye

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