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ImmunoGen, Inc. Message Board

fib1_1_2_3_5 45 posts  |  Last Activity: 17 hours ago Member since: Dec 8, 2000
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  • fib1_1_2_3_5 fib1_1_2_3_5 Oct 17, 2014 11:25 AM Flag

    My bad, I tend to be a bit US centric (that is where the money usually is after all). But a quick estimate looks like they could easily sell an extra $500M in Japan and S Korea in the gastric indication (guessing that 25% are HER2+).

    And Gatsby does have plenty of sites over there (and the Japan sites almost all fully enrolled already), so I presume they plan on the trial being sufficient for a Japan label expansion (S Korea will follow Japan and the rest of Asia is near worthless).

    Good luck with your options.

  • fib1_1_2_3_5 fib1_1_2_3_5 Oct 17, 2014 10:36 AM Flag

    We need Marianna (front line MBC use) bad. Due this Q. Not impossible if numbers are solid we could see a jump in sales even before the sBLA.

    Gatsby (gastric) next year will also help, but that might not be a large indication (how many gastric cancers are HER2+?).

  • Reply to

    All it takes

    by rayludwiczak Oct 10, 2014 11:58 AM
    fib1_1_2_3_5 fib1_1_2_3_5 Oct 10, 2014 12:41 PM Flag

    American Airlines filed for BK with something like $6B in the bank, plenty of room to run over a year.

  • fib1_1_2_3_5 fib1_1_2_3_5 Oct 7, 2014 7:49 PM Flag

    Earnings for airlines are always fairly in line with estimates. Sine they pre announce core revenue and fuesl costs, it really is not hard for the analysts to be on target.

    The only real question will be what the predict for Q4. The assumption would be continued slight weakness in Europe, a meltdown in Africa, solid domestic and meh for the rest.

    The Ebola thing floating around is a blip. I would play such by buying any such dips (s this has been). A year from now people will not remember it.

    A day trader / swing trader might have a different view, but I don't play that game.

  • Reply to

    Parjeta

    by inder62401 Sep 28, 2014 6:47 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Sep 29, 2014 8:45 PM Flag

    You do realize that Roache is trialing T-DM1 + Perjeta in Mariane and many other rials?

    You do realize that Perjeta only works in conjunction with trastuzumab (whether Herceptin or T-DM1).

    You do realize the Perjeta plus Hercptin regime also requires Doxy (somewhat toxic to say the least), while T-DM1 plus Perjeta does not?

    You do realize this is old news?

    I thought not.

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