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ImmunoGen, Inc. Message Board

my_daddie 9 posts  |  Last Activity: Aug 20, 2014 8:16 AM Member since: Dec 14, 1999
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  • Reply to

    above the 50 day moving average?

    by mershaw2001 Aug 19, 2014 7:21 PM
    my_daddie my_daddie Aug 20, 2014 8:16 AM Flag

    does not feel like a rally to me. Feels more like a "rising tide" kind of uptick.

    I would love to see about 2 months of continuous upward pressure with daily gains of .50 to 1.25 . It will bring back fond memories of our run to the 40s way back when.

    One can dream, but I think she still has a run like this is the near future.

    Sentiment: Buy

  • Reply to

    What's going on?

    by afro_bro_bro Jul 20, 2014 6:53 PM
    my_daddie my_daddie Jul 21, 2014 11:29 AM Flag

    Friday's high volume could also be speculative players anticipating higher kadcyla revenue. Since royalties are paid in arears, there will be no surprises for IMGN income and they want to get the jump on early shares of IMGN if kadcyla revenue rises more than expected.

    IMGN income this quarter is last quarter's kadcyla royalties.

  • Reply to

    What's going on?

    by afro_bro_bro Jul 20, 2014 6:53 PM
    my_daddie my_daddie Jul 20, 2014 10:09 PM Flag

    I would like to believe it's short covering. I'm guessing IMGN's downward run has slowed enough for shorts to take a breather to cover given the upcoming shareholder meeting and roche reporting.

  • Reply to

    revenue from ovarian orphan drug status from FDA?

    by my_daddie Jul 15, 2014 3:29 PM
    my_daddie my_daddie Jul 16, 2014 12:52 PM Flag

    found on the net (common misconceptions about the orphan drug designation):

    Although post-approval benefits are significant, many early-stage companies apply for orphan designation when approvals are in the distant future. The successful application becomes public when the designation occurs, thereby broadcasting the young company’s intention and opening the category to anyone. Therefore, there must be another reason for these early filings. There is. Orphan designations are newsworthy and small companies often use the designation to put themselves on the map and to gain the interest of the investment community. Other benefits of orphan designation include:
    Protocol assistance offered by FDA
    Tax credits of 50% of the clinical drug testing cost awarded upon approval
    Research grants—FDA awarded approximately 75 grants in 2013
    Waiver of NDA/BLA application fee—this is a $2.2 million value

    Sentiment: Buy

  • Reply to

    revenue from ovarian orphan drug status from FDA?

    by my_daddie Jul 15, 2014 3:29 PM
    my_daddie my_daddie Jul 15, 2014 3:36 PM Flag

    orphan drugs (definition from wiki): An orphan drug is a pharmaceutical agent that has been developed specifically to treat a rare medical condition, the condition itself being referred to as an orphan disease. In the US and EU it is easier to gain marketing approval for an orphan drug, and there may be other financial incentives, such as extended exclusivity periods, all intended to encourage the development of drugs which might otherwise lack a sufficient profit motive.

    stats: 21,000 new cases per year

    my analysis: not a blockbuster but still a positive for IMGN

    Sentiment: Buy

  • From the pipeline it looks like IMGN853 might be the drug that has received orphan status and this is a wholly owned drug.

    This is potentially a big deal for us because it implies that FDA believes the safety profile of the platform is understood well enough to warrant wider use of this early stage drug and that it's much more effective than what is available currently in the market.

    Sentiment: Buy

  • Reply to

    Last hour of high volume on a Friday for IMGN

    by boeblingenbud Jun 27, 2014 7:50 PM
    my_daddie my_daddie Jun 28, 2014 8:03 AM Flag

    Could imgn's cash position prevent them from moving ahead with the buy in? Might there be another reason that they don't take it?

    Sentiment: Buy

  • my_daddie my_daddie Jun 24, 2014 7:45 PM Flag

    i'm not sure you would say IMGN is close with Roche by looking at the sgen/roche drugs vs IMGN/roche drugs.

    Didn't IMGN ceo say they couldn't take on additional partnerships?

    Sentiment: Buy

  • my_daddie my_daddie Jun 24, 2014 10:48 AM Flag

    The following statement bothered me:

    Merck KGaA is jumping into a field pioneered by the likes of Seattle Genetics and Roche/Genentech

    Can everyone contact the author and correct him?

    on the plus side, the deal indicates that ADC technology is not yet dead which is good thing for IMGN, on the negative side IMGN is not well known enough to get into an article such as this one.

    Sentiment: Buy

IMGN
11.30+0.16(+1.44%)3:59 PMEDT

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