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ImmunoGen, Inc. Message Board

slumdawg2011 85 posts  |  Last Activity: Oct 6, 2015 9:30 PM Member since: May 2, 2011
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  • slumdawg2011 slumdawg2011 Jul 30, 2015 4:54 PM Flag

    I am long, that's why I cheer
    You play short and so you jeer.

    I just go where the money flows.
    That's just how this game goes.

    You're a bear. I'm a bull.
    Take it easy. Play it cool.

    Man...I am good!
    You gotta at least agree with that!

  • slumdawg2011 slumdawg2011 Jul 30, 2015 2:43 PM Flag

    Definitely a concern as a competitor. It may affect Erivedge sales in 6 mos. However, it's hard to tell without a side by side comparison as to whether one works better than the other. Because doctors are already comfortable with Erivedge, it may take a while before E sales may be affected. By then, Curis may have already been bought out.

  • Reply to

    Battle of market manipulators!

    by slumdawg2011 Jul 30, 2015 11:58 AM
    slumdawg2011 slumdawg2011 Jul 30, 2015 1:30 PM Flag

    So the funds shorted at say $20, covered at $18, and are now driving it back up to $20 and selling, for a quick gain of $4/share.

    Of course, the brokers also know about the stock offering, so they shorted at $21 and they probably are getting their shares at less than $17. A quick $7/share profit for those robbers. Now drive the pps back up to 21 and that's up to $8/share.

    So who's really losing out? Some small time investors. I would say 401k and pension investments. Since I have money in all 3, that means I am losing some money!

    This institutionalize robbery should be stopped!

  • slumdawg2011 by slumdawg2011 Jul 30, 2015 11:58 AM Flag

    Nice price action going on here.

    Shorting should be banned. The stock market should be for serious investors, not manipulators.

  • slumdawg2011 slumdawg2011 Jul 30, 2015 10:41 AM Flag

    vismodegib is Erivedge

  • slumdawg2011 slumdawg2011 Jul 29, 2015 7:35 PM Flag

    "Tumors shrank or disappeared completely for eight or more weeks in four study participants, including three adults, following vismodegib treatment. In 13 patients, or 41 percent of participants with SHH medulloblastoma, disease stabilized and tumors stopped growing for as long as 17 months during vismodegib therapy.
    The findings led to the drug being included in the St. Jude clinical trial for newly diagnosed pediatric medulloblastoma patients aged 3 to 22 years old. Patients with SHH medulloblastoma receive vismodegib as maintenance therapy.

  • slumdawg2011 slumdawg2011 Jul 29, 2015 7:32 PM Flag

    Just out in Medexpress:
    "A targeted therapy already used to treat advanced skin cancer is also effective against the most common subtype of the brain tumor medulloblastoma in adults and should be considered for treatment of newly diagnosed patients, according to research led by St. Jude Children's Research Hospital.
    The drug, called vismodegib, is designed to block a key protein in the sonic hedgehog (SHH) signaling pathway. The pathway is normally active during fetal development and is inappropriately switched on in about 30 percent of medulloblastoma tumors, including about 60 percent of tumors in adults and 25 percent of tumors in children."

  • Reply to

    Stupid decisions of the management

    by hedging2win Jul 29, 2015 1:41 PM
    slumdawg2011 slumdawg2011 Jul 29, 2015 2:35 PM Flag

    ZGNX mgmt is not rare. Many small companies declare that they have enough funds for two more years of operation and don't need to raise more yada yada, then in less than 3 months hit longs with a stock offering. In ZGNX case, with the huge run up and pps inflation, I think it is actually a good decision by mgmt. Would have been bad if pps was at $13 and they decided to sell shares.

  • Reply to

    CEO Squarer

    by saicinthemoney Jul 27, 2015 12:08 PM
    slumdawg2011 slumdawg2011 Jul 29, 2015 12:56 PM Flag

    I actually think that Ariad will get better partnering terms once the first Briga trial has final results, assuming the results will turn out as good as expected. Of course, if the outstanding results continue, it may even be best if Ariad does it alone. Ariad is in a good position to keep ownership of Briga given the money from PDL.

  • Reply to

    From The Street

    by slumdawg2011 Jul 28, 2015 11:20 PM
    slumdawg2011 slumdawg2011 Jul 28, 2015 11:23 PM Flag

    'Strong on High Relative Volume' stocks are worth watching because major volume moves tend to indicate underlying activity such as M&A events, material stock news, analyst upgrades, insider buying, buying from 'superinvestors,' or that hedge funds and momentum traders are piling into a stock ahead of a catalyst. Regardless of the impetus behind the price and volume action, when a stock moves with strength and volume it can indicate the start of a new trend on which early investors can capitalize. In the event of a well-timed trading opportunity, combining technical indicators with fundamental trends and a disciplined trading methodology should help you take the first steps towards investment success."


  • slumdawg2011 by slumdawg2011 Jul 28, 2015 11:20 PM Flag

    ARIAD Pharmaceuticals (ARIA) Flagged As Strong On High Volume


  • Reply to

    LOXO up 20%

    by slumdawg2011 Jul 28, 2015 10:31 AM
    slumdawg2011 slumdawg2011 Jul 28, 2015 6:55 PM Flag

    Following multiple unsuccessful courses of treatment, the patient was referred to the University of Colorado for enrollment in the Phase 1 trial of LOXO-101 in March 2015. On study, the patient's shortness of breath rapidly resolved and she was able to discontinue her supplemental oxygen and resume activities of daily living. Imaging studies following one month of treatment, the first imaging studies conducted post-treatment, confirmed that her tumors had substantially regressed, meeting a partial response (PR) definition by standard RECIST 1.1 criteria. As discussed in the publication, with 4 months of treatment, additional CT scans demonstrated almost complete tumor disappearance of the largest tumors. After 4 months of dosing, the patient did not have any adverse events that were attributed to LOXO-101.

  • Reply to

    LOXO up 20%

    by slumdawg2011 Jul 28, 2015 10:31 AM
    slumdawg2011 slumdawg2011 Jul 28, 2015 11:50 AM Flag

    Price flat at 3.82 on high volume. They say that portends a reversal with a quick move up. Let's see.

  • slumdawg2011 by slumdawg2011 Jul 28, 2015 10:31 AM Flag

    Array drug dissolved tumor in patient with sarcoma. ARRY still tanking.

  • Reply to

    Roche Kadcyla sales out

    by slumdawg2011 Jul 23, 2015 1:35 AM
    slumdawg2011 slumdawg2011 Jul 27, 2015 12:15 PM Flag

    Long term, those numbers will indicate when IMGN can expect to partake of the royalties again. In 6-7 yrs, some of the sales royalties will trickle into IMGN coffers again. Better if sooner. Perhaps with gastric indication, plus other HER+ cancers.

  • Reply to

    Roche Kadcyla sales out

    by slumdawg2011 Jul 23, 2015 1:35 AM
    slumdawg2011 slumdawg2011 Jul 24, 2015 6:34 PM Flag

    Is it possible that Roche makes more money from selling Herceptin and Perjeta, vs selling Kadcyla? One thing is that H + P combo is probably less toxic too compared to "Kadzilla", except for the taxane that is used with H&P. Anyway, seems like in 6 or 7 yrs, if Kadcyla sales continue to increase, IMGN should be able to partake of some of the sales royalties again. By that time, hopefully there's also one or 2 additional DM conjugates in the market.

  • Reply to

    should I sell?

    by ducheau Jul 24, 2015 1:05 PM
    slumdawg2011 slumdawg2011 Jul 24, 2015 4:14 PM Flag

    You're lucky that RCPT got taken out before the BIIB Tecfidera sales and forecast or else RCPT would also be in the dumps. What's interesting is that those RCPT big boys are former BIIB employees. I was just contemplating getting into RCPT when buyout was announced.

  • Reply to

    Do these MS drugs work?

    by mrequity1 Jul 24, 2015 3:58 PM
    slumdawg2011 slumdawg2011 Jul 24, 2015 4:07 PM Flag

    Glad MJ works for your wife. Big pharma drugs work great for some people but not in others just because all MS people are not the same. And not all MS diseases are not due to same causal factors.

  • Reply to

    Scangos killed EXEL momentum!

    by slumdawg2011 Jul 24, 2015 3:30 PM
    slumdawg2011 slumdawg2011 Jul 24, 2015 3:47 PM Flag

    Dawggone it! I think BIIB just bursts the biotech bubble. BIIB now stands for Biotech Is In Bubble.

    I'm going bankrupt! Make it Biogen Inducing Incredible Bankruptcy.

  • slumdawg2011 by slumdawg2011 Jul 24, 2015 3:30 PM Flag

    Scangos continues to haunt EXEL shareholders. IBB down today because Biogen, the company that was duped to take Scangos, is down 25% on trial failure and bad sales forecast. BIIB might be a good buy today.

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