Immunogen (IMGN)

All Comments on IMGN

  • commenter
    Ohad Hammer
    Aug 17 05:57 PM
    My Website
    Genentech’s New ADC Platform Has Much Potential, but Is Yet to Be Tested on Humans [view article]
    They might want to have PFS data from the 100 patient phase II trial before committing more resources. In the meantime, they are making all the necessary arrangements for a pivotal study. The phase II study in Tykerb relapsed patients can be amended into a pivotal trial so the lack of announcement does not delay the commercialization of T-DM1. Reply
  • commenter
    beta delta
    Aug 14 12:11 PM
    Genentech’s New ADC Platform Has Much Potential, but Is Yet to Be Tested on Humans [view article]
    ohad.. any reasons you can think of as to why dna is delaying in announcing a pivotal trial. Is it FDA related? surely the data confirms that tras-dm1 works far better than herceptin unconjugated, and the need to get new drugs deeper into clinical trials and approved for this patient pop/MBC. the recent data for the combo of tykerb/xeloda is not overwhelming. surely this appears to be a slam dunk to enter a pivotal trial sooner than later . Reply
  • commenter
    Olboy2
    Aug 13 02:56 PM
    Cancer Stocks on the Go: Winners and Losers [view article]
    I agree with paviov, However I would like to know about the new developments the phase II and III studies that are going well, where is the advancement taking place, how close to a cure, what company has the potential winning drug ?? Reply
  • commenter
    skitahoe
    Aug 02 04:09 PM
    General Discussion on IMGN
    IMGN is poised for tremendous growth in the next few months. At any time we should hear that BioTest has begun their Phase I Trial, more importantly DNA may announce the start of their two new Phase II Trials on T-DM1 scheduled for July. What's most important about DNA's trials is either or both could possibly be registrational.

    The end of this month marks the termination of the current developmental partnership with SNY, it's the point where SNY must declare any new target's it's acquiring from IMGN through the partnership. Guidance has been that they'll select 3 to 5 new targets and each target will probably get IMGN $1 to $2 million up front, plus $30 some million in milestones through the trial period should IMGN not select to Opt In to the resulting drugs as specified periods.

    The end of the month also marks when SNY can choose to maintain a developmental relationship with SNY where IMGN conjugates MAB's that they supply. While this partnership was agreed to previously, SNY must make a payment, which could be substantial to keep it in place.

    I really don't know that much will be said about how drug trials are going before the major conferences this fall and winter, but actions often speak louder than words and the fact that so many drugs are in trials, and trials are expanding should tell everyone something. DNA's certainly leading the pack right now, but SNY, IMGN or both could also have drugs advancing to Pivotal Trial by next year if results later this year prove promising.

    As alway, this is JMHO, I'm not a medical or technical expert, just someone who's been involved with IMGN almost from its beginning.

    Gary     Reply
  • commenter
    beta delta
    Jul 30 05:57 PM
    Why is Wall Street Ignoring ImmunoGen? [view article]
    bt redneck.. i dont think there is any conspiracy theory between dna and imgn. the phase 2 just finally dosed its 110th patient according to a patient in the trial.

    dna has also announced two other phase 2 trials, both of which could be registrational according to a top dna official, sue hellmond? sp

    With parent Roche, already opting in on trastuzumab-dm1 last sept 2007, this drug, barring a major side effect, and so far nothing even close to a major SE has been found, will have enough statistical significance between either of those two trials in the MBC setting to file for approval sometime in 2010. I suspect only that the possible announcement of a pivotal trial or P3 may be the trigger for a milestone payment, and thus genentech may be holding off until later this year. With genentech still on the hook for approx 37 million in future milestones, and about to enter phase 3, the milestone could approach the 10-15 million mark. Even for genentech, this is a significant cash outlay. But rest assured, it will be paid to immunogen, likely sooner than later.     Reply
  • commenter
    investorsliv
    e
    Jul 23 10:02 PM
    My Website
    Immunogen's Wild Swings Due to Lack of Information at ASCO [view article]
    SGEN mentioned here

    www.investorslive.com/.../     Reply
  • commenter
    Ohad Hammer
    Jul 15 04:40 PM
    My Website
    Immunogen's Wild Swings Due to Lack of Information at ASCO [view article]
    No doubt MITI is one of hte most exciting biotechs out there:

    www.hammerstockblog.co.../

    btw, the dose was 60 micrograms per m2

    Reply
  • commenter
    Ohad Hammer
    Jul 15 04:39 PM
    My Website
    Immunogen's Wild Swings Due to Lack of Information at ASCO [view article]
    No doubt MITI is one of the most exciting biotech companies out there.

    www.hammerstockblog.co.../


    btw, the dose was 60 micrograms per m2     Reply
  • commenter
    thirstycamel
    Jul 14 07:57 AM
    Immunogen's Wild Swings Due to Lack of Information at ASCO [view article]
    Excelent article, however proper analysis of the ADC space must include the work currently being done at MITI. The MITI data is spectacular at 60 micrograms per kilogram and the toxicity is very low.

    I've owned IMGN, SGEN and currently own MEDX (a possible future player in this space). None have the promise of MITI if the data holds up.

    MITI's bispecific (to T cells) data is so impressive, it is either a breakthrough or a fraud.

    disclosure: long MITI     Reply
  • commenter
    Daniel
    Jacome
    Jun 29 07:25 PM
    My Website
    Micromet: Biting Cancer [view article]
    nice call, stock has ramped and getting closer to Maxim Group's $3.50 target Reply
  • commenter
    Ohad Hammer
    Jun 07 06:02 AM
    My Website
    Immunogen and Seattle Genetics: Verging on an Inflection Point [view article]
    Thanks,

    Hopefully next week...     Reply
  • commenter
    Ben Around
    Jun 04 09:12 AM
    Immunogen and Seattle Genetics: Verging on an Inflection Point [view article]
    Very interesting article.
    I have been in and out of imgn for years and watch it track from 3-6, usually with some justification of the price variations from external influences.
    This latest drop on tuesday (June 3) completely baffles me. I look at it as a buy in again opportunity since I can't see any other reason other than small investor interest.

    Any in comments on Tuesday's action?     Reply
  • commenter
    biotech
    redneck
    Jun 03 11:42 PM
    Why is Wall Street Ignoring ImmunoGen? [view article]
    Interesting conspiracy discussion on the "Untold T-DM1 Story" on Investor Village with DNA lip locking IMGN. Where's the incentive to DNA to allow IMGN to relase anything worthwhile? There isn't one.
    Good points on some things that might be good to dig into.     Reply
  • commenter
    Ohad Hammer
    May 29 08:58 PM
    My Website
    Immunogen and Seattle Genetics: Verging on an Inflection Point [view article]
    Although IMGN and SGEN are not the only players in the ADC arena, they are the most focused and committed ones. Others such as WYE,IMMU and MEDX are active in the field but none chose to put the pedal to the metal like IMGN and SGEN did.

    I don't know a lot about CMC-544's clinical development, as it seems that Wyeth is almost intentionally hiding it. Can you please post links for clinical data?
    Ironically, SGEN's naked antibody seems to perform better than both AVE9633 and Mylotarg, so patients will have a drug that is both safe and efficacious. For more on that you can go to my previous SGEN article.

    With respect to IMGN's technology, it seems to do the job in the case of T-DM1, which is more impressive than any ADC I am familiar with. Genentech is certainly sold on the technology but what do they know…
    Reply
  • commenter
    biopharmanut
    May 28 04:44 PM
    My Website
    Immunogen and Seattle Genetics: Verging on an Inflection Point [view article]
    While highlighting ADCs from Immunogen and Seattle Genetics Ohad Hammer has conveniently ignored yet another already clinically validated ADC technology that is being developed by Wyeth using a DNA-damaging agent, calicheamicin, as a payload. Their Mylotarg remains presently the only marketed ADC that has been approved by the regulatory authorities. I understand that their follow-on molecule, CMC-544, has shown remarkable clinical activity in early evaluation in B-NHL and is presently listed on the clinicaltrials.gov as in phase 3 trials in B-NHL. Based on their phase I data presented at the ASH, CMC-544 had provided >70% ORR with half as many CRs in B-NHL patients that had failed multiple other therapies available. I wonder whether SGN-35 would be able to reach this level of clinical activity in relatively end-stage patients. If they do, more power to them.

    I agree with Ohad's assessment of AVE-9633 that its development should be discontinued. In spite of the high dosages of this CD33-targeted ADC using the DM4 technology of IMGN, one would expect at least neutropenia as a sign of efficacy of the conjugate. Mylotarg in the same space causes CRs. As an astute observer of the ADC landscape, I am not sold on the IMGN technology. I find the SGEN technology very intriguing.

    What do patients need? A relative safe drug with a modest efficacy or a potent drug with manageable toxicity but provocative efficacy (CRs)? If I were a cancer patient (thank almighty, I am not) I would go with the latter. More later on this and other topics.     Reply
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