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Author: Fuma102 Big red star, 1000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 192  
Subject: IMGN, re-eval Date: 8/9/2011 4:21 PM
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Impression: stay on the sidelines until P2s come out, preferably from IMGN901... nothing moving the needle until next year (T-DM1 P3 results, P2 results from IMGN901...) … Could possibly dip more, not buying unless it goes under 500m cap. Not worth a billion now, theyve got nothing except meager earnings from T-DM1 to rely on.

TDM1
-P3 results in mid 2012, followed by FDA application
- get 10-15m if they pass P3, “mid single digits” of sales
- 5 percent of a billion sales = 50 mill. This is probably a conservative estimate as pointed out in previous guesstimates of sales prices.

SAR3419
-in P2 with Sanofi this year, P1 showed 33% response rate for relapse/refractory NHL

About B-cell Non-Hodgkin's Lymphoma
B-cell lymphomas comprise approximately 85% of non-Hodgkin's lymphomas in the United States and account for about 4% of all cancers. In 2010, over 65,000 people will be diagnosed with NHL and 20,000 people will die from it. The 5-year survival rate for this disease is around 67%

IMGN901
-myeloma, SCLC, ovarian CA, merkel cell (on hold for MCC)
-60% of myeloma had objective response, all had prior tx, 2/3 had 3 or more
-wholly owned
-expect data for SCLC P2 in 2H2012

sources:
http://phx.corporate-ir.net/phoenix.zhtml?c=97573&p=irol...

http://boards.fool.com/1069/re-imgn-it-should-revisit-the-la...

http://boards.fool.com/imgn-future--28910189.aspx

http://phx.corporate-ir.net/phoenix.zhtml?c=97573&p=irol...
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