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 NHLAbout B-cell Non-Hodgkin's LymphomaB-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 2H2012sources: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.aspxhttp://phx.corporate-ir.net/phoenix.zhtml?c=97573&p=irol...
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