Re: slide 18. Very
"Adjuvant currently accounts for about Half of Herceptin sales now." plus
"I have already figured limited use of TDM1 in Adjuvant, that being said I see TDM1 being about a 3 to 3.5 bil a year bringing IMGN about 150 mil a year by 2014.(Remember TDM1 will cost more per patient)"
Let me add to your increased cost of T-DM1, that more patients will benefit from this treatment, and those patients will remain longer on this drug. This should provide a tremendous boost in volume of this agent when comparing it to naked Herceptin use of today. Too early for me to put a dollar figure on it.
"I have a feeling that delay you mentioned was somehow connected to the patent IMGN just pulled.. hmmm"
Yes, I believe Roche informed IMGN politely that it could get very expensive for them if they didn't withdraw that approved patent. Unresolved issue could well have delayed ongoing/further development of agent.
"There are strong indications that Roche will begin gastric trials soon."
Very, don't let me hang here, what do you know?