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I didn't listen, but skimmed the presentationhttp://seekingalpha.com/article/3100016-immunogens-imgn-ceo-dan-junius-q3-2015-results-earnings-call-transcript?page=1 Once again the market over reacted IMHO to no really bad news. Sure, one drug which we new about is subject to reassessment and may, or may not, return to the clinic. Otherwise they're progressing on many fronts. I skimmed through the document quickly, but can't remember any reference to IMGN901 at all. As I see it the company still owns the drug, but no doubt M.D. Anderson will in some way share the profits if they find one or more paths to approval. I believe post ASCO we'll know much more about several drug trials and the overall consensus will be positive, though some drug trials may disappoint. We need to realize that the first time a drug goes into trials you may not get the protocol right. If you have the staying power to make changes and try again, you may still have a blockbuster. Let's see the direction Roche takes, I believe they'll improve the protocol and try again in the same target audience. I've always agreed with those who believe that IMGN should put a more positive spin on all sorts of things, but clearly they feel that being low key, and letting the science speak for itself is how to do business. It's time for the science to generate the excitement. On a personal note, today I get my last outpatient chemo, which has been very easy to tolerate. Yesterday they also put in a Hickman, rather than a PIC line, it's a short surgical procedure, but they put me out for it. Minor pain but hoses coming out of your chest aren't the most pleasant things to look at. Saturday I check in for roughly a month, and the heavy chemo starts right away, stem cells due on Wednesday, day zero. Gary |
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Msg # | Subject | Author | Recs | Date Posted |
42627 | Re: I didn't listen, but skimmed the presentation | Karabec | 1 | 4/24/2015 1:52:26 PM |
42631 | Re: I didn't listen, but skimmed the presentation | houdini | 0 | 4/24/2015 2:57:51 PM |