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Biotech / Medical : Biotech Valuation

CRSP 55.95

-0.6%

3:59 PM EST

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To: nigel bates who wrote (3406)	4/11/2001 10:14:09 AM
From: Biomaven	Read Replies (1) of 52153

Nigel, From the MLNM PR, it seems pretty clear that they plan to use the IMGN technology as at least part of their anti-PSMA approach: "Our recently announced relationship with ImmunoGen provides us with access to their Tumor-Activated Prodrug (TAP) technology, including exclusive access to this technology for further development of anti-PSMA therapies, which represents a major asset that we bring to the development program. It is becoming increasingly clear that some significant companies view the IMGN technology as a platform. Lots of tumor-specific antigens still to be discovered, so my guess is we will see a steady stream of announcements like this. Of course the rest of us haven't yet seen a really convincing demonstration that the technology works and is readily generalizable. But DNA, MLNM etc. must like what they see. "Tools" are out of fashion right now, but platform technologies will at some point regain the spotlight. I've been adding some to ABGX, MEDX and IMGN waiting for that day. GZTC has potential as a platform, but I'm sitting that one out waiting to be convinced. Peter

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