ImmunoGen Message Board - Msg: 16708000

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Biotech / Medical : ImmunoGen

IMGN 31.23

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Feb 26 4:00 PM EST

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To: RJMC who wrote (4236)	11/27/2001 11:55:23 AM
From: Icebrg	Read Replies (1) of 5665

SG Cowen presentation. Unfortunately there was a lot of net congestion, so I couldn't get it all. Will have to listen once again when the archived version is available. Some points, which I believed I heard. ImmunoGen has or will very soon have three drugs in pre-clinical development. - The IGF-1 targeting MAB developed by Morphosys. - My9-6-DM1 targeting CD33 (AML). - Undisclosed candidate, which should be the one coming from Raven against ovarian cancer. Mitch again confirmed, that they will have a new one-product agreement signed before the end of the year. We may expect three new INDs from partners next year. Two are known since before, i.e. Herceptin-DM1 and J591-DM1. The third one will according to Mitch come from the partner, who will be contracted before the end of the year (within 5 weeks). That sounds very, if not extremely, optimistic as the pre-clinical development time should normally be 18 - 24 months. (Regardless of what Medarex claims). Either it is something re-appearing from IMGN's past, like My9-6-DM1. Or the stealth partner has already been working on a conjugate before. With DM1 or with a similar drug. Interesting. Ice

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