ImmunoGen Message Board - Msg: 28079187

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Biotech / Medical : ImmunoGen

IMGN 31.23

0.0%

Feb 26 4:00 PM EST

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To: rjk01 who wrote (5488)	4/12/2012 11:33:26 PM
From: Gary Mohilner	Read Replies (2) of 5665

You're right, but GNVC doesn't have the pipeline that AEZS does, though I still like the hearing and balance drug they partnered with Novartis. In the beginning I indicated thinking that AEZS-108 would be bigger than Perifosine in time. While I still don't believe Perifosine's dead, I'm uncertain how the MM trial will pan out. If KERX were to give Perifosine back to AEZS, should it prove to work in MM or any of the other cancers it's shown positive data with, it could be the best thing that could happen to AEZS. I really don't believe that will happen, but it's possible AEZS could contribute to the completion of the trial in exchange for either greater royalties or split ownership for North America. Either way this could be a huge gain for AEZS. As for IMGN, I believe the next substantial price increase will probably come with the NDA either being filed, or more likely a milestone when it has been accepted. Gary

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