ImmunoGen Message Board - Msg: 28373753

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Biotech / Medical : ImmunoGen

IMGN 31.23

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Feb 26 4:00 PM EST

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From: Gary Mohilner	8/30/2012 8:03:40 PM
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I generally like Ohad, but when he says only 3 of the drugs in trial warrant further development he's misstating what's been said. Junius indicated 3 compounds should be advancing near term, that certainly doesn't mean others won't be. No drug company in its right mind would continue to spend money on trials once they've determined the drug's not going to make it. Certainly some of the others may not make it, but trials just aren't far enough along to determine what they can, and cannot do. As for AEZS, they just began dosing in the Cancer Cachexia trial for AEZS-130 and frankly the trial is constructed more like a Pivotal Trial than a Phase IIa. It's blinded with a placebo control group. We'll not be hearing results as early as I'd hoped, but if results are positive, I suspect they'll attempt to include them in what could be a larger registrational Phase II which could conclude as early as next year. If the IIa results are really positive and the drug's approved next year for HGH deficiency detection, they'll probably gain substantial off label use for cancer cachexia as currently there is no approved treatment. I still believe AEZS is dramatically under-priced. Gary

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