Sprycel and other chemo's are working, but still have a way to go. In the last month my numbers went down from .05 to .01, good progress, but the Doctor at City of Hope wants 0.0000. They'll check again July 9th, but I won't know for a few weeks. I expect to see continued progress, but don't know that I'll see four zero's yet. Side effects are still uncomfortable, but tolerable, as I continue to adjust to them.
IMGN on the other hand continues to offer positive results in trials and preclinical development, but the Street is looking for money, and that's taking longer than most of us thought. As I understand it, IMGN should be getting milestone payments for Kadcyla approvals in Japan and Europe, but the real money will come from royalty payments on sales and that's taking time. I believe that Roche's production capability is growing and we'll know they're becoming aggressive about sales when Kadcyla commercial fill the airways they way other drugs do. For now, Roche appears content with trials that almost certainly will expand the labeled uses, but doesn't appear to be pushing Oncologists to look at greater off label use.
Gary |
