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Biotech / Medical : Immunomedics (IMMU) - moderated

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bobbseytwins2001

idahoranch1

summer_sky

To: JohnBeach who wrote (53449)	12/15/2019 1:12:06 PM
From: TinfoilHat	3 Recommendations of 63291

Thanks for catching my slip JB. Totally correct that DS8201 targets HER2 whereas DS1602 targets Trop2, however both had deaths associated with the Daiichi drug treatment. Unstable linker, or non specific binding is most likely. Someone posted an article a bit ago that mentioned Kodiak & IMMU getting scooped up by insiders. In that article it says SeattleGenetics bested Immu in Bladder Cancer. investor.seattlegenetics.com If you read this article, you will see SGen paired EV103 with Merck’s PDL1 drug Keytruda in 1st line therapy, and while 70% of patients had a favorable response, one patient out of 50 or so died from the combo. Another handful had what I understand is irreversible neuropathy damage. SG has nowhere near that level of side effects. Sgen bested SG in Bladder cancer you say? Let’s hold that thought until SG gets paired results with PDL1 in 1st line therapy to call the Bladder cancer aka Urothelial cancer horse race.

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