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Biotech / Medical : ImmunoGen
IMGN 31.230.0%Feb 26 4:00 PM EST

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From: Whitmore G.6/12/2023 10:04:07 PM
1 Recommendation   of 5665
 
The blood disorders space is huge! The decision to expand into it with their superior ADC linker payload technology is pure genius. I say superior because it's superior to the current Industry leader SGEN's linker tech in no small part because they're synthesis process is better engineered, and coupling it to the Biotherapeutics OGAP discovery platform makes it the clear winner in the search for better ORR. Further more it's demonstrated with the latest trial results reported by IMGN. Seagen's phase 2 innovaTV 204 ORR reported as 24% versus the 32.4% ORR reported by ImmunoGen in their pivotal SORAYA trial of mirvetuximab soravtasine in ovarian cancer. Granted its a comparison of cervical versus ovarian but one can very reasonably argue that the ovarian cancer is the more serious prognosis and there fore even more to the advantage of the IMGN ADC platform
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