IDPH--Positive preliminary results for pivotal trial of ID Message Board

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Biotech / Medical : IDPH--Positive preliminary results for pivotal trial of ID

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To: Richard Belanger who wrote (316)	1/27/1997 6:55:00 PM
From: Brad C. Dunlap	of 1762

Hi Richard, IMGN is trading at a very low mkt cap so any good news on their phase III trials for NHL would surely send their stock up considerably in value. From what little I know of IMGN my impression is that they have been in phase III for what seems to be a very long time. I also believe that they have had HAMA problems with their antibody and I'm sure this is one reason why the study has not concluded. I believe they are testing HIV patients that have undergone bone marrow transplants with lymphoma. You might want to double check with the company since its been over a year since I have spoken with IMGN. I do think there is more potential in their small molecule products that are in the preclinical stage and the recent announcement pertaining to the patent on mouse/human antibodies. Idec's Primatized antibodies are off to a good start with the positve results to date in rheumatoid arthritis where the antibodies are used in repeated doses{historically very difficult for monoclonal antibodies}. IMGN new mouse/human antibody might be a threat but it appears that we'll have to wait for sometime since they are very early in their studies. Idec has stated many times" Primatized antibodies,that are based on macaque monkey and human antibody components. Structurally similar to human antibodies, primatized antibodies may avoid the problems of immunogenicity or immune rejection associated with mouse derived and even many HUMANIZED antibodies". IMGN did have a cash problem and you need to check that out as well. In summary IMGN is a cheap stock but probably cheap for a reason. Their preclinical and recent antibody patent look exciting, but this part of thier business is very early.

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