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Biotech / Medical : ImmunoGen -- Ignore unavailable to you. Want to Upgrade?

To: misti30 who wrote (2978)	4/3/2000 11:00:00 AM
From: Gary Mohilner	Read Replies (1) \| Respond to of 5665

Misti, I think Mitch has said everything he possibly can, and not violate his agreement with SBH. From what he's told us, we can infer they're seeing efficacy. The press may infer the same, but if they speak to him, he can tell them no more then he can tell us. If they speak to him, he probably cautions them not to put words in his mouth. Jim McCamant's probably recognizes just how well the trials are going, again, he knows official results will come in time. He doesn't want to upstage Mitch or SBH by putting 2 plus 2 together and saying it equals 4. When could we get official results. If SBH were to answer questions at the conference today, we could hear more now. If they don't, and don't permit IMGN to say more at their presentation, it could be a few months more. As they go into the Multi-Dose Phase, I believe the entire protocol will only take a matter of a few months. In that time, we could find the results are Curative, don't you love that word. That's what Mitch indicated the potential was. Certainly, efficacy will be noted sooner, I think it already has, but curative, there's something SBH/IMGN can really hang their hat on. Efficacy could be announced at almost any time, and it would have an impact. Curative may take a few months longer, but the impact would be far greater, especially with regard to how the FDA reacts. Efficacy should get expedited trials. Curative should move the trial into an Expedited Phase 3 Trial with Humanitarian Usage authorized. If the word Curative is applied to Pancreatic Cancer, obtaining approval for the drug virtually around the world should be as expedited as any approval process has ever been. Anyway, that's my view of what could happen. The company's fiscal year ends June 30th, I believe by that time we'll know virtually all we'll need to, and the stock will be trading at levels that are multiples of previous highs. Gary