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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?


To: nigel bates who wrote (109)5/5/2000 5:09:00 PM
From: JOEBT1  Read Replies (1) | Respond to of 2243
 
Nigel-IMGN did their own humanizing on both C242-DM1 and N901. They refer to it as a resurfacing technology in which they replace the mouse components of the antibody with human components. It is working in the colon cancer trial- no immune system response or toxicity after 4 doses. They think very highly of their resurfacing technology which they developed with some company in England. They think it is comparable to or better than PDLIs' technology. (I'm going to check out Biovation to see if it's the company that IMGN worked with on resurfacing)



To: nigel bates who wrote (109)5/5/2000 5:17:00 PM
From: Torben Noerup Nielsen  Respond to of 2243
 
Nigel,

I've been watching and accumulating IMGN since the beginning of the year. I was aware of their low cash position, but I wasn't too concerned due to their partners and the low market cap. I figured they'd be munched if they ran out of cash and there would probably be a premium.

I'm up to around 30K shares now and I'm considering adding more if it starts to head North for real.

Thanks, Torben