Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: NRugg who wrote (4248)	12/16/2001 9:27:11 PM
From: Gary Mohilner	Read Replies (2) \| Respond to of 5665

Norman, I basically agree with you about RB, but it's easy to eliminate the bad taste shorters. What's happened recently on RB is the loss of many of the scientific posters, and that's hurt the site as well. I wish more knowledgeable people would post here, but that doesn't appear to be happening. I recently put something on RB that I'll simplify and put here. What few of us do is look at what has to be going on behind the scenes at IMGN. As I figured it, they are currently conjugating about 25 new drugs that are being used preclinically by partners, potential partners, as well as IMGN itself. Most of us think in terms of the drugs we know are in the clinic or preclinical development. We really need to recognize how much more the company has in development. We must realize that much of this will never see the light of day, but some of it will. IMGN's capacity for conjugating new drugs is tremendous. We know none of the partners really want to handle DM1 at all, that's why IMGN conjugates all drugs at least through Phase II Trials. I don't know how long it takes, but I suspect that IMGN can turn an MAB into a TAP drug in a matter of days or weeks, depending on its priority. All over the world there are companies developing new MAB's, some may be effective by themselves, but most that are internalized will benefit from what TAP Technology has to offer. I believe IMGN's being very selective about who they partner with, but I would guess that if you look at the strongest science, that's where you'll find IMGN negotiating partnerships. Gary