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

To: Biomaven who wrote (9299)	10/14/2003 2:40:45 PM
From: Gary Mohilner	Respond to of 52153

Peter, I really believe it's too early to rule out any of IMGN's drugs in clinical trials. It's true that they're not curing refractory patients as monotherapies, but they are probably extending life. To me, the real question that must be answered is how will they do in patients who are properly screened for the drugs, and when they are not refractory patients. Also, what will they do when combined with the gold standard drugs. As for the gold standard treatments, that depends on which cancer's involved. To the best of my knowledge, Pancreatic Cancer is still almost as deadly as it has always been, but life is being extended by gold standard drugs. I know the preliminary results don't look that good for pancreatic cancer, but who knows what will happen when it's used with early stage patients combined with other drugs. Preclinically we know that C242-DM1 wasn't particularly more effective in combined therapy, but people are different. N901-DM1 on the other hand had great results when used at low levels combined with Taxol. I believe that these trials will be run, but of course, IMGN is insisting on a new partnership for C242-DM1 before proceeding, likewise, we know that the partnership for N901-DM1 will be the subject of further review before they proceed with additional trials. It could be awhile before full fledged Phase II Trials on either of these drugs may proceed. Gary