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Biotech / Medical : Immunomedics (IMMU) - moderated -- Ignore unavailable to you. Want to Upgrade?

To: JohnBeach who wrote (53449)	12/15/2019 8:44:11 AM
From: CPark	6 Recommendations Recommended By bobbseytwins2001 CelebrityEquity EMU2 idahoranch1 patlawche11 and 1 more member Respond to of 63291

"They are different compounds, but with the same ILD problem. It suggests that there is an issue with the ADC construct." This has to be the most probable conclusion, and this is the most ideal outcome for SG. The studies are showing targeting Trop-2 is quite effective, not only by SG, but other Trop-2 ADCs as well. But, other Trop-2 ADCs are showing quite unfavorable safety profiles, most likely due to their ADC construct design. This leaves SG in monopoly position in Trop-2 targeting ADC market. With the combo therapies becoming more and more the norm, SG seems to have quite a bright future.

To: JohnBeach who wrote (53449)	12/15/2019 1:12:06 PM
From: TinfoilHat	3 Recommendations Recommended By bobbseytwins2001 idahoranch1 summer_sky Respond to of 63291

Thanks for catching my slip JB. Totally correct that DS8201 targets HER2 whereas DS1602 targets Trop2, however both had deaths associated with the Daiichi drug treatment. Unstable linker, or non specific binding is most likely. Someone posted an article a bit ago that mentioned Kodiak & IMMU getting scooped up by insiders. In that article it says SeattleGenetics bested Immu in Bladder Cancer. investor.seattlegenetics.com If you read this article, you will see SGen paired EV103 with Merck’s PDL1 drug Keytruda in 1st line therapy, and while 70% of patients had a favorable response, one patient out of 50 or so died from the combo. Another handful had what I understand is irreversible neuropathy damage. SG has nowhere near that level of side effects. Sgen bested SG in Bladder cancer you say? Let’s hold that thought until SG gets paired results with PDL1 in 1st line therapy to call the Bladder cancer aka Urothelial cancer horse race.