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Ohad Hammer  

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  • Why It's Time to Sell ImmunoGen [View article]
    There is certainly value for the technology but at the moment it probably represents 15-20% of the company's market cap. The platform is crucial for long term growth but the real catalysts are successful drugs.

    I wouldn't expect Genentech/Roche to use Immunogen's technology as broadly as they do with Seattle Genetics although it could happen in certain cases.

    Biogen's program (CRIPTO) probably didn't yield good results. Biotest's drug has activity but just like IMGN901 they will need p2 combination trials to obtain real clinical poc.

    I haven't heard a lot about the engineered Thiomab technology. Don't know if it is being pursued.

    Ohad
    Jul 26, 2011. 08:18 AM | Likes Like |Link to Comment
  • Why It's Time to Sell ImmunoGen [View article]
    No doubt T-DM1 has a bright future. No doubt, Immunogen's technology can generate additional promising candidates like T-DM1, there are simply no such programs at the moment. As the number of IMGN-powered agents that reaches the clinic grows, the higher is the likelihood of having successful programs like T-DM1.

    As I wrote, it is simply a matter of valuation and timing.

    Ohad
    Jul 25, 2011. 03:38 PM | 1 Like Like |Link to Comment
  • Drugs to Watch at ASCO 2011 [View article]
    I never really knew how to evaluate perifosine. On the one hand, it's the most advanced Akt inhibitor but on the other I haven't seem a lot of evidence of the drug's direct anti-cancer activity. The combination trial in multiple myeloma is backed by a non-randomized p2 from what I recall. The only interesting data was in CRC with Xeloda, I think but it was pretty small.

    Regarding their vaccine, I am not familiar with it at all, will check.

    Ohad
    Jun 3, 2011. 04:22 AM | 1 Like Like |Link to Comment
  • Drugs to Watch at ASCO 2011 [View article]
    Thanks.
    I couldn't find anything about non-squamous in Roche's pr but until the patient populations in both trials are assessed using the same standards it is hard to reach a conclusion here. For example, perhaps in Arqule's trial there was an imbalance of MET+ patients in the non squamous subgroup which led to an apparent superior activity as opposed to squamous patients.

    Ohad

    Jun 2, 2011. 09:04 PM | 1 Like Like |Link to Comment
  • As Seattle Genetics Strengthens Its Foothold Within Genentech, What About Immunogen? [View article]
    Thanks, all are good long term picks. CLDX is somewhat less of a platform for now even though they have some interesting early stage immunotherapy programs.

    Ohad
    May 5, 2011. 02:22 PM | Likes Like |Link to Comment
  • 3 Clear Winners of ESMO 2010 [View article]
    CLDX is relatively cheap for a company with two advanced programs. This is mainly due to lack of randomized data and cash balance issues. The next potential catalyst is CDX-011.

    Best,
    Ohad
    May 2, 2011. 09:30 PM | Likes Like |Link to Comment
  • 5 Oncology Drugs Available for Partnering [View article]
    It will surely bring out more info on the utility of this agent in breast cancer. CDX011 must demonstrate a superior response rate to physician's choice, preferably in the 20-30% range to justify a pivotal study as a single agent. I dont know about triple neg BC even though the selection criteria should enrich patients for this subtype.

    Ohad
    Apr 29, 2011. 09:10 AM | Likes Like |Link to Comment
  • 5 Oncology Drugs Available for Partnering [View article]
    I am not sure how meaningful Ariad's exposure to Bellicum is. It's probably not that big.

    John, IMGN and SGEN are two companies on which I am still extremely bullish . My next write up will include 5 additional companies with unpartnered assets. SGEN will probably be one of them.

    Ohad
    Apr 28, 2011. 04:22 PM | Likes Like |Link to Comment
  • A Look at Immunogen Beyond the T-DM1 Setback [View article]
    Thanks!
    Mar 29, 2011. 01:07 PM | Likes Like |Link to Comment
  • Morphosys' Growth Story Remains Intact [View article]
    Thanks for sharing those links. Very inspiring.

    Ohad
    Mar 8, 2011. 11:42 AM | Likes Like |Link to Comment
  • Exelixis: Going Where No Drug Has Gone Before [View article]
    Thanks. I guess the only way to explain BMS' decision is that they made it prior to the first anecdotal cases of bone resolution. I just can't see any other reason for a company to walk away from such a promising program.

    Ohad
    Feb 23, 2011. 01:29 PM | 1 Like Like |Link to Comment
  • The Winner of ASH 2010: Seattle Genetics [View article]
    I guess their achievements on the clinical and BD fronts speak for themselves.

    Ohad
    Dec 30, 2010. 03:25 PM | Likes Like |Link to Comment
  • The Winner of ASH 2010: Seattle Genetics [View article]
    the drug may be cheaper in Europe but the US pricing may be higher than 50k as practically every HL patient is expected to derive benefit from SGN-35.

    Ohad
    Dec 27, 2010. 12:29 PM | Likes Like |Link to Comment
  • The Winner of ASH 2010: Seattle Genetics [View article]
    That's usually the case in Europe
    Pricing could be slightly higher imo

    Ohad
    Dec 27, 2010. 12:37 AM | Likes Like |Link to Comment
  • The Winner of ASH 2010: Seattle Genetics [View article]
    It depends on who you ask as there are a lot of variables from prevalence, pricing, treatment duration, market penetration etc.
    The difference between US and worldwide you got seems too large.

    Ohad
    Dec 26, 2010. 02:25 AM | Likes Like |Link to Comment
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142 Comments
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