Medarex Inc. (MEDX)

All Comments on MEDX

  • commenter
    User 155044
    Sep 30 10:33 AM
    Cancer Stocks Plunge Following ASCO Meeting [view article]
    EXCELLENT JOB, Reply
  • commenter
    Olboy2
    Aug 13 02:56 PM
    Cancer Stocks on the Go: Winners and Losers [view article]
    I agree with paviov, However I would like to know about the new developments the phase II and III studies that are going well, where is the advancement taking place, how close to a cure, what company has the potential winning drug ?? Reply
  • commenter
    02603sec
    May 19 05:08 PM
    General Discussion on MEDX
    haha well it's almost Summer '08 What happened to the 2-4 drugs? now it looks like maybe 2010? Y'all need some fastrackin'!


    On Apr 06 05:19 AM SeekingAlpha Editors wrote:

    > Is this a buy or a sell?     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:19 AM
    My Website
    General Discussion on MEDX
    Is this a buy or a sell? Reply
  • commenter
    Ohad Hammer
    Jul 08 11:04 AM
    My Website
    The "Naked" Truth About Antibodies For Cancer Therapy [view article]
    Thank you for your great replies. IMGN is shaping up to be a true leader in the immunoconjugate field, but no one knows exactly when this market will kick into gear. I must admit, though, that their Trastuzumab-DM1 results have been far from being impressive imho. They haven't published a scientific article about this trial so perhaps it's too early to comment, but the results look as if it was just another naked antibody, instead of a highly toxic compound (cytotoxicity of maytansine is thought to be 200- to 1000-fold higher than that of other tubulin polymerization drugs like taxol, and its deriviatives, like DM1, are even more toxic). it doesn't imply their technology is inferior, it just means that they'll have to try agian and again until they make it. in drug development statisitics are alway against us, so many agents must be evaluated before finding a truly successful one.

    I am planning to write an article about IMGN but for now I am working on several other articles, including a SGEN article which (hopefully) will be published next month.

    Ohad     Reply
  • commenter
    skitahoe
    Jul 05 04:31 PM
    The "Naked" Truth About Antibodies For Cancer Therapy [view article]
    I believe IMGN's latest guidance is for 2 to 4 drugs by June 2008, the end of their fiscal year. Eight targets currently are licensed to IMGN's partners, and the CEO has guided that SNY will claim at least ten targets to license from IMGN's pipeline by the end of August, 2008. By the end of 2009 the potential of going substantially higher than 4 to 6 new drugs is great.

    Something we have almost no knowledge of is just how much work has been done preclinically since the SNY partnership took place. We know SNY has a choice of up to 20 targets from IMGN's pipeline, and that the choice was from 40 or more targets in the pipeline. If over the five years of the partnership many of these 20 to 40 targets they've been looking at have advanced substantially preclinically, by the end of 2009 either IMGN or SNY may put one or more of these in the clinic. Today we know of at least one that SNY intends to bring to the clinic as it appears on SNY's website, even though the drug's not yet licensed with IMGN.

    I hope everyone knows when I'm referring to a target it actually represents potentially many different drugs. PSMA was the target IMGN licensed with MLNM, who also had the rights to J591 an MAB developed by BZL which targets it. There are other MAB's that also target PSMA, IMGN won't license them as long as MLNM holds the target rights. While MLN2704 didn't go to Phase II, it was a conjugate of J591 with DM1 with one of IMGN's oldest linkers. Today IMGN could conjugate that MAB with different linkers as well as different effector molecules. It could also conjugate other MAB's targeted at PSMA, but only for MLNM, or if MLNM agreed to sell or abandon its license with IMGN. No one outside the partnered companies seem to know how long licenses are for, so it's also possible that in time they expire if drugs are not being actively pursued from the license.

    I believe that Tras-DM1 could be the first approved TAP drug, though there are other possibilities. As I see it, ten or twenty years from now DNA could come back to IMGN and improve on the drug with a better linker, effector molecule, or both, as I don't believe the license would expire just because a drug was approved from it.

    These are just my opinions, but I've been invested in the company almost from the beginning.

    Gary     Reply
  • commenter
    genvec cures
    Jul 05 03:34 PM
    The "Naked" Truth About Antibodies For Cancer Therapy [view article]
    hammertime.. could you write an article on immunogen (imgn). IMGN has many partners as you know.
    DNA and AVE being the most prevalent. DNA currently owns 3 other licenses to bring new tap conjugates into phase trials. Though DNA has not yet identified the targets, patents on file suggest prostate and ovarian cancers, along with NHL being the potential targets for drugs and possibly have trials begin sometime in calendar 2008.

    IMGN also likely expects its partners BIIB, CNTO, Biotest, and SAN_AVE to bring conjugates into clinic with the next 18 months.

    IMGN will likely have 4-6 new drugs in the clinic by yaer end 2009.     Reply
  • commenter
    Alan
    Brochstein
    Jun 18 12:54 PM
    My Website
    Cancer Stocks Slide Again [view article]
    I wanted to point out an error in the article - GNVC is developing a pancreatic cancer treatment (not vaccine). Reply
  • commenter
    Alan
    Brochstein
    Jun 11 02:51 PM
    My Website
    Cancer Stocks Plunge Following ASCO Meeting [view article]
    Miles, I have a negative bias towards small biotech companies, especially ones like this that have a terrible history of underperforming the stock market, generating losses and diluting with equity issuance. That isn't to say that one might find a diamond in the garbage can, but, I think that one is actually more likely to find a diamond in the garbage can. If one of these companies is creating a truly novel, revolutionary treatment, I personally believe that an investor would have plenty of time to buy later at a higher price and still make a ton of money.

    Note, I don't have an opinion specifically on Insmed other than my general observations in the above paragraph.     Reply
  • commenter
    milesjrobert
    s
    Jun 11 12:00 PM
    Cancer Stocks Plunge Following ASCO Meeting [view article]
    Dear Sir,
    What is your current opinion on Insmed?
    Thank you very much,
    Miles Roberts     Reply
  • commenter
    Mr Mister
    Jun 04 06:00 PM
    Cancer Stocks Soar With Annual ASCO Meeting [view article]
    Your table is too over-crowded to be useful. Next time skip the industry, HQ city and state as it is meaningless except for job seekers. Nice try though. Reply
  • commenter
    Alan
    Brochstein
    May 30 05:14 AM
    My Website
    Cancer Stocks on the Go: Winners and Losers [view article]
    You get what you pay for, then. If I could publish this list in advance, well, I would be doing it from my boat in the Bahamas!

    Many investors look at price action in order to alert them to areas where they should be focused. Is the move overdone (take profits), or is it sustainable (consider buying).     Reply
  • commenter
    pavlov
    May 29 11:54 PM
    Cancer Stocks on the Go: Winners and Losers [view article]
    Telling me about stocks after the fact don't do shit for me!!! Reply
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