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    • Genentech Pipeline: Too Good To Settle for Less? [view article]
      chris.. you forgot genentech's followup to the blockbuster drug Herceptin, now in multiple phase 2's and soon a pivotal P-3. Trastuzumab-dm1. This drug is a collaboration between
      DNA and IMGN

      If the phase 2 data holds strong and it appears it will, TDM1 will greatly enhance the 4.5 billion in worldwide sales that Herceptin currently generates.       Aug 16 08:25 AM
    • Genentech’s New ADC Platform Has Much Potential, but Is Yet to Be Tested on Humans [view article]
      ohad.. any reasons you can think of as to why dna is delaying in announcing a pivotal trial. Is it FDA related? surely the data confirms that tras-dm1 works far better than herceptin unconjugated, and the need to get new drugs deeper into clinical trials and approved for this patient pop/MBC. the recent data for the combo of tykerb/xeloda is not overwhelming. surely this appears to be a slam dunk to enter a pivotal trial sooner than later . Aug 14 12:11 PM
    • Why is Wall Street Ignoring ImmunoGen? [view article]
      bt redneck.. i dont think there is any conspiracy theory between dna and imgn. the phase 2 just finally dosed its 110th patient according to a patient in the trial.

      dna has also announced two other phase 2 trials, both of which could be registrational according to a top dna official, sue hellmond? sp

      With parent Roche, already opting in on trastuzumab-dm1 last sept 2007, this drug, barring a major side effect, and so far nothing even close to a major SE has been found, will have enough statistical significance between either of those two trials in the MBC setting to file for approval sometime in 2010. I suspect only that the possible announcement of a pivotal trial or P3 may be the trigger for a milestone payment, and thus genentech may be holding off until later this year. With genentech still on the hook for approx 37 million in future milestones, and about to enter phase 3, the milestone could approach the 10-15 million mark. Even for genentech, this is a significant cash outlay. But rest assured, it will be paid to immunogen, likely sooner than later.       Jul 30 05:57 PM
    • A Biotech Bloom in July [view article]
      option dragon.. you should look into immunogen .. imgn and dna have a drug in multiple phase 2 trials and soon a phase 3 trial, trastuzumab-dm1 for metastatic breast cancer. it kills all previous data for herceptin in trials, and may be one of the drivers for Roche wanting a deal for genentech.Herceptin has sales of 4.5 billion worldwide and its very likely that trastuzumab-dm1 may encroach on those sales as genentech much pay a royalty to immunogen on the sales of the new drug. Jul 28 08:32 PM
    • Should Genentech Become Part of Roche? [view article]
      having been a shareholder of dna in the past, and wishing to be able to own them in the future, this is a bad idea for dna the company, but a great idea for dna shareholders..

      american companies are basically selling at 25-50% off suggested retail prices. compared to many foreign currencies..

      US currencies are currently at their virtual lows .... should roche take dna private.. keep them that way, for 2-3 yrs.. then roll them out again as a publicly traded company, roche again will profit heavily as the US dollar firms up and outperforms other currencies over the next few years...       Jul 26 05:02 PM
    • Genentech Earnings: Great Formatting, But Not So Great Sales [view article]
      I know you are not breaking down the pipeline but DNA has a unknown future blockbuster ready to drive earnings going forward.. The drug's name is trastuzumab-dm1.

      It's currently in two phase trials, a once-a-week dosing phase 1 trial, and an every-3-week dosed phased 2 trial. The data derived so far indicates DNA will push this drug into a pivotal phase 3 trial sometime in the next 6 months. And likely within 18 months, the FDA will approve the drug for MBC, metastatic breast cancer.

      MBC patients ultimately have few choices at this stage, given that the current most promising drug is Tykerb + Xeloda which barely even pushes the needle for response rate. I have yet to see or hear you comment on trastuzumab-dm1, but I am confident you will in the very near future.

      Trastuzumab-dm1 is a joint effort between Immunogen and Genentech using IMGN's toxin and linker technology along with DNA's Herceptin monoclonal antibody.       Apr 13 09:30 AM
    • Genentech Meeting: Conservative Guidance Under Casual Dress [view article]
      mike, i have been an ardent follower on genentech for many years, love the company and their stock. but you are missing the next "big thing" in the genentech pipeline.

      the next generation herceptin is on the horizon in the name of
      trastuzumab-dm1. its herceptin + dm1. a maytansine derivative once thought to be too toxic for chemotherapy. but genentech, with the help of Immunogen,(IMGN) tamed the toxicity, tweaked the linker formulation, and now tras-dm1 is poised to eventually take over where herceptin left off, not just holding the cancer at bay, but once and for all, finally curing patients.

      Everyone knows Herceptin is a great drug, abeit one with limitations. Most patients eventually fail herceptin. Response rates for Herceptin are but 20-25% in a naive patient population. With
      TRASTUZUMAB-DM1 response rates are approximately 80% according to the first phase 1 trial dosed every 3 weeks. Subsequent phase 2 data dosed at 3.6mg/kg is not yet available, but anecdotal evidense from this heavily treated patient group is still showing a response rate 3x herceptin alone rate. In oncology we measure improvement in weeks, and months. With trastuzumab-dm1 we are seeing improvement in multiples of the original herceptin trials.

      Sometime soon the mainstream media, yourself included, will take note of trastuzumab-dm1, and the patients whose life it's saving.       Mar 17 11:03 PM
    • Investors May Prefer to Stay Away from DNA [view article]
      help is on the way for DNA.. ... the cavalry is rounding up its horses. DNA has a drug in phase 2 trials.. TRASTUZUMAB-DM1 for the treatment of MBC. metastatic breast cancer. early indications show both treatment regimens .. once a week , and once every three weeks, both are working to halt the disease progression in patients with breast cancer. TRASTUZUMAB-DM1 is a monoclonal antibody, HECERPTIN, conjugated via a liker, MCC, to a MAYTANSINE toxin. performs in the same manner as HERCEPTIN alone, but now has a poison attached which kills the cancer.

      we currently have anecdotal evidence that this drug is staving off tumor progression, clearing metastatic tumors of the liver and lung. in just a few doses.. and in patients who have already failed up to 3 previous therapy regimens of chemotherapy. it wont be long, late 2009 before DNA gets approval for this drug.       Jan 15 07:53 AM
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