skitahoe

Immunogen's Bright Future (Part II)

Ohad,

I agree with much you say, and you certainly have much greater technical expertice than me, but my understanding of a few things is different from yours. Please check if I'm wrong.

As I understand it DM4 does bind more securely than DM1, but I think each will work with IMGN's various different linkers. Likewise IMGN's different linkers will work with Taxanes they've developed, and also DC's which haven't been mentioned in some time.

Back when C242-DM1 was in trials there were two patients, I believe with colon cancer, who nearly had partial responses. The benefits they got from the drug may have been sustained for over a year. To me this is saying that with the right patient mix and the right protocol C242-DM4 should work in a manner that's superior to the DM1 based product. I believe the key is the right patients, and perhaps a protocol that includes other forms of chemo. If this drug were in the hands of someone with far more funds, I believe several trials would be run to determine how to best utilize the drug.

From their comments it appears that SNY has done this with My9-6-DM4 and now they're saying they have POC. They haven't said what exactly that means, but we should find out at ASH when it's anticipated they'll be discussing the drug. If POC means to SNY what it normally means, the drug should advance in trials shortly.

Gary