I bought a whole bunch of Jan 2018 5 calls. I mean, it's always a no-brainer (famous last words of bankrupt biotech investors, right?). Last night I was studying IMMU 132, comparing it to competitors in bladder cancer. Man, though only 44 pts. have been evaluated so far, it is superior to all of the other drugs (see my stocktwits tweet storm). And SGEN knows it. In the cc to discuss the deal, they were gloating. So many possibilities. The risks? I don't know, but with a MC of 500m, and a drug fast-tracked for approval by eoy, and other very encouraging data in other indications (bladder data yesterday, for example), I really cannot see how this could be a bad bet. Anything can happen, but with the data I've seen from breast cancer study, AA is all but guaranteed. I mean, just compare the Adverse Effects. Tecentriq, accelerated approved recently, has 10/15% severe Adverse Effects, and 35% of patients had an Adverse Effect that led to dose interruption. IMMU 132 is candy compared to the others. Potential market, I believe, is 600m, though I could be wrong here. Room for a lot of players.
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