ImmunoGen Inc (IMGN)

[exwannabe]

As best I can figure it is a combination of the RBC downgrade and the PFS numbers on the patients with prior bevacizumab exposure.

The confirmatory MIRASOL trial has PFS as the primary. In SORAYA the PFS was OK, but better in bev naive patients.

The concern is that the SORAYA trial might have had less bev patients because it required a PARP inhibitor but the confirmatory MIRASOL trial does not require PARPs, so could have more bev exposure.

I do not know how real the concern is. Alas I only have the dumbed down video and PRs to base it on. Hopefully somebody can get the full presentation soon.