ImmunoGen Inc (IMGN)

[vinmantoo]

I don't think is it too late for people to buy into IMGN or to increase their shares, but it comes at a cost as you have to pay for the information gained from MIRASOL. Not only is Elahere in more trials, this time for PSOC (Platinum sensitive Ovarian cancer), they have other ADCs including an updated and improved follow up to Elahere, called IMGN151. The pre-clinical data presented so far sure makes IMGN151 look impressive and better than Elahere, as it shows efficacy against low, medium and high alpha foliate expression and has a longer lasting ADC linker. However, these improvements in IMGN151 could affect toxicity so obviously clinical trial data is the key. The phase I trial of IMGN151 is already in progress and its estimated primary completion date is Sept 30, 2023 so is a ways off.

Here is the IMGN151 pre-clinical data.

https://aacrjournals.org/cancerres/article/80/16_Supplement/2890/642251/Abstract-2890-IMGN151-A-next-generation-folate

Here is the IMGN151 phase I trial.

https://clinicaltrials.gov/ct2/show/NCT05527184