Biotech Values

[turtlepower]

ARIA IMGN - I am invested in IMGN as well but I think at this point TDM1 is likely to be a 3rd line treatment only to be used in patients who progressed on Tykerb. The jury is still out on Rida. However the fact that the PII Rida trial does not have a comparator arm is a negative IMO. Even if the results are positive there is nothing to compare with. TDM1 had less efficacy in terms of PFS in the trial with Tykerb.