Biotech Values

[poorgradstudent]

>I don't see how you can say IMGN's technology has not been validated given the results for T-DM1 to date and the fact that it still appears to be on track for approval.<

DNA took IMGN's linker tech and worked on it in-house to make the trastuzumab conjugate. Prior to that, IMGN's trials with their linker tech had failed and they noted specifically that they were getting side effects due to uncoupling of the toxin from the antibody.

Therefore, I think it is reasonable to question whether or not IMGN has unfettered access to the improved linker tech devised by DNA.