Biotech Values

[exwannabe]

IMGN/SGEN/ADCs Re: "What's next is to look for results from solid tumors. If this type of result can be repeated in solid tumors, antibody conjugates will dominate the field."

IMGN's T-DM1 (conjugated Herceptin) did quite well in third line MBC (the FDA RTF was on a "technicality" unrelated to the effectiveness/safety).

True, it was not numerically as solid as SGN-35, but this was in a solid tumor, and in patients who were refractory to Herceptin itself.

The major players already have quite a large number of ADC candidates in the labs, and some in the clinic. One would assume that any well targeted MAB is going to be a candidate for conjugation.