This cartoon of IMGN’s T-DMI comes from a recent Roche webcast. I found it noteworthy because of the ‘3.5:1’ notation in the caption.
Can you clarify what you find noteworthy about that? I'm trying to understand the context of the 3.5:1.
Separately, I will say, after listening to the Roche CC last night for any additional Danoprevir guidance in Q&A (there was no additional guidance or mention of the drug beyond that quote from the Seeking Alpha transcript), you can tell how important T-DM1 is to Roche just on how often the drug was cited by Roche during their planned remarks. That has to bode well for IMGN. I should go back and listen to the call as I do have IMGN on my watch list. I know there was some discussion by Roche about their strong expectation of having premium pricing for T-DM1 compared to Herceptin worldwide. There was also a fairly critical question from one analyst questioning some type of safety aspect of T-DM1 (and possibly efficacy as well) being worse compared to the control arm, but Roche seemed to be able to counter the question fairly well. I should go back and listen as I was only partially paying attention to that specific Q&A.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.