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Friday, 04/05/2013 6:23:02 AM

Friday, April 05, 2013 6:23:02 AM

Post# of 97237
TDM1 being used in other cancers already. Speaking of cancer stocks IMGN I think will have a good year. Stopped out on cldx but no stops on IMGN.

Thought this was good too know and interesting. The hospital charged way more then genentech though

Since the diagnosis, his cancer has been controlled by various medications that attacked his cancer cells and healthy cells alike. As a result, he has been struggling with fatigue, loss of hair, and swelling of his leg.But a promising new drug recently approved by the Food and Drug Administration appears to be the solution for treating Bennett's cancer without the debilitating symptoms that makes him feel “sick as a dog,” he said.

Bennett's HER-2 positive cancer is Ampullary adenocarcinoma, targeting his biliary tract, the common anatomical term for the path by which bile is secreted by the liver then transported to the first part of the small intestine. 
http://www.fosters.com/apps/pbcs.dll/article?AID=/20130404/GJNEWS_01/130409668/-1/rocnews

Doctors seem to love it
http://www.google.com/search?redir_esc=&redir_esc=&hl=en&source=android-browser-type&v=200400000&qsubts=1365156372668&q=tdm1%20doctor

Even with small royalty percentage once approved for first line could bring in a lot of revenue for IMGN. I think earnings for what it is approved for now will be a surprise.

Interim data for IMGN901 SCLC is about 4 months away with a lot of other stuff in the workks.

Would watch today was mentioned on mad money last night may try and take profits and reentrer if spikes. Made money on this stock on approval run up sand approval. Think I am now long.

ImmunogenCramer said Immunogen [ IMGN 15.54  +0.40 (+2.64%) ]develops a unique kind of cancer treatments – something called targeted antibody payload technology."Basically, Immunogen's drugs use antibodies to hunt down cancer cells—like a guided missile—and then they hit the cancer with a highly-toxic payload that's anywhere from a hundred to a thousand times more potent than traditional chemotherapy," Cramer said.The company achieved a milestone back in February when the FDA approved Kadcyl , a breast cancer drug that has the potential to be a major blockbuster."It has the potential to generate $6.7 billion in peak sales by 2020 if it gets all the additional approvals needed," said Cramer.However, this drug was developed in partnership with Roche, [ ROG-CH 221.60  +0.10 (+0.05%) ] and that deal cuts into Immunogen's profits. But, perhaps more important, Cramer said the FDA approval validates Immunogen's technology."That's important because this company has a near-term pipeline full of drugs that it actually owns outright, unlike Kadcyla. They have a small cell lung cancer treatment that we should get phase 2 data on in the second half of the year—potentially a billion dollar opportunity."Also Cramer thinks the downstream pipeline looks promising, too. "Immunogen has some early stage drugs: one for lung and ovarian cancer, one for Lymphoma, one for head and neck cancer, of course, all of these will remain in trials for years before they're ready to be submitted to the FDA."
http://m.cnbc.com//id/100617774

Cramer said shares of ImmunoGen have doubled since he first recommended it in November 2009, but this $1.3 billion company still has a lot of room to run. The company's targeted cancer therapies are far more potent than old-line treatments.While recent drug approvals may benefit ImmunoGen's many partners more than itself, Cramer said the approvals validate the technology and will translate into big wins for the company's many other drugs in its pipeline. He advised waiting for a pullback in the stock before buying in ahead of its April 12 analyst day.http://www.thestreet.mobi/story/11888150/1/cramers-mad-money-recap-economists-dont-know-stocks.html

Has a lot going on in this year and the future. Also keeping an eye on SGEN.


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