Glad to hear your view is optimistic of the combination. FRa is a significantly viable target. Over expressed in well over 80% of Ovarian, TNBC and Colon Cancer. I forget the exact percentages. Time will soon tell if the biologicals are synergistic but from Knutson's preclinical models, they are expected to be. :)
On the IMGN topic, it's not wrong to be optimistic about IMGN chances for clinical success. There's is a mAB, and not competitive to TPIV; though to an outsider it may appear that way. Essential IMGN it's the Herceptin of FRa. Likely the two should be able to combine well, again similar to the way Herceptin and TPIV HER2-neu vaccine are synergistic. IMGN stock is getting beat up though, mostly because the Company recently decided to de-risk their trial. When changed their FRa mAB trial endpoints to PFS and the market was not fond of the change as it appeared as an admission of a possible poor overall response rate (data unseen). Reality is that it is extremely difficult to get a 30% response rate so the company's action to take a de-risk move makes sense. Management took what they, I suspect, may have thought to be a short term hit for a long term gain, clinical success. Unfortunately they then executed a move to raise money at these levels. Another hit on the stock price, additional downward spiral. It may be a few more months before the shorting on their stock reverses to go long again. Long term though, I'm expecting TPIV to be equivalent in market cap. Both exhibit promise.
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