Comments on: A Busy Month for Immunogen (Part II)

By: Ohad Hammer

Ohad Hammer — Sun, 11 Apr 2010 10:59:40 +0000

sam,

yep, ARQ 197 is one of if not the best c-MET inhibitors out there. It’s always possible that some of the new inhibitors will perform better but most of the competition is rather early.
I just posted a new article on ARQL following the results. At the end you can find the portfolio. We haven’t made any changes. I will definitely consider buying more ARQL after seeing results at ASCO.
Can’t blame anyone who sells after seeing nice gains. I don’t know if they have other reasons or not.

ohad

By: Ohad Hammer

Ohad Hammer — Sun, 11 Apr 2010 10:53:33 +0000

heymang,

Looks like they want to at least have the opportunity to go all the way alone until completion of the pivotal ALL trial. I can certainly see the rationale there although I’d do a licensing deal to pursue the NHL and CLL markets.

Ohad

By: sam

sam — Thu, 08 Apr 2010 04:13:58 +0000

dsobek, just in case ohad is busy, I will email it to you right now.

By: dsobek

dsobek — Wed, 07 Apr 2010 21:42:37 +0000

Can you send me the arql article (dsobek@hotmail.com) as well? Thanks.

By: sam

sam — Mon, 05 Apr 2010 20:05:38 +0000

Thanks for the article. You mention that arql is competing with at least 10 other c-MET inhibitors so does this mean arql is one of the most attractive of them? Also, you often adjust you positions in the biotech portfolio by buying some and selling others…what would you sell or add now?

Also, BVF seems like they are taking some of their profits from arql…selling more than 3.7 million shares.

Your opinions are apprciated.

By: Ohad Hammer

Ohad Hammer — Mon, 05 Apr 2010 18:07:42 +0000

biotech_fan,

I doubt they’ll use the exact Erbitux sequence due to patent issues. This presentation is more of a proof of principle for the technology imo. We know they have their own EGFR antibodies…

ohad

By: Ohad Hammer

Ohad Hammer — Mon, 05 Apr 2010 18:05:52 +0000

sam, it’s hard to say until data is published two months from now at ASCO (I suppose). Anyway, there’s much more to ARQL than this specific trial, although no doubt it’s a very big thing.

Ohad

By: biotech_fan

biotech_fan — Mon, 05 Apr 2010 17:27:22 +0000

hi ohad,

looks like miti is using cetuximab as their basis for bite-egfr

Poster Title: “Evidence of a therapeutic window with a T cell-engaging BiTE antibody based on monoclonal antibody cetuximab (Erbitux)”

Presentation Date/Time: Monday, April 19, 2010, 2 – 5 PM ET

Presenter: Ralf Lutterbuese, Micromet

Abstract Number: 2429

By: sam

sam — Wed, 31 Mar 2010 22:19:16 +0000

I also would enjoy reading the aricle you were going to publish and appreciate it if you can email it to me, too?

My email is pyramidhunt@yahoo.com

Arqle is now only up about 65% down from about 115%.

Volume was over 400 times the daily average today.

Do you believe you positive results is fully affected in the stock’s price?

By: heymang

heymang — Wed, 31 Mar 2010 21:00:47 +0000

Ohad,

What do you think about the secondary offering from MITI? Do you think the stock is starting to get expensive? Do you believe MITI will go at it alone with MT103 or are you looking at them partnering it again(outside the US at least)?

By: Ohad Hammer

Ohad Hammer — Wed, 31 Mar 2010 17:08:59 +0000

Sepp,

It’s no longer relevant as it discusses the phase II study prior to the data published today.
Send me an email and I’ll send you a copy.

ohad

By: Sepp

Sepp — Wed, 31 Mar 2010 14:37:30 +0000

Hi Ohad,

it would still be very interesting to read the article on ARQL. I would appreciate if you would publish it.

Also: Congratulations!

With best regards,

Sepp

By: Ohad Hammer

Ohad Hammer — Wed, 31 Mar 2010 14:24:10 +0000

Well done ARQL! They rightfully earned this one with their well designed clinical program and solid execution.

Too bad the article I was going to publish this weekend is no longer relevant…

ohad

By: sam

sam — Wed, 31 Mar 2010 14:04:55 +0000

ARQL more than doubled in price today when it reported a phase II trial showed that its ARQ 197 drug candidate demonstrated a 66% improvement in median Progression-Free Survival (PFS) in patients with advanced, refractory non-small cell lung cancer (NSCLC) when used in combination with erlotinib.

ARQL was a sleepy stock until today.

By: sam

sam — Wed, 24 Mar 2010 20:45:37 +0000

You have spoken much about cldx except that you were kinda neutral on it after crgn was bought out.

CLDX 011 formerly onwed by crgn…you were positive about its promising effects on breast cancer while not assigning much value to the skin cnacer conidtion, however, its olds news but they reported positive news in december (old news).

However, CDX -110 results will be released out mid year and it showed promising results before when it extended survival from 26 months vs 15 months from temodar.

Seems like there might be surprise to the upside?

Do you still consider cldx just a hold?

By: denny

denny — Mon, 15 Mar 2010 21:40:41 +0000

Also are you planning to buy more ARQL?

thanks
Denny

By: denny

denny — Mon, 15 Mar 2010 20:07:24 +0000

Ohad,

What is your take on ROSG? Is it a buy now??

Thanks
Denny

By: Ohad Hammer

Ohad Hammer — Sun, 14 Mar 2010 07:55:12 +0000

ARQL.

By: sam

sam — Tue, 09 Mar 2010 20:36:16 +0000

ITMN just narrowly recieved a positive recommendation (FDA might request a new phase 3 trial).

EXEL is down more than 7% today after laying off 250 works/restructing.

Can you give a few names that you are considering to publish?

Thanks,
Sam

By: Ohad Hammer

Ohad Hammer — Sun, 07 Mar 2010 13:24:23 +0000

Thanks, Sam.
I’ll try to publish something in a couple of weeks time. Still haven’t decided what companies to write about, plenty to choose from…

Ohad