Comments on: Immunogen beyond the T-DM1 delay http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/ Biotech stock reviews Sat, 19 May 2012 10:28:49 +0000 http://wordpress.org/?v=2.3.1 By: sam http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1889 sam Fri, 01 Oct 2010 13:51:33 +0000 http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1889 I have noticed that some traders would buy a small cap biotech a couple months to weeks before a binary event causing the price to rise and then would sell before the "expected" binary event so as not risk losing money on a negative result since small cap biotech tends to fail most of the time. I have noticed that some have made gains using the strategy. However, that is probably not a strategy you use since you believe in the fundamentals in the stock. I guess ignore the last question. However, AVEO made a new 52 week high today on regaining rights to cancer drug. I have noticed that some traders would buy a small cap biotech a couple months to weeks before a binary event causing the price to rise and then would sell before the “expected” binary event so as not risk losing money on a negative result since small cap biotech tends to fail most of the time. I have noticed that some have made gains using the strategy. However, that is probably not a strategy you use since you believe in the fundamentals in the stock. I guess ignore the last question.

However, AVEO made a new 52 week high today on regaining rights to cancer drug.

]]> By: Ohad Hammer http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1885 Ohad Hammer Thu, 30 Sep 2010 21:25:59 +0000 http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1885 What's a biorunup strategy? What’s a biorunup strategy?

]]> By: sam http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1859 sam Fri, 24 Sep 2010 07:40:42 +0000 http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1859 Do you follow any biorunup strategy? If so, what biotechs do you think make good candidates? thanks Do you follow any biorunup strategy? If so, what biotechs do you think make good candidates?

thanks

]]> By: Ohad Hammer http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1846 Ohad Hammer Tue, 21 Sep 2010 11:00:17 +0000 http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1846 They are making solid progress. Not sure about timelines but don't forget the amount of patients eligible for the trial is limited (yet in great need of new treatment alternatives). Ohad They are making solid progress.
Not sure about timelines but don’t forget the amount of patients eligible for the trial is limited (yet in great need of new treatment alternatives).

Ohad

]]> By: dsobek http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1837 dsobek Mon, 20 Sep 2010 21:59:23 +0000 http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1837 Any thoughts on the two new trials MITI announced today? Looks like they are doing well but I thought it a little conservative to expect the pivotal trial to take 2 years to fully enroll. Any thoughts on the two new trials MITI announced today? Looks like they are doing well but I thought it a little conservative to expect the pivotal trial to take 2 years to fully enroll.

]]> By: Ohad Hammer http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1823 Ohad Hammer Sun, 19 Sep 2010 14:09:05 +0000 http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1823 Pfizer had a tough year but it could end it with some very good news for tasocitinib in RA. It also has a lot of early stage compounds that are very innovative but unvalidated. I also like NVS very much. They did excellent licensing deals recently. Mike, at the moment no special plans regarding AVEO. They do have very nice capabilities and their VEGFR inhibitor could be differentiated via good selectivity and better tolerability. Ohad Pfizer had a tough year but it could end it with some very good news for tasocitinib in RA. It also has a lot of early stage compounds that are very innovative but unvalidated.

I also like NVS very much. They did excellent licensing deals recently.

Mike, at the moment no special plans regarding AVEO. They do have very nice capabilities and their VEGFR inhibitor could be differentiated via good selectivity and better tolerability.

Ohad

]]> By: Mike http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1809 Mike Fri, 17 Sep 2010 11:02:15 +0000 http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1809 Ohad, You placed AVEO in your portfolio at some point. Are you planing on writing about it? Results on Tivozanib are due out in mid-2011, but AVEO has not gotten much coverage since the IPO. Thanks, Mike Ohad,

You placed AVEO in your portfolio at some point. Are you planing on writing about it? Results on Tivozanib are due out in mid-2011, but AVEO has not gotten much coverage since the IPO.

Thanks,
Mike

]]> By: sam http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1761 sam Thu, 09 Sep 2010 05:58:34 +0000 http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1761 hello ohad, I know you usually write about small biotech but notice that you have disclosed that you are long phe. Why makes phe attractive compared to other large pharma such as mrk and nvs? thanks hello ohad,

I know you usually write about small biotech but notice that you have disclosed that you are long phe.

Why makes phe attractive compared to other large pharma such as mrk and nvs?

thanks

]]> By: Ohad Hammer http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1701 Ohad Hammer Sat, 04 Sep 2010 05:22:31 +0000 http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1701 I think it's going to be hard to support all of the programs beyond the next year. The $$ they got from the CRGN merger really saved them. I still think they should pursue CDX-011 aggressively and figure out whether or not they have a way to distinguish between patients based on their expression profile. Their ASCO data again had some interesting signs but the numbers are too small and results not a slam dunk. Ohad I think it’s going to be hard to support all of the programs beyond the next year. The $$ they got from the CRGN merger really saved them.
I still think they should pursue CDX-011 aggressively and figure out whether or not they have a way to distinguish between patients based on their expression profile. Their ASCO data again had some interesting signs but the numbers are too small and results not a slam dunk.

Ohad

]]> By: Cloud http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1700 Cloud Fri, 03 Sep 2010 23:47:33 +0000 http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1700 Ohad, CLDX got dump by Pfizer today, similar happened to EXEL with BMY. Do you think there still some hope for CLDX in terms of their shortage of cash? Thanks! Cloud Ohad,

CLDX got dump by Pfizer today, similar happened to EXEL with BMY. Do you think there still some hope for CLDX in terms of their shortage of cash? Thanks!

Cloud

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