Comments on: Micromet - Biting Cancer (Part II)

By: rick

rick — Sat, 23 Aug 2008 01:42:02 +0000

Ohad:
I am very sorry that I was in a rush hence I made an error in my post.
Let me make the questions again.
1)Why the continuous infusion of MT103 will cause much less side effects than non-continous infusion? (Normally, I would guess that continuous infusion will get more MT103 volume into a patient, hence it seems more likely to cause more side effects.)

2)”A closer look at patient demographics reveals that patients in the highest cohort were younger and less heavily pretreated compared to patients in lower doses, which might explain the 100% response rate. ”

Could you elaborate about the above words? Why patients in the highest cohort were younger and less heavily pretreated compared to patients in lower doses, which might explain the 100% response rate?

Thanks a lot in advance.

By: rick

rick — Fri, 22 Aug 2008 14:57:20 +0000

Ohad:
I really enjoyed to read your artile here.

I have a few questions
1. What is the exactly mechanism behind the fact that a continuous infusion will significantly decrease MT103?

2. What do you mean that the MD103 responsive cohorts are mostly young cohorts who have been heavily treated by Rituxin? (Sorry that I do not remember the exact words which is somewhere buried in your long article)

Can you elorate on that ?

Thanks a lot.

By: Ohad Hammer

Ohad Hammer — Sun, 27 Jul 2008 13:53:48 +0000

I still recommend holding it, as long as the BiTE platform keeps on producing such impressive results. The reason for the recent run is still unknown but it could have something to do with a large licensing deal in the making. For more clinical data we’ll have to wait until December.

By: Steve

Steve — Wed, 23 Jul 2008 15:52:28 +0000

Ohad;

thanks for familiarizing us with this great company!
bought a nice chunk of MITI based on your analysis and am very happy at the moment, needless to say.
Do you still recommend holding the stock even after the agressive move?

Thanks
Steve G.

By: Ohad Hammer

Ohad Hammer — Fri, 14 Mar 2008 16:48:34 +0000

I don’t think there was anything provocative in what I wrote about IMGN.

I am still bullish about the company for the long run, even though it will surely have its share of failures.

Expanding the number of clinical programs through partners seems like the best strategy for the company, especially under current market conditions, and hopefully, additional programs will be announced this year. I like the fact that both IMGN388 and BIIB015 target solid tumors and utilize the DM4 linker but we’ll have to wait and see. Anyway, I don’t think it will have any material effect this year.

For the short term, the only real driver is data from the T-DM1 trials, maybe at ASCO. IMGN901 might also have an effect, depending on the activity it will have near the MTD.

By: druggie

druggie — Thu, 13 Mar 2008 23:47:03 +0000

any current thoughts on immunogen. i have seen your work in the past and know wrote some provacative articles..

any thoughts on their immediate future now that BIOGEN and BIOTEST both filed IND’s and imgn388 scheduled to all come to clinic before end of june 2008.

stock price found its support and rallied. now its time for imgn to deliver more…

By: Ohad Hammer

Ohad Hammer — Thu, 06 Mar 2008 14:32:21 +0000

Thanks for the kind words.

The MT110 trial was originally expected to be launched in Q4 of last year. I don’t know what’s holding them down, but management sounded very determined with regard to advancing this compound into the clinic.
The timeline for MT110 is still not clear. I doubt that we’ll see anything substantial (good or bad) this year….

By: c_doyle

c_doyle — Wed, 05 Mar 2008 17:37:34 +0000

Hi Ohad

Great article.

Do you know why it takes these guys so long to launch the Bite antibody for solid tumors trial you mentioned? How long will it be before we see some results from that trial, in your opinion?

Thanks