Immunogen Marktkapitalisierung: 2/3 des Cashbestandes - 500 Beiträge pro Seite

[southbound]

All time low: 0.83$
Aktuell: 2.18$

Gilt zu beobachten.

[Thierri]

Das macht nicht viel aus. Es gibt viele Aktien, die unter ihrem Cahsbestand gehandelt werden. Das ist heute kein Grant für steigende Kurse.

Trotzdem viel Glück.

Gruß Thierri

[tigertim]

Tach - Cashbestand wird gegenwärtig aufgrund des Cashburns mit Null, die Technologie aufgrund der großen Unsicherheit nach Mitch`s Bekanntmachung am 24. Juni mit fast jarnix bewertet.
Einsteigen erst, wenn die Nachrichtenlage wieder stimmt, das wäre mein Rat. Im Moment scheint mir CEGE die bessere (und sicherere) Anlage...
BTK könnte noch die 200 sehen - dann wäre IMGN vielleicht unter 1$ zu haben??

tt

[southbound]

ema 50 @3.21$

[vst]

Immunogen explodiert und niemand bemerkt es. Gestern in den USA +50% und heute geht es in Deutschland weiter !

[southbound]

CEO’s Message July 31, 2003

Today we announced that ImmunoGen has entered into a significant collaboration with Aventis, the world’s seventh largest pharmaceutical company and a global leader in oncology.

I am not going to repeat the content of the release here – you can read it elsewhere on this site. Instead, I’ll focus on what the collaboration means to us.

The deal with Aventis is a huge step toward achievement of our goal to be the leader in the application of monoclonal antibodies to the treatment of cancer. It enables ImmunoGen to develop more products, faster than would otherwise be possible, and partners us with the global powerhouse in oncology. We are delighted to have the resources of Aventis behind the new products we will create together as well as the three preclinical products they licensed from us.

We now have a third route to market for our products. First, we can develop our own products – by ourselves or in partnership with other companies. Second, we can continue to license out our Tumor-Activated Prodrug (TAP) technology to other companies to create important products. Third, now we can develop and bring products to market with Aventis.

At the same time, this collaboration significantly reduces ImmunoGen’s burn rate and substantially strengthens our financial resources. We can now build our business in ways not previously possible, including strategically.

As noted in the release, Aventis chose ImmunoGen because of our broad expertise in the use of antibodies to treat cancer. This includes, most importantly, the hallmark of ImmunoGen’s antibody capabilities, our TAP technology. But it also reflects our extensive capability and experience in target evaluation and validation, antibody development and assessment, humanization, and cell-line development and scale-up. ImmunoGen can quickly and efficiently turn a promising cancer target into a naked antibody or TAP product candidate ready for clinical evaluation and production. We know how to make antibody-based anticancer products, and Aventis knows how to develop and sell novel anticancer products.

We expect to be able to create substantially more products than we could have achieved on our own. Because Aventis will contribute cancer targets as well as financial support to new product development, our scientists will have more targets to work with to create new products and more resources to advance these products.

Aventis has licensed three product candidates in our research pipeline: a potential new treatment for acute myeloid leukemia; a potential new treatment for a number of solid tumors, including breast, lung, and prostate cancers; and a potential new treatment for certain B-cell malignancies including non-Hodgkin’s lymphoma. So, these products will now have substantially more resources behind them – to get them into the clinic, through development, and onto the market. And we will no longer be funding the development of these products, which frees up our cash to broaden our interests beyond what we could have done without this partnership.

Let me go through the specifics of the financial terms to the extent that I can.

ImmunoGen receives $12 million upfront, which we will get this quarter. ImmunoGen receives committed payments of over $50 million in R&D support during the three-year term of the collaboration. And, as noted in the release, the agreement can be extended for up to two additional years, so we would receive additional R&D support during the extension. That could bring the total committed funding up to $99 million to ImmunoGen.

Aventis has commercialization rights to the products developed within the collaboration and to the three products licensed from our research pipeline. ImmunoGen retains an option to certain co-promotion rights in the United States on a product-by-product basis.

For each of these products, there are milestones due at specific stages based on development and regulatory achievements. The milestones total between $20 million and $30 million per product. Additionally, ImmunoGen is to receive royalties on the sales of the products that come to market from this collaboration. Aventis and ImmunoGen have not disclosed the level of the royalties.

Aventis is responsible for the manufacturing, clinical testing, registration, and marketing of the products covered by the collaboration, including all associated costs.

So, we have increased the support behind the three product candidates in our research pipeline and gained a strong commercialization partner for them. We have substantially expanded our opportunity to produce new products and we have a strong commercialization partner for them as well. We will have more cash available to broaden our interests. At the same time, we can continue to do partnerships, including ones around our TAP technology.

This is a momentous event for ImmunoGen.



Top of the page


Copyright © 2003 ImmunoGen, Inc. All rights reserved.
Last Updated: May 8, 2003

[meislo]

Nach Coup mit Limit einsteigen! (31.07.2003)


Ein spektakulärer Coup im Reigen der Allianzen im Biotech-Sektor veranlasst die Spezialisten von Global Biotech Daily zu einer Kaufempfehlung. Allerdings dürfte der Markt heute sofort auf die Meldung reagieren, weshalb nur limitiert zugegriffen werden sollte. So hat die amerikanische Entwicklerin von Krebsmedikamenten Immunogen (WKN 878613) eine bedeutende Kooperation mit dem französisch-deutschen Pharmakonzern Aventis geschlossen: Beide werden bei der Erforschung, Entwicklung und Kommerzialisierung von antikörpergestützten Krebsbekämpfungspräparaten zusammenarbeiten. So wird Aventis die Vermarktungsrechte für jedes Medikament übernehmen wird, das aus der Allianz entsteht. Für die bereits jetzt erfolgende Übernahme dreier experimenteller Wirkstoffe zahlt Aventis bereits jetzt zwölf Millionen US-Dollar und weiter erhält Immunogen durch die Zusammenarbeit über drei Jahre hinweg 50 Millionen Euro an Forschungsgeldern. Nachdem die Aktie in Deutschland bereits deutlich nordwärts läuft, sollte versucht werden, mit einem harten Limit unter 4 Euro einige Papiere ins Depot zu legen.

[southbound]

IMGN

ema50: 4.11
ema100: 3.89
ema200: 3.74

[southbound]

für eine kurzfristinvestment sieht es ganz gut aus:

1. bounce von der ema 50@4.11$ (Freitagtief@4.15$)
2. supportlevel 4.15 - 4.25
3. slow stoch oversold
4. btk auf auf support@420

kurzfristig:
Ziel IMGN: 4.8$-4.9$
Ziel BTK: 460-465

SL:
IMGN: knapp unter 4$
BTK: 300

[southbound]

Kommando zurück:

SG Cowen: Zurückstufung auf underperform

[southbound]

Ein User meinte, es gibt viele Aktien, die unter ihrem Cashbestand gehandelt werden, und ohne Schulden. Die soll mir mal einer zeigen.