Many are asking our opinion on the Wall Street Journal’s article on Alzheimer’s Disease. To begin with, we would like to state that we do not believe that the beta amyloid hypothesis has failed with regard to Alzheimer’s Disease (AD), but that clearing the plaques has failed because the treatments were given after the disease has reached the stage of no return, i.e., when  the nerve cells could not be resurrected. That’s why there are still fervent believers in the beta amyloid theory who say that beta amyloid needs to be attacked very early in the disease cycle—perhaps before symptoms begin—for such medicines to work.    More...

Before we comment on what some ImmunoGen’s (IMGN) shareholders’ believe was a staged, premeditated assault on the firm during the question and answer segment of the firm’s financial conference call, we decided to revisit with the recorded session. ImmunoGen reminded its shareholders and the analysts about the advantages of its conjugated monoclonal antibody Trastuzumab emtansin (T-DM1) over the use of (Herceptin alone in all HER2+ metastatic breast cancer patients. Various trial results demonstrated T-DM1 significantly improved both overall survival and progression-free survival of HER2+ metastatic breast cancer patients with fewer adverse events than Herceptin. These results were the basis of the NDA submitted to the FDA and the European Medicinal Agency in August 2012. More...