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Biotech / Medical : Smithkline Beecham (SBH)
SBH 9.675-0.6%Jul 18 9:30 AM EDT

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To: Gary Mohilner who wrote (60)3/11/2001 7:02:43 PM
From: TI2, TechInvestorToo   of 61
 
INfo GSK partner IMGN-->
Perhaps time to start a GSK thread!
TI2
geocities.com
ImmunoGen (IMGN) March 6, 2001

This information comes from IMGN company reports, the company website, patents, abstracts, news reports, and knowledgeable investors.
It is not meant to be complete.
The accuracy and or veracity of any information derived from this webpage or the weblinks listed is not guaranteed.
Invest at your own risk.

Start Here:
IMGN Website
immunogen.com

IMGN Website Company Overview
immunogen.com

IMGN Website CEO Message
immunogen.com

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Possible Targeted Diseases (info from patents):
tumor cells
virus infected cells
microorganism infected cells
parasite infected cells
autoimmune cells (cells that produce autoantibodies)
activated cells (those involved in graft rejection or graft vs. host disease)
any other type of diseased or abnormal cells

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Chemotherapeutics in development for antibody conjugate drugs (info from 10k):
DM1
DC1
taxane derivatives
DNA intercalating agents such as doxorubicin derivatives

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Scientific Reading:
C242-DM1 First Presented Human Data (11/10/00)
imgn.com
oncolink.upenn.edu (CEA explanation)

IMGN Publications
immunogen.com

IMGN Patents
164.195.100.11.

Some IMGN Abstracts
American Association for Cancer Research abstract search
aacr.edoc.com

A sampling of abstracts from the American Association for Cancer Research as posted on the Raging Bull Message board
ragingbull.lycos.com
ragingbull.lycos.com
ragingbull.lycos.com
ragingbull.lycos.com
ragingbull.lycos.com
ragingbull.lycos.com

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Upcoming Conferences:
iredge.com

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Drug pipeline in chronological deal order:
definition: For most cancer drug trials there are three phases, I/II then II then III. The first phase has the unusual I/II designation because only patients with the disease take part in the study.

02/03/99 Partnership with GlaxoSmithKline (GSK) [formerly Smith Kline Beecham (SBH)]
C242-DM1 (SB-408075) Colorectal, Pancreatic, other solid tumors
Under terms of the agreement, in addition to royalties, ImmunoGen could receive up-front cash and milestone payments totaling more than $40 million. GSK will receive exclusive worldwide rights to commercialize huC242-DM1, except in certain Far East territories. GSK and ImmunoGen will collaborate on the remaining development. ImmunoGen will have responsibility for the product's initial assessment in humans. (GSK pays costs after phase I)
prnewswire.com. deal
prnewswire.com. single-dose study commences (12/9/99)
prnewswire.com. multi-dose study commences (9/21/00)
Currently in phase I/II multi-dose clinical trial to determine MTD (maximum tolerated dose) which began 9/00 and is expected to last less than a year. Phase I/II single-dose trial continues because no adverse effects have been seen (no toxicity, no immune response seen yet as dose level increases.) Phase I/II began 12/9/99 and was expected to last 6-9 months. Longer than expected phase I/II studies mean that more drug is tolerated than was expected.
immunogen.com "Almost all of the patients" "disease has not progressed" (6/?/00)
imgn.com (First Presented Human Data: single-dose) (11/10/00)
oncolink.upenn.edu (CEA explanation)
fda.gov Orphan Status designated for SB-408075 (C242-DM1) with Pancreatic Cancer (12/07/00)
Use your browser's find feature within the "edit" pulldown menu.
fda.gov re: compassionate use before full marketing approval "What is the process to obtain a particular orphan drug?"
GlaxoSmithKline pays for trial costs after phase I/II.
corp.gsk.com GlaxoSmithKline (GSK) Inaugural Investor Meeting (02/22/01)
Slides 30-39. Drug SB408075 is C242-DM1 by IMGN (colorectal, pancreatic)
This is the first that I know of that GlaxoSmithKline has spoken publically about IMGN's first drug in trials.

11/10/99 Purchased option to license an antibody developed by Duke and Johns Hopkins Universities
prnewswire.com. deal

02/24/00 collaboration with SUNY Stonybrook to develop taxane based prodrugs
prnewswire.com. deal

05/04/00 Partnership with Genentech (DNA)
anti-HER2-DM1 Breast Cancer
awaiting clinical trials
no cost to IMGN
ImmunoGen will be reimbursed for any preclinical and clinical materials and receive milestone payments and royalties on net sales
prnewswire.com. deal
corporate-ir.net. Genentech Investment Community Meeting (02/21/01)
(pre-clinical Breast and Prostate studies possibly IMGN drugs)

05/05/00 Partnership with British Biotech (BBIOY)
huN901-DM1 Small-Cell Lung Cancer
British Biotech has been granted the exclusive right to develop and commercialize huN901-DM1 in the European Union and Japan. ImmunoGen retains the rights to commercialize huN901-DM1 in the United States and the rest of the world, as well as the right to manufacture the product worldwide.
prnewswire.com. deal
immunogen.com 12/30/00 IND filed for HuN901-DM1

05/08/00 Partnership with Genentech (DNA)
license to develop a TAP with any antibody Genentech has
awaiting clinical trials
no cost to IMGN
The agreement provides for an up-front technology access fee of $3 million and potential milestone payments-assuming benchmarks are met-of up to nearly $40 million per antigen target, and royalties on net sales of resulting products. Genentech will be responsible for manufacturing, product development and marketing of any products developed through the collaboration; ImmunoGen will be reimbursed for any preclinical materials that it makes under the agreement.
prnewswire.com. deal

09/06/00 Partnership with Abgenix (ABGX)
license to use develop a TAP with any antibody Abgenix has
no cost to IMGN
ImmunoGen will receive $5 million in technology access fee payments, as well as potential milestone payments, and royalties on net sales of any resulting products.
prnewswire.com. deal

10/02/00 Partnership with MorphoSys (www.morphosys.de)
unspecified cancer targets
MorphoSys will receive a technology access payment, as well as development-related milestone payments and royalties on marketed products.
prnewswire.com. deal
morphosys.com technology description

11/29/00 Partnership with Genzyme Transgenics Corporation (GZTC)
for drug production of HuN901
GZTC will develop goats that express huN901 in their milk.
IMGN pays Genzyme Transgenics
prnewswire.com. deal

01/25/01 Partnership with Avalon Pharmaceuticals (http://www.avalonrx.com/)
Avalon will provide gene targets to ImmunoGen, and ImmunoGen will be responsible for development, manufacturing and commercialization of any resulting products.
prnewswire.com. deal

03/05/01 Partnership with Millennium Pharmaceuticals, Inc.
Millennium will acquire a license to utilize TAP technology in its antibody product research efforts and an option to obtain exclusive product licenses for a restricted number of antigen targets during the collaboration. The terms of this multi-year agreement call for an undisclosed up-front technology access fee, potential milestone payments per antigen target, and royalties on net sales of any resulting products. Millennium will be responsible for product development, manufacturing and marketing of any products developed through the collaboration. ImmunoGen may produce preclinical and clinical material, at Millennium's request, for manufacturing payments. The agreement can be renewed for one subsequent three-year period for an additional technology access fee.
prnewswire.com.

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Articles/News (most recent first):
03/06/01 "Millennium, ImmunoGen in deal to share technology in fighting tumors"
By Naomi Aoki, Globe Staff, 3/6/2001
Here's a quote from a Millennium Pharmaceuticals Inc. executive.
"His colleague, John Maraganore, the company's senior vice president for strategic product development, said ImmunoGen's seek-and-destroy technology may be the key to turning Millennium's knowledge of genes into breakthrough cancer treatments."
boston.com.

03/05/01 Millennium Pharmaceuticals Inc.(MLNM) and ImmunoGen Form Multi-Product Antibody Collaboration
prnewswire.com.

03/05/01 ImmunoGen Appoints New Chief Financial Officer prnewswire.com.

02/22/01 GlaxoSmithKline (GSK) Inaugural Investor Meeting
corp.gsk.com
Slides 30-39. Drug SB408075 is C242-DM1 by IMGN (colorectal, pancreatic)
This is the first that I know of that GlaxoSmithKline has spoken publically about IMGN's first drug in trials.

02/21/01 Bio CEO and Investors Conference: ImmunoGen (IMGN) presentation
informedinvestors.com

02/21/01 Genentech (DNA) Genentech Investment Community Meeting (pre-clinical Breast and Prostate studies possibly IMGN drugs)
corporate-ir.net.

02/08/01 Quarterly Conference Call
stream1.iims.intelonline.com.

02/08/01 Quarterly numbers
Operational cashflow positive, new accounting method spreads received milestone payments over a longer accounting timeframe.
prnewswire.com.

02/01/01 Dain Rausher Wessels initiates coverage at buy.
biz.yahoo.com

02/01/01 Company Confirms Full Support of Lawsuit Against Fraud Involving The Company's Stock
prnewswire.com.

01/25/01 Partnership with Avalon Pharmaceuticals (http://www.avalonrx.com/)
Avalon, a genomics company to provide antibody targets to ImmunoGen who will develop manufacture and commercialize the drugs.
prnewswire.com.
Stevens INC comments on Avalon Pharmaceuticals Deal
stephens.com.

12/30/00 IND filed for HuN901-DM1
immunogen.com

12/15/00 report by SG Cowen

12/10/00 report by Adams, Harkness and Hill
firstcalladvantage.com.

12/07/00 Orphan Status designated for SB-408075 (C242-DM1)
fda.gov use your browser's find feature within the "edit" pulldown menu
re: compassionate use before full marketing approval "What is the process to obtain a particular orphan drug?"
fda.gov

11/29/00 (9:40AM) SG Cowen Global Healthcare Conference
talkpoint.com

11/28/00 Adams, Harkness and Hill starts coverage
biz.yahoo.com
List of IMGN reports from this broker
ahh.com

11/23/00 Robertson Stevens starts coverage
biz.yahoo.com

11/16/00 Stock offering of 4 million shares
prnewswire.com.
Lead managed by SG Cowen Securities Corporation and co-managed by Robertson Stephens, Inc. and Adams, Harkness & Hill, Inc.
freeedgar.com.
As of 09/30/00:
a) 38,352,683 common shares outstanding (includes 4 million shares from proposed secondary)
b) 3,006,288 shares of common stock reserved for stock options at $3.63
c) 2,576,665 shares of common stock reserved for warrants at $4.35
d) shares reserved for issuance upon the exercise of other warrants in an aggregate amount equal to the quotient obtained by dividing a total of $11.1 million by the average closing sale price of common stock on the Nasdaq National Market for the five consecutive trading days preceding the date of exercise, at an exercise price equal to such average closing sale price.

11/12/00 Annual Meeting notes from shareholders
ragingbull.lycos.com.

11/10/00 C242-DM1
phase 1 poster presentation (First Human Data) imgn.com
(CEA explanation) oncolink.upenn.edu
press release prnewswire.com.
early abstract aacr.edoc.com
poster #459 nddo.nl

11/09/00 Individual Investor Article
individual*investor.com/tbd/article.asp?ID=24075 (copy, paste, remove *)

11/08/00 HuN901-DM1
preclinical press release prnewswire.com.
abstract aacr.edoc.com
poster #118 nddo.nl

10/04/00 Stephens INC starts coverage
stephens.com

10/03/00 Investors Business Daily
New Cancer Treatment Helps Biotech Recover by Gloria Lau
“This is one of the most exciting new drugs in oncology today,” said Dr. Anthony Tolcher, principal investigator and associate director of clinical research at the Institute for Drug Development in San Antonio. “There are very few drugs that come along in our cancer world that cure solid tumor cancer. The whole potential of delivering chemotherapy directly to tumors as opposed to the entire body is exciting. It’s early, but (the data are) encouraging.”

09/21/00 C242-DM1 Multi-dose protocol begins in Chicago and is run by Richard L. Schilsky, M.D.
prnewswire.com.
n.b. Richard L. Schilsky Biography uchospitals.edu

09/20/00 Leerink Swann & Co. begins Coverage
quote.bloomberg.com.

09/20/00 SG Cohen Comments
cnetinvestor.com.

09/20/00 The Wall Street Journal New England Edition
Heard in New England: ImmunoGen's Stream of Partners May Keep Its Investors Dancing by Andrew Caffrey
Gary Hatton, of Granaham Investment Management, Waltham, Mass., who invests in health-care stocks for mutual fund giant Vanguard, is betting the Abgenix and Genentech working partnerships will set off a chain reaction among other companies trying to design monoclonal antibodies for cancer therapy. If those two leaders in the field have decided ImmunoGen's technology is necessary, "everybody's going to want to use it," Mr. Hatton says. "They are likely to do deal after deal." He recently bought about 750,000 shares, or 2.3% of shares outstanding.

09/18/00 Stevens Conference Notes by "techinvestortoo"
ragingbull.lycos.com.

09/18/00 Stevens Conference Notes from the press
sfgate.com.

09/07/00 SG Cohen begins coverage
cnetinvestor.com

09/07/00 Biotech Insight mention by Dr. Ronald Garren
biospace.com

08/17/00 Cashflow positive
prnewswire.com.

07/05/00 John MacCamant Interview (IMGN- near the 15 minute mark)
biz.yahoo.com

06/21/00 "Biotech Recommendations"
vuwin.on24.com.

06/02/00 "Magic Missiles"
doubletwist.com.

03/27/00 Bio2000 Dr. Sayare, IMGN CEO Presentation
informedinvestors.com (audio)
ragingbull.lycos.com (text excerpts)
etc...

05/18/98 CEO Interview
nextwavestocks.com

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Apoptosis Technology, Inc. (private company and 97% owned by IMGN)
Possible target diseases include: Viruses, Cancer, AIDS, Parkinson's, Alzheimer's, MS, Arthritis

ATI Publications
immunogen.com

Message board posts
ragingbull.lycos.com.
ragingbull.lycos.com.
ragingbull.lycos.com.

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Other Research:
Medical Technology Stock Letter (Jim MacCamant)
bioinvest.com

Biotech Insight Stock Newsletter (Dr. Ronald Garren)
biotechinsight.com

American Cancer Society Statistics
cancer.org

FDA Finds New Ways to Speed Treatment to Patients
verity.fda.gov.

Biotech Index (Nasdaq)
dbc.com.

[Free] Edgar (SEC filings)
freeedgar.com

European Patents
ep.espacenet.com

Life Sciences Revolutionary Therapies Report (250 pages)
Summary is on page 147 and Immunogen is on pp. 179 - 181
stephens.com

ViWes (short interest)
viwes.com

Wallpost (link of financial links)
wallpost.com

Winners and Losers - 1 Year Industry Stock Returns
host.cnbc.com.

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Other Cancer/Medical links:
toxicity levels
ecog.dfci.harvard.edu

asco.org

biospace.com

cancer.med.umich.edu

cancernet.nci.nih.gov

cancernet.nci.nih.gov

cancertrials.nci.nih.gov

centerwatch.com

clinicaltrials.org

clinicaltrials.gov

www-dcs.nci.nih.gov

themedengine.com

recap.com

One CEA Test
cea-scan.com

The Carcinoembryonic Antigen (CEA): Past, Present, and Future
mjm.mcgill.ca

Practice Parameters for the Treatment of Rectal Carcinoma-Supporting Documentation
fascrs.org

OncoLink FAQ: CEA and the Oncoscint Scan
cancer.med.upenn.edu

CEA description
oncolink.upenn.edu

Carcinoembryonic Antigen as a Marker for Colorectal Cancer (part 1)
asco.org

CEA-Scan Detects Hidden Tumors in Bowel (Colon, Rectum) Cancer 03/26/98
pharmacology.about.com.

Malignant effusions
infobiogen.fr

Blood Tests
livercancer.com

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