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ROG - ImmunoGen: Turning Around In A Coronavirus Environment
Rogers Corporation
The stock market is filled with individuals who know the price of everything, but the value of nothing. - Phillip Fisher
In the cancer research world, the space of antibody-drug conjugates has performed an interesting resurrection in recent years. Yes, they’ve been approved since the year 2000, but the furor really kicked into gear with the first approval of trastuzumab emtansine (T-DM1, branded Kadcyla), which delivers a lethal payload straight to a specific target on certain breast cancer cells.
That was 2013, and it feels like ages ago at this point. At that time, we