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News & Analysis: Biotech
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Feuerstein's Biotech-Stock Mailbag
Page 3



Immunogen owns a drug technology that links a monoclonal antibody that seeks out and attaches itself to receptors found only on cancer cells, with a potent cell-killing agent, that once inside a cancer cell, kills it. Think of it as a heat-seeking missile for cancer.

Great concept, but application and validation of the technology has been very slow, of which Stan makes note.

Genentech is an Immunogen partner on a drug called Herceptin-DM1, which is basically Genentech's breast cancer drug Herceptin linked to Immunogen's cancer-cell killing agent. This has been a very slow-moving drug program, but Genentech did talk up Herceptin-DM1 at its recent investor-day meeting, and there will be new phase I data presented at the American Society of Clinical Oncology meeting next month.


"I have a question regarding Nymox Pharmaceutical (NYMX - commentary - Cramer's Take)," writes Tim W. "I was wondering what your thoughts were on their NX-1207 drug for BPH. Nymox has been on the move in the past few months and word has it that NX-1207 could be a big drug for them."

I looked into Nymox and didn't like what I saw. If you want a small-cap biotech company with a pipeline drug to treat BPH, or benign prostatic hyperplasia (an enlarged prostate), I definitely prefer Spectrum Pharmaceuticals (SPPI - commentary - Cramer's Take). Another choice would be Aeterna Zentaris (AEZS - commentary - Cramer's Take).

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Adam Feuerstein writes regularly for RealMoney.com. In keeping with TSC's editorial policy, he doesn't own or short individual stocks, although he owns stock in TheStreet.com. He also doesn't invest in hedge funds or other private investment partnerships. Feuerstein appreciates your feedback; click here to send him an email.


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