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kei

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Alias Born 10/10/2007

kei

Re: ash111 post# 312

Saturday, 12/03/2016 10:43:47 AM

Saturday, December 03, 2016 10:43:47 AM

Post# of 1106
from IV board: Good articles and info on IMGN
http://seekingalpha.com/article/4027822-immunogen-inc-good-bet-gutsy-investors

http://voiceregistrar.com/2016/12/02/biotech-stocks-worth-a-closer-look-alexion-pharmaceuticals-inc-nasdaqalxn-immunogen-inc-nasdaqimgn/

I certainly cannot say when, but I believe that at some point in the not to distant future some sort of partnership news with positive financial implications will occur. It could come in a variety of forms, either partnering a drug that's wholly owned by IMGN, or a big Pharma paying to gain IMGN's conjugate technology for an MAB they've developed.

I believe with positive financial news, IMGN's market cap will be no less than 20% that of SGEN, not the 2% that it currently represents. Historically IMGN's market cap had ranged between 20 and 80% of SGEN's, I cannot see anything in their pipelines and news that justifies the current difference.

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