I'm not one for reading charts, as you probably remember, but if you look over on I-V in recent posts you'll find a lot of Abstracts for ASCO this year. While many concentrate on IMGN853, we're showing progress on many of our as well as partners drugs.
SGEN has had all the bling in this sector, but I believe investor's are starting to see that IMGN in many cases, especially in solid tumors, is working better. I don't think it will be that long before IMGN's market cap is once again at least a quarter to a half that of SGEN. Should IMGN be the first to get another drug approved, it's market cap could exceed that of SGEN's IMHO.
Gary
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