ImmunoGen Inc (IMGN)

[vinmantoo]

It's $26 billion now, it's been substantially higher a matter of months ago. Some time ago the market caps were nearly equal. In time that should happen again.

A long time ago I invested in both SGEN & IMGN as I thought the armed antibody approach would provide a big advance in oncology. It took a while, especially for IMGN, but things are looking that way even though immune modulators have rightfully garnered the lion's share of attention over he past few years. Now we are seeing immune modulators being added to other oncology drugs and armed antibodies are included in such combination studies.

To date only SGEN has been a big winner for me but my shares of both have gone up and down allowing me to make money on both over time. I have a large amount of cash from the TRIL buyout last month so have been slowly adding to my both but more for IMGN as it has a better chance for major profits. I will continue to add to my IMGN holdings and expect 2022 and 2023 to be when my faith in IMGN to be richly rewarded.