Biotech Values

[bladerunner1717]

re: IMGN

If the market sees IMGN simply as a vehicle to receive royalties on a single drug, I don't think Mr. Market will afford them much of a multiple on their earnings. For IMGN to unlock any real value for shareholders, they'll have to actually develop a drug by themselves. To date, they have been *horrible* at this part of the game.

PGS,

Would you still maintain that position, if T-DM1 eventually got approved for first-line therapy in Her2+ breast cancer?


Bladerunner