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jq1234

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jq1234

Re: rkrw post# 116774

Tuesday, 03/22/2011 10:19:02 AM

Tuesday, March 22, 2011 10:19:02 AM

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SGEN is the most Medarex like play I can think of.



SGEN is MEDX type of company, but not at MEDX type of valuation. SGEN is already traded at high premium, and it doesn't engage immune system, that is why I don't list it as MEDX type of company. SGEN is a great ADC company.
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