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skitahoe

11/18/18 4:19 PM

#198557 RE: Horseb4CarT #198555

In some ways I'm like you, but not with ENMD, but rather IMGN which I've been invested in essentially since it came public. I've seen it crash and burn many times on trial failure, but each time I felt the potential of their technology was far greater than the share price indicated. Today they're near yearly lows, largely on news of a Phase 2 in combination therapy of a drug that should reveal Phase 3 results shortly as a monotherapy that's worthy of approval. Perhaps even more importantly they are discussing Phase 1 Trials for two drugs made with newer technologies that may say much more about their future at ASH. I strongly believe they could be selling closer to annual highs by the end of the year.

I believe that NWBO has the possibility of more explosive growth than IMGN at this point, but still believe IMGN should be at least a ten banger from where it is in the next 5 years. I'm only suggesting that with an newly approved drug and a few moving that way it should be as big as SGEN, it's competitor is today. Both these companies have approved conjugate drugs, but SGEN still owns theirs, while Kadcyla is Herceptin conjugated with DM1 by IMGN, but IMGN monetize it some time ago and isn't earning anything routinely for creating it.