MGNX obviously is not as cheap now as when it was well below $10 and pretty much everyone gave up margetuximab and other candidates in pipelines. I like to buy cheap but currently at $1B valuation it is still reasonably valued especially compared to others.
Margetuximab likely get approved but its value likely depends on future trials in early line of BC/GC when used in combination with either MGD013 or MGA012. ASCO MGD013 combination data encouraging.
MGC018 CRPC early data, 5/7 >50% PSA response, are better than several early stage candidates from other companies, its naked antibody portion produced RECIST response in CRPC before, so unlikely it was a fluke.
The other interesting one is MGD019, PD-1 x CTLA4 bispecific. BMY 1L NSCLC data from nivolumab/low dose ipilimumab combination improved my view on CTLA-4 because it is still the only checkpoint that have improved outcomes in both PD-L1>=1% and PD-L1<1% population when it is used in combination with PD-1 despite BMY screw-up of CheckMate-227 without getting PD-L1<1% on label. A better version of ipilimumab either by itself or by the form f bispecific that can be dosed higher is still very much appealing. It is a very competitive space, will see MGD019 data later this year if it matches company initial statement on early data. To me a safer version of ipilimumab has much higher value than IL-2.
Most of these are in early stage so risk is there, but these targets have sort of either validated or partially confirmed by other drugs, so it is not as risky as others with high valuation.
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