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skitahoe

03/13/23 3:40 PM

#576156 RE: newman2021 #576149

Newman,

I believe that the data from the Mirasol trial will confirm the approval of MIRV gained from the Soraya trial. Last week at an investors presentation the company confirmed that the trial was completed and that they anticipated TLD in about 8 weeks. If I were looking to invest in IMGN, I would do so before TLD is revealed, or perhaps buy options for less that you could act on in the future. Most of the analysts have a target around $20 for IMGN, I believe that's very possible within a year, so don't wait too long if you're serious.

I also believe there will be results in their BPDCN trial that's quite positive later this year, it's a rare disease, but from what I've seen it should get rapid approval. The drug, Pivak, is also targeting forms of leukemia, etc. but the trials there will take longer. Once again if the data looks good it may be used off label after it has approval in one disease to treat others.

I'm not taking money out of NWBO to buy IMGN, but previously I did take money out of IMGN to buy NWBO. I've repurchased most of those shares since then. I still like both companies, but believe growth could be more explosive in NWBO in the near future.

Gary
Bullish
Bullish