ImmunoGen Message Board - Msg: 16704379

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Biotech / Medical : ImmunoGen

IMGN 31.23

0.0%

Feb 26 4:00 PM EST

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To: Gary Mohilner who wrote (4230)	11/26/2001 4:14:23 PM
From: RJMC	Read Replies (3) of 5665

Immunogen is tracking pretty much with the rest of the sector. Looking for one more pharma deal - probably in the next 2-3 weeks? No clue as to who this is with. Depending on the player, this could be additional strong validation of the technology which should play well with Wall Street. Not much news on the Abgenix or Millenium fronts. Looks like Her2-DM1 is moving full speed ahead with Genentech. GSK and Dr. Schilsky make for good poker players. They're keeping the C242-DM1 hand very close. I'm betting that the hand they are holding is four aces, or at least a full house with aces high. Looks like we'll close out the month on a good note. Some decent accumulation by institutions over the month. Should be some end of the month window dressing for clients. Won't see really anything in the way of tax selling in December. I'm guessing the stock will be close to the price we came in at last January. There are a lot of other stocks out there that will be much more attractive from a tax sale standpoint - anyone hear of Enron? Could have been a better year, but all in all I guess we can't complain. Pretty much an uneventful year for Immunogen. A lot happening behind the scenes, and the company has made a huge step in advancing it's drugs, clinical trials and business plan. Unfortunately that was overshadowed by other events of the year. Looks like 2002 will be a much better year. Well, next week marks the beginning of the last month of this year. Kind of feels like this recession may be a brief one. A lot of people out shopping over the weekend. Also, the war seems to be progressing at a reasonable pace and people are more able to cope with the events associated with war. Let's look forward with hope for a good December and a very good year in 2002! Bob M.

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