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Biotech / Medical : ImmunoGen
IMGN 31.230.0%Feb 26 4:00 PM EST
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To: rjk01 who wrote (5538)12/28/2013 9:37:47 AM
From: Gary Mohilner   of 5665
 
If you're in L.A. and close to Cedars-Sinai I'd love to meet you.

As for GNVC, I believe the short term potential there is terrific. Why? Because the Novartis partnership has milestones totaling over $200 million. With an IND filing anticipated by Novartis in January, you know their has to be one or a couple milestones between then and when the first patient in the trial is dosed. I certainly don't know the timing, but if should be a rather substantial milestone and I think the Street will awaken to the potential of this drug.

As for IMGN, while it disappoints on price, I believe it's potential is greater than any prior point in its history. Next Year's story should be one of drugs advancing in trials, new drugs entering the clinic, and perhaps most important T-DM1 sales rising dramatically each quarter. With any luck somewhere between $30 and new all time highs will be what it achieves in 2014.

With any luck I'll be able to at least put in an appearance at our cruise to Newport mid July. I'm in charge of the Cruise and will be working on all the details, even if we can't take our boat, but hopefully we'll be able to.
We'll be at Bahia Corinthian Yacht Club then and would be happy to meet you there if we make it.

Gary
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