ImmunoGen Message Board - Msg: 13412047

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Biotech / Medical : ImmunoGen

IMGN 31.23

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Feb 26 4:00 PM EST

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To: Chi Wong who wrote (3012)	4/12/2000 11:47:00 PM
From: RJMC	Read Replies (1) of 5665

Chi: I think you are absolutely correct. The efficacy question is important because it provides a launch window for the entire concept of the TAP platform. If the TAP's work in the initial trial, I can't think of many diseases that the technology wouldn't in theory be applicable to. Just attach a few little poison molecules to something with a specific binding affinity for a specific disease and watch it go to work. The company has been unusually quiet considering what is currently in the works (as opposed to quiet times in the past when there were only a couple of things going on at any given time). I can only attribute this to mean that there is a lot going on behind the scenes and, I'm thinking the flood-gates will all open at once. Although it is troublesome to see the market going through such gyrations, in a way, I'm glad my portfolio is focused almost entirely on Immunogen. I think these are the types of markets where it is important to focus on individual corporations and their underlying technologies rather than place investments in various different companies in a number of different sectors (or one sector). I believe in the long term, you do much better by doing a lot of homework on a couple or three companies and invest in the most promising rather than hoping you'll get a couple of good hits by investing across the board. I've done so much homework on Immunogen that I feel I almost work there. I'm tremendously confident (maybe foolishly so) in the technology and the company. I will either be rewarded for all this homework, or be back where I started. Either way, it's been a good experience if nothing else. I still believe that TAP's are one of the biggest things to come along since penicillin. We shall see very shortly. Bob M.

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