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Biotech / Medical : ImmunoGen
IMGN 31.230.0%Feb 26 4:00 PM EST
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To: RJMC who wrote (3663)11/5/2000 9:30:12 PM
From: Gary Mohilner  Read Replies (2) of 5665
 
Bob,

I think McCamant's and MTSL have been following IMGN so long they're a little shocked by the speed in which their prediction finally came true. They've been on IMGN's side for years, I don't think they'll abandon us know. I think they're just waiting for something new to raise their numbers substantially.

It may be a double standard, but you must remember that because of its rapid accent IMGN is now by far the biggest holding in both of their portfolios, it represents over 20% of each. It would not surprise me if they took profits and lessened their position to balance the portfolios. At the same time, I do believe they'll raise their prices substantially after Dr. Tolchers presentation and the offering.

Gary
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