ImmunoGen Message Board - Msg: 27924792

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Biotech / Medical : ImmunoGen

IMGN 31.23

0.0%

Feb 26 4:00 PM EST

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To: rjk01 who wrote (5472)	2/3/2012 1:24:37 AM
From: Gary Mohilner	Read Replies (1) of 5665

He has a good point about the timing that can be predicted, but I'm not at all certain that all that's happening that's good is that predictable. For one thing, as I understand the Emilia Trial it's TTP which could conclude at any time and give Roche all they'd need to file an BLA before the end of the 2nd quarter. I don't know it will happen, but if his timing is wrong about that, the stock could make a big move when the filing's announced. Certainly the full trial won't end till next year, but as I understand it their are two conclusions to the trial, TTP being one, survival being the other. While I believe the data from both to be worthy of approval, TTP could get it done well before the survival trial is concluded. Beyond that, the other unknowns like partnerships which may be in the works make it worth staying in IMGN rather than selling it out and getting in later IMHO. I will however consider selling some calls if the price goes much higher to bring extra money into my account. Hopefully I can do that when the price is closer to 52 week highs, or achieves new ones. Gary

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