ImmunoGen Message Board - Msg: 29997486

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Biotech / Medical : ImmunoGen

IMGN 31.23

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Feb 26 4:00 PM EST

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From: Gary Mohilner	3/23/2015 11:51:43 PM
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Couldn't help but mention today's partnership with Takeda, and what I feel it represents. To begin with, Takeda does have an existing relationship with SGEN. To me this is not a declaration that IMGN's technology is superior, as much as it is a strong indication that different cancers work better with different technologies. I strongly believe that both IMGN and SGEN represent roughly equal opportunities, that said, I've never fully understood how SGEN can maintain a market cap that's so much higher than IMGN. I've never been in SGEN as I think IMGN is a far better buy. I also think it was interesting that Takeda's Millennium division will be running the program. For those around long enough to remember, MLNM originally had a partnership with IMGN well before they were bought out by Takeda. Back then, some people contended that MLNM's cost cutting to be bought out was one of the reasons they abandoned the drug they developed in the partnership. Certainly, adjustments would have been needed to the protocol to optimize the drugs efficacy, but many believed the drug would have been successful in time, especially if they took the time to improve it in the manner that was done in creating Kadcyla. Gary

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