ImmunoGen Message Board - Msg: 31335751

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Biotech / Medical : ImmunoGen

IMGN 31.23

0.0%

Feb 26 4:00 PM EST

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To: Gary Mohilner who wrote (5585)	11/4/2017 6:15:40 PM
From: tuck	Read Replies (1) of 5665

I will grant that it's early for some of these programs, and that comparisons at this stage are especially unreliable. I will also grant that I don't follow IMGN much, and don't know what targets and indications they are pursuing. That said, the hit to the share price corresponded too well to the embargo being lifted to be a coincidence. Somebody must have found IMGN's offerings at ASH underwhelming. The Roche ADC was part of a combo against r/r DLBCL, an indication that has recently become hotly contested, and it showed strong results. Also there are other ADC players now aside from SGEN that you should be aware, such as CTMX and MRSN. Sorry for the drive by. I don't have much time dig into stuff I don't actually follow, but will sometimes try to point to things I see along my way when relevant to others, as here. Whether they want to follow up since they have skin in the game is up to them. Cheers, Tuck

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