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Biotech / Medical : ImmunoGen -- Ignore unavailable to you. Want to Upgrade?


To: RJMC who wrote (3780)12/19/2000 12:33:38 AM
From: TI2, TechInvestorToo  Read Replies (1) | Respond to of 5665
 
Bob,
Just reposting nuggetts from the bull.
The following is a summary of a 33 page Adam Harkness report which I can forward upon request.
Thanks
TI2

AHH summary by TB
1. 1-2 more partnerships by June 01 not including the one we are expecting at any time

2. Approximatly 160 mabs in development, of which 67 are currently in the clinic. The number of mabs in the clinic in the next 10 years is expected to grow considerably driven primarily by the genomics efforts.
Where do you think IMGN fits into the picture?

3. 22 Potential Cancer indications applicable to the TAP technology(US Only). The chart sites 1,092,480 cases of cancer that TAPS might target.

4.AHH revenue model does not take into account fast track status. Lots of revenue projections. I prefer the Stephens INC or Cowens report.

5. IMGN to operate at or near break even(at a minimum) as the company develops proprietary products.

6. Results from Chicago will probably be made available at ASCO May 12-15 2001.

Basically, all the analysts reports to date say that IMGN is EXTREMELY UNDERVALUED COMPARED T0 other platform companies such as ABGX, MEDX, PDLI, Cambridge Antibody Technology company.

tb