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Biotech / Medical : Biotech for less than cash value -- Ignore unavailable to you. Want to Upgrade?

To: rkrw who wrote (391)	6/25/2016 5:11:21 PM
From: Gary Mohilner	Read Replies (1) \| Respond to of 684

IMGN is at lows not seen in about a dozen years, close to cash value. I believe the upside potential great, downside very limited. Pay particular attention to the pipeline and note the Bayer product shown in Phase II is actually in a registrational Phase II. Of all the products not wholly owned by IMGN, this has the potential of being bigger for IMGN than several of the others. I say this because Bayer was one of the latter partnerships, by the time it was made Kadcyla was proven to work on breast cancer. IMGN has the potential in milestones that's about ten times that of Roche, SNY, and Amgen, and the royalties are substantially higher as well. It's my belief that any of IMGN pipeline products could be blockbusters, but of the partnered products their will be tremendous variation in what IMGN will earn. Drugs which are wholly owned by IMGN should naturally do better, but at some point I believe they'll be partnered in some way, perhaps with IMGN maintaining North America for itself. Gary