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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (14679)	2/26/1999 10:26:00 AM
From: Doorman	Respond to of 122087

IMGN and ENMD are an interesting study in contrast. Both have impressive pre-clinical cancer data in mice and IMGN is ahead in the race to enter human studies. Yet IMGN gets little media attention and has a market cap a fraction that of ENMD. IMGN has recently signed an unprecedented collaboration with Big Pharma SBeecham -- unheard of in biotech for major sums of money being commited for pre-clinical data. 45 million goes all to IMGN (upfront and milestones, 10 mill this year) and doesn't include up to 200 mill in development costs to SB should things go as planned. I am long IMGN and have been for a while. It may back and fill after this run-up but it is playing with fire as a short.