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ImmunoGen, Inc. Message Board

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  • my_daddie my_daddie Dec 10, 2012 10:15 PM Flag

    Junius on Mad Money tonight with Kramer

    i Just watched the replay on cnbc website. gotta say SGEN has a ton of stuff going on. IMGN looks impressive but it's obvious why SGEN is selling at a higher price

    Sentiment: Strong Buy

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    • Both companies are leaders in a very productive field, both will be LT winners. My impression was IMGN looks like the better value over the next 12 months. SGEN may have to grow into their valuation/consolidate.

      Dan did a nice job, was more factual, less hyperbolic, actually sounded better than the SGEN in terms of his presentation. If I had a large gain in SGEN and wanted to take advantage of the cap gains tax law changes, I might sell some SGEN and move to IMGN and then start switching some back over time as the valuation and price gap narrows.

      SGEN is a tremendous LT company and could be the next REGN/CELG over time 2-3 years. IMGN has the same potential if just one, or more of the fully-owned programs is successful.

      Time to be patient and hold this. As long as management is responsible and agrees to stop making value destroying decisions we will have a truce.

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