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ImmunoGen, Inc. Message Board

  • my_daddie my_daddie Mar 9, 2013 8:16 AM Flag

    rehtorical: which would you own?

    the company with a block buster drug or the company that enables the block buster drug to be created?

    If it's repeatable (and I have no doubt that it is), we are looking at a block buster factory. We just need to stay independent and get 1 or 2 wholly owned drugs to market. I wonder if the FDA will give IMGN drugs preferred treatment going forward due to the limited toxicity profile.

    Yes, our own blockbuster is still a few years away but this is a great time to start loading up. My IMGN holdings are moving from the speculative portion of my portfolio to the growth portion gradually.

    Sentiment: Strong Buy

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    • Good points, I do think the downside is lower since T-DM1 has been approved. a 901 failure could provide a minor setback, or hit to confidence, but I think the newer drugs will be a big winner and we never know about the partnered drugs. Great risk/reward going forward for years to come and always the potential for an acquisition if someone wants to step up, but I don't think they will sell on the cheap.

 
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