The market is making a terrible value judgment regarding IMGN VS CLDX IMO. CLDX is a bubble stock, IMGN is a value stock. Very frustrating to own a stock that should be performing much better than its peers and is instead getting left in the dust! The issue, weak IMGN executive management!!!
Yes, and Celldex has great management. I own both CLDX and IMGN, and live this dichotomy. One thing, though, I have learned to respect the market, and not fight the tape, and take profits on trading shares when IMGN pokes its brown head over 19. At least Adam is merely neutral on IMGN, and as you have observed, he isd always right. How to pry Mr. Junius loose from his personal cash machine?