发布于: | 雪球 | 回复:7 | 喜欢:0 |
有原始文献么?他的ADC linker在技术上有缺陷?稳定性差?
我同意。接触这公司的人,了解这个技术。和某个看多imgn的美国buy side analyst争过,,他就坚定的觉得imgn的几个靶点不错的preclinical的药可以成功。只能呵呵了
Harrison is more bearish on ImmunoGen’s pipeline. He puts a $0 value on the proprietary pipeline and $2 per share value on the partnered pipeline. The most promising drug could only add $1.5 of annual revenue per share, according to the research note.