Why?
Cause Seagen are more advanced toward Phase 2 or end of Ph 2 for their pipeline. You'll probably remember that most are bought out at end of Phase 2 (if they are going to be bought out). You can check out pipeline here... https://www.seagen.com/science/pipeline
IMU is simply at an earlier stage - we are perhaps 6-9 months away from our first - end of pH2 and the other parts of the pipeline are well before that.
It is not that IMU is necessarily worse? Or what we have is better/worse, but rather it is not as proven, or the risk is still higher (from BP point of view).
But this doesn't mean, IMU will not be worth, 10-20B etc but in 12 months time.
DYOR and all that.
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Why? Cause Seagen are more advanced toward Phase 2 or end of Ph...
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