Categories Earnings, Health Care

ImmunoGen is cheap ahead of Q1 earnings, but is it worth?

ImmunoGen Inc (NASDAQ: IMGN) is one of the worst performing stocks out there, losing about 78% of its value over the course of the past 12 months.  The stock, which was already on a gradual downward trajectory, fell off the cliff in March when it announced that its most advanced cancer treatment failed to meet the primary endpoint in Phase 3 clinical trial.

This came as a rude shock to ImmunoGen bulls, who were betting on mirvetuximab soravtansine to drive future revenues for the company. The Waltham, Massachusetts-based biotechnology firm does have other developmental drugs, but these are in the initial stage trials, meaning investors will need to wait for more to see results.

 

ImmunoGen is scheduled to report first-quarter earnings results before the opening bell on Friday, May 3.  Analysts have projected a loss of 31 cents per share, wider than the loss it reported last year by cent. Revenues are expected to decline by 50% to $10 million.

READ: WHAT IS NASH AND WHICH BIOTECH FIRMS ARE VYING FOR THE FIRST-MOVER STATUS

It’s worth noting that the biotech firm doesn’t have any product revenue, which means one can expect it to report operating loss in the near future. The company has been able to conduct research without revenues mainly by inking partnerships with its peers and receiving royalty and milestone payments. In addition, it has funded the losses through debt financing.

Thanks to the sell-off, the stock is currently pretty cheap, with most of the bad news embedded in the price. As a result, short interest in the stock has also seen a decrease recently.

Analysts are somewhat bullish on the stock, which has a 12-month average price target of $4.79. This is almost double the current trading price. While more downside is improbable, it is not impossible.

The company is rapidly burning cash for its research activities, so if it doesn’t show results soon, it could spell doom.

 

Listen to on-demand earnings calls and hear how management responds to analysts’ questions

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