With 245 employees, a great platform, our own products are mostly in phase I or preclinical. In the mean time, TDM1 has already been approved. All are standing over there watching or lending hands to genetech scientists?
Good question, many of us have been asking the same for the past year. I think 901 is older then T-DM1. I don't expect anything from 901, I think North will go South, but...if just one of the early stage, wholly owned drugs hits the mark (+ T-DM1 does $BB's), IMGN is cheap, if 2 hit, it's a triple even from here and if more than 2 hit IMGN could do what REGN did, CELG and many other big winners. We should learn more today.