I agree with you, I don't get it at all. Soliris has a very small patient target audience, even though it carries a high price per treatment. Look at their outstanding shares, something like 200MM, and the stock is $100...#$%$??
I doubt, as a busy Hem/Onc, that I will give Soliris more than once in my entire career.
It would seem to me to be far more advantageous to not buy a drug, but rather to buy a technology platform such as SGEN or IMGN.
I'm very puzzled as well.