Have to believe the news this weekend will be positive, I think they were added as a late breaker and Roche is investing a ton on Kadcyla trials. I think the patients in this trial are less sick that in the phase III, so maybe they will respond even better. Looking for slightly better efficacy with significantly lower side effects if past results are repeated. Looking forward to seeing Kad + Pert. Market may provide/has already provided a chance to buy at a discount ahead of the news. Trading Robots are not aware. That said, I am not sure about the upside potential vs. the downside risk. I think it's worth a shot here even for traders, IMGN has been such a laggard this year compared to SGEN and CLDX. IMO not advice.
clinicaltrialsgov/show/NCT01419197 Have to add the dot to look at the design, but it's solo Kad vs. physician's choice in over 600 patients. If past results are repeated, efficacy will be slightly improved and safety will be significantly improved, side effects much lower.