why all the talk about SGEN being acquired? CLDX is trading more like a stock that's about to be acquired. Both are very expensive compared to IMGN, assuming IMGN gets new management. If you look at all of the clinical trials underway, most of the 10 compounds should report news next year. Roche is investing a boat load in Kadcyla trials. The technology works, in the right hands. Not betting on 901, but something in their pipeline will eventually cause IMGN to be like PCYC, SGEN...I hope it happens soon, but I think 289 is their best molecule/compound to date and it's a long way from market even if it gets on the fast track.
AMG for about a year now has had two phaseI smmc-dm1 based candidate trials ongoing without having to make changes to their protocols; guess they like what they're seeing, they've signed two additional IMGN technology licenses; that's very encouraging. IMGN289 probably is an even stronger molecule, but deep pockets behind those AMG agents give them favorable odds in getting across the finish line first.