You would think at this point that at least one analyst would be able to piece together the overall strategy for Roche. Kadcyla will for all intent and purpose replace Herceptin and extend their hold on the franchise. Not only that, but Roche will expand the label into additional oncology targets. Pieces of this strategy are falling into place. Kadcyla will become at least a $9 billion dollar drug on breast cancer alone. Immunogen does not even need to hit their own home run with that future royalty stream coming in. All they need to do is pace themselves and not outspend what is coming in.