IMGN/SAR drugs becoming an undervalued, under-appreciated asset
Interesting video link on the Investor Village web site from Thomas G Martin MD at ASCO. Both drugs appear to have strong potential. One day I see SAR and Roche biddin either competitively, or making a joint bid. Sum of parts worth $20+ NOW IMO.
that's a good question for IR, but they will probably refer you to a filing. I am sure it's better than Kadcyla, probably not as strong as the most recent deals. With 3 compounds now in the clinic and 2 more in pre-clinical, Sanofi is becoming the most interesting partner.