sold 1/3 of my IMGN and 2/3 of my ARNA position to buy EXAS. I still own plenty/too much IMGN considering its terrible performance. ARNA is just getting killed by the shorts and weak leadership is also not helping them. I think the EXAS product will be a big seller and the company price could easily double again (or more) in the next 12-24 months. IMO, not advice.