I wonder because in 2016, Kadcyla should bring enough revenue for annual expenses. Add to that the other partnered compounds, and one lucky IMGN wholly owned ADC and IMGN should leave this solar system.
What I mean is that it would fall into stocks that Buffett would consider a value investment, because pps is beaten down at the moment , yet it has steady revenue, the certainty of increasing revenu, and the possibility of so much more, coming from a very promising platform technology.
It will just be a question of when will it be too late to be on board on this one. 2015 will probably be not that late yet.