I also own PCYC they got $150 million in an up front payment from JNJ with close to a Billion potentially in milestones for a worldwide 50 50 partnership in their lead product which is potentially a multi billion dollar product and JNJ has put their Money down in one of the richest partnership for a phase two product that I have ever seen. Do your own DD but there is good reason that PCYC is valued as rich as it is and by the way the Baker Brothers are the largest stock holders. CLDX is an interesting speculative buy but not at this time in the same ball park as SGEN or PCYC !
I got shaken out of PCYC by the greek debt scare and never got back in. NHL is a little bit crowded, imo. Huge market, but crowded, with many more drugs in trials. If I am not mistaken, there are also multiple companies with anti-BTK in their pipelines.
Once all those SGEN partnered drugs transition into ph2 this year, and those pre-clinical into clinical, that's gonna be milestone, after milestone, after milestone.