According to interviews with Oncologists, Kad is already widely used in 2nd and 3rd line.
IMGN valuation is $1.5BB SGEN is $5BB. That seems out of line considering the 10 compounds IMGN has, or shares. Lots of new clinical info is expected over the next 12 months. 289 might be too new/early stage for clinical data in 2014, but I think IMGN and partners will have info on just about everything else over the next 12 months.