Take a look at the IV board. Cowen & Co. surveyed Physicians and found that 92% think that the longest PFS will come from Kadcyla + Perjeta. With these kind of results, we should see a great jump in the price of IMGN.
Great video posted on the IV board (Msg 38383). The interesting thing is that it seems to have been put together by IMGN. How does the market see something like this?