This may be it...From Motley fool:
About a quarter of breast cancer patients show extra activity of human epidermal growth factor 2 (HER2+), and don't really respond to drugs used to treat ER+ cancers. HER2+ breast cancer is the target of Roche's (NASDAQOTH: RHHBY ) Herceptin, which has proven a huge source of revenue for the company, garnering $5.9 billion in 2012. To improve the treatment and protect against biosimilars, Roche and Immunogen have collaborated to produce Kadcyla. Kadcyla is one of a new class of drugs that fuse targeted antibodies, like Herceptin's active agent, to tumor killing small molecules. It was approved by the FDA in February, and neither company has provided a clear picture yet on the success of its launch.
BT062 results so far looks real good. IMGN must have some kind of an agreement with client that they cannot mention this in a press release.
Check out Motley Fool article today:
With these two investments, AstraZeneca gains access to the two companies' ADC technologies, which could help it keep up with ImmunoGen (NASDAQ: IMGN ) and Seattle Genetics (NASDAQ: SGEN ) , which each gained FDA approval for their ADCs -- the breast cancer treatment Kadcyla (which Roche licensed from ImmunoGen) and the blood cancer drug Adcetris.
Did you see the Motley Fool article this morning? Roche has an R&D budget of over 10 billion' and IMGN is a key player. Buyout coming soon.