I watched their retail roadshow presentation and thought they at least seemed interesting enough to look at more closely. I thought to wait and see how the IPO went before going through their filings. Like most of the IPO's I've thought interesting the past ~2 years they shoot up way above what I would consider paying. In many cases though the IPO's I've thought interesting have held up or continued to go up (3 that immediately come to mind were ASPX, FGEN, RARE).