Biotech Values

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You are comparing a small molecule drug Selumetinib with much more complex biologic like antibody drug conjugate TDM1. When Roche licensed IMGN's technology, antibody drug conjugate was in infancy, they didn't license a drug that was ready for clinic, took them years to make the linker stable alone. Once the drug started ph1, clinical development is unmatched.

GSK do have oncology experience, but don't have much experience in biologic for oncology which is why they don't have top selling oncology drug. MRK and AZN have similar resources, but even fumble small molecule drug development in oncology. If you prefer them, good luck!