I've looked at Morphosys a bit of late. Not as familiar with MEDX and SGEN but MorphoSys is basically an MAB company.
I took a pass (for now) since most of the programs are Phase 1 or earlier and for small royalties. They have a couple of their own programs and have an option to codevelop some targets with Novartis. If the valuation gets ridiculously cheap or as things advance I thought I'd take another look. I like that they have good revenues (from Novartis).
SGEN is the most Medarex like play I can think of.
SGEN is MEDX type of company, but not at MEDX type of valuation. SGEN is already traded at high premium, and it doesn't engage immune system, that is why I don't list it as MEDX type of company. SGEN is a great ADC company.
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