What's your reasoning on YMI. It's certainly cheap enough.
There a lot of skepticism out there about ARQL, especially since the trial halt in Asia. McBio thinks that since they didn't test for c-MET in the Phase III, the trial is suspect. What are your thoughts?
Any idea what is driving the 17% drop in IMGN today? I don't see anything in the earnings release that would precipitate such a down move in the SP. Was there something on the CC that unnerved investors?