Biotech Values

[tinkershaw]

While everyone is focused on HRPC right now, I like XL184 broad spectrum of activity on wide variety of cancers. I always thought dual inhibiting VEGF and MET had merit. I wouldn't mind pick up some EXEL when it tanks because HRPC data are not up to other people's expectation.

I am just the opposite. I was not overly impressed by the other data. Just another potential cancer agent is what I saw and nothing that stood out other than the bone scan data and collateral data surrounding that. I would not have bought EXEL to begin with, without the bone scan issue.

What in the data released so far do you find to be interesting? It all looked pretty average for a mid-stage trial to me, except for the extraordinary results in the bones.

Tinker