Biotech Values

[tinkershaw]

Exel biggest failures, perhaps. A bigger failure was VRTX. Started in the 80s, spent billions and billions over 3+ decades, and now, suddenly, they have telaprevir and a pipeline beyond. Exel is a baby failure in comparison. All in the timing, and I got clunked tonight.

Still, Cabo is a very promising drug starting phase III. Not done yet. Hurt, yes, done, not even close. But there will be a wait without question,

Stinging Tinker