Biotech Values

[tinkershaw]

Exel. Yes 2014 is 3 years off, but 2012 pain and survival data, even if for future label purposes and not registration itself is not so far off...there are a lot of potential catalysts and decatalysts from here to 2014. Whether worthwhile holding and buying at these levels for cabo, up to the individual. Presently one could buy cabo for about $200 million net of cash. An utter bargain for a late stage unpartnered cancer molecule of this sort...then again big pharma tends not to be bargain shoppers, but that is what cabo is presently if one's cancer pipeline is sparse of good candidates. For whatever that is worth.

Tinker