Biotech Values

[iwfal]

EXEL -

2012 pain and survival data, even if for future label purposes and not registration itself is not so far off.

If you mean from 306 (the pain data from the RDT is already out) then it isn't likely in 2012.

Presently one could buy cabo for about $200 million net of cash

That is ignoring the liabilities side of their ledger - which is enormous and complicated.

there are a lot of potential catalysts and decatalysts from here to 2014

Yep, like a sizeable 'secondary' -g-.