I agree. To me today's news is the strongest evidence of the drug so far that doesn't need interpretation (RCC space in general) even though the market potential in this advanced RCC space isn't that big. I really think EXEL should just partner XL184 or sell the company to have someone bigger that can have a comprehensive development plan for XL184.
The only thing I don't like about today's news is, the study used 140mg/day dosage. The dosage used for so many trials are all over the place. This is one of best examples of small biotech companies rushing dose esaclation trial, never found the proper dosage in the first place.
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