Biotech Values

[BTH]

EXEL. do you mean cheap from a price perspective, or a marketcap perspective?

I assume you are referring to market cap :)

What do you think cabo is worth? I think it is a real drug, I just have a hard time thinking there is real big upside, even where the stock is now, considering where the market cap is. Personally, I dont think its that cheap - and management just loves printing stock.

Out of all the biotechs I know, this is the company that has done the least with the most. Even with cabo, some of the drugs that have recently been either approved, or nearing approval, show similar to possibly better efficacy, no?

(i havent been invested in EXEL in about a year, so, my recollection and knowledge here is currently lacking a little)

Would love to hear you thoughts.....