Biotech Values

[jq1234]

I agree with Peter Cabo is a lot better bet on Xtandi/Zytiga failure because data showed there wasn't much difference in Xtandi/Zytiga treated vs chemo treated - this is an important factor to me in EXEL valuation. The problem with any combination with Zytiga today is, are they going to show the combo is better than Xtandi? They need to because the combo is going to cost more than Xtandi alone even though Xtandi is priced much higher than Zytiga.