I very much agree with and respect these caveats. But, FWIW, didn't EXEL end up reducing cabo dose substantially from where they initially envisioned and are still seeing efficacy (I realize not apples-to-apples as cabo hits a lot more than MET)?
I respect this as well and gave some thought to selling as well. But, shares are close to cash and they have cash until 2016; do you not assign any value to the wholly-owned FGFR and AKT inhibitors in ongoing Phase 1 trials? Just doesn't make sense for me personally to abandon ship here (respect what others decide; people should do their own DD and make own decisions).
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