Replies to post #106179 on Biotech Values

[genisi]

I think the guy in the cartoon may be George Scangos :)

[BTH]

EXEL

"Fool me once, shame on you. Fool me twice, shame on me."

(or as GW would say, "you can't get fooled again.")


...or in the case of EXEL, fool me three times, four times, five times, six times....

[jq1234]

EXEL snooze: those two are prelinical compounds. For companies like EXEL, investors are not excited about pre-clinical candidates anymore. They need to deliver from existing candidates in later phases of studies. The upfront is nice though.