Replies to post #125487 on Biotech Values

[ariadndndough]

biomaven here is link to aria slides from investor day. i thought at one time you asked for them to see about 113. i am sorry if it was not you. anyway here is the link

dough

http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9OTg5Mzl8Q2hpbGRJRD0tMXxUeXBlPTM=&t=1

[DewDiligence]

EXEL/Bayer—Seems a reasonable analysis.

What I found most notable is the asymmetry the author posits, i.e. that Cabo is a threat to Alpharadin but not vice-versa.