Replies to post #130468 on Biotech Values

[mcbio]

You never hear a thing about EXELs and Sanofi's PI3K which makes me think, like 99% of what EXEL has developed over the years, is just another major mee-too drug which will probably end up in the dumpster after spending hundreds of millions on them.

LOL I'd have no issue holding EXEL at this valuation for cabo alone (wouldn't be too worried about those outlicensed compounds). And, how many of these other "mee-toos" showed the kind of data EXEL showed with cabo in MTC?