Replies to post #130890 on Biotech Values

[jq1234]

Do you have a negative or positive bias towards cabo or are you neutral, reserving judgement pending data?

I try not to have bias, positive or negative, on any drug I evaluate. With that being said, I have always said cabo data on various tumor types from RDT were impressive. I believe cabo in mCRPC is very intriguing. However, I am not sure about the degree of clinical benefit. It needs more data. I have been on the record saying EXEL sell off after BMY's return of cabo was over blown last year, and again after denial of SPA 306. There you have it.