Replies to post #176012 on Biotech Values

[p3analyze]

By my calculation the hr could be as low as 0.72 yet still miss the interim.

[iwfal]

EXEL—In other words, Cabozantinib is at best going to show middling efficacy in this indication.

Yes, but... the (bone) pain trial should mature soon and if that goes as well as you'd expect from the bone scan then I'd suggest that they could still be a strong seller even with HR only low 8's.

That said, I can't stomach their management team - so still not a play for me.