Exelixis’ Partner Ipsen Announces Health Canada’s Approval of CABOMETYX® (cabozantinib) Tablets for the Treatment of Patients With Previously Treated Advanced Hepatocellular Carcinoma
AMRN Se ha puesto a más de 20. Modo cohete. Mi cuarta mayor posiciòn. Si todo va bien me quedan 3 días. La FDA leí era el jueves. A ver si en casa me aclaro.
Si te sientas en la mesa y no descubres al "primo" es que lo eres tú.
Exelixis: Treatment Paradigm Winds See Cabometyx Falling Flat, For Now
Summary
As expected, cabometyx is seeing a decline in first-line RCC revenue as the treatment paradigm for RCC shifts towards ICIs. As CheckMate 9ER approaches, Exelixis will surely continue to build their cash load and advance other candidates and indications. If CheckMate 9ER is to be an overt success, meriting definite first-line RCC combination therapy, I believe Exelixis' valuation could double from these levels. In the short term, shares in EXEL may continue to feel pressure as cabometyx hits a wall. I would buy shares in EXEL in the event of positive CheckMate 9ER, as I suspect the initial response will not do its relevance justice. I do believe, at the moment, shares of EXEL appear markedly undervalued, as the market appears to be pricing in a lot of pessimism.
Lo de este personaje (Adam Feuerstein) es impresionante, después de tratar de poner todas las piedras posibles en el camino, se despacha con un articulo favorable unos días antes y se queda tan contento.
