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Exelixis, Inc. Message Board

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  • erniewerner erniewerner Jan 15, 2011 7:05 PM Flag

    EXEL is one IND and one fasttracker away form 3 Billion.

    <<Isn't DNDN with their prostrate drug still a company that hasn't been acquired? >>

    Yes, but DNDN comes with its own set of issues. First, Provenge is a patient specific drug requiring extensive infrastructure to manufacture. It could also be vulnerable to future regulatory issues if anything goes awry with the manufacturing process. Provenge is also what I would characterize as marginally effective. I would say that abiraterone and potentially Cabo represent more significant steps forward in treatment than Provenge. Another barrier is the buy in price. DNDN is a $5-6 bil company. If a potential aquirer moves quickly, EXEL is much less expensive. DNDN kept their R&D program intact. They are a viable stand alone entity for the long term assuming they can continue developing drugs.

    <<..They seemed to get more favorable deals that most other BioTech's could?>>

    They could get a good deal on Cabo and maybe get some cash for for some of the shelved projects, but after that, there is nothing left. If this were to be a stand alone company, they would need to start from scratch setting up a research department.

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