Maybe I'm looking at this mistakenly, but my impressions of proven CABO compatibility with established therapies can only add to it's commercial value.
Compatibility w/o adverse effect would be a hit, but any indication of metabolic synergy with either abiraterone or docetaxel (or both) would be a grand slam. I would think we'd see a commensurate upward valuation of EXEL if these therapies prove effective...and an outright skyrocket if synergy is pronounced.
Why JNJ as a likely buyor? Why not? I would think they'd be on the lookout if only for the bone mets effect. It'd put them into a lot of markets in which they currently have no presence. But, I mention them only because of the recently announced Abby combo trial. Once enrolled & moving, I think this trial will amongst the most watched in the industry. GL