In as much as I may be underestimating MMM's megalomania, I don't think I am underestimating Cabo's potential. A couple years ago, I recognized the promise of MET inhibition in cancer therapy, and began investing accordingly.
To date, Cabo has displayed such an unprecedented level of overall benefit over such a broad range of cancers that it has become one of my favorites. I don't see yet that it has an equal amongst comparable METi class TKI's...
...and it's effect on bone mets puts it in a class by itself.
I'm not necessarily advising others to hold, I'm just suggesting that there are those that would bully you out of your shares by manipulating SP - which is precisely what I see taking place w/ EXEL.
In two years time, I expect MMM will have little to do w/ Cabo. He'll be history. His path to self-destruction will be his own hand-written obituary. CEO's come & go...but Cabo's data is building a legacy in MET -class inhibition therapy.