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Exelixis, Inc. Message Board

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  • wilderguide wilderguide Oct 1, 2012 4:47 PM Flag

    Rangebound hedgefund stranglehold


    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.


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