Today's PR on P3 for RCC makes it hard to fly into ASCO under the radar, but it's still pretty amazing that no press on the upcoming sneak peak at OS for mCRPC has been discussed in the mainstream financial media. The chances are pretty high that the PR of the sneak peak will lead to a major move up or down. With EXEL's history one would have to assume that no matter what the news is (good or bad), the company will screw up the announcement i.e. the minor sell off occurring right now at 3PM, of course, the market has just sold off sharply in the past half hour, so....who knows?
I am in big on ARRY (in addition to EXEL) as well. terrific looking pipeline and I anticipate a great 12 to 24 months ahead. CLDX is another that I am loaded up with and is lining up well and has had a strong run thus far this year. GL