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Exelixis, Inc. Message Board

  • enabeler enabeler Jul 1, 2013 8:53 AM Flag

    Does ONXX's rebuff of AMGN put EXEL into play?

    With the failure of rilotumumab does AMGN raise their considerable offer for ONXX or do they try and enter the small molecule race with a prospective (but approved!) long shot like EXEL . It is obvious that EXEL's market value is currently hampered by ineffective management that has put all it's eggs (assets) into one basket and a company with big pockets could unlock the true value of "all" of it's assets. Although you have to give management credit for getting the MTC approval, and the CRADA and IST's are an unexpectedly low cost method of paying for growth and expansion, it is still obvious that pps and it's "real' market value have nothing to do with each other.

    If ONXX is worth $10Billion (with a B), how much is EXEL worth? One half of that or 1/3 of that? I think AMGN has put the whole small molecule cancer space into play.

    Sentiment: Strong Buy

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