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Exelixis, Inc. Message Board

  • weightbayou weightbayou Jan 29, 2013 3:16 PM Flag

    Cabo could be the next Avastin

    It does not make sense the price is so low.

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    • I say honestly.
      Don't look at PPS, which means nothing.
      Look at MCap.
      $800 Mil in not cheap.
      It's its fair price, today.
      I would say in "future projection" is not valued correctly.

      I would say...... 1 Bil$ considering tyroid revenues (mere 20 Mil$/year x10 multiplier + 800M).
      My guess is that something big is expected: big holders increased recently..... over 88% big holders.... + director bought..... + well funded (no secondary on sight).
      If ph3 trial is terminated because of ovewhelmingly results, everything can happen...... at least +100%, + buyout + everything....
      If not, no big uptrend until 2014.


    • Glad you made it here from Celldex. Just please don't make daily threads on how Cabo will be the next trillion dollar blockbuster drug or will cure cancer. buysignalinvestment will do that for you.

      If you notice this board has a lot of scientific discussions on daily basis and none of the political #$%$ that goes on at CLDX board. Absorb it and let it play.

      I’m not a board moderator but just suggesting ya. Good luck with EXEL.

    • $$$$

      Being caught in that intertidal zone between seeing the potential, sensing the intrinsic value, and (hopefully) realizing the optimal enterprise valuation sure makes it interesting, doesn't it? Hang in there... follow the money. Given all the heavy hittin' IH's buying EXEL stock, all the oncologic institutions buying into trials, and all the clinicians behind the science... eventually it'll play.

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