Optimism is great, but EXEL is not an earnings play.
EXEL has a recent history of beating earnings, I believe 5 out of the last 6 quarters have actually beaten analyst estimates. The value of the IP is what you are betting on...
Short term disappointment has become the norm.
Hold for the longside returns on the science.
Combined targeted therapy is the stuff of the future.
Cabo will find it's place in the treatment algorithm.