Should be pretty damn interesting the next couple of quarters....especially interested in seeing if Cobi is starting to gain traction...anyway best of luck should be fun to watch!!
Give it a couple quarters to ramp along with cobi!
My first guess would roche and then pfizer...depending on Cobi/Cabo revenue...essentially roche could gobble them up for Cobi and then market hard against sutent using Cabo as a bonus revenue stream...as far as shareholders are concerned ... hopefully no agreements are made prior to unveiling of celestial trial!! If we look good compared to nexavar...then who knows??
The only question in my mind is who starts the bidding war? I would love to see exel stay independent until HCC results are release but I just can't see that happening.
something is seriously wrong here great news and zero movement and that is with 90% + SOLD SHORT??? I have entered a request before with the SEC on DNDN I guess I will do the same with INVA doubt anything will come of it but at least I'll try Question how do you short 90% when GSK owns 30% something just doesn't add UP!!!
Hopefully this is an inflection point for R and D expenses going to zero and a good bump in sales numbers....reading this data everyone with COPD should be on INVA'S drugs!!! Better for the patient and better costs associated with lower events!! Combine this with the summitt data and quite literally every single COPD patient should be on board with INVA!!
This is the safest buy and hold pharma stock I know!! If we are equal to Nexavar in HCC next year get ready for $80-$100/share and if we beat Nexavar Get ready for $120 or higher!! OF course it all depends but I would love to think that I have picked out another ONYX !!!
Holy cow I thought with the recent rise in gas prices....rig count would rise??? Canada is off line on fire damage control...Why is the rig count not UP?? Is the US producing any OIL??
As a former stock holder of ONYX(yes made out like a bandit) I can't wait to see how CABO performs in HCC If we can go head to head with Nexavar....then 100$ per share is easily achievable!!
The answer is all of them!! Perfect contrarian indicator!!! Oil will FLY!!! Just wait till summer driving season hits and 90% of American production is in the toilet!!