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Biotech / Medical : Exelixis, Inc. (EXEL) -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (883)	12/13/2012 7:08:20 PM
From: mcbio	Read Replies (2) \| Respond to of 930

INFI is behind GILD and going after similar indications as PCYC's BTK ibrutinib, whom they are also behind. And ibrutinib has set a pretty high bar hasn't it? Does INFI really merit a $1B+ valuation? Count me in the skeptical camp. (Maybe I'm unduly skeptical.) I'm still content to participate indirectly in the PI3K space via ARRY with NVS combining their PI3Ks w/MEK162. Presumably good news for EXEL as it's another path for a few of their partnered compounds that a lot of people probably don't think much about any more. No position in EXEL for me but do keep an eye on them a bit.