$EXEL

G↗$14B · PE 18-4% since DD1 posts · 1 DD · 1 authors

Short thesis: one cancer drug, cabozantinib, is nearly all of the $2B revenue against a $15B market cap at the highs

1 year · daily close · posts pinned at their date

$40.10 → $56.21 (+40%)● DD● news● gain● loss● yolo○ short-term playhover a dot for the post

Evidence stream (newest first)

ddQ4.0shortDD23 pts · 27 💬 · 43d
DD: $EXEL Short Thesis (gimme feedback)
EXEL short thesis: essentially all revenue comes from one cancer drug, cabozantinib, at about $2B a year against a $15B market cap near all-time highs, and the poster argues the patent win that drove the recent 20% run does not hold generics off as long as the market now assumes.
u/Biostatrat · Read on Reddit ↗

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