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  • Licensing Deal Is Imminent for ArQule [View article]
    Thanks Basel Expat.

    EXEL looks great at the current price. Similar to the overall market, all bad news (cash burn) are factored in and when multiple licensing deals are signed, I see it going substantially higher. It is less risky than ARQL, no doubt, thanks to its broad portfolio, and this should be ARQL's model as well.

    EXEL just got involved in another crowded "next big thing" area yesterday, Hsp90 inhibitors. In this case it is lagging behind BMS
    and SNTA among others.

    Ohad

    Oct 03 09:17 am |Rating: 0 0 |Link to Comment
  • Licensing Deal Is Imminent for ArQule [View article]
    Thanks

    I Don't follow ARIA too closely.
    Oct 03 02:19 am |Rating: 0 0 |Link to Comment
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