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EXEL Earnings Call

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anonymous

Guest
We just got smacked down on their earnings call. The first analyst said congratulations on the collaboration with Merck..."With Lenvatinib having known limitations with dosing, toxicity and half life this makes sense for both companies".

And they hits just keep on coming:
"8 consecutive quarters of Nivo/Cabo being the market leader in 1L IO/TKI combo market"
#1 TKI in RCC with 42% market share to Lenvima's 25%

WE SUCK! Time to move on from this garbage truck of a company.
 






















anonymous said:
I am sure we will have a great new strategy to gain market share...hahahahahahahahahaha
Click to expand...
Our strategy is denial and deflection. Len is a dog drug...or we are a bad commercial team...or both. We are not the leader in any tumor type we compete in. Let that sink in. Companies the size of EXEL are kicking our butts and we have no answers.
 








anonymous said:
Our strategy is denial and deflection. Len is a dog drug...or we are a bad commercial team...or both. We are not the leader in any tumor type we compete in. Let that sink in. Companies the size of EXEL are kicking our butts and we have no answers.
Click to expand...
Have you talked to EXEL reps? Their base pay is at least 220, oh how they must laugh at us
 








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