Calls
1
u/Biostatrat
Reddit r/wallstreetbets
Win Rate
0.0%
return
-0.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Sep 09
$57.98
-0.6%
FDA approved Handa’s generic cabozantinib; Exelixis withdrew its Delaware lawsuit and its FDA petition failed. Exelixis is still near ATH because the negative news is mostly only in Taiwanese sources and not yet repriced by U.S. markets. Generic competition should pressure Exelixis’ ~$2B annual Cabometyx revenue, making the current valuation vulnerable. Generic launch may be delayed, patent protection may hold for many indications, market may never reprice, and option expiry could be too soon.
FDA approved Handa’s generic cabozantinib; Exelixis withdrew its Delaware lawsuit and its FDA petition failed. Exelixis is still near ATH because the negative news is mostly only in Taiwanese sources and not yet repriced by U.S. markets. Generic competition should pressure Exelixis’ ~$2B annual Cabometyx revenue, making the current valuation vulnerable. Generic launch may be delayed, patent protection may hold for many indications, market may never reprice, and option expiry could be too soon.
Pharma & Biotech
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u/Biostatrat has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: EXEL.
