$AVEO Could be the next EXEL. Look at how it made a move above $25 on the back of Cabo. And we all know Tivo has a better tolerability profile than Cabo. TiVo would capture most of the 2L RCC pts. Who relapse on I-O+Cabo. 3-4L Refractory RCC pts represent $300M TAM. Even @10% of EXEL’s current valuation, AVEO could be pegged @$600M
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