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The YouTuber intends to build a small position in Exelixis due to its strong position in the oncology market, particularly with its kidney and liver cancer drug Carbomatics, which holds a 44% market share. A recent patent victory protects Carbomatics from generic competition until 2030. The company is also investing heavily in new therapies like Saner Linenip, which shows promising early results and could generate significant future revenue. Strong revenue growth of 24.49% and expected EPS growth of over 31% make it an attractive entry point despite reliance on a single drug.
“Deshalb plane ich im Juli eine kleine Position aufzubauen.” — ▶ Ver clip