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Exelixis, Inc. Message Board

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  • What kind of week can we expect from EXEL, well ExplosiveOTC is following their developments and those of a handful of potential blockbusters, find out who the next breakout star will be and when you sign up you'll receive an incredible ebook- just enter the code EXEL.

  • Reply to

    Exel management

    by holderstock Jul 4, 2015 2:24 PM

    Here's my guess. The first news will be the topline results. Any potential partner will want to take a good look at that data before committing to a joint venture. My guess is that we will see the topline next week or the week after and assuming a positive result, there will be a JV announced about a month later. We'll see soon enough.

  • Reply to

    Exel management

    by holderstock Jul 4, 2015 2:24 PM

    "thoughts?"

    Yeah, I got thoughts. Greece is .03% of the world's economy and I wish I had a lot more capital to take advantage of the free fall for the market tomorrow.

    Sentiment: Strong Buy

  • Reply to

    Exel management

    by holderstock Jul 4, 2015 2:24 PM

    Why a secondary with a partnering program? Do you think there won't be enough cash if they sell off the ex-US for Cabo RCC? What if they throw in ex-US for RCC and MTC?

  • Two things: If MF says don't own this, do the exact opposite (it's time to load-up).
    They were long on this stock for years.....Now they are short. I've always thought that they are full of #$%$!

  • Reply to

    Exel management

    by holderstock Jul 4, 2015 2:24 PM

    $$$$
    OK, so we can more or less agree that the progression triggering event has taken place - data is being interpolated - and we should get a top line readout very soon. What's our announcement strategy? Do we run up SP to a dilutive value and issue another 10 million shares?...or do we announce an international marketing partnership first...then dilute on a new level of investor confidence - and a possibly higher MC? I've been running this thru my head, and feel that the most desirable position to announce a secondary would be to co-announce a positive Meteor top line with a successful partnering program.
    Any thoughts?

  • Reply to

    What Can We Expect to See Next from EXEL?

    by hermanwouknwoll Jun 26, 2015 12:22 PM

    You won't find a better service, these guys really know how to spot a quality opportunity when it presents itself.

  • Reply to

    VooDoo Medicine defined...

    by semanresu Jun 28, 2015 1:50 PM

    Where oh where is BrainBeGone? Perhaps he OD'd VooDoo Medicine?

    Sentiment: Strong Sell

  • Reply to

    FINANCING

    by saltydog711 Jul 5, 2015 11:54 AM

    Hey Snowman, I'm really hoping they have more sense than to go back to the same well but I'm afraid you're probably right. It's like they could care less about shareholders as long as they keep getting a paycheck. Perhaps the only way to stop the madness is a BO to anyone. Combined value of CABO,COBI & IP should interest someone enough to step up. Heck, if I had the money, I see enough value to convert the bond holders to shares & move the SP to where it should be. Back @ you on the Happy 4th. My Shaley dog is glad it's over, now I'll see how long it takes her to come back upstairs...

    Sentiment: Strong Buy

  • Reply to

    FINANCING

    by saltydog711 Jul 5, 2015 11:54 AM

    Seek out a partner to market and sell Meteor. upfront cash proceeds could be significant and since trials are largely complete, they wouldn't have to give up a significant amount of revenue as commission. EXEL will need a larger pharma to help sell IMO. They may not need to raise near term cash if they go this way.

    Sentiment: Strong Buy

  • I'm sure most of you already read the article.

  • Small-cap biopharmaceutical company Exelixis (NASDAQ:EXEL) sent a simple message to investors this past week: "Wait for it... No, seriously, wait for it."

    Exelixis' holding pattern
    The second-half of 2015 was supposed to bring a number of catalysts for Exelixis and its shareholders. One was the Food and Drug Administration's expected decision on approval of the combination of Exelixis' cobimetinib and Roche's Zelboraf as a treatment for BRAF V600 mutation-positive metastatic melanoma. The combination therapy garnered a priority review from the FDA, shortening the review process from the standard 10 months to six months and carrying a PDUFA date (i.e., an FDA decision date) of Aug. 11, 2015.......

  • Reply to

    Good morning bagholders!

    by scrotum_harden Jul 4, 2015 11:07 AM

    yes,,,this isn't the penny stock section

  • Would anyone care to hypothecate what financing options would be most likely at the time POSITIVE METEOR RESULTS are announced? Will MMM pull a rabbit out of his hat in the form of non dilutive JV(s) with European partners as previously discussed or will it be back to the dilutive issuance of more shares? I'm sure there are more options but will they be shareholder beneficial? First time for everything...

    Sentiment: Strong Buy

  • Reply to

    Exel management

    by holderstock Jul 4, 2015 2:24 PM

    "I don't think they've reached the events required."

    Sorry, but with what facts we know it is highly unlikely that they are still waiting on the triggering event. They were "very close" on April 30 and on May 12 Dr. MMM promised a July readout and that represented a slight delay. Time to place your last minute bets as the roulette wheel is about to stop on red or black very soon. It is worth noting that by letting the cash run down to only several months of remaining clearway, management is betting on a positive outcome and even the skeptical AF predicted a statsig result. Its been an ugly ride so far, but hopefully that will all change soon.

  • Reply to

    Exel management

    by holderstock Jul 4, 2015 2:24 PM

    True up to this point but if they could determine with certainty exactly when the number of events would occur and the analysis would be complete they could make more money predicting the future rather than developing drugs.

    All I'm saying is that they've already delayed once because events have slowed in meteor, the same happened in exam trial, it could happen again and results post later than last announced. That's why the orIginal September date was an estimate.

  • Reply to

    Exel management

    by holderstock Jul 4, 2015 2:24 PM

    They have been a bit ahead of schedule up to this point. From Clinical Trials website: ***** My emphasis

    Estimated Enrollment: 650
    Study Start Date: June 2013
    Estimated Study Completion Date: August 2016
    *****Estimated Primary Completion Date: September 2015 (Final data collection date for primary outcome measure)

  • Reply to

    Exel management

    by holderstock Jul 4, 2015 2:24 PM

    I'm confused. My understanding is that METEOR results, which were originally expected to be reported in 2Q 2105 were pushed back into early 3Q 2105, or pretty much now. Wilderguide, however, is saying Labor Day, but I think that is entirely inconsistent with what EXEL has indicated and need some clarification. Quite frankly if it is Labor Day I think EXEL runs out of money and this company either tries to get additional funding (difficult because Deerfield covenants) or collapses under the weight of multiple phase 2 and 3 trials, none of which produce any revenue. The management of EXEL run the company as if it were a research department at a public university instead of a public company with shareholders. Very disappointing.

  • Reply to

    Exel management

    by holderstock Jul 4, 2015 2:24 PM

    I don't think they've reached the events required. Personally, I think there is a chance it may drag out similar to the continued delay for mtc results and I wouldn't be surprised by having to wait until September. I just wonder if they will announce the number of events have been reached or if they will wait and just make one announcement when the results are complete.

  • Exelixis Inc. (NASDAQ: EXEL) is a biopharmaceutical company focused on developing small molecule therapies for the treatment of cancer. The company anticipates two major catalysts for two of their drug candidates. Exelixis is about 30% away from its 52 week high, and a run up towards the catalyst is possible.

    Exelixis anticipates major phase 3 trial results from their drug, Cabozantinib, for the treatment of advanced Renal Cell Carcinoma. The company announced that, “topline results will be available at the end of the second quarter or early in the third quarter of this year.” The phase 3 trial, also called the METEOR Trial, has completed enrollment of 650 patients back in November 2014, with the primary end point to determine progression free survival rate (PFS).

    Cabozantinib was previously approved for treatment Metastatic Medullary Thyroid Cancer, starting marketing early 2013. Cabozantinib is the subject of a broad, global clinical development program that includes about 45 ongoing or planned clinical trials, which includes the METEOR Trial. Cabozantinib is a targeted agent that inhibits the activity of receptor tyrosine kinases, which are involved in both normal cellular function. Recent technological advances have showed the role of tyrosine kinases in the pathophysiology of cancer. Exelixis has worldwide rights to Cabozantinib, and the company believes it has the potential to treat a wide variety of cancers.

    Sentiment: Strong Buy

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EXEL
3.51+0.07(+2.03%)Jul 6 4:00 PMEDT