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Exelixis, Inc. Message Board

  • mj525252 mj525252 Sep 17, 2010 10:26 AM Flag

    CC with Stifel

    I was impressed with presentation but admit i don't know squat about medicine.It seems like main emphasis with 84 is with prostate .M. said commercial opportunities is 1billion.IF any of the indiv who know about medicine and listened to cc could give their opinion i would appreciate it

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • They seemed to be deemphasizing previous indications and are now trying to highlight possible utility in prostate cancer. I'm kind of surprised they are putting most their eggs in the XL174 basket, as this is the compound that was just returned by BMS 2 years after they paid $200M upfront. Not a good sign. The new CEO is an R&D guy without a commercial background who was promoted after Scangos left for Biogen. Looks like they are going to plow forward and spend all the remaining money on a new potential indication for a failed compound.

    • You can't make any judgements from that discussion.A CEO isn't going to do anything but present a favorable picture.We all will have to wait until the next test results are given in Nov..I sure hope there is something outstanding to be presented.Ciao

 
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