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Exelixis, Inc. Message Board

  • bio_tech_runner bio_tech_runner Dec 17, 2010 6:46 PM Flag

    pathetic

    I'm reading all these posts and I can't find anything interesting posted on the drug itself XL184
    All I can see is a sea of pathetic hope and encouragements.
    Mothra, I'm sorry, I've just read that you're long from 5.85 and since then you're the most arduous long I've ever seen without giving any support to your hypothesis. I sure hope you lose all your gains.
    No, i don't have any position in the stock, long or short, good luck.

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    • Why would you wish that for someone.
      I think there is a Phd thesis for anybody who wants to study this.

    • appreciate your wise remark.
      finally someone makes sense on this board

    • Biotech runner,

      You are absolutely entitled to your opinions (as are others on the board). Given the anonymous nature of posting you are correct that short of providing name and credentials, its hard for anyone to claim to be mroe right than anyone else (one of the interesting aspects of the internet, credibility comes over time rather than based on a diploma or time served in a particular capacity). It is also true that everyone has possible conflicts when discussing an investigational agent: 1) the company stands to make a profit if a drug is approved and can raise money with less dilution if the stock price is higher, hence the reason to take company PR with a grain of salt.
      2) Academics have an interest in being in on "the next big thing". Being lead author on a pivotal study can make a career.

      With that said, academics serve as a bit of a balance because to some extent they are endorsing the results when they speak on behalf of a company. The risk of course is that they may not have seen the totality of the data but a small amount they are being asked to comment upon. Even so, having seen the nature of these industry/academic presentations, and having spoken to at least one of the investigators at the meeting in Berlin, there is a sense that there is something real going on with XL184 in these prostate patients. How this will translate into success for XL is a tougher question and not really the realm for the panel they assembled to address.
      From my perspective, all on the board are free to interpret the public information in anyway they want and make investing decisions accordingly as you apparently have done. I would caution any biotech investor (XL bulls and bears) from believing they have a sure thing as both handicapping clinical trials and the market can prove rather humbling.

      Good luck with your position, personally I've given my thoughts about what will happen with this company and why though what it means for the stock price is a challenge to say.

      So, in an answer to your earlier post, as best as I can tell, Ernie has been a long term consistent and informative poster. You will take more time and better denmeanor to achieve that status in my opinion.

      The "Wiz"

    • and if you're really 60, go have yourself checked in an adult home and play checkers instead of getting burned for some cash, let others play with the stock market.

    • Really? And you are? who are you exactly? Can you give us your name and address?
      What do you expect on a message board? Did you want to talk to real people or just talk to made up and hidden names.
      Again, clarify it to all of us, how is that 'options' conspiracy theory work? or you're just not making any sense.

    • "So did the researchers. When they started seeing the reversion of the bone mets, they started trying to figure out what they were doing wrong. After all, there are no drugs that reverse bone mets. So they did a series of things to test the results."---zipjet


      Yes they did, and I was questioning how we could get false negatives myself. I happened to overlook the obvious arthritic changes in the feet of these bone scans, while bone mets are disappearing. I think that is some pretty conclusive evidence myself that the drug just isn't disrupting phosphate uptake in of itself. This was mentioned on the conference call, and certainly makes sense.

      Yes I'm a pretty big bull here, but this is pretty phenomenal, and something I didn't expect to this degree. Mostly just hoping for some resolutions after the initial anecdotal bone scan finding.

    • I really don't care if you listed the entire Medical Society in this post, lol

    • <<My claim with EXEL is that they cooked up the results to pump up the price. I question those bone scans. I question their promising results. that's all. If you agree with me or not, I don't care. take it or leave it.>>

      Two of the clinicians reporting those "falsified" bone scans are former ODAC board members. You can't be serious or at the very least you can't expect to be taken seriously. We should believe you instead of these guys???

      Jose Baselga, MD, PhD
      Chief of the Division of Hematology / Oncology
      Associate Director of Massachusetts General Hospital Cancer Center
      Philip Kantoff, MD
      Chief, Division of Solid Tumor Oncology, Chief Clinical Research Officer Director
      Lank Center for Genitourinary Oncology, Dana-Farber Cancer Institute
      Oliver Sartor, MD
      Medical Director of Tulane Cancer Center; C.E. and Bernadine Laborde Professor of
      Cancer Research; Professor, Department of Medicine: Section of Hematology & Medical
      Oncology and Department of Urology
      Howard Scher, MD
      Chief of Genitourinary Oncology Service at the Sidney Kimmel Center for Urologic and
      Prostate Cancers at Memorial Sloan-Kettering Cancer Center
      Matthew Smith, MD, PhD
      Director of the Genitourinary Malignancies Program
      Massachusetts General Hospital Cancer Center

    • >> I question those bone scans.

      So did the researchers. When they started seeing the reversion of the bone mets, they started trying to figure out what they were doing wrong. After all, there are no drugs that reverse bone mets. So they did a series of things to test the results.

      But the bone mets were reversing and they could NOT find some mistake that was causing a false signal.

      zip

    • maybe I generalize, but sometimes simplicity is what works
      Let's forget about ARNA for a second. As I said, you can't warn anyone of a future event, like monthra, who claims EURO futures will be soon 1.4 ( I think she gave it a week...lol). My warning was to them: don't put all money in one basket. Anyway, I'm talking around 8k that they lost.
      My claim with EXEL is that they cooked up the results to pump up the price. I question those bone scans. I question their promising results. that's all. If you agree with me or not, I don't care. take it or leave it.
      What I can't stand is attacks which all made against. How can everyone believe one PR statement?
      From personal experience I know you can cure cancer through surgery and heavy preventive medication/cure/ change of life style, etc. Once cancer takes over you, it'll be hard to reverse tumor, that I also know by seeing from real life situations.
      If XL could reverse tumor, it would have been discovered by now; just think how long they have been researching this compound.
      Again, I don't want to warn anyone, so leave me alone already and let's kill this thread, it's getting ridiculous. All I asked for is more scientific talk, not buy-out gibberish, not it's going to 100 . Do whatever you want to do, your few shares won't influence pps in either way. I could care less for your money. I only care for mine.

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EXEL
4.14+0.10(+2.48%)Aug 29 3:59 PMEDT

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