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Exelixis, Inc. Message Board

  • randy1682 randy1682 Jan 26, 2013 12:42 AM Flag

    A Question For Longs

    Will this be a stagnant year or will we see data trial results at any point this year? I've seen everything pointing to 2014. What will drive the stock price up for a big gain unless it's a partnership or buyout? It's a safe play but I see it being manipulated 20-30 centers both directions for the entire year. I went long at 4.70 hoping that it sees 12 this year. I see this as a similar possibly to PCYC....I owned PCYC at 5 dollars and sold at the double point. I bought exel at the same point for around 12/share. What will we see?

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    • I see PPS taking off in early 2014. However, there is possibility of buyout before that and I suspect as early as this year.
      I really hate to see buyout before the data coming out in 2014. How much are we going to get PPS if EXEL get bought out this year? 10 or 12 at most. Most long investors here including me are looking at much bigger picture, saying at least 10 times of current PPS. This is the main reason why I am holding substantial shares now. If there is no buyout worry, 10% of my current holding works for me.

      Sentiment: Strong Buy

    • "Will this be a stagnant year or will we see data trial results at any point this year?"

      Survival data from te EXAM MTC trial will likely come out later this year. Do not expect anything from Comet 1 or 2 until 2014. New pivotal trials in HCC and RCC will begin enrolling in 2013. GDC 0971 in 2014. Hangover from the secondary and convertible offerings still remains, but at some point the speculators will handicap the Comet !&2 results and place their bets accordingly. I believe that Meditor is the front edge and others in 2013 will see EXEL as an undervalued opportunity. We'll see.

 
EXEL
3.54-0.23(-6.10%)Jun 29 4:00 PMEDT