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Exelixis, Inc. Message Board

  • longfcel longfcel Mar 19, 2013 10:37 AM Flag

    6 months of inactivity

    This stock is boring.
    Should explode, one way or another.
    Still 90%+ big holders.
    I'm in for trial termination (overwhelmingly results).

    long

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    • $$$$
      "I'm in for trial termination (overwhelmingly results)."

      With the most recent trial listing in mCRPC - the tally of active, enrolling, and/or not yet recruiting Cabo trials in PC is up to a total of ten. A lot of research money is getting tossed at Cabo right now. Even in the face of sequestration, we are still seeing NCI, DOD, and investigator sponsorship. Why?

      At this point in the maturation of Cabo data, I can only see one reason - scientific corroboration.
      Early CRPC results have been superior, and the JCO recently published some great results from the P2 RDT. We have heard on credible authority that Cabo's bone effect in CRPC may be consistent with tumor specific cell death. Response to therapy via bone scan is unprecedented. Markers of bone turnover and CTC reduction are predictive of a strong OS signal. Pain response is inexplicably pronounced. Biomarker activities are encouraging, yet inconsistent PSA response remains an unexplained wild card.

      All these remarkable patient benefits are barely understood. We are visiting the tip of the iceberg.
      Good things ahead, but patience is a requirement.
      GLTA

      • 1 Reply to wilderguide
      • "All these remarkable patient benefits are barely understood. We are visiting the tip of the iceberg.
        Good things ahead, but patience is a requirement."

        I agree wilder, patience is a virtue, but we have watched with patience while "other" small bios with much less potential and less effective drugs have made a lot of "other" people rich. Prior to the last dilutive offering it was possible to trade the stock within a definable channel, but now that channel is just too narrow to try and trade.

        I have slowly come to accept (with some emotional pain) that management has made a conscious decision to sacrifice short term gain for the overall success of not only the company, their own future, patients' futures but also the futures of current shareholders. The action in the stock speaks for itself (not pretty), but in my 35 years in the market I have seen much worse come up smelling like roses. Right now the odor is not very
        pleasant.

        Sentiment: Strong Buy

 
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