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Exelixis, Inc. Message Board

  • marinolman11 marinolman11 Apr 7, 2013 8:11 PM Flag

    Love EXEL...but what r your thoughts on ARRY?

    huge pipe...great partnerships...started by 3ex. Amgen scientists which then went out and recruited 25 other Amgen scientists....10-11 drugs phase 2... One going P3 with a potential of another 3-4 P3 in the next year.

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    • I am trying to hold my patience regarding EXEL, but I really like ARRY and CLDX. I have my largest position in ARRY and I think that it has flown under most people's radar so far, but it has over $3 billion in potential milestone payments, strong partnerships, great pipeline depth and diversity and a strong mgt team. I am quite pleased that they just adopted CLDX's capital raising technique with Canter from CLDX, so dilution pain will be minimalized. CLDX is also a great opportunity, even after the recent run up. Both of these companies will run up over the next two years. I hope that I can say that about EXEL, as it has put all its eggs in the Cabo basket, and mgt has made repeated mistakes. I also have a large position in AMRN which so far has been disapointing. I am hoping for good quarterly performance regarding their launch and good news by year end on FDA approval on the wider use of their one hit wonder drug (I would take a buy out at $15 at this point). So those are the big positions I have. I also have a bunch of smaller ones. ARRY, EXEL and CLDX have been core for several years for me. Another two to look at is XOMA and PSTI. GLTA

      Sentiment: Strong Buy

    • arry has 77% institutional ownership IT IS the next AMGN the investors just don't know it yet 5-10-15 dollars will look cheap by 1-1-14

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