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Exelixis, Inc. Message Board

  • erniewerner erniewerner Jan 27, 2013 12:31 PM Flag

    Meditor Group Ltd and EXEL

    Here is some history for perspective. Meditor is not new to EXEL. Going back here are the share positions they have held since 2012 based on quarterly reports. 12/31/2011 2.6 million shares 3/30/2012 1.1 million 6/30/2012 2.7 million 9/30/2012 9.8 million shares and 1/25/2013 12.0 million shares.

    Meditor is an 866 million dollar fund presently overweighted in the medical sector (approx 50% of assets). The current EXEL position is the 7th largest position in the funds portfolio and represents about 7% of the funds assets.

    Meditor to all appearances is a passive investor. I see no reason to suspect that they are fronting for a potential acquisitor or that they are different than any of the other numerous instituions that have substantial stakes in EXEL.

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    • $$$$

      Hey Ernie,

      Every time you bring your reasoned, seasoned, cautionary sense of tidy categorization to bear on what could potentially & easily become message board bedlam I am reminded of a wonderfully poignant black & white photograph of an older Albert Einstein - hair all askew - sticking his tongue out at the cameraman...showing all the world that even the Master of Time, Space, & Relativity is just another regular guy after all.
      You surely know the one...
      Thanks once again.

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