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Exelixis, Inc. Message Board

  • mj525252 mj525252 Jun 15, 2013 8:57 PM Flag

    wilder question

    since you are knowledgible re bios(saw you on snta bd what a dog I do own it)are you at all familiar with ghdx.Any opinion appreciated

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    • $$$$
      "...since you are knowledgable..."
      MJ, you are too kind...
      Truth is...I do what I can to provoke intelligent review of data, and this board is great for a provocateur.
      I know little of GHDX, though I looked at it a couple years ago. Wish I'd bought back then...
      You caught me bottom-feeding this week on SNTA...I bought a modest position which I added to @ $3.99. My only rationale for the buy being on the strength of insider purchase. I have also picked up a small position in AVEO after their recent shellacking...believing their may yet be hope for tivozanib.

      By far, the lion's share of my DD is in small molecule therapeutics, particularly wrt MET inhibition. in this regard, Cabo's uniqueness is the key reason I'm here... Creating constructive conversation is my goal on this board, and I'm very pleased when I can bring out informed commentary from Ernie, the oncodocs, duffer, enabler, biff, and the other longs that have invaluably contributed to the long argument. Unlike the sprint of many biotech 's, EXEL has become a marathon...and I sense of lot of shareholder impatience these days. I truly hope everyone that has contributed to the cause these last couple years is "in" when it I intend to be. The next year or so will be transformational for EXEL, and the P3 results of competitive CRPC trials with ProstVac & Custersin may indeed change the way Cabo is perceived to fit into the landscape. It's definitely best to remain informed in this quickly changing treatment environment.
      GL w GHDX

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