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Exelixis, Inc. Message Board

  • wilderguide wilderguide May 3, 2014 2:11 PM Flag

    Another Elephant in the Room at EXEL

    $$$$
    Debt...
    Can this debt be satisfied by developing EXEL's two commercially viable compounds?
    This is the crux of the short argument...

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    • Wilder, I've listened to the CC several times & imo they seem as bullish as the law allows. Repeated reference to EADO & ASCO as well. I've felt the EADO Congress was the most intriguing with the Roche collaboration extremely promising, based on previous results.If the Phase 3 Melanoma goes well that would bring in some bucks. How will we get results from Rigas' updates on Wed.? Will they accompany them with a PR or will we have to find out ourselves? Thanks.

      • 1 Reply to saltydog711
      • $$$$
        "...a PR or will we have to find out ourselves?"
        As these are not likely to be pivotal results, I really don't expect a PR. Peter lamb specifically mentioned this presentation in the CC... Unless - the results are so compelling as to qualify for a filing as breakthrough therapy. Should that be the case, I'd expect a PR and a material event filing...
        I really don't spend a great deal of time in dermato-oncology sites, but they probably have a journal. If not, I'd expect to see an advanced online ePub in the EJC, the BJC, or the Annals of Oncology...but only if new results are made available. Lithuania is a bit off the beaten path, oncologically speaking.

 
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