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Exelixis, Inc. Message Board

  • wilderguide wilderguide May 3, 2014 2:38 PM Flag

    A Roomful of Elephants at EXEL?


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    • $$$$
      I mean-does anyone really believe Cabo would fail in a pivotal trial because MMM was having a bad hair day?

      • 1 Reply to wilderguide
      • I think back to what Ernie saying he thought that the interim results would not be good enough to stop the trial and in the final analysis cabo would get over the OS hurdle albeit by a small margin. In listening to management in the conference call I think that is what they expect as well. In addition I got the same impression as Salty did about management's view on COBI they are bullish in the very near term. The market is currently pricing this company as though Comet 1 and 2 will fail. IMO it is being priced at scavenger value I am sure Roche would like to get full control of COBI for 650m. That is why I don't quite understand why somebody would want to be short they made their money from 8 to 3. 3 to zero is a little piggy and as the saying goes pigs get slaughtered. A drug that helps with bone mets and pain has got to have a place in the Oncologists tool kit. I have seen at three people suffer tremendously in the last two years of their lives due bone mets. It would have been a blessing to at least see them live with less pain during that time.

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