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Exelixis, Inc. Message Board

enabeler 117 posts  |  Last Activity: Jul 19, 2016 10:54 AM Member since: Oct 23, 2003
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  • Reply to

    20 out of 30 is complete!

    by elbaccisab Jul 18, 2016 4:20 PM
    enabeler enabeler Jul 19, 2016 10:54 AM Flag

    "the last 30 days of the quarter. "

    Actually the mistake was that people interpreted the prospectus to mean the last 30 trading days before the August 15th, 2016 date. Which would be the actual first day the bonds would be called, but the requirement of 20 of 30 trading days above the 6.92 threshold could happen at any 30 day period before Aug 15, 2016. As ernie has postulated on the IV board, the announcement could come at any time but the first day of the call has to be August 15 or later.

    Sorry about the other ID, Yahoo has has certainly made it very difficult to keep things straight.

    Sentiment: Strong Buy

  • enabeler by enabeler Jul 15, 2016 9:09 AM Flag

    It's such a shame.

  • enabeler by enabeler Jul 12, 2016 7:37 PM Flag

    As Mr Wonderful would say "Yahoo is dead to me!"

    It's been nice but this is all about investing and disseminating worthwhile information.. I'm sure Yahoo could care less about how upset a few MB devotees on the EXEL MB are, but I think we all need to stop using Yahoo and see if they get the message.

    Sentiment: Strong Buy

  • 1. It would be a break out of P&F chart highs going back to late 2011.
    2. It would complete a 5 yr head and shoulders pattern.
    3. It would confirm the recent s/t P&f chart breakout from May.(Many technicians only believe in buying the confirmation.)

    As always be cautious at these levels as we have failed at or near the $2B market cap range before.

    Sentiment: Buy

  • Reply to

    Ipsen has new CEO from Baxalta

    by joeflow77 Jul 11, 2016 11:47 AM
    enabeler enabeler Jul 11, 2016 12:34 PM Flag

    " Ipsen is currently performing well and could accelerate its growth in the coming years with the launch of Cabometyx in advanced kidney cancer"

    Is there a better way for Ipsen to expand in the U.S. than to buy out EXEL? Just saying!

  • Reply to

    Ipsen has new CEO from Baxalta

    by joeflow77 Jul 11, 2016 11:47 AM
    enabeler enabeler Jul 11, 2016 12:12 PM Flag

    Furthermore:
    "Meek is adding some stability at the top of the company, and, as the company states, the “continued growth and innovative pipeline development of the specialty and primary care businesses.” He will also be working on expanding the company’s market presence globally, especially into the U.S. and China markets."

  • Reply to

    Ipsen has new CEO from Baxalta

    by joeflow77 Jul 11, 2016 11:47 AM
    enabeler enabeler Jul 11, 2016 12:04 PM Flag

    A quote from the PR by the Ipsen chairman (de Garidel) about the new CEO:
    "
    “I am delighted to welcome David Meek to our group,” said de Garidel in a statement. “David is a visionary leader with global expertise in the pharmaceutical and biotechnology industry. His experience in the USA, Europe, and international markets as well as his deep knowledge of oncology will be invaluable. David also has significant success with business development that will be important for our strategic objectives. Ipsen is currently performing well and could accelerate its growth in the coming years with the launch of Cabometyx in advanced kidney cancer and Telotristat etiprate in neuroendocrine tumors, in addition to strong prospects for Somatuline and Dysport with the new recently approved indications.”

    Sentiment: Strong Buy

  • So he made up some stuff about CABOSUN being the reason for the FDA approval of Cabometyx.

    Cabometyx was approved after the results of the METEOR study, not CABOSUN, and it was the first treatment to demonstrate improvement in 3 areas of measurement "improved overall survival, progression free survival and objective response rate".

    For a hit piece he missed the mark by a mile. His credibility is totally shot.

    Sentiment: Strong Buy

  • Reply to

    news on schwab edge

    by mj525252 Jul 7, 2016 9:21 AM
    enabeler enabeler Jul 7, 2016 12:07 PM Flag

    snowflake, are you referring to 9:43AM and 11:18AM, and not prices of 9.43 and 11.18? Why would they cover at prices significantly higher than market prices?

    Sentiment: Strong Buy

  • Reply to

    One down, Nineteen to go

    by erniewerner Jul 2, 2016 3:47 PM
    enabeler enabeler Jul 6, 2016 8:16 AM Flag

    Has anyone seen the end of month SI figures yet? Are they delayed for some reason, like the July 4th holiday?

    Sentiment: Strong Buy

  • enabeler enabeler Jul 1, 2016 2:29 PM Flag

    Thanks cap! BTW, I didn't mean to say that your opinion is not as valuable as ernie's, wilder's or wildbif's. I wish I would have heeded you advice for all my trading shares.

  • enabeler enabeler Jul 1, 2016 2:18 PM Flag

    " methinks some offer or multiple offers have been entertained already "

    This MB has been pretty good in evaluating SP moves based on the science and publicly available information. If there were an offer on the table I believe one fo our intrepid posters would have smelled it out and been on the MB with that info. I find it hard to believe that we have had almost no comments at all from wilder, wildbif and or ernie re the volume.

    At some point the NASDAQ may request a trading halt for an explanation from the company, but I don't know what NASDAQ's threshold is for this to happen.

    Sentiment: Strong Buy

  • Reply to

    Crazy High volume

    by dartgator Jul 1, 2016 10:10 AM
    enabeler enabeler Jul 1, 2016 10:40 AM Flag

    On a serious note, is it possible that all this volume early today is holdover window dressing by fund managers who may have reported the trades today but backdated the trades to yesterday? Sounds a bit conspiratorial but it's done all the time at the end of year tax selling period.

    Sentiment: Strong Buy

  • Reply to

    Crazy High volume

    by dartgator Jul 1, 2016 10:10 AM
    enabeler enabeler Jul 1, 2016 10:29 AM Flag

    Ocho? LOL

    Sentiment: Strong Buy

  • enabeler by enabeler Jun 28, 2016 12:49 PM Flag

    Not going to bore all the LT holders and MB participants with the last 12 months' developments, but there is something that bothers me here. What bothers me is the lack of sponsorship(recommendations) from the major players on Wall Street, although we've had upgrades from Leerink and Cowen, why haven't we seen any new recommendations from the likes of ML,GS,JPM,MS,etc.. I realize these firms have much larger footprints and they are careful about not recommending small cap stocks. However, we are now closer to $2B in market cap to $1B and there are significantly more shares outstanding than a couple of years ago when we a small cap. Buy out rumors continue to persist and I can't imagine that these major players would not want to be involved.

    Not selling any of my core position here, but I have sold all my trading shares, and wondering why the lack of sponsorship.

    Sentiment: Strong Buy

  • Up in a panic driven market. How about another "up" Henriette?

    Sentiment: Strong Buy

  • Reply to

    Quick approval vs having OS benefit on the label

    by wilderguide Jun 26, 2016 11:58 AM
    enabeler enabeler Jun 26, 2016 2:00 PM Flag

    BREXIT (a black swan event for all markets) complicates the EC's decision making processes over the long term, but in the near term we still might get an approval from the EMA in the next couple of weeks. It's hard to predict how the share price will react to BREXIT but the initial knee jerk reaction was muted ( a quick selloff followed by a day of relative calm and price recovery). I think BREXIT will have very little practical effect on EXEL until the financial fallout of the currency impact is known, which won't be clear for a couple of years.

    Sentiment: Strong Buy

  • enabeler by enabeler Jun 23, 2016 9:57 AM Flag

    Euro approval? Japanese partnership? CABOSUN leads to approval for first-line treatment for advanced mRCC? Breakthrough in combination therapy with an immune-onclogy drug? Settlement with Roche over Cotellic reimbursement? An update by the company of Cabometyx early sales success?

    Any one of these catalysts moves us into double figures and possibly forces an acquirer to make a move. Even without a BO we could be looking at market cap of $3-5Bil based on a potential rev stream of over $1B.

    But first we have to cross $8. Then we can graduate from Bic Macs to caviar.LOL

    Sentiment: Strong Buy

  • Reply to

    Asian short, what do you think from here?

    by rrpoker16 Jun 20, 2016 2:46 PM
    enabeler enabeler Jun 21, 2016 11:14 PM Flag

    Just a coincidence, I'm sure: The Chairman and CEO of Ipsen "In 1995, Marc de Garidel joined Amgen, an American biotech company, where he held positions of increasing responsibility in finance. In 1998, he was appointed Corporate Controller of Amgen, based in the US. In 2000, he takes up operational responsibilities in France, and progressively oversaw an increasing number of countries before heading the Southern region of Amgen International, the group’s most important region in terms of sales. "

    Sentiment: Strong Buy

  • Reply to

    Asian short, what do you think from here?

    by rrpoker16 Jun 20, 2016 2:46 PM
    enabeler enabeler Jun 21, 2016 8:09 PM Flag

    BTW Dave, do you know who lives on the same block with EXEL on Grand Ave in S. San Francisco? Yes, that would be ONXX, now a "HUUUGE" part of AMGN. Do you think they've been monitoring their neighbor's progress?

    Sentiment: Strong Buy

EXEL
8.64-0.07(-0.80%)Jul 26 4:00 PMEDT