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Exelixis, Inc. Message Board

enabeler 113 posts  |  Last Activity: 20 hours ago Member since: Oct 23, 2003
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  • Alibaba is coming public on Thursday as the largest offering in American and perhaps world history. It will mark either a changing point in this bull market or a confirmation of the bull thesis.

    In any case, it is being hyped so much that many, if not all, Nasdaq trading firms are selling losers and gainers to raise enough cash to participate.

    It is not the right time to be in a spec like EXEL but as the saying goes today "it is what it is" and as I said in an earlier thread sell at your own risk.

    Sentiment: Buy

  • I'm not comparing apples to oranges but there is a pattern here with Stelios Papadopoulos and his dealings with companies which he has chaired in the past.

    In 2011 Roche paid a 250% premium for Anadys to acquire their hepatitis C drug which is now the cornerstone of their hepatitis C treatments. Papdopoulos was chairman of Anadys. Now Papadopoulos is chairman of both Biogen Idec and EXEL.

    Is Roche just biding their time and is Papadopoulos letting EXEL flap in the wind until the weak hands (non-institutional)have all been shaken out? I don't know, but I bet Papadopoulos and the chairman of Roche know.

    There are other Papadopoulos connections with Roche but I'm not going to do all the work for you guys. Just understand one thing...THERE IS A REASON(OTHER THAN MMM OR COMET-1) FOR THE PUMMELING THE SHARES HAVE SEEN. SELL AT YOUR OWN RISK.

    Sentiment: Buy

  • Reply to

    ESMO Presidential Symposium II September 29, 2014

    by kavbrian Sep 12, 2014 3:41 PM
    enabeler enabeler Sep 13, 2014 10:36 AM Flag

    The lack of pre-ESMO promotional flair for Cobi/Vemu combo gives me some cautious optimism as I believe Roche/Genentech espouses the underpromise and overdeliver style.

    Sentiment: Hold

  • Reply to

    A penny for your thoughts.

    by enabeler Sep 11, 2014 4:12 PM
    enabeler enabeler Sep 11, 2014 7:56 PM Flag

    Weekend?
    $#*&, it's only Thursday!
    It's been a long week folks and the weekend can't get here fast enough.

    Sentiment: Hold

  • Up 2 cents is better than down 2 cents?

    Have a nice weekend.

    Sentiment: Hold

  • Reply to

    CFO

    by csanderson1805 Sep 9, 2014 12:18 PM
    enabeler enabeler Sep 9, 2014 12:39 PM Flag

    Forget the sale of the company( you don't sell when you're assets when they are being maximally discounted by the market).

    Pass the the hopium pipe and pray for rain.

    Sentiment: Hold

  • Reply to

    Nickel increase; something HUGE on the horizon?

    by enabeler Sep 9, 2014 11:45 AM
    enabeler enabeler Sep 9, 2014 12:22 PM Flag

    Swing and a miss, nothing new, ESMO is still the play.

    Sentiment: Hold

  • MMM tees it up again?

    Sentiment: Hold

  • enabeler enabeler Sep 9, 2014 10:50 AM Flag

    "an effort"...no guarantees.
    It would be nice to hear something meaningful and positive but we need some earth shattering pronouncement, and I don't see it coming; of course I didn't see cabo failure either, so don't mind me.

    Sentiment: Hold

  • I think the decision to participate in this MS forum is an effort to ease the pain more than an effort to inform the investment community.

    Sentiment: Hold

  • Reply to

    RCC PFS Approvable Endpoint

    by duckduffer Sep 5, 2014 1:14 PM
    enabeler enabeler Sep 8, 2014 5:34 PM Flag

    Valley, so sorry I misjudged you. If you truly got stopped out at $8, you are a genius. Congratulations!

    Sentiment: Hold

  • enabeler enabeler Sep 7, 2014 9:28 PM Flag

    "Y'all can buy me a beer when you get the chance..."
    Why would I buy you a beer? I can't afford a beer after last week. Will I be happy and back in the money this week? If so, why? What could they possibly have to say at a Healthcare Conference after gutting their own stock so badly? Lot of questions wilder; got any answers?

    Sentiment: Hold

  • Reply to

    RCC PFS Approvable Endpoint

    by duckduffer Sep 5, 2014 1:14 PM
    enabeler enabeler Sep 6, 2014 8:26 PM Flag

    Valeey, for a guy(or gal) who's been around on this board for as many years as you have been, you're pretty clueless.

    EXEL closed at $4.14 on the Friday prior to the what I now like to call the Labor Day Massacre. If you had a stop loss order at $4, your order would have been executed at the Tuesday opening of $1.93(unless you canceled it prior to the Tuesday opening). If you would have had a stop-limit order at $4 you would not have been filled anyway, as it never traded at your limit or above. Either way you would not have been immune from the collapse of the share price.

    If you didn't know this perhaps you should consider another hobby.

    Sentiment: Hold

  • Reply to

    The Comet Conundrum

    by wilderguide Sep 6, 2014 11:40 AM
    enabeler enabeler Sep 6, 2014 3:03 PM Flag

    Excuse the typo "investors".

  • Reply to

    The Comet Conundrum

    by wilderguide Sep 6, 2014 11:40 AM
    enabeler enabeler Sep 6, 2014 3:01 PM Flag

    It's normal, but like me, I believe you two are grasping for straws. I'm hanging on also, but to be honest, I've already written off the whole investment in my mind. If there is salvage value after ESMO I'll reassess, but for now I can't really trust anything that comes from EXEL or MMM.

    Press releases,paid for articles in Seeking Alpha, MMM's appearance on CNBC, the strategic Monday night Labor day news release of the failure and layoff of 70% of employees, as if they didn't have those employees picked weeks in advance. All this is overwhelming evidence that they knew ahead of time, maybe even before the last cash raise, that Cabo would fail.

    Their actions and public pronouncements appear to have been cleverly designed to inflict the maximum pain to long term investors. I don't know why, or maybe it was just designed to preserve their (management's) own job, but I can no longer trust anything from management and frankly I am loathe to trust anything that I read on this MB from anybody. As salty said, I am sorry for late stage patients whose QOL will be worse off than it might have been, but I really hope there is a class action suit being prepared right now on behalf of unvestors against EXEL and especially MMM.

    Sentiment: Hold

  • Reply to

    Sonnier's comments

    by wildbiftek Sep 3, 2014 10:50 PM
    enabeler enabeler Sep 4, 2014 9:25 AM Flag

    Thank you!

  • Reply to

    Sonnier's comments

    by wildbiftek Sep 3, 2014 10:50 PM
    enabeler enabeler Sep 4, 2014 12:02 AM Flag

    Wild, your after the fact assessment seems to be right on and I only wish I would have paid more attention to what you said last week but unfortunately I was caught napping and have paid with a pretty huge paper loss which has now pretty much wiped out most of my trading profits in EXEL for the past 4 years.

    I was just wondering (since you mentioned in a previous thread that you would be looking to unload some), have you sold some already at these depressed level? What are your thoughts about the T/O chances that are being discussed in some of the other threads?

    Sentiment: Hold

  • Reply to

    hmmmm

    by gabrjelac Sep 2, 2014 9:46 PM
    enabeler enabeler Sep 2, 2014 11:01 PM Flag

    Wilder, I'm still around but like you I'm getting very tired of waiting and find myself questioning my reasoning when it comes to EXEL. As this MB's resident expert on all things EXEL, do you happen to know what the dab/tram combo's PFS #'s were when it was approved? Did they have OS pr PFS as their primary endpoint? After all, the cobi/zelboraf combo has to beat the competition.

    Sentiment: Strong Buy

  • "Are Roche, Others Willing to Buy Exelixis? -- Market Talk
    11:51 EDT - With Exelixis (EXEL) giving up on prostate cancer, the drug-development firm's best hope is a buyout, says Stifel Nicolaus as it downgrades EXEL from buy. The investment bank doesn't expect ongoing clinical work to prove positive for Cometriq, whose failed study data disclosed yesterday helped prompt a big restructuring for EXEL, though an EXEL compound is being looked at in combination with a Roche (ROG.VX, RHHBY) product as a treatment for melanoma. That could hit the market in 2017, and EXEL would receive royalties. "We believe the company should look to maximize shareholder value by engaging with Roche or others for a potential acquisition," says Stifel. EXEL is down 55% at $1.89, hitting a record low and putting the market cap below $400M."

    Sentiment: Strong Buy

  • Reply to

    This company...

    by sasnik9 Sep 2, 2014 10:01 AM
    enabeler enabeler Sep 2, 2014 10:09 AM Flag

    i do believe, i do believe, said the little engine that could.

    Sentiment: Strong Buy

EXEL
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