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Exelixis, Inc. Message Board

enabeler 126 posts  |  Last Activity: 4 hours ago Member since: Oct 23, 2003
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  • Monday morning (in about 8 hrs) should be interesting.

    Sentiment: Strong Buy

  • enabeler enabeler Jul 12, 2014 2:48 PM Flag

    Thanks wilder, that's one terrific video lecture. Starting at the 12 minute mark Dr Miller pretty much covers in less than 5 minutes the entire cabo bull case. From the original bone scan response to the dosage issues and all the way to Comet-1.

    In addition, he never even mentions cobi or Roche/coBrim, which will come in way before Comet-1. The stars are finally aligned and we are about to make medical history and Wall Street history.

    Sentiment: Strong Buy

  • Reply to

    AF story today included EXEL

    by urabt2 Jul 10, 2014 10:44 PM
    enabeler enabeler Jul 11, 2014 12:50 AM Flag

    "Exelixis (EXEL_)
    Final results from Cometriq phase III prostate cancer study

    Exelixis shares have been in the dumps since March because of disappointment that the Cometriq "COMET-1" study wasn't stopped early for efficacy after an interim analysis of the survival data. The final analysis of the prostate cancer study is expected before the end of the year. Clearly, investor expectations for a positive outcome are low, which would make for quite a rebound in Exelixis' stock price if they manage to eek out a win."

    Wow! Quite an endorsement! At least he's admitting EXEL could "eek out a win" in Comet-1. Considering he is writing a story about "insanely important biotech catalysts" for the rest of the year I'm pleased he felt compelled to include Comet-1.

    Sentiment: Strong Buy

  • The market makers are actually doing a fair job of holding the pps in the face of a market meltdown. It's probably best to just ignore the noise and all the exogenous geopolitical news in relation to EXEL and try to keep in mind the upcoming positive news.

    Sentiment: Strong Buy

  • Reply to

    Exciting news for leukemia patients!

    by enabeler Jul 8, 2014 9:26 AM
    enabeler enabeler Jul 8, 2014 1:56 PM Flag

    Turns out Novartis is already partnered with U of Pa. on this project which re-engineers the patients' own t-cells to attack the cancer cells.

  • Reply to

    Just perfect.....

    by urabt2 Jul 8, 2014 11:27 AM
    enabeler enabeler Jul 8, 2014 11:37 AM Flag

    There will be plenty of optimists looking for something to buy. Let's just hope the top line results are worthy of buying. EXEL has a poor history of making positive announcements sound like trivialities, let's hope the new PR person Susan Hubbard is better at it than the old guy Butler (the Butler did it!).

    Sentiment: Strong Buy

  • Reply to

    Exciting news for leukemia patients!

    by enabeler Jul 8, 2014 9:26 AM
    enabeler enabeler Jul 8, 2014 10:29 AM Flag

    Maybe Roche can acquire the University of Pennsylvania?

    Sentiment: Strong Buy

  • FDA fast tracks first immunotherapy drug, developed at University of Pennsylvania which "cured" 89% of patients receiving treatment. I'm not sophisticated enough to deal with the details but it has to do with re-engineering t-cells and re-injecting in to the body to fight off the infected cells.

    It's only a matter of time before cancer is beaten!

    Sentiment: Strong Buy

  • enabeler enabeler Jul 7, 2014 9:01 AM Flag

    That was a few years ago as you mentioned, and I do believe Mr. Icahn has bigger fish to fry now. However, the T/O thesis by a major pharma makes great sense and could help explain why they haven't bothered to replace the CFO.

    Meanwhile, there hasn't been much change since I left the country back on June 22nd (returned over weekend) and the market has climbed to new highs making EXEL rather vulnerable in a round of profit taking for the market.

    The "fluff" piece in WallStCheatSheet "Big Pharma Needs Growth" was actually fairly well written but really didn't say anything new. We are all awaiting the results.

    Sentiment: Strong Buy

  • enabeler by enabeler Jun 20, 2014 12:01 PM Flag

    Before I leave for a couple of weeks I just wanted to point out that EXEL opened today on 465,000 shares in the first second of trading and there was considerable pre-market activity as well.

    I don't know what it means but I thought it was a little abnormal, and should be noted.

    Sentiment: Strong Buy

  • Reply to

    Goldman Sachs supporting this puppy?

    by jvictorn00 Jun 20, 2014 10:00 AM
    enabeler enabeler Jun 20, 2014 11:47 AM Flag

    That;s no broad buddy, that's my wife!

    We're celebrating our 10th anniversary gallivanting around Europe (second marriage for both of us) and spending our future winnings from EXEL. LOL

    Sentiment: Strong Buy

  • Reply to

    Goldman Sachs supporting this puppy?

    by jvictorn00 Jun 20, 2014 10:00 AM
    enabeler enabeler Jun 20, 2014 11:32 AM Flag

    Seriously? With the equity markets at all time new highs and the geopolitical situation at an alarmingly dangerous level do you really believe that GS has nothing better to do than hang around watching this 3 and 1/2 dollar behemoth move up and down 1 or 2 cents a day?

    Get a grip! Until there is actionable news (i.e. OS #'s and/or coBrim completion) this range bound little stock is going nowhere fast. That's the bad news right now, but the good news is right around the corner, we just don't know which corner.

    I'm going abroad for 2 weeks and will be incommunicado until after July 4th. Hope to come back and see us around that corner. Good luck to all the longs!

    Sentiment: Strong Buy

  • Reply to

    EXEL - On a cliff

    by milkman92714 Jun 19, 2014 10:14 AM
    enabeler enabeler Jun 19, 2014 12:35 PM Flag

    "Master" baiter is more like it. You bait people into selling so your "masters" can pick up shares cheaply before the run up.

    You are one of the more intelligent of the hired bashers, but nonetheless you are a hired gun, and the fact that you are here 24-7 gives it away . No self respecting "master trader" would waste his time being short a 3 and 1/2 dollar stock after it's been pummeled. Therefore, you are a "master baiter".(Pun intended)

    Sentiment: Strong Buy

  • Reply to

    Bid side strengthening...

    by sasnik9 Jun 18, 2014 3:41 PM
    enabeler enabeler Jun 18, 2014 4:29 PM Flag

    Big buys in July and August calls yesterday and today! Do the math!

    Sentiment: Sell

  • enabeler by enabeler Jun 13, 2014 11:59 PM Flag

    The Miami Heat are not the only desperate team.

    The shorts on the EXEL MB seem to be in a full court press. They've brought out all their big guns; we haven't seen ding-king for a long time. Something is about to happen; next thing you know they'll bring back jonesdexter and Nomad. LOL

    Sentiment: Strong Buy

  • Reply to

    EXPLANATION?

    by alsodoglover Jun 12, 2014 1:15 PM
    enabeler enabeler Jun 12, 2014 2:59 PM Flag

    Why? Can you spell M-A-N-I-P-U-L-A-T-I-O-N? Most of the shorts are hedged by owning the convertible bonds that Karbe and his GS cronies foisted on EXEL 2 years ago. They have no risk to the upside and they control the market makers (hell, they are the market makers) and this is such an insignificantly small stock that the SEC and Nasdaq don't give a damn and they look the other way.

    Comet-1 has to blow away the expectations and coBrim results can't come soon enough. There are other posters who are much more qualified to tell the story but the bottom line is that this company and stock is owned by the manipulators and there just isn't anything one can do other than go up and down the see-saw.

    Why do I keep "strong buy"? There is always the chance that some BP decided that once the test results are out it would be too expensive to buy out then, but right now they can't justify the BO. Catch-22!

    Sentiment: Strong Buy

  • It's gonna be hard for the non-institutional shorts to find any shares to cover.

    Sentiment: Strong Buy

  • Reply to

    Exel

    by tahoe9898 Jun 10, 2014 11:05 PM
    enabeler enabeler Jun 10, 2014 11:42 PM Flag

    I wouldn't trust GS as far as I could throw them. In my mind they've been behind the short trade since EXEL hired them 4 years ago to help with valuation and possible public offerings.

    Maybe MMM has found a way to get back on GS's good side; but I'll believe it when I see it.

    Sentiment: Strong Buy

  • Reply to

    MMM did lots better than last time--

    by philalethes18 Jun 10, 2014 1:02 PM
    enabeler enabeler Jun 10, 2014 1:15 PM Flag

    I was encouraged by the cautious optimism on coBrim and it's obvious that he was trying not to go overboard with his enthusiasm. He was smart not to provide any definite dates for Comet-1 or coBrim; and as I suspected he tried to ignore Comet-2, which could be an under-promise effort. His support of CTEP and IST's was also encouraging, and he didn't back off the variety of cancers being tested by these programs which cost EXEL very little.

    All in all, he didn't trip over his own tongue and considering how fast he was talking that was quite an accomplishment.

    Sentiment: Strong Buy

  • Reply to

    Cobi Valuation

    by duckduffer Jun 9, 2014 9:13 PM
    enabeler enabeler Jun 10, 2014 11:09 AM Flag

    I'll be listening carefully to the GS conference to see if MMM has learned to under-promise and over-deliver on coBrim and Comet-1. Looks to me like Comet-2 is pretty much being seriously down played down by management and it 'll be interesting to see if he even mentions it in his presentation.

    Sentiment: Strong Buy

EXEL
3.78+0.19(+5.29%)Jul 23 4:00 PMEDT

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