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HomeAway, Inc. (AWAY) Message Board

enabeler 59 posts  |  Last Activity: Nov 20, 2014 12:45 PM Member since: Oct 23, 2003
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  • Reply to

    Just sayin'...

    by enabeler Nov 20, 2014 10:26 AM
    enabeler enabeler Nov 20, 2014 12:45 PM Flag

    What I'm sayin' Willis, is that in the area of prostate cancer Roche/Genentech doesn't have anything in their pipeline, but it has the resources (financial and intellectual) to put cabo on the right track or maybe even a fast track.

    I have no reason to believe that there are any moves in this direction but if Roche wants to be the #1 oncology company they need to address their lack of presence in the prostate market. Buying EXEL would be a way cheaper (not to mention faster) way of solving 2 or 3 holes in their pipeline.

    Just sayin'............

  • enabeler by enabeler Nov 20, 2014 10:26 AM Flag

    "Inovio Pharmaceuticals, Inc.’s (INO) shares lost 9.7% immediately after the company announced the termination of its collaboration, option and license agreement with Roche Holding (RHHBY) for the co-development of Inovio's prostate cancer candidate, INO-5150."

  • Take a look at Puma Biotechnology(PBYI) in comparison to EXEL. It recently dropped 10% when it's prime drug candidate neratinib failed to produce any significant improvement in PFS in combination with paclitaxel for HER-2 metastatic breast cancer. This was a P-2 test. PBYI has never had a drug approved, has no income and I'm not even sure they have any P-3 test currently on going.

    HOWEVER, PBYI currently sells at a market value of $6.5Billion (with a B). Somebody please tell me what is Puma doing right that EXEL is doing wrong.

  • Reply to

    would have thought we would get better move

    by mj525252 Nov 17, 2014 12:51 PM
    enabeler enabeler Nov 17, 2014 2:41 PM Flag

    I think you guys are referring to different MM's. mj525252 is talking about Morrissey and catfish is talking about market makers.

    If Morrissey was fired they better have a replacement who would be recognized by the street. Scangos (Biogen Idec's president) and Papadopolis (Biogen's chairman and still chairman of EXEL in name only) are both graduates of the Exelixis academy of failed but accomplished bosses. EXEL needs to be bought out already but I'm afraid MM (Morrissey) has poisoned the well to the point that a new CEO might be the only solution.

  • Reply to

    Nice to see a "positive" news item!

    by enabeler Nov 16, 2014 10:45 AM
    enabeler enabeler Nov 17, 2014 8:28 AM Flag

    You don't think they could be just softening us up for the Comet-2 disappointment do you? There's always a ying and yang with EXEL, but I really think we are entering a new phase, as we continue to explore the wonders of being the combination drug maker of choice to overcome resistance to first line treatment. GLTA

  • Reply to

    news from ´SMR congress in Zürich

    by franca_ole Nov 16, 2014 5:20 AM
    enabeler enabeler Nov 16, 2014 12:25 PM Flag

    It's about the fact that the conference is in Switzerland and the PR was timed to be released as the abstract was presented in Zurich. What's more important is the "positive" content and most traders are not going to see the news till Monday morning anyway.

  • Especially since it involves a product we weren't really expecting(xl-888) and another interface which enhances a Roche product in a very competitive space.

  • Reply to

    ECCO 2014

    by wilderguide Nov 14, 2014 2:43 PM
    enabeler enabeler Nov 14, 2014 5:30 PM Flag

    Wilder, I'm very conflicted here.

    1. You would think that with all these researchers uncovering these "combinations" the sp would react positively, and I'm not discounting the recent move from the lows in the 1.35 area (we still have a long way to go).
    2. The more combinations that are uncovered, and proven to have anti-tumor activity, the more motivation Roche has to put a lid on the sp until they pick up the pieces after the money runs out .....

    It's kind of like why marry your live-in girlfriend or why buy the cow if you can get the milk for free. I'm not privy to any evil scheme or a grand conspiracy, but you have to admit that EXEL has more going for it than many other bio-techs that are selling for a lot higher net worth than EXEL, but yet the sp can't get any meaningful traction.

  • Reply to

    Cover yer shorts.....

    by catfish16253 Nov 10, 2014 3:48 PM
    enabeler enabeler Nov 12, 2014 8:24 AM Flag

    Is there a white knight on that horse?

  • Roche seems to be going in that direction as they look for ways to extend the benefits from Tarceva (erlotinib) and Zelboraf (vemurafenib). This could literally increase their sales by billions. $1Bil for EXEL seems like a small price to pay to keep their oncology franchise humming and competitive.

  • Reply to

    EXAM OS, wild-type EGFR NSCLC, and XL-888

    by wilderguide Nov 4, 2014 5:42 PM
    enabeler enabeler Nov 4, 2014 5:49 PM Flag

    " Congrats to longs... "

    Yeah, thanks. Congrats to you too!

  • enabeler enabeler Oct 31, 2014 8:54 AM Flag

    Wilder, does BMY's wildly successful P2 results with Opdivo(PD-1) in Squamus Cell NSCLC put them way ahead of the game re: crizotinib and criz/cabo? Or are we talking 2 different kinds of cancer?

  • enabeler enabeler Oct 30, 2014 8:14 PM Flag

    "Results: We identified multiple novel crizotinib resistance mutations in the ROS1 kinase domain including the G2032R mutation. As the result of high-throughput drug screening, we found that the cMET/RET/VEGFR inhibitor cabozantinib (XL184) effectively inhibited the survival of CD74-ROS1-WT and resistant mutants harboring Ba/F3 and MGH047 cells. Furthermore, cabozantinib could overcome all the resistance by all newly identified secondary mutations. Conclusions: We developed a comprehensive model of acquired resistance to ROS1 inhibitors in NSCLC with ROS1 rearrangement and identified cabozantinib as a therapeutic strategy to overcome the resistance."

  • Reply to

    enabler you gone or on vacation

    by alsodoglover Oct 28, 2014 9:23 AM
    enabeler enabeler Oct 28, 2014 12:02 PM Flag

    Thanks for noticing that I have kept a low profile. Still holding and have added and now hold more shares than ever before. It's interesting to note that you received a thumbs down for waking me up. LOL

    I think it's also fair to point out that wilder, duck, ernie and the company have also been painfully silent. Nomad, seman, dexter (all one and the same probably) have also remained somewhat subdued but I think they'll probably rear their ugly heads, and kick EXEL around some more when the ER is released. However, if we do manage to pass this tax loss selling season in tact there could be a decent rally early next year, but it will be very difficult to overcome the damage done as many EXEL speculators have already moved on, and with the Comet-1 failure, are not likely to re-enter.

  • Since I've never claimed to be a scientist or doctor I have to defer to the more knowledgeable posters. It seems that NLNK's immunotherapy drugs are still not approved in any cancer and yet Roche has made a big bet here. They seem to be working on the same cancers that EXEL is working on.

    Commentary invited.

  • Reply to

    The EXEL Joke of The Day....

    by semanresu Oct 17, 2014 2:27 PM
    enabeler enabeler Oct 17, 2014 2:41 PM Flag

    They don't make any money unless sp goes up dramatically, as a matter of fact these RSU's are in lieu of cash payment, which helps out EXEL at a time of cost cutting. But go ahead and keep lying and boasting as you usually do, your turn to be humble will come soon enough. I have removed you from ignore and this will be the last time I respond to your poisoned rhetoric, because just responding to you makes me feel like I need a shower.

  • Reply to

    wow fast track has been granted by the FDA

    by franca_ole Oct 17, 2014 8:25 AM
    enabeler enabeler Oct 17, 2014 1:19 PM Flag

    wilder, I detect a not of sarcasm, but after the recent events I'm not sure what to believe. Has the combo received fast track designation or not? Why has there been no PR if this is true? Is this franca guy just blowing smoke? If you can dispense from sarcasm for a minute I would appreciate it. Only have partial access to internet so I can't do my own search. Thanks

  • Reply to

    Big news brewing ...

    by godhairyballs Oct 16, 2014 1:43 PM
    enabeler enabeler Oct 16, 2014 1:50 PM Flag

    Thanks for the effort hairy, but I think that shipped has sailed with Roche's lackluster response to cobi+Zelboraf. Who else would be interested?

    Sentiment: Strong Buy

  • enabeler enabeler Oct 16, 2014 1:00 PM Flag

    "We'll see how things pan out for Cabo"

    Are you making a connection to Comet-2 here? If Xofigo inventory is not restored in a timely fashion does that possibly mean that a successful Comet-2 result could lead to a QOL (pain palliation) alternative as a salvage therapy for those patients and test subjects who are in the midst of Xofigo treatment?

  • Too many of us buy for the wrong reasons (greed) and sell for the wrong reasons (fear). I count myself as one of those people, but occasionally even a blind squirrel finds an acorn. For the sake of the people who suffer from cancer I hope EXEL's efforts(and the efforts of other immuno-oncology companies) will someday be successful.

    Many of the board's strongest supporters have abandoned their positions and some are even now slowly bashing the the stock in their frustration, and although I haven't sold, I count myself as one of those frustrated enough to have bashed the management as well.

    In no way do I pretend that Warren Buffet would be interested in EXEL, but he does say that when everyone is selling he is buying. I added more today, even though I said I wouldn't a few weeks ago. I keep waiting for a climactic selling panic followed by a same day close above the previous day's high, ( historically known as an outside day) but as usual EXEL doesn't seem to act in accordance with the accepted norm.

    So, in a nut shell, I won't sell here and neither should you, because the old axiom of "buy low, sell high" applies, and I'll leave the science to the scientifically oriented posters.

    If I offended anybody in my previous posts I sincerely apologize and for now I will be taking a break from this and other MB's as I feel they are a constant source of agitation and too much misinformation. Good luck to the true longs, whoever you are.

    Sentiment: Buy

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