Exelixis, Inc. Message Board

there are several successful cocktails in the medical history. treatment for T.B. and HIV/AIDS are good examples. I would not worry too much about the "resistance". Left alone Cabo for last is OK. But for bone mets "prevention" (if it turn out to be a real deal) and bone pain why not combined abi/MDV and Cabo?

Sentiment: Strong Buy

The dream team/tablet for mCRPC.
Abi plus Cabo (with small dose) will be my best bet for EXEL If this combined tablet for mCRPC can pan out, PPS will move much higher than the results from successful Comet 1 and 2 trials together.

Sentiment: Strong Buy

yes, your are correct, The volume is low, only 181,000 so far. thanks.

Sentiment: Strong Buy

It was fun to see how much the price will go up or down on ask and bid volume. On most recent dip to 4.36, the ask (sell) volume on level 2 was 6,000 shares, I placed 5,000 shares buy on the market (price), it went through, but the ask volume did not changed. So I kept placing 5, 000 shares buying on the market. It took 6 orders to move up asking price to 4.39. Level 2 sometime can fool you.

Sentiment: Strong Buy

well said, Ernie, thanks. However, my point is that tonight we are looking at the content of this abstract (not Comet 1 result). With all these CTC count, bone scan, bone pain, and low dose (40 mgs!!!) with almost identical effects as 100 mgs, plus most patients stay on for a medium of 28 weeks, plus the 3.8 months medium OS advantage, Could I just close my eyes and say these are not good?

Sentiment: Strong Buy

Can anyone help me understanding this?
"It's not going to help the stock price. 10.8 months compared to the anticipated 7 months for the Comet control groups..." On ALSYMPCA overall survival: radium-233 had medium OS:14.0 months versus placebo OS: 11.2 months. we all know what happen today. Xofigo got approval. why 10.8 months versus 7 months on Cabo is not good enough?

Sentiment: Strong Buy

how about bone pain? anything you mentioned working on bone pain? any oncologists dealing with mCRPC patients know what it ment. In addition, low dose Cabo has identical effects on bone lesions, and most patients stay on treatment with a medium of 28 weeks!

Sentiment: Strong Buy

"It's not going to help the stock price. 10.8 months compared to the anticipated 7 months for the Comet control groups..." Ernie, I am not quite understand this, please help me, On ALSYMPCA overall survival: radium-233 had medium OS:14.0 months versus placebo OS: 11.2 months. we all know what happen today. Xofigo got approval. why 10.8 months versus 7 months on Cabo is not good?

Sentiment: Strong Buy

The ultimate goal of shorting a stock is: "bring down the price per share (PPS)". Only PPS goes down further, shorts will be able to make profit when they cover (buy back the shares which they borrow from brokers at lower price from the market). Very often, shorts will gang up on rumor or untruthful news (so called "bear raid") at perticular time period (for example from 12 to 1 oclock) and suddenly sell large amount of shares so that the PPS will go down immedeiately because of ask and bid (or buy and sell) imbalance. when PPS goes down to a point (like 5 to 10%), it often triggles "stop loss" (many investors will set a price for automatical sell by computer program to limit the loss). The stop loss sell often made situation worse. For EXEL, you can see that hedge funds' manipulation by selling 30k to 50k shares on every attack at 10 am, 12 am, 2 pm and before close. Unless there are institutional bids on the reverse (like order to buy 50,000 or 100,000 shares), the hedge funds can easily bring down the price within minutes if not seconds.
There is unlikely that individual investors can successfully fight against the hedge funds with their sophisticated program.

Sentiment: Strong Buy

after one more year, we longs will just like professional traders, thanks you deerfield!

Sentiment: Strong Buy

why that mining phd spent 7 dollars for CLSN? I just check the current price of CLSN, it is 0.96, and up 0.85% so far.

Sentiment: Strong Buy

Yes, I also own one billion shares, and I short as many as I could in concert with deerfield under my daughter's account.

Sentiment: Strong Buy

What a shame to see CEO only owns thousand shares of his own company and dare to show his face in investor conference and talk about the future of EXEL! What kind of CEO he is?

Sentiment: Strong Buy

take a look at the recent high volume call options, those smart shorts are buying calls to cover their #$%$ before the announcement of favorable OS on CRPC.

Sentiment: Strong Buy

to jones, it means "eat or bite me"

Sentiment: Strong Buy