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Exelixis, Inc. Message Board

mruyog 306 posts  |  Last Activity: Aug 29, 2014 4:17 PM Member since: Mar 3, 2003
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  • mruyog mruyog Aug 24, 2014 2:11 PM Flag

    End, I am seeing your other side which I never had before!! To come to a conclusion about others and advise them that they should divest from a company they think have a BT product but has lousy management is a cheap shot if you yourself like the management for whatever reason you have in your mind.

    I am heavily invested in Geron also; but, I have stayed with it not because I also think it has an inept management but it has a valuable product. Geron management can be changed or corrected but no body is going to take away the CRs and PRs Imetelstat has attained through the study by none other than the world famous and highly reputed Mayo. And, Mayo also has indicated that Imetelstat may have a strong potential for multiple oncologic applications.

    But you suggest that we should sell our Geron holding only because we do not trust the management? That is the advice fit for a trader! Aren't you an investor too? Or are you just such a trader? I, personally, do not believe that you are trader and believe that you are a wise short-to-middle term investor who hops in and out occasionally to take profits; but, that's not what every investor wants to do, especially if one is a long-term investor who doesn't want to hop in and out. And, to criticize Geron management on this board is not a sin, neither does it make one a bad investor if he does so, especially if the company owns a BT drug!!! In fact, it's an issue worthy of open discussion.

  • Reply to

    Hey End!!!

    by blackmarango Aug 19, 2014 11:16 PM
    mruyog mruyog Aug 20, 2014 3:26 PM Flag

    Guys, just restrict your posts from personal attacks and to constructive ideas, suggestions, discussions and your own thoughts to make this board worthy of a visit, please!

  • Reply to

    FDA Rules governing Clinical holds

    by end2war Aug 20, 2014 11:50 AM
    mruyog mruyog Aug 20, 2014 2:41 PM Flag

    End, you're making good credible points. Sure, large pharmas follow regulations much more closely and have apparently learned how to deal with the FDA. That also means that the Geron management did screw up something to face the long hold. If so, transfer from Mayo to Geron may be a disadvantage unless Geron partners with a large pharma. However, the board/commissioners that advises the FDA do consist of representatatives from large pharmas and, therefore, you can't completely rule out second-class status of start ups like Geron, especially if their product challenges that of a large pharma whose agent is in the board, isn't it.

  • Reply to

    FDA Rules governing Clinical holds

    by end2war Aug 20, 2014 11:50 AM
    mruyog mruyog Aug 20, 2014 1:06 PM Flag

    End, let me ask you one simple question: How did these FDA requirements apply to licensing the Jakafi inhibitor? The FDA has certainly a complex set of rules governing licensing of INDs; but, the question is how these rules have been implemented for INDs by large pharmas v/s those for small outfits like Geron's, especially if it's drug beats that licensed for a large pharma!! Have you investigated that?!

  • mruyog mruyog Aug 14, 2014 4:31 PM Flag

    People were predicting hold to be lifted in 2 months, then changed to 4 months!! Four months have already passed and now Scarlett gives hint that they expect that to happen by the end of the year; i.e., almost eight months after it was announced!! The point to discuss is not when, it's why? And, Geron management is not telling us that clearly. My guess is that they screwed the ET/PV trials or negligent the LFT issue and are now hoping that the Tefferi data will save them!! I can't trust what he says until I see it happen.

  • mruyog mruyog Aug 14, 2014 11:49 AM Flag

    I do not think Tefferi will quit Mayo and join Geron where his goal in life and his mission as an oncologist/hematologist will have to be altered. He perhaps agreed to be the PI for the MF/MDS trial to be helpful to his patients. Note that he is also working on other investigational studies at Mayo.

  • Reply to

    A question for Taz regarding Amgen.

    by black_box_canyon Aug 14, 2014 9:57 AM
    mruyog mruyog Aug 14, 2014 11:40 AM Flag

    Amgen will be a better company to takeover Geron, not Pfizer or Roche. However, if Amgen places a bid, Pfizer and Roche won't sit idle. They may jump in too. But, that will happen only after Geron clears this LFT issue and is well into its multi-center Ph 2 MF trial. You're talking about at least a year, most probably more. Remember, Geron is sitting on $146M cash and that is enough for it to drag such a takeover farther to squeeze a better deal, only if Scarlett-Huh and company can steer the company well. And, I hope so!!!

  • mruyog mruyog Aug 14, 2014 11:28 AM Flag

    Why are you guys debating and trying to prove each other wrong on this a mere statement by Scarlett who will never be authorized by the FDA to announce on its behalf that the hold will be lifted by year end or not!! Yes, Scarlett can control what Geron has to do, not what the FDA will do!! Just stop this nonsense.

  • mruyog mruyog Aug 14, 2014 10:01 AM Flag

    While I agree that the current Geron management is frustrating, please do not think the FDA is God in our democracy and imply that the FDA action is fair, especially if the same bloody FDA has allowed Jakafi which has perhaps a lot many and more serious side effects than Imetelstat for the MF patients. Its hold not allowing Geron to begin its Ph 2 MF trial without the crummy data it's asking for is certainly inhumane and unjustified.

  • mruyog mruyog Aug 14, 2014 9:38 AM Flag

    End, Splash is pointing to inconsistancy in the FDA's LFT related actions and not what you are explaining! You apparently disagree. If the delay is Geron-specific OR Geron is deliberately delaying its response to the FDA, why did Scarlett expressed "surprise" upon learning of the hold? You and I knew and, of course, the FDA knew that Geron had considered the LFT issue to be an unimportant issue during the ET/PV trials and, hence, should not have the data the FDA asked for. Also, Geron already has informed the FDA that it's not interested in pursuing any further those ET/PV trials. Furthermore, wouldn't the FDA have plenty of time to collect the data it needs prior to licensing ( at least 2 to 3 years!) if it allowed Geron to begin the Ph 2 MF trial ASAP? Then, if the data it needs is not satisfactory, it can keep delaying the license!! But, for God's sake, why deprive those patients who desperately want to join the trial of their chance to live longer? Is it humane? Sure, I can see that there is some Jakafi politics in this whole episode. Why is it still imposing hold on Geron to start the Ph 2? And, do you think the FDA allowed use of Jakafi is without such serious or even more serious side effects? Please do not kid yourself and try to be nice to the FDA.

  • Reply to

    Medical Xpress

    by hayflicklim Aug 13, 2014 11:34 AM
    mruyog mruyog Aug 13, 2014 2:55 PM Flag

    Mr. Roman, I have been invested in Geron much longer than you could imagine for yourself and perhaps more substantially than you have. And, I am not a trader!! I am an investor. I tell the truth and do not either bash or pump. And, please do not ever forget (like a lot of idiots do on this board) that this is not The Street or Seeking Alpha platform, it's a Yahoo board where posters exchange their thoughts, good or bad. So, just get a big picture and do not dwell into trivialities. Of course, you do not have to tell me how great is Imetelstat, either (because I know its potential better than you do!). Thanks.

  • Reply to

    Medical Xpress

    by hayflicklim Aug 13, 2014 11:34 AM
    mruyog mruyog Aug 13, 2014 12:24 PM Flag

    These are non-hematological cancers!! This means Imetelstat in proper combination drug can also work on several non-hematological cancers!! I think it's simply stupid of Geron management not to develop collaborations with larger pharmas for such applications, just as Exelixis has done! Such collaborations could bring in enough cash and get wider applications of Imetelstat faster that would payoff substantially increased cost of its multi-center MF trial when it advances to Ph 2 and Ph 3. What a lack of foresight!!!

    One thing is sure: The two bozos at Geron have no clue as to how to fully develop the full potential of Imetelstat.

  • Reply to

    Take a breath

    by ryanvball1 Aug 13, 2014 8:41 AM
    mruyog mruyog Aug 13, 2014 11:19 AM Flag

    Ryan, couldn't the FDA get all this information, and even better, if it had allowed Geron's multi-center Ph 2 MF trial to begin and collect all that information for a much larger and more variable patient base while the trial goes on and until the license is granted? Note that Geron already has told the FDA that it's not pursuing the ET and PV trials any further! If so, what is the logic of keeping the hold unnecessarily, unless, of course, the FDA is doing a favor to the Jakafi lobby?!!!!! Isn't it why Scarlett expressed "surprise" when Geron first learned about the hold?

  • mruyog mruyog Aug 13, 2014 11:09 AM Flag

    Box, it's not the share price; it's the products and the science the company has come up with. And, by the way, if you know who Dr. Lanza is and what his dedication is you wouldn't be despising ACTC as you do!!! To me Dr. Lanza is a true diamond; and Scarlett, a fake one!!! That's why, SP alone can not define the true value of a company. Just spend time to study products and collaborations of ACTC vis-a-vis just one product of Geron.

  • Reply to

    Question To End2War

    by mruyog Aug 12, 2014 10:09 AM
    mruyog mruyog Aug 13, 2014 11:01 AM Flag

    Thanks, Van. You have made your point to me. However, to me, End's resourcefulness and his studious habit are certainly praiseworthy and I should give him credit for those. No body who posted on this board has been accurate all the time; but, End does come up often with logical reasons for his statements, whether right or wrong. And, it's up to the reader to believe what he states or not. Of course, that doesn't mean I refute your assessment. Thanks again for your honest response.

  • mruyog mruyog Aug 13, 2014 10:42 AM Flag

    and, one more thing, Ryan: Both Scarlett and Huh are experienced physicians, not jus accountants running a company, and both have run such clinical-stage companies in the past, not the guy who was forced to quit!!!

  • mruyog mruyog Aug 13, 2014 10:35 AM Flag

    Ryan, Scarlett is the administrative head, i.e. the CEO, and the company has only one product that is still in Ph 1 trial and a staff of just 40 or so; i.e., very little responsibility, inconsistent with his remuneration!! He is the one who draws $2.3M and not the guy who quit. Scarlett is just passing the buck when he should be assuming full responsibility just like, if the mission to kill Bin Ladden had failed, Obama should have assumed full responsibility. But these top jerks just believe in taking credit for successful missions and just pass on the blame to underlings when missions fail!! The difference is: You are sympathetic to Scarlett, I am sympathetic to the guy who was blamed fully for the incompetence and forced to loose his job!!

  • mruyog mruyog Aug 13, 2014 10:18 AM Flag

    Black, please don't keep singing the same song! Here. Splash is talking about the FDA's inconsistency w.r.t. the LFT issue which is not the same thing as compliance to the protocol. And, he is talking about corruption within the FDA. I do not think you want to disagree with him on those issues.

  • mruyog mruyog Aug 13, 2014 10:13 AM Flag

    It's all part of our corrupt world, run by lobbies. We do not have a true democracy when you talk about these agencies which are stuffed with agents of lobbies. Did you really vote for representatives and senators who are dedicated to get rid of the lobbies or voted purely on party line? If you voted purely on party line, then blame yourself partly too because you did not reject lobbies' menace and voted to live with it!!

  • Reply to

    Those Who Misled

    by mruyog Aug 12, 2014 11:47 AM
    mruyog mruyog Aug 12, 2014 8:51 PM Flag

    No, not to End primarily, because I know that he is just a studious investor who remains quiet and then quietly gets out when he foresees troubles.

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