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Exelixis, Inc. Message Board

pechstein.carl 66 posts  |  Last Activity: 11 hours ago Member since: Oct 1, 2014
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  • Reply to

    Quick recap of the crash ?

    by ebullock89 Jan 27, 2016 6:49 PM
    pechstein.carl pechstein.carl 11 hours ago Flag

    the bupe trials are the reason the reason for this stocks crash. "However, data from two of three core Phase III trials was recently released and revealed that ALKS-5461 was safe and well-tolerated but, disappointingly, failed to meet its primary efficacy endpoints, although some efficacy was observed. The third and final core Phase III study is currently ongoing, with results expected sometime in 2016." jmho

  • pechstein.carl pechstein.carl 18 hours ago Flag

    they seem to have found a new way to skirt around solid patents. abbvie should be worried.

  • pechstein.carl pechstein.carl 18 hours ago Flag

    remember what i told you a while back on a different message board? look at the posts from the person you responded to yesterday. the one about capital funding 1.80-1.90. it has started and they're slowly ramping up efforts. beware of the steins.

  • Reply to

    What's wrong with CRIS?

    by nascar.strong Feb 11, 2016 11:29 PM
    pechstein.carl pechstein.carl Feb 12, 2016 5:24 PM Flag

    i just realized it was fidelity and fmr combining. together they control over 21% of the vote. something is brewing imho.

  • Reply to

    What's wrong with CRIS?

    by nascar.strong Feb 11, 2016 11:29 PM
    pechstein.carl pechstein.carl Feb 12, 2016 5:07 PM Flag

    now that the market is closed, i say "up 9%" and higher next week :)

  • Reply to

    What's wrong with CRIS?

    by nascar.strong Feb 11, 2016 11:29 PM
    pechstein.carl pechstein.carl Feb 12, 2016 5:06 PM Flag

    there was an amended 13G/a filed today. it included a 7M share position from fidelity they hold in their "Select Health Care Portfolio". i think 2016 is going to be a stellar year for cris.

  • pechstein.carl by pechstein.carl Feb 12, 2016 1:49 PM Flag

    if we get a repeat of last year, this will pop back over $3.

  • Reply to

    just stop

    by timeout1833 Feb 12, 2016 11:34 AM
    pechstein.carl pechstein.carl Feb 12, 2016 12:00 PM Flag

    they should be fearful of losing 90% of their money if it gets approved.

  • Reply to

    What's wrong with CRIS?

    by nascar.strong Feb 11, 2016 11:29 PM
    pechstein.carl pechstein.carl Feb 12, 2016 9:00 AM Flag

    absolutely nothing, just the usual hedge hog funds playing around. look who's following curis today;
    zolmax, uptickanalyst, riseandfallers, mideast, digtick, thevistavoice, zacks, fdanewsalert, financial-market-news, inetercooleronline, amigobulls, too many more to list...

    you have to ask, why are these no-name sites so interested in cris?

  • pechstein.carl pechstein.carl Feb 11, 2016 3:34 PM Flag

    can't post the rest of the article, but it can be easily found on motley fool to those interested.

  • The emergence of biosimilars leads to a shocking FDA panel decision that I guarantee you've never seen before.
    Sean Williams (TMFUltraLong) Feb 11, 2016 at 10:41AM motley fool

    In their own way, each Food and Drug Administration panel review and every meeting by the FDA (known as a PDUFA date) to decide whether to approve an experimental therapy is game-changing in its own right. However, this week we saw something special, something we'd never seen before.

    A trip down memory lane
    We'll get to this game-changing panel decision in a moment, but, first, let's rewind the clock a bit.

    On March 31, 2014, South Korea-based Celltrion filed a patent lawsuit against Janssen Biotech, a subsidiary of Johnson & Johnson (NYSE:JNJ), which alleged that Johnson & Johnson's remaining patents for anti-inflammatory Remicade were invalid and unenforceable. Why would Celltrion make this move? It had developed a biosimilar -- a product derived from living organisms that performs very similarly to a branded therapy -- to Remicade, known as Remsima, and Celltrion wanted to bring its biosimilar to market.

    For its part, Johnson & Johnson has vigorously defended its intellectual property against Celltrion and, based on its available patents, J&J believes Remicade should be protected from generic and biosimilar entrants until 2018. For added context, Remicade accounted for $6.56 billion in sales for J&J in 2015, or nearly 10% of the $70 billion in reported revenue. This is an important cash flow stream for Johnson & Johnson, and it has every intention of extending Remicade as a cash cow.

  • pechstein.carl by pechstein.carl Feb 11, 2016 12:54 PM Flag

    Antagonizing the Hedgehog Pathway with Vismodegib Impairs Malignant Pleural Mesothelioma Growth In Vivo by Affecting Stroma "Daily treatment with vismodegib efficiently downregulated Hh target genes, Gli1, Hedgehog Interacting Protein (Hhip) and Ptch1, and caused a significant reduction of tumor volume, and tumor growth delay. Immunohistochemical analyses revealed that vismodegib treatment primarily down regulated GLI1 and HHIP in the stromal compartment along with a reduced expression of previously described fibroblast Hh responsive genes such as Fibronectin (Fn1) and Vegf. Primary cells isolated from the rat model cultured in 3%O2 continued to express Dhh but did not respond to vismodegib in vitro. However, culture supernatant from these cells stimulated Gli1, Ptch1, and Fn1 expression in mouse embryonic fibroblasts which was suppressed by vismodegib. Our study provides new evidence regarding the role of Hh signaling in MPM stroma in the maintenance of tumor growth, emphasizing Hh signaling as a treatment target for MPM."

  • Reply to

    DNA subset analysis has recently proven...

    by wilderguide Feb 10, 2016 1:10 PM
    pechstein.carl pechstein.carl Feb 10, 2016 2:33 PM Flag

    oh no you didn'

  • pechstein.carl pechstein.carl Feb 10, 2016 1:55 PM Flag

    thanks for the post. interesting that they patented the "dye". i laugh about this cause, it reminds me of people with a little white ring around their nostrils, but now it will be blue. i can just imagine the excuses people would have.

  • Reply to

    carl says buy on any weakness

    by pechstein.carl Feb 4, 2016 6:37 PM
    pechstein.carl pechstein.carl Feb 10, 2016 1:21 PM Flag

    i insist you remove your "strong sell" sentiment. it isn't a strong sell until it drops under $1.80 (or at least for me anyways).

    truth is that they needed a reality slap. they didn't just sell their shares, they gave up some ownership, and that was a good move. you are right on many levels, but you are missing easy trades imho. they nailed the BE for Rexista, and that cannot be denied.

    to be fair, you have been right in the past, but today is here and things have changed. the $2.50 options have stabilized the sp for now, and there are plenty of catalysts for 2016.

  • pechstein.carl by pechstein.carl Feb 9, 2016 3:26 PM Flag

    i remember gilead paid them handsomely for a PRV, but they are apparently a much larger outfit than i thought. i believe they are also an fda approved compounding facility. so, they should have no issues with canadian regulators, and i think braeburn can import from them as well.

  • Reply to

    "accelerated approval"

    by tarheelpwg Feb 9, 2016 7:14 AM
    pechstein.carl pechstein.carl Feb 9, 2016 2:59 PM Flag

    i hear you. time is money. i consider cris to be more of a trade than an investment. it is a heavily manipulated stock imho, and not for the faint of heart. follow the money on those forms 3 and 4, and you can make more calculated price predictions through 2020. glty

    Sentiment: Strong Buy

  • Reply to

    "accelerated approval"

    by tarheelpwg Feb 9, 2016 7:14 AM
    pechstein.carl pechstein.carl Feb 9, 2016 1:35 PM Flag

    sorry, pfs is progression free survival and overall response. tumor size, remission, life extension are measurable events.

  • Reply to

    "accelerated approval"

    by tarheelpwg Feb 9, 2016 7:14 AM
    pechstein.carl pechstein.carl Feb 9, 2016 1:31 PM Flag

    i hope that is the case :)

  • this is a typical hack piece and was listed by fdanewsalerts. it is a "fill-in-the-blanks" release, and they failed to change the numbers, but don't let these crooks steal your shares at a low price.
    "The institutional sentiment decreased to 1.39 in Q3 2015. Its down 0.05, from 1.44 in 2015Q2. The ratio dived, as 13 funds sold all Curis, Inc. shares owned while 20 reduced positions. 12 funds bought stakes while 34 increased positions. They now own 76.61 million shares or 10.68% more from 69.22 million shares in 2015Q2.

    Cormorant Asset Management Llc holds 0.85% of its portfolio in Curis, Inc. for 2.63 million shares. Opus Point Partners Management Llc owns 374,500 shares or 0.42% of their US portfolio. Moreover, Focused Wealth Management Inc has 0.17% invested in the company for 132,017 shares. The Pennsylvania-based Tfs Capital Llc has invested 0.17% in the stock. First Eagle Investment Management Llc, a New York-based fund reported 24.01 million shares.

    Out of 4 analysts covering Curis (NASDAQ:CRIS), 5 rate it “Buy”, 0 “Sell”, while 0 “Hold”. This means 100% are positive. Curis was the topic in 6 analyst reports since August 10, 2015 according to StockzIntelligence Inc."

4.200.00(0.00%)Feb 12 4:00 PMEST