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Exelixis, Inc. Message Board

snowflakeformationxy 104 posts  |  Last Activity: 16 hours ago Member since: Dec 15, 2012
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  • Reply to

    like a fool

    by metropath 19 hours ago
    snowflakeformationxy snowflakeformationxy 16 hours ago Flag

    I should had said: On Feb. 14, 2015, I posted remarks... Then after your doubting, I supplied his actual tweets with sources.

  • Reply to

    like a fool

    by metropath 19 hours ago
    snowflakeformationxy snowflakeformationxy 16 hours ago Flag

    Enabler: Not at all. It's easy to view identification on social networking. I won't post an individual's home, but we been thru social network crediting before: explained.

    On Feb. 14, 2015, I posted tweets from a partner named Miller at Seattle's Alpine BioVentures. You said that hedge fund managers don't post on social networking. I then posted his tweets and other sources. I ironically just noticed that you had posted information from him on June 3, 2014.

  • Reply to

    like a fool

    by metropath 19 hours ago
    snowflakeformationxy snowflakeformationxy 18 hours ago Flag

    We're seeing an internet pump. It started here a couple of days ago, and moved to the internet from a Virginia home location. I don't think that information on a JV has leaked. JVs should happen, but a buyout won't happen until more data is presented.

  • Reply to

    like a fool

    by metropath 19 hours ago
    snowflakeformationxy snowflakeformationxy 18 hours ago Flag

    Metro: Glad to see a honest regular posting thoughts. There is social media reporting of a pump and there's a home address listed for the organizer. I find that very interesting.

    Internet 'Insight - Partnering 360' has focused on Exelixis partnerships, not a buyout as of yet. Past Exelixis management has been on those panels of discussion.

  • Reply to

    Gilead on the prowl!

    by enabeler Jul 30, 2015 9:22 AM
    snowflakeformationxy snowflakeformationxy Jul 30, 2015 10:23 AM Flag

    GILD cash will top 15 billion this quarter.

  • snowflakeformationxy snowflakeformationxy Jul 29, 2015 7:19 PM Flag

    mj: You called the correction in 2009, plus other corrections. Continue to judge if there's a heated manipulated market factor that could drag other comparable market values down. Such as mortgage rates to consumer affordability. Bonds to money flow - both here and global, with probable interactions. Your past economic judgements have been better than most in the last 15 years.

  • Reply to

    It's the medicine 'now' stupid

    by snowflakeformationxy Jul 28, 2015 11:52 AM
    snowflakeformationxy snowflakeformationxy Jul 28, 2015 1:45 PM Flag

    Salty: As board friends, sometimes we share off-topic comments to support or not our beliefs per on-topic subject matter. I'm not really bashful, but sometimes silence is golden.

    I loved my job. Whenever I become bored with corporate, finance or economic research, I was allowed to participate in other types of research. One was a study on marriage. During the eighties and nineties, the term 'best friends' between spouses is what many thought made a marriage work. Sometimes, best friends become not so best friends for many reasons. Many best friend marriages have failed. My study found that the strongest marriages share freedom of fear of expression.

    INTs will force price above 5.61 and they will keep price above that after Congress and the House settle matters with the FDA, not about toxic drugs, but with concerns per freedom of choice. I recently pointed to some possible clues with the JV and I don't believe it will be RG.

  • snowflakeformationxy by snowflakeformationxy Jul 28, 2015 11:52 AM Flag

    Institutional ownership is strong. They largely increased positions with the offering, which has balanced the share positions held by the bond holders. As 'stupid does' may not realize that the stock offering will actually make this issue less of a trading concern. Other large non bond INTs should now take more control and force a price timing countdown for the bond holders to convert some or most of their shares. This will also have them covering equal amounts of their short position. If the medicine stays 'well' then we will have bonus chips.

  • snowflakeformationxy snowflakeformationxy Jul 27, 2015 8:40 PM Flag

    " I wish I had a nickel for every post that claimed EXEL was going to be bought out"
    buyout - used 1916 times
    Buy out and bought out - 2026
    takeover - 466
    take over - 1123

    So at least 5541 X a nickel = 276.55
    Don't spend it all in one place

  • snowflakeformationxy snowflakeformationxy Jul 26, 2015 7:36 PM Flag

    I have it. Thanks

  • snowflakeformationxy snowflakeformationxy Jul 26, 2015 7:14 PM Flag

    Salty: Right now, I'm thinking in terms of just structure deal making. There's links between recent Exelixis financial hires and top gun professionals of Cooley LLP now practicing in San Francisco. Exelixis has been a long term valued Bay client of Cooley LLP. It appears now that Exelixis will receive more attention from Cooley in the way of structured research/drug agreements. Then again, there's a new Cooley life science M&A specialist in San Francisco.

  • snowflakeformationxy snowflakeformationxy Jul 26, 2015 10:38 AM Flag

    Salty: Good morning to you. I noticed that Cooley LLP added M&A and deal making advisors to meet the needs of their San Francisco biotech clients. Their life science staff was increased last year to advise NewLink Genetics with Genentech for immunotherapy compound negotiations.

  • Reply to

    What's the technical message...

    by wilderguide Jul 24, 2015 11:15 AM
    snowflakeformationxy snowflakeformationxy Jul 24, 2015 9:50 PM Flag

    Most likely investments bank hold most of the offering shares. If a company does an offering just to say in business, then the IBs wouldn't have bought shares. If a company did an offering for research and/or for deal making then IBs would buy and hold.

  • Reply to

    What's the technical message...

    by wilderguide Jul 24, 2015 11:15 AM
    snowflakeformationxy snowflakeformationxy Jul 24, 2015 8:48 PM Flag

    I'm keeping an eye on the Cooley M&A team - legals - Palo Alto, CA. Advisors that speak openly about their thoughts on companies that should merge.

  • Reply to

    Opportunity Knocks

    by duckduffer Jul 21, 2015 5:07 PM
    snowflakeformationxy snowflakeformationxy Jul 21, 2015 6:33 PM Flag

    I said earlier today that we would get more financing , but not more convertible bond financing. The amount is what I expected.

  • Reply to

    ECC 2015 Vienna, Austria 9/25-9/29

    by wilderguide Jul 21, 2015 7:27 AM
    snowflakeformationxy snowflakeformationxy Jul 21, 2015 3:00 PM Flag

    Posted to you on May 11.

    "thanks - nice response
    World CDX in Boston on Sept. 8-11. Should be interesting. Keith Flaherty for MGH will discuss target therapies. He has written a lot about BRAF pathway mutations including XL281 as you know. "
    "OT: I hope that the roast-meal came out well for your family..."

    You never did say more about your nice future daughter-in-law.

  • Reply to

    4 digit decimal point trades on the ticker

    by semanresu Jul 21, 2015 9:42 AM
    snowflakeformationxy snowflakeformationxy Jul 21, 2015 2:04 PM Flag

    For sure, program trading yesterday. I had mentioned this subject before and I believe that you had made mention in the past as well. One large source was behind it, a convert associated bank trading firm. Subject matter has been touched upon by the Monkey. Not a big deal, but present converts who have control with trading are no doubt worried about the new CFO. Not for his smarts or friends, here or there, but for the connections of his former boss. Company will now probably use other sources for additional funding. If so, some forced conversion with present CBs could happen per financing terms. I remain a holder of shares.

  • Reply to

    Sunday Sermon

    by wilderguide Jul 19, 2015 1:10 PM
    snowflakeformationxy snowflakeformationxy Jul 20, 2015 5:55 AM Flag

    My dad served in WW2 and he saw the death camps. Obama is giving 150 billion to Iran when nothing is being done for our middle tax paying Americans. I know a couple where one spouse is in a nursing home. There goes their life savings. Come from another country and it's all free.

  • Reply to

    Cabo toxicity

    by najarian_t Jul 18, 2015 12:54 PM
    snowflakeformationxy snowflakeformationxy Jul 18, 2015 6:11 PM Flag

    Ernie, I agree with your general comments today and over the past few weeks. Going to the medicine side - using flow charting, considering many values and variables, I'm having unsureness in assigning levels of income for METEOR. Any new thoughts? I would like to incorporate this income data more soundly into a year income - cash/debt balance statement.

  • Reply to

    Company's Expectations

    by erniewerner Jul 16, 2015 9:38 AM
    snowflakeformationxy snowflakeformationxy Jul 16, 2015 1:01 PM Flag

    The new CFO was hired per his experience with financing, mainly convertible bond financing and knowledge of upfront partnering agreements. Many of us, including large fund investors have shown dissatisfaction with how c bonds were underwritten. Past bond writings were poorly done. The writers were given a license to conduct legal fraud with some unethical financiers. The buy, sell-short, rinse and do- it- again game isn't done by respected financiers to the degree in which we have seen over the years. Maybe the company now realizes that proper corporate finance is vital medicine.

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