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Exelixis, Inc. Message Board

stockkarr 8 posts  |  Last Activity: Aug 11, 2014 5:25 PM Member since: Aug 15, 2002
  • stockkarr stockkarr Aug 11, 2014 5:25 PM Flag

    I think the reporting requirement is triggered with each additional 1% accumulated (filing requirement) - but trigger for a takeover includes other factors. I think Exelixis has a "poison pill" that kicks in if a single entity acquires 15% of the company.

    It's interesting how EXEL is trading - nothing for the last few years seems to have leaked. But based on message board activity here, I'm almost certain that something will happen in the next week or so. Certain posters go quiet, others get more active. Just a gut feeling.

  • stockkarr stockkarr Aug 11, 2014 4:50 PM Flag

    It's an SEC requirement to file a form when you hit X% (5% I think) of any public company. This is just a disclosure requirement - and when its a stock trading company, like Wellington, it likely just means they hold it in one or several of their larger portfolios. Sometimes, you will see a weird holding company, or in rarer cases, an actual competitor or interested third party, which could be indicative of some sort of potential M&A type activity. However, in those cases, they would typically "creep" up to the reporting threshold "4.99%" and then buy up to the max before triggering take out provisions, at a strategic time (i.e. coinciding with a hostile takeover bid). If you look back, you'll see the larger stock trading institutions files these regularly whenever they pass the "reporting" threshold. So, in other words, could be interesting, but probably no big deal.

  • Reply to

    Cabo Question. ?????

    by thunderjay82 Aug 5, 2014 3:04 PM
    stockkarr stockkarr Aug 5, 2014 3:20 PM Flag

    i'm pretty sure that's the billion dollar question. it's probably in the 35%-60% range of success depending on who you ask. And MTC OS is still outstanding, I believe.

  • Reply to

    Exel buyout by Biogen Idec

    by valleyofloire Jul 25, 2014 2:47 PM
    stockkarr stockkarr Jul 25, 2014 3:01 PM Flag

    Interesting - anyone else hear that? makes sense - must be frustrating to see things fall apart after you walk away, esp now when things should really be starting to shine.

  • stockkarr stockkarr Jul 17, 2014 10:55 AM Flag

    How do you think todays Drdab/Tram news will affect the Cobrim results? Not really apples to apples, if it compares against the monotherapy, correct?

  • Reply to

    Here's my thinking...

    by oncodoc02138 Jul 14, 2014 1:15 PM
    stockkarr stockkarr Jul 14, 2014 1:32 PM Flag

    Market offering? I honestly can't believe they would consider it at this price point - do you truly think they would have a shred of credibility left with institutions if they tried to pull that off? How would they even market that - oh, we were worth $8 in Q1, but we're worth half that now, so you should definitely buy again and lockin your loss...??

  • Reply to

    Here's my thinking...

    by oncodoc02138 Jul 14, 2014 1:15 PM
    stockkarr stockkarr Jul 14, 2014 1:22 PM Flag

    Agree - based on their actions to date, there's no indication that EXEL would just "give" Cabo away, based on largely Cobi pricing. If anything, I could see EXEL selling the Cobi asset, say for $600-800M, which EXEL could then use to wipe out its debt and fund Cabo trials for the next few years. Mgnmt has been touting Cabo as a pipeline within itself and it would be irrational for them to sell it for nothing. Seems more likely for Roche to cherrypic the asset, than take over the entire company.

    Sentiment: Strong Buy

  • Reply to

    Cabozantinib for progressive mMTC:a review

    by wilderguide Jun 18, 2014 11:23 AM
    stockkarr stockkarr Jun 18, 2014 12:32 PM Flag

    Isn't the OS data long overdue for MTC? At this point - do we know if longer is better?

EXEL
4.14+0.10(+2.48%)Aug 29 4:00 PMEDT

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