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Exelixis, Inc. Message Board

twodogsfracking 16 posts  |  Last Activity: Aug 14, 2015 4:10 PM Member since: Dec 3, 2013
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  • Reply to

    Converts at 5.91 and closing prices

    by twodogsfracking Aug 13, 2015 4:16 PM
    twodogsfracking twodogsfracking Aug 14, 2015 4:10 PM Flag

    I'll concede I was wrong the $6.91 share price in 2016 - but I these bonds were absolutely connected to the share offering at the same time - funding Comet further and also allowing shorts to beat this stock like a drum.

    Sentiment: Strong Buy

  • Reply to

    Converts at 5.91 and closing prices

    by twodogsfracking Aug 13, 2015 4:16 PM
    twodogsfracking twodogsfracking Aug 14, 2015 11:04 AM Flag

    Yup - why voluntarily convert when the bonds provide above market rate income ... the threads mentioned provide several reasons why this was such an awful deal. Again, MMM rushed the financing, took bad advice, and created this fiasco. He was way out of his element with financing - he's a scientist - one of the several reasons long term investors aren't big fans. I believe the new CFO can finally provide investors some confidence in the companies financial acuity. JMHO, of course.
    Good Luck!

    Sentiment: Strong Buy

  • twodogsfracking by twodogsfracking Aug 13, 2015 4:16 PM Flag

    As if there was any doubt .... manipulation much?

    Sentiment: Strong Buy

  • Reply to

    Ok, I couldn't resist! Hand me that Kool-Aid!

    by semanresu Aug 11, 2015 12:46 PM
    twodogsfracking twodogsfracking Aug 13, 2015 1:24 PM Flag

    Ernie - I knew there was a reason I liked you - USNA '84!
    (been in EXEL since 2010 when it was a MF hidden gem)

    Sentiment: Strong Buy

  • Reply to

    Cramer just said buy buy buy!

    by baxterjames120 Aug 3, 2015 6:50 PM
    twodogsfracking twodogsfracking Aug 3, 2015 7:36 PM Flag

    Cramer's words on Exelixis today: "I've been recommending EXEL. I got that one right and we did a seminar for The Street, too. Double down I think it's terrific. That last drug approval was dynamite."

    He's been recommending EXEL? I must have missed that memo. Is he playing good cop to AF bad cop? Either way they say 'The Street' was right. Typical Cramer ......

    Sentiment: Strong Buy

  • twodogsfracking twodogsfracking Jul 31, 2015 5:49 PM Flag

    Nah - those will be the sells. You've got to wonder what the shorts have been smoking...

    Sentiment: Strong Buy

  • twodogsfracking by twodogsfracking Jul 31, 2015 10:37 AM Flag

    When the golden parachutes pop, a deal is close. Generous stock options can act in the same way and make a buyout a bit more palatable for those (MMM) who hate the thought of letting their baby go ...

    Anyone here invest in Anadays? (I did ... and I bought a ton of shares when, a month before the Roche deal, execs gave themselves very very nice protections)
    "Just a few days after Anadys Pharmaceuticals touted positive data from a Phase IIb study of its lead hepatitis C drug, Roche has swept in to buy the San Diego-based biotech for $230 million in cash. The deal represented an overnight 256% SP premium. .... Anadys's shares had been so beaten down that Roche was able to make the play for a relatively low all-cash price, with no backend milestones to ponder about later on. " (FierceBiotech)

    Sentiment: Strong Buy

  • Reply to

    SEC Filing today

    by twodogsfracking Jul 24, 2015 4:48 PM
    twodogsfracking twodogsfracking Jul 24, 2015 4:58 PM Flag

    Risks Related to Cabozantinib and Cobimetinib

    We are dependent on the successful development and commercialization of cabozantinib.

    The success of our business is dependent upon the successful development and commercialization of cabozantinib. As part of our strategy, we are dedicating substantially all of our proprietary resources to
    advance cabozantinib as aggressively as possible and are seeking to partner cabozantinib with a global pharmaceutical organization whose international resources will permit us to explore and exploit fully the potential opportunity cabozantinib presents on its own and in combination with other agents, in mRCC, advanced HCC, and other potential indications. ....... In addition, if we fail to enter into a suitable collaboration agreement with respect to cabozantinib for indications beyond MTC, or otherwise encounter additional difficulties in the development of cabozantinib in such other indications due to any of the factors discussed in this “Risk Factors” section or otherwise, or if we do not receive regulatory approval in such indications, including mRCC, or are unable to successfully commercialize cabozantinib in such other indications, if approved, we will not have the resources necessary to continue our business in its current form.

    Sentiment: Strong Buy

  • twodogsfracking by twodogsfracking Jul 24, 2015 4:48 PM Flag

    On July23, 2015, the Company entered into an underwriting agreement (the Underwriting Agreement) with Cowen and Company, LLC, William Blair& Company, L.L.C. and Stifel, Nicolaus& Company, Incorporated (the Underwriters) relating to the offering, issuance and sale (the Offering) of 25,000,000 shares of the Companys common stock, par value $0.001 per share. Pursuant to the Underwriting Agreement, the Underwriters have agreed to purchase the shares of common stock from the Company at a price of $5.076 per share, which will result in $126.9 million of proceeds to the Company before deducting offering expenses. The offering is expected to close on or about July29, 2015, subject to customary closing conditions. The shares of common stock will be listed on The NASDAQ Global Select Market. The Underwriters have a 30-day option to purchase up to an additional 3,750,000 shares of common stock. All of the shares in the offering are being sold by the Company.

    Sentiment: Strong Buy

  • Reply to

    under $4 in one week

    by boitechhh Jul 23, 2015 9:56 PM
    twodogsfracking twodogsfracking Jul 23, 2015 10:12 PM Flag

    Are you implying we go down long term from here? So should the p3 outcome announced Monday just be ignored? You believe we are in the same environment as jan 14? Curious as to your point. I believe this financing was absolutely necessary and we go up from here (realizing nothing goes in a straight line).

  • twodogsfracking by twodogsfracking Jul 23, 2015 8:17 PM Flag

    Company stays afloat, this small pain will pass.

    Sentiment: Strong Buy

  • twodogsfracking twodogsfracking Jul 23, 2015 4:39 PM Flag

    And your time spent on a message board is valuable why?
    Here's a clue to help you answer - no one cares.

    Sentiment: Strong Buy

  • twodogsfracking twodogsfracking Jul 23, 2015 4:24 PM Flag

    I would say that's educated and better than a guess. Thanks!

    Sentiment: Strong Buy

  • twodogsfracking by twodogsfracking Jul 22, 2015 12:10 PM Flag

    Exelixis Inc (EXEL)--20.0 million shares expected to price Thursday via Cowen & Co LLC, William Blair & Co LLC and Stifel Nicolaus & Co Inc.
    Source: Dealogic

    (END) Dow Jones Newswires

    Sentiment: Strong Buy

  • Reply to

    Dilution

    by urabt2 Jul 21, 2015 4:52 PM
    twodogsfracking twodogsfracking Jul 22, 2015 11:55 AM Flag

    Also - different underwriters.
    Let's see if the CFO earns his keep through this.
    Methinks he does!
    Dare I say we are playing at a different level now? Goldman crooks gone, let's hope Deerfield exits soon.

    Sentiment: Strong Buy

  • You think this administration's SEC cares? Anyone filing a complaint? No coincidences in investing.

    Sentiment: Hold

EXEL
6.05-0.04(-0.66%)Aug 28 4:00 PMEDT