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Exelixis, Inc. Message Board

ulingt 50 posts  |  Last Activity: Feb 4, 2016 7:24 PM Member since: Aug 10, 2001
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  • Reply to

    what's with the stock quote

    by gizmondo123 Feb 4, 2016 6:59 PM
    ulingt ulingt Feb 4, 2016 7:24 PM Flag

    Same here. All the stocks in my several portfolios stopped updating as of 1:09PM.. And god forbid there might be an easy way to let Yahoo know..

  • Assuming for the moment that the actual OS numbers are not dissappointing but in fact are super highly incredibly stupendously significant and mammouthly meaningful, per the press release, is there a number that if and when it is released in the near future would make us all stand up and go 'wow'? Its another way of asking, what number is baked into (expected) the SP and what number breaks that threshold and moves it positively? Anyone?

  • Reply to

    Cowen weighs in

    by wilderguide Feb 2, 2016 1:19 PM
    ulingt ulingt Feb 2, 2016 8:13 PM Flag

    I know, right? Makes me wanna stop using 2-ply toilet paper..

  • Reply to

    OncLive has this to add...

    by wilderguide Feb 1, 2016 9:21 PM
    ulingt ulingt Feb 2, 2016 7:44 PM Flag

    Actively participating on a mb like this has a downside. It's almost as if being a member of the club requires you to own the stock and selling is a form of disloyalty. Insulting someone consists of accusing them of being a short in disguise. Is that an attitude an objective investor should have?"

    Answer to your question is absolutely no. And I agree strongly with your statement. I don't think you are accusing me of insulting you beacuse you have changed your position. God knows I have felt the wrath of some here, not because I was short, but only because I have a conversation with someone who is short, even though I'd be willing to bet I am longer than most here by a long shot. No, I like to hear both sides, and always have. Knowing anyones 'bias' helps. So when you, of all people, are no longer long, I take heed. Thanks for the explanation. But do you care to share your position at this time? Are you short, doing some trading, or sitting on the fences, other? You obviously are under no obligation to answer, least of all for me.. Thanks again..UT

  • Reply to

    OncLive has this to add...

    by wilderguide Feb 1, 2016 9:21 PM
    ulingt ulingt Feb 2, 2016 7:17 AM Flag

    I'd love to be educated, yes, thanks for the offer, I up thumbed you (hmmm). I know many here including me look forward to reading all your posts especially when you were long with the, I presume, majority here. But just weeks after suggesting/predicting/pondering a JV by end of 2015 in the November timeframe, you vacated your long position of EXEL. Your posts since have turned decidily negative since. I listen to learn from both those short and long (and in between), but it's also important to understand ones motivation and/or bias to help frame ones own opinion based on that bias and the information offered. It's long way to respectfully ask you to share with us all your current position/strategy on EXEL. Are you now short? Waiting to re-enter at a lower price point? Or perhaps have no plans to go long EXEL regardless. I'd ask others if they are equally interested in your EXEL strategy from a stock trading aspect to also signify with a thumbs up. Thank you Ernie.

  • Reply to

    Lack of data

    by ulingt Feb 1, 2016 9:40 AM
    ulingt ulingt Feb 1, 2016 7:16 PM Flag

    Homeslice! Thanks for the reply. Let me reply in kind. So what you are saying is the truth may be that the numbers are good but not 'impressive enough'. Ok, but if that's the case, what possible motive, intention, reason, purpose, outcome can come from reporting the 'not impressive numbers' later down the road? If they were concerned about the market reaction today, imagine the reaction down the road. They would be vilified for trying to hide the numbers, avoiding the numbers or whatever. No, the only way they can possibly 'get away' with announcing the numbers later, is if they are very very good. And I think a very plausible reason is that any partner and or acquire wanted to see the numbers first. I mean if they were lousy, why partner with them? So who would possibly get into bed with EXEL, without knowing the OS numbers first at this point. And just maybe we'd here of that announcement at the same time of the OS numbers. What do you think? Any plausibility? The more I think about it, the more it makes sens.

  • ulingt by ulingt Feb 1, 2016 9:40 AM Flag

    AFnstein rightly points out the lack of the OS numbers themselves and that EXEL intends to release the data at a later conference. Why is that? I have questioned why here before given that METEOR results are out and no JV or BO yet. Despite how remote a possibility of non approval it would be, wouldn't it be prudent to see approval first considering it's the last leg of the process? Further, perhaps the reason the OS numbers was not released is that EXEL itself, or maybe the JV or acquirer, wanted to see it first. After all if the results were inferior to Opdivo why do the deal. Or the converse, if results were better CABO that much more valuable. Could it be within reason to conclude that maybe a deal was in place contingent on positive OS data and this data once available would only be for the partner and or acquirer's eyes only till final terms negotiated? Why not? That may explain the lack of numbers related to the OS data.

  • ulingt ulingt Jan 31, 2016 9:39 PM Flag

    Understood. thanks for the reply. Let me ask you this (something I asked earlier with no replies. When do we think the final OS data will read in relation to final approval? Is a JV awaiting an approval first, or maybe OS data?

  • ulingt ulingt Jan 31, 2016 9:01 PM Flag

    I liked it. But if for a moment if one would analyze this with serious intent, one might say the 158 days difference is attributed to different drug, different indication different process and of course the 90 day delay in the middle for the extension. In other words, its like comparing apples and oranges. So using the same 'logic' and recognizing that CABO and Opdivo are at least treating the same indication, why not then conclude that approval would be similarly short, closer to 7 days? I like that better.

  • In what order? And a stab at the date
    1. CABO RCC Approval
    2. CABO RCC OS read out
    3. JV (and or Buyout)

    The following question based on the assumption that OS readout is relatively near term (I don't know, that's why I asked above)...

    Is it possible that EXEL fully expecting a very positive OS read out on CABO, is holding off on final JV deal, recognizing CABO would be more 'valuable'? Or that the JV wants to see it first as well?

    Is it possible that the delay in a JV deal (announcement) is that JV partner making it contingent on CABO full approval? I mean if the approval is now within a few weeks/month, why strike a deal, only to learn that that approval is denied or delayed (regardless of the unlikelihood)?

    thank you

  • Reply to

    New filing this morning - For 13G/A

    by semanresu Jan 25, 2016 9:40 AM
    ulingt ulingt Jan 25, 2016 10:08 AM Flag

    Homer,

    Dude. You and others (nut jobs, not you), correctly called the 3's. Congratulations! I seemed to recall you saying that if in fact it got there, you'd consider going long agin. Did you? If not, why not? If so, what's the plan form here? Hope all is well.

  • Reply to

    Headed to under 4.00 next

    by asianshorts Jan 12, 2016 10:53 AM
    ulingt ulingt Jan 13, 2016 8:07 PM Flag

    "should not lure those who should know better"

    Ernie, I'm thrilled that you think I should know better. Really. Means you have some positive expectations of me anyway. In any event, my comments were meant to be tongue in cheek even mocking of his own poor taste. But you're right of course

  • Reply to

    Amazing...Dr. Sam Waksal industry spokesperson

    by erniewerner Jan 12, 2016 8:52 AM
    ulingt ulingt Jan 12, 2016 8:08 PM Flag

    That really is amazing. It's amazing that CNBC gives this guy any type of cred period. Why not interview Skilling or Kozwoski, get their opinions. Wow.

  • Reply to

    Headed to under 4.00 next

    by asianshorts Jan 12, 2016 10:53 AM
    ulingt ulingt Jan 12, 2016 7:56 PM Flag

    You big time funny man. I enjoy your posts, some of them anyway, for the laughs certainly. You have most of us yankee longs wanting to take dog out of your diet just for spite. And of course no one can argue that you have been mostly right. I'm tempted to put you on ignore, but I just can't. Your'e too funny and everyone enjoys a slow motion train wreck . So it sounds like you will cover at $3.81 or around there? Got close to 4 today then, holy General Chow (sp.), it pops almost to even for the day. Did that leave any stretch marks in your asian shorts? That'd really make you a stinky small smelly yellow man. But I submit you are unfazed and raughing quite a bit. So whats the strategy from here? When do you cover? Or did you today? And what if it stabilizes and rises from here, never getting to your target cover price? Would be interested in your plan, and your plan B if you have one. I think you short guys are smart, so sincerely curious to understand the plan.
    Sincerely,
    American Pants

  • Reply to

    Cup and handle?

    by tevanj Jan 6, 2016 11:49 AM
    ulingt ulingt Jan 6, 2016 7:14 PM Flag

    I don't disagree.

  • Reply to

    Cup and handle?

    by tevanj Jan 6, 2016 11:49 AM
    ulingt ulingt Jan 6, 2016 6:01 PM Flag

    you are a funny man..

  • Reply to

    Good Morning Bag Holders!

    by semanresu Jan 6, 2016 9:34 AM
    ulingt ulingt Jan 6, 2016 11:13 AM Flag

    gees almighty.. You were doing so well for a while. Here we go...sigh

  • Reply to

    EXEL premarket down 2% on 800 shares

    by wilderguide Jan 6, 2016 9:00 AM
    ulingt ulingt Jan 6, 2016 11:11 AM Flag

    How can you be so smart, informative, class contributor, then stoop down to this nonsense, unprovoked I may add. You expect him to not respond? Then this board goes in the toilet for weeks. Equivalent to testing a Hydrogen bomb out of nowhere. You know I have enjoyed your informative posts in the past and have said so, but, gees, its hard to to reconcile stuff like this. 'pumping seymours sister'? That's just incredibly bad taste. You are better than that..I know you are..

  • Reply to

    Update: Exelixis, Inc. Short Interest Disclosure

    by prenzie Jan 5, 2016 3:20 PM
    ulingt ulingt Jan 6, 2016 8:27 AM Flag

    Dear Doctor,
    I scratch my head when I read your posts. You spew the same virtiol you accuse semanresu of. But he started it. I get it. But he's a low life scummy short trader and you're a Dr. for gosh sake. I'd love instead for you to share with us your 'understanding of medical chemistry' as it applies to EXEL and cancer therapies like so many others do. That would help more than wasting time spewing the vitriol you yourself seem to dislike.

    By the way, just a short time ago, Ernie posted this, "The longer they go without a JV that includes some sort of cash infusion and cost sharing, the more likely we are to see another secondary". Seems to me he shares some of the same concerns as Seman regarding a possible secondary. I guess in your mind that makes Ernie a douche for spewing negativity as well?

  • Reply to

    apology

    by asianshorts Jan 5, 2016 3:55 PM
    ulingt ulingt Jan 5, 2016 8:41 PM Flag

    Hey Toray,
    With all due respect it was you who out of nowhere who dumps, unprovoked I might add, on your boy Seman, then when he responds (mildly), you get all emotional, defensive and call him a 'hater'. Comical if wasn't so stupid. That's the kind of nonsense that just ruins these message boards. Unprovoked insults from people with unjustified arrogance. What did you expect him, or anyone to say, when you challenge them and sling unprovoked insults? Serenity now, serenity now.

EXEL
4.54-0.21(-4.42%)Feb 5 4:00 PMEST