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Exelixis, Inc. Message Board

ulingt 14 posts  |  Last Activity: May 9, 2016 7:23 AM Member since: Aug 10, 2001
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  • Reply to


    by prenzie May 6, 2016 2:07 PM
    ulingt ulingt May 9, 2016 7:23 AM Flag

    To all you guys...let it go, the board is begging you. Who #$%$**** cares? You remind the rest of us of a bunch of 6 year olds in the back of the car tormenting their parents on a long trip with your inane and relentless badgering of eachother to the point of extreme annoyance, like finger nails on a chalk board. Just let it go, use your ignore option like the rest of us did with this guy and anyone else that bothers you.

  • Reply to

    how about we hit 5 dollars today?

    by biotechblood May 2, 2016 9:16 AM
    ulingt ulingt May 3, 2016 8:40 AM Flag

    Wow. Stare into the eyes of your brother, sister, daughter dying of cancer then post this again.

  • ulingt ulingt Apr 28, 2016 7:46 PM Flag

    Awesome! This is why we pay you the big bucks Ernie! Shhh, don't let Enabler know..

  • ulingt ulingt Apr 25, 2016 3:37 PM Flag

    Who's better than you? You nailed it for the moment..

  • Reply to

    18 Presentations at ASCO - 9 for Cabo

    by tokaimura Apr 20, 2016 4:06 PM
    ulingt ulingt Apr 20, 2016 7:49 PM Flag

    In the PR, MM said this, “The overall survival data for cabozantinib from the METEOR trial represent an important milestone in the treatment of advanced renal cell carcinoma. When taken alongside data from the trial’s other endpoints, this result makes cabozantinib the first therapy to demonstrate improvements in the three key measures of efficacy in a large randomized phase 3 trial of patients with this advanced form of cancer."
    From the original release of the 'stat-sig' statement, and the months leading up to this, they have certainly set expectations. It'd be inexplicable to make this statement above, and then announce uninspiring OS results, IMO. EXEL has given us all blue balls....Hoping for some 'relief'.

  • Treats NASH liver disease. Gilead under pressure to increase its 'liver' pipeline to supplement its waning hepatitis drug. The Nimbus drug is not even out of phase II yet. Paid $400 million. Hmmm. Looking to expand its liver pipeline .......

  • Reply to

    Pre-market trade @ 4.36

    by enabeler Mar 14, 2016 9:38 AM
    ulingt ulingt Mar 15, 2016 12:32 PM Flag

    Who's better than you?

  • Reply to

    Pre-market trade @ 4.36

    by enabeler Mar 14, 2016 9:38 AM
    ulingt ulingt Mar 14, 2016 8:07 PM Flag

    Enabled body,
    I feel your pain but with all due respect, and I mean that, and not that I have to defend Ernie (God knows he's attempted to spank me a few times), but I will say if nothing else he's transparent. And he trades, even though I believe his long term bias is long. I like hearing the analyses of traders (including short traders). They don't have blinders on. So as long as you know that, you take all that into consideration when you digest there calls/analysis. My stupid opinion anyway...Good luck. I'm hanging in there with you, too long for too long. LOL!

  • ulingt ulingt Mar 14, 2016 7:30 AM Flag

    An 'Infrastructure Engineer' is simply a relatively low level IT position. They are saying they need someone (every organization does) to install IT (information Technology) systems that support e-mail, HR systems, maybe an ERP system. And its very likely that much of the IT Infrastructure (think hardware and software) would be implemented in the cloud with very little actual hardware on premise anyway. This person would report to a CTO, or Director of Infrastructure, or a CIO, etc. Its a worker bee position. Don't get confused witt the "Engineer" part of the title. They may be replacing someone, but as important a function as this position may be, these guys are a dime a dozen. This is my business, so my 2 cents..

  • Mostly directed to Ernie.

    First your explanations, analysis, your rationale for your recent transactions were excellent as always and like most here I enjoy reading them. But most recently there was a long thread regarding the SP itself and most lamenting why after all this news (since August) and especially the JV announcement and details it still languishes. Your (and others here) all had provided a great expose on the convertible debt and the eventual bills coming due in the next several years. OK, I get it. But when you sold at $5.30 in December, the issue associated with the converts and the debt was in place back then too. At the time you lamented the lack of a JV deal among other things and the possible need for a secondary because of it. . So fast forward less than 3 months later, they have that deal. There is much more clarity regarding their finances, great OS results, another JV coming for Japan. Compared to December the state of EXEL is much clearer, and a whole lot better. 'Logic' would say, hey the SP should now reflect all this. Like I said, the Convert issue never went away, and in so many ways, EXEL is in a much better shape. What has changed that dramatically from December that could possibly explain the current languishing SP down over 30%? Anyone?

  • ulingt by ulingt Mar 1, 2016 7:38 AM Flag

    Go to IPSEY stock quote and look at recent news articles (wouldnt allow me to cut and paste). There is a Jan 16th story about how Ipsen realized they need to get aggressively into the cancer market and needed to make deals. Went to JP Morgan Chase conference recently in SF looking to talk up partners. They have cash up the ying yang and were motivated to get in the cancer market. Good for EXEL.

  • Reply to

    After all this wait, I'd like to congratulate....

    by ulingt Feb 29, 2016 8:26 PM
    ulingt ulingt Feb 29, 2016 10:41 PM Flag

    Dudinator II,

    Thank you friend. I said it tongue in cheek and hoping I didn't say it too early. This stock has its moments after all. Would love to hear you did jumped in. If not jump in tomorrow. Hopefully plenty of upside ahead.

  • A few weeks ago, seemingly minutes after EXEL releases the OS news on METEOR, AF published an article that one can argue had all intentions to simply undermine the good news. It was released so quickly it was if he had it pre-written with his finger on the publish button waiting on the EXEL PR. So how about it AF, how about an 'attaboy' for your butt boy EXEL?

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