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Exelixis, Inc. Message Board

wilderguide 3097 posts  |  Last Activity: 4 hours ago Member since: Jan 13, 2011
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  • $$$$
    Crazy how these cMET inhibitors cycle thru endless trials, sometimes successfully...sometimes not so much...
    Foretinib has somehow survived in the wake of endless Cabo research, and is seeing some recent successes in papillary renal cancer and sonic hedgehog medulloblastoma. The former reported at ackcdotorg...the latter at a Lake Tahoe brain cancer conference last summer. Check it out...
    Crazy...but true.

  • wilderguide wilderguide 6 hours ago Flag

    Invest here.
    If Invivo keeps fracking for gold, they're sure to eventually find a cure for stupid posters.
    Be vewwy, vewwy kwiet, weah hunting wabbits...

  • $$$$
    Just a heads up...
    The combination of erlotinib and cabozantinib, the sequencing of erlotinib and cabozantinib, and comparative studies of erlotinib vs cabozantinib in NSCLC have been ongoing for over 5 years. There are several studies in progress, and P2 reporting has displayed compelling positivity to date. Lung cancer genomic assay technology is at the forefront of biomarker recognition, and - if there is any near-term announcement in arrears - my guess would be that we can expect to hear news on this combination. Patent expirations for Tarceva begin in 2018, and Roche may want to consider a P3 combination trial to clinically validate the combo before erlotinib goes generic. Good opportunity for both Roche and Exelixis coming into play...
    Of course, Roche could simply buy 'em and go it alone... JMO

  • Reply to


    by saltydog711 Jan 29, 2015 9:13 AM
    wilderguide wilderguide 22 hours ago Flag

    " the latest activity attributable to other factor(s)?"
    JMO, but I think yesterday's bump was due to Roche's annual investors report yesterday.

  • Reply to

    Guesses for tomorrow??

    by kzam02 Jan 28, 2015 9:45 PM
    wilderguide wilderguide Jan 28, 2015 11:08 PM Flag

    "That said, it sounds like you got caught without a full position when this spike occurred, and are hoping to "talk it down a little","
    Not at all. I have an optimal share of EXEL. Maybe too much...
    I also have positions in HALO, AGEN, and NVIV that have outperformed the "living thunder" out this POS. In addition, I have the weathered the BS this MB provides, and and still have attempted to provide good info and a little humor along the way. I'm simply agreeing with MJ that shareholders have suffered in the wake of market cap manipulation. It's that simple...
    I'm on board for the science. That's not changed. I'm simply agreeing that Cabo desperately needs a new management team.

  • Reply to

    Guesses for tomorrow??

    by kzam02 Jan 28, 2015 9:45 PM
    wilderguide wilderguide Jan 28, 2015 10:58 PM Flag

    Hi MJ,
    I'm not bitter, but I am confused. The stock market is theoretically played by a set of rules. Less so in high-risk sectors...but some of those rules still apply. EXEL defies all the applied logic of Wall St enterprise. A 15% no-news, high volume upside play in a downside NAS portrays this quite well, and it is nearly indisputable that no degree of upside news will guarantee an upwardly mobile SP wrt EXEL. We've all seen the downside to this story, and there has been virtually no management concern for shareholder value. It is past time for change... Let God sort 'em out... I think they're all a bunch a freakin' cubicle crooks...
    But hey... Whaddya gonna do...??

  • Reply to

    Guesses for tomorrow??

    by kzam02 Jan 28, 2015 9:45 PM
    wilderguide wilderguide Jan 28, 2015 10:16 PM Flag

    This stock has a history of manipulation, poor management SP support, and contrived MM input.
    Nothing between $1.70 & $2.50 will surprise me at all. If Roche didn't buy EXEL on historic lows, why would they buy now? Goldman owns MMM's soul, Gisela's tongue, Peter Lamb's ambition, and Jeff Hezekiel's law degree. Scott Garland was lucky to get out with his life. This stock exemplifies the downside of Wall Street.
    MEDX revisited...they're getting ready to give this company away. Commentary invited...

  • Reply to

    If yer looking for it is...

    by wilderguide Jan 28, 2015 1:38 PM
    wilderguide wilderguide Jan 28, 2015 3:48 PM Flag

    The actual Najarian quote was:
    "Hey, why not...The guy's got great hair, and looks the absolute "bomb" in heels...
    ... Almost as great as "Socialidiocies" from the EXEL YMB..."
    Social and a few of his aliases apparently disagree...
    Goshdarnitall... when those celebrity quotes get outta hand...
    Anything can happen...

  • $$$$
    MMM was spotted holding hands with former Olympian Bruce Jenner outside a popular gender reassignment pretreatment clinic in SF. Najarian was said to comment:
    "Hey, why not...?? The guy's got great hair and looks great in heels..."
    There is still some controversy as to whom Najarian was referring, so don't sell till Kim and Chloe are found for comment. Susan Hubbard could not be reached for confirmation, so I'll continue to hold.

  • Reply to

    IDEAS FOR 2015

    by saltydog711 Jan 11, 2015 5:48 PM
    wilderguide wilderguide Jan 27, 2015 12:14 PM Flag

    I have a position in NVIV. Their Neural Spinal Scaffold has been implanted in a 25 year-old dirt bike acrobat from Phx, Az following a spinal cord severing accident last October. His 90-day assessment was spectacular. Videos of the youth in PT can be found at the Gofundme site. His progress has been remarkable, and they've only just enrolled their second patient in a P1 safety study following the go-ahead from FDA to expand recruiting site numbers from 6 to 20. Quite a deal...

  • $$$$
    Sorry. It's my best response to a preposterous thread. Felt the need to highlight that fact.
    Keep up the good work, Mike. Dog...Yer way outta need a collar, a leash, and perhaps a cattle prod up the ol' Bazoo. A civil approach to communication is key. Beyond that, a Louisville Slugger is my first opt...Ski mask, empty parking lot, a jug of wine, and thou... Kapoww!!!
    Yeah. That's the ticket... That's definitely the ticket...

  • $$$$
    Titled as above: Published as a JCO early release article today 1/26/15, Morris, et al...
    Scher, Higano, Logothetis and a respectable list of co-authors...
    "Conclusion rPFS was highly consistent and highly associated with OS, providing initial prospective evidence on further developing rPFS as an intermediate end point in mCRPC trials."
    Of course, these results are from the Abiraterone COU-AA-302 trial...
    But...these results also support the argument for Cabozantinib in an appropriately administered treatment setting (not necessarily late stage) My humble interpretative consideration is that the game in mCRPC is still on...and defining the biometrically-appropriate group for Cabo is now more important than ever.

  • wilderguide wilderguide Jan 24, 2015 2:00 PM Flag

    Thanks for the great inputs, Mike. GL

  • Reply to

    New Data

    by jonjones325 Jan 24, 2015 12:26 PM
    wilderguide wilderguide Jan 24, 2015 12:32 PM Flag

    Just a guess, but I suspect an industry presentation is being planned. The ASIA annual meeting would be a likely venue. After an officiated presentation and publication with peer review...I would expect the new data to be shared on-line. The decorum of presentation will most certainly not be denied, and peer review is SOP.

  • wilderguide wilderguide Jan 24, 2015 12:24 PM Flag

    "Because selecting the "best patients" would be an effort to bias the outcome. It's called "cherry picking" and it violates pretty much every principle of Trial/Study Management."
    I think it's also important to differentiate between "cherry picking" and defining the patient group most likely to benefit from the technology. Optimally defining a "best" qualified patient pool enhances the likelihood of trial success, though over-defining that patient group may limit the opportunity for overall commercial success. JMO - but if the multi-trauma patient recently enrolled experiences problems in recovery, it might be best to continue the trial with a patient pool more closely aligned with Mr Fallis' injury - go for the initial approval, ramp up the commercialization based upon a smaller, injury-defined patient pool, and expand the scaffold application labeling as opportunity allows. I think the short-term imperative for any small biotech is revenue. Limited commercial success and a proven technology is better than holding out for all the beans. Sometimes it's easier to eat the elephant one bite at a time.

  • $$$$
    Published 1/15/15 Cell Death Dis H Liu et al....
    "Collectively, our data suggest that ganetespib, as a new potent treatment option, can be used for the molecularly targeted therapy of GC patients according to their expression profiles of EGFR."
    The abstract is also online at PMC... GLTA

  • Reply to

    What happened to Trendpicker ??

    by bmcgoo_03 Jan 23, 2015 4:13 PM
    wilderguide wilderguide Jan 23, 2015 5:28 PM Flag

    Probly dropped out when the trend change was apparent. He'll be back...
    JMO - but recent profit taking in biotech has created a rebalancing of portfolios, and many investors are scrambling to reconfigure - myself included. AGEN has long-term promise, but there are many provocative trades to be made before this one pops again.

  • Reply to

    You Know Nothing

    by alphadogbetabeater Jan 22, 2015 8:48 PM
    wilderguide wilderguide Jan 23, 2015 2:15 PM Flag

    "My credibility in my 3 posts is more credibility then you will ever have in the investment world."
    And if it this success scenario of yours never comes to fruition, we'll never know anyway.
    If yer wrong, you'll just come back as alphadogblowsdeadbrokers and claim you were spot on the whole time. Get a life, dooshwaddle...
    Yer a waste of frickin good air...

  • Reply to

    Hey EXEL Mgt Look at ARRY this morning

    by urabt2 Dec 4, 2014 9:44 AM
    wilderguide wilderguide Jan 23, 2015 1:00 PM Flag

    Urabt2... I first met your handle on the ARRY MB in 2010 under $2/share...
    Congrats to us both...

  • Reply to

    ASCO GU is Feb 26-28

    by trufflesdrive Jan 17, 2015 9:47 PM
    wilderguide wilderguide Jan 23, 2015 10:20 AM Flag

    "I think it's hilarious..."
    I think it's hilarious that you think you can grow a set of balls by incessantly posting junk on a YMB. Quit your endless sniveling. You've completely destroyed the value of this thread.
    Now move on...

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