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Exelixis, Inc. Message Board

wilderguide 129 posts  |  Last Activity: 14 hours ago Member since: Jan 13, 2011
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  • Reply to


    by sprinklerguy1210 Jan 15, 2015 3:16 PM
    wilderguide wilderguide Jan 15, 2015 6:49 PM Flag

    Hi Ced,
    I've been on-board here since SP hovered at $3, and expected this move-up based on a review of positive-response potential from QS-21 and also Garo's promise of partnering in 2014 - both of which has been recently realized. I admit, I traded out the lion's share of my holding at $6, but consider myself a long (playing a trading position).
    But - given recent play in the sector - did you expect 30-plus percent to hold without revs to support it? I didn't, and sold to buy back at a lower price. The sector is simply managed that way - IMO - and even a long must entertain the view that an over-exuberant market provides opportunity for longs occasionally...and I encourage that advantage. Don't you?

  • Reply to

    Lenvatinib Vs. Cabozantinib

    by socialidiocies Jan 15, 2015 3:58 PM
    wilderguide wilderguide Jan 15, 2015 6:03 PM Flag

    "I've not seen lenvatinib mentioned here."
    Then you haven't looked, social...
    RET inhibitors have been an ongoing topic of discussion for at least a couple of years, with some revealing commentary... A simple message board search will put you in touch with past discussion - dating back to before the EXEL MB became overrun by bankruptcy prophets, sanctimonious stooges, and cybernautic cubicle patsies. Good luck...

  • Reply to

    Has anyone even noticed...

    by wilderguide Jan 15, 2015 12:15 PM
    wilderguide wilderguide Jan 15, 2015 1:55 PM Flag

    "No point paying a guy you won't really need for another year. "
    If this were indeed the rule, there's a lot of deadweight still drawing payroll.
    The butcher's still got his thumb on the scale, substituting chuck for sirloin...

  • Reply to

    Has anyone even noticed...

    by wilderguide Jan 15, 2015 12:15 PM
    wilderguide wilderguide Jan 15, 2015 1:49 PM Flag

    Nearly a full month before Comet-2 top line results were announced...
    Well whaddya s'pose he saw a'comin' ...??

  • Reply to

    Has anyone even noticed...

    by wilderguide Jan 15, 2015 12:15 PM
    wilderguide wilderguide Jan 15, 2015 1:18 PM Flag

    My point is simply this...
    Astute DD would have exposed his under-announced departure...
    Perhaps taking a bit of the guesswork out of the last round of Comet results...
    I suspect he's been out the door since last Sept...
    He signed on with RLYP in October...
    At simplest, we all might have seen what was to come...

  • wilderguide by wilderguide Jan 15, 2015 12:15 PM Flag

    ...that J Scott Garland is no longer CCO?
    No wonder EXEL can't sell drugs...
    They've got no sales honcho...
    He's gone to RLYP...

  • wilderguide by wilderguide Jan 15, 2015 9:37 AM Flag

    See 5.1.2 of the PRAC agenda dated 1/6 - 1/9.
    CHMP meeting scheduled for 1/19 - 1/22, Cobi RMP a likely topic.
    Highlights should be posted last week January...

  • wilderguide by wilderguide Jan 14, 2015 11:20 PM Flag

    Kept a few hundred for an ACB of nearly nil...
    I may be back, but if this SP stays above $5, I think there may be better near-term opportunities.
    JMO, but I think this goes lower before higher...

  • Reply to

    Yahoo deleting Fox News reply

    by harvardmeats123 Jan 13, 2015 10:31 PM
    wilderguide wilderguide Jan 13, 2015 11:38 PM Flag

    Former CNN anchor JD Roberts just might be your contact...
    He's been with FOX for about 4 years, I think...

  • Reply to

    when phase 1 will start?

    by ketanmpatel12 Jan 2, 2015 11:34 AM
    wilderguide wilderguide Jan 13, 2015 5:26 PM Flag

    Hi snowflake,
    Thanks for the read, hope you are well.
    Think this one will go to trial? Or will this CDKi merely be a blip on the radar?
    Another boys club here?

  • Reply to

    i guess the idiots have overtaken the bd

    by alsodoglover Jan 8, 2015 2:19 PM
    wilderguide wilderguide Jan 8, 2015 3:36 PM Flag

    Somewhere - out there lurking between the Sons of Darkness and the Puppets of Satan...
    ...are those stalwart cretins that frequent the EXEL YMB only during periods of high volume...
    Lord only knows from where they come...or where they go when trading is calm...
    It's really kinda comical, once yer accustomed to it...

  • Reply to

    The shadow

    by unkpaulie Jan 8, 2015 10:56 AM
    wilderguide wilderguide Jan 8, 2015 11:32 AM Flag

    You guys are kidding, right? The guy's a freakin' chameleon...
    If you think he's gone... are mistaken...

  • wilderguide by wilderguide Jan 7, 2015 3:30 PM Flag

    Quoting Offsitehelp here wrt HALO "...another dog with fleas..."
    After his derogatory remark, I doubled up on my shares...
    ...and am up over 50% on those shares today.
    I know some of you EXEL longs are also behind PEGph20. Congrats for today!

  • $$$$
    Love them like your own children. If they're still here, it's because they are longs in drag.
    They had their chance to cover. If they didn't, they surely missed the boat...
    GS has covered their short, and we'll verify that at the next institutional update.
    My predictions for 2015:
    Hairynutz will marry JonesDexter in a transgender ceremony in Rome, personally attended by the Pope.
    Hairynutz - in a documentably rare physiologic response - will grow a pair of his very own.
    Nomad Celsius will return to this message board - I assure you he never truly left.
    Seymourjiznu will seek gender reassignment, and be successfully received as a New Wave debutante.
    Offsitehelp will file for cerebral bankruptcy, as he will have achieved zero intellectual equity this past year.
    MMM will shine on with great hair...and might actually be recognized for pulling EXEL outta the fire.
    Cabo will pick up biomarker recognition in RET-driven indications across the board, and will become the low-dose drug of choice in preventing bony mets as it will display synergy with the AR manipulators in PCa & BCa - and also with a PDL-1 techno drug yet to be named.
    Roche will make an offer for Cobimetinib, and it will be declined.
    PeeWee Herman will be appointed to the EXEL BOD because Papa Stelios desperately needs a laugh...
    ...and wilderguide will fade away into biotech YMB purgatory. Such is life...
    Prosperity to all...

  • Reply to

    when phase 1 will start?

    by ketanmpatel12 Jan 2, 2015 11:34 AM
    wilderguide wilderguide Jan 6, 2015 3:39 AM Flag

    This current 2014 title from the ASCO library may hold some answers for you. "Building on Prostate Cancer Working Group 2 to Change the Paradigm from Palliation to Cure" by HI Scher. Designing a clinically relevant trial in PCa with a high probability of success has become increasingly difficult. Selecting the appropriate patient group can be tricky, and every aspect of the evolving treatment landscape must be considered, lest your treatment be determined obsolete before your P2 data is even mature. Hopefully, Doc Scher remains on board here, and we see a first patient dosed by the end of Q2 2015.

  • Reply to

    Without news...

    by wilderguide Jan 2, 2015 4:00 PM
    wilderguide wilderguide Jan 5, 2015 10:10 PM Flag

    Thanks for the CPR, hairynutz...
    Without the occasional nitwit showing up Confrontational, Presumptuous, and Rude - it can be downright difficult to differentiate between brain death and the current EXEL YMB.
    Thanks for all your valued contributions, too.
    Dunno where we'd all be w/o you. Truly.
    We're blessed to have you on board.
    Thanks for all that voodoo that only you do.

  • Reply to

    what do you think of this article?

    by retsoz Jan 4, 2015 7:29 PM
    wilderguide wilderguide Jan 4, 2015 8:31 PM Flag

    "What do you think...?"
    Amateurish and misleading...full of errors...a bull-pull at best...
    Are you the author?

  • Reply to

    EXEL in 2015

    by duckduffer Dec 31, 2014 2:14 PM
    wilderguide wilderguide Jan 4, 2015 1:14 PM Flag

    One more thought to add here, as I don't see that it has as yet been addressed. The EMA adaptive pathways pilot study is coming of maturity, and if think we'll see that the program come online by 2Q 2015. To date, a handful of drugs have been accepted into this evidence-based licensing program - all YTB made public.
    Cabozantinib's utility in RET-driven disease, DTC, NSCLC, LADC, and in combo with currently approved treatments could easily be said to qualify the drug for such licensing...and might actually inspire some off-label revenues as such imbursements become available. A partial list of EMA-accepted drugs was recently made available to the FDA, and might actually account for last weeks' spike in SP. Time'll tell...

  • Reply to


    by rwrop Jan 1, 2015 9:19 PM
    wilderguide wilderguide Jan 3, 2015 3:41 PM Flag

    "A news story with nationwide exposure..."
    Agreed, but separating science from sensationalism will prove out the potential clinical impact of the NSS. A clinically meaningful 90-day outcome for Jordan may boost short-term share price, but the science will remain unsatisfied pending peer review and responsible presentation of results. Satisfying the statisticians is always the endgame in the clinical trial process.

  • Reply to


    by rwrop Jan 1, 2015 9:19 PM
    wilderguide wilderguide Jan 3, 2015 2:30 PM Flag

    Inasmuch as I would like to see it all, I really don't expect to see much revealed at the 90-day assessment. Detailed trial disclosures are de-prioritized to favor patient privacy, research integrity, and study authorship protection. A short PR suggesting all is well might be expected, but details will await presentation in an appropriate industry venue (ie:ASIA annual meeting) and subsequent peer review prior to publication. One single patient's results will not prove out trial success. Patience...

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