Recent

% | $
Quotes you view appear here for quick access.

Exelixis, Inc. Message Board

wilderguide 297 posts  |  Last Activity: 11 hours ago Member since: Jan 13, 2011
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Shorting here now...

    by semanresu Apr 1, 2015 3:59 PM
    wilderguide wilderguide Apr 2, 2015 4:08 PM Flag

    $$$$
    "As far as my comments, they are usually appropriate...or not."
    You really are an odd duck. Have a jolly Easter...

  • Reply to

    EU positive opinion on Cobi by 4/27

    by wilderguide Apr 2, 2015 11:58 AM
    wilderguide wilderguide Apr 2, 2015 12:46 PM Flag

    $$$$
    "...it's not realistic because the LoOI has to be worked off."
    Hi Franca,
    Aren't you assuming there were outstanding issues? I'm actually assuming there were no major concerns, as Cobi was not listed on the PRAC agenda for more than one session, suggesting that the RMP was agreed upon without much debate. At any rate, thanks for keeping me straight...
    Enjoy your holiday...

  • $$$$
    JMO - bad time to go short/ be short.
    We know Roche filed the MA in Sept 2014. Do the math...
    Happy Easter!

  • Reply to

    Shorting here now...

    by semanresu Apr 1, 2015 3:59 PM
    wilderguide wilderguide Apr 1, 2015 6:48 PM Flag

    $$$$
    "Shorting here now..."
    Another hoax from the huckster...
    This guy caught wind of today's piece on Roche alliances, and visited the Hofmann La Roche website...
    Trying to order a washer/dryer combo and a refrigerator-freezer combo with an ice maker...
    Totally out of of touch with what's happening here... He seems to think Cabo is a Mexican resort town...
    ...and Cobi is a tall, dribbling, black man in gym shorts caught dispensing "roofies" to little girls...
    I suspect this guy is dansmiley's brother from another mother...

  • Reply to

    "Roche Open to Alliances"

    by enabeler Apr 1, 2015 8:02 AM
    wilderguide wilderguide Apr 1, 2015 11:10 AM Flag

    $$$$
    "10 cents a share..."
    Up bright and early...
    ...and already selling shares in yer brain trust...
    Good luck with that...

  • Reply to

    PDUFA Priority Review

    by gildslayor Mar 31, 2015 7:35 PM
    wilderguide wilderguide Mar 31, 2015 11:45 PM Flag

    $$$$
    "Would you have a problem with that?"
    Of course not, providing you both are responsible enough to use protection. Wouldn't want y'all passing along any "social" diseases. You two siwwy wabbits have a good time...

  • Reply to

    PDUFA Priority Review

    by gildslayor Mar 31, 2015 7:35 PM
    wilderguide wilderguide Mar 31, 2015 11:11 PM Flag

    $$$$
    "You are a good man social."
    Maybe you two nancy boys need to get a room...

  • Reply to

    PDUFA Priority Review

    by gildslayor Mar 31, 2015 7:35 PM
    wilderguide wilderguide Mar 31, 2015 11:08 PM Flag

    $$$$
    As a mM patient, once you begin Vemurafenib monotherapy...
    Taking the combination of V&C may not prove as effective. The clinical assumption being that the underlying biology of the disease changes with BRAF inhibition alone, and following up with combination BRAFi plus MEKi will not produce the same efficacious results as if you begin the combo from the initiation of therapy. Odd, but apparently true...

  • Reply to

    PDUFA Priority Review

    by gildslayor Mar 31, 2015 7:35 PM
    wilderguide wilderguide Mar 31, 2015 9:37 PM Flag

    $$$$
    Social, I know you don't much care for me...but, do you mind if I ask...
    What planet you live on...??
    The guy asked a straight-forward question..
    Why are your communication skills so confusing...??
    Cobimetinib cannot be prescribed off-label...

  • Reply to

    PDUFA Priority Review

    by gildslayor Mar 31, 2015 7:35 PM
    wilderguide wilderguide Mar 31, 2015 9:04 PM Flag

    $$$$
    "Any thoughts as to why...Priority review..?"
    Current treatment protocol is for Vemurafenib as a mono-therapeutic. Since CoBRIM results published, it has been noted that combination Vemurafenib & Cobimetinib therapy may be less effective in the wake of Vemurafenib monotherapy. JMO - but I suspect the FDA would really like to expedite those BRAF driven patients for which Zelboraf is a best therapeutic choice, as later combination benefit could be compromised. Best interest of the patients - more significant PFS, possibly improved survival benefit, etc...GLTA

  • Reply to

    In all his years, Cramer's never seen this...

    by wilderguide Mar 30, 2015 8:11 PM
    wilderguide wilderguide Mar 31, 2015 5:45 PM Flag

    $$$$
    Same ol' Gonad - transgender candidate mas supremo...
    I'll tell you what I tell 'em all. Never told anyone to buy anything...
    Is this the same ol' Gonad that screamed "Sell, sell, sell from $4 to $12...
    Back in 2011...?? Yer about an Uber smart feller...
    Should I sell...should I hold...what should I do...??
    You just know I'd always follow your valuable uber-advice...

  • Reply to

    Voxtalisib, START, & pipeline assessment

    by wilderguide Mar 31, 2015 12:07 PM
    wilderguide wilderguide Mar 31, 2015 2:07 PM Flag

    $$$$
    "Nothing has been done with this..."
    "Sanofi might have sidelined this..."
    Of course. To advance this compound at this stage would be counter to the thesis of limiting overall company valuation while determining asset value. In addition, the competition has PI3k/mTOR inhibitors...
    A better question might be... "Could voxtalisib be clinically differentiated from other compounds in it's class...??" The recently announced collaboration between Intrexon and Merck speaks volumes to what might be playing behind the scenes...

  • Reply to

    Voxtalisib, START, & pipeline assessment

    by wilderguide Mar 31, 2015 12:07 PM
    wilderguide wilderguide Mar 31, 2015 1:06 PM Flag

    $$$$
    Sorry - Nov 2014

  • Reply to

    Voxtalisib, START, & pipeline assessment

    by wilderguide Mar 31, 2015 12:07 PM
    wilderguide wilderguide Mar 31, 2015 1:04 PM Flag

    $$$$
    How exactly is START involved?"
    See pubmed - posted Nov 2015 Papadopoulous et al...
    Check out author affiliations...all are START employees.
    "Efficacy, safety, pharmacokinetics and pharmacodynamics of SAR245409 (voxtalisib, XL765), an orally administered phosphoinositide 3-kinase/mammalian target of rapamycin inhibitor: a phase 1 expansion cohort in patients with relapsed or refractory lymphoma."

  • Reply to

    Voxtalisib, START, & pipeline assessment

    by wilderguide Mar 31, 2015 12:07 PM
    wilderguide wilderguide Mar 31, 2015 12:38 PM Flag

    $$$$
    Don't take my word on this - check out START. My take on the short element is not based upon the possibility of boo-boo lip sentiments of those fighting cancer, nor is it based upon any perceptions of "VooDoo" medicine. It is based on the future prospect of combined MET/VEGFR2/RETi as dictated by genetic assay - an evolving science. I don't pretend to have answers - as Seymour suggests - and I've never told anyone to buy anything - as Seymour has also suggested. I see no value whatever in Seymour's subjective boo-boo lip findings. His stock successes - if any - are based in TA. I consider him a troll...his only contributions have been forever disruptive, rude, and ingracious. Nothing more than a cubicle toadie...

  • Reply to

    Voxtalisib, START, & pipeline assessment

    by wilderguide Mar 31, 2015 12:07 PM
    wilderguide wilderguide Mar 31, 2015 12:11 PM Flag

    $$$$
    IOW - The short interest is not about pessimism, it's about control.

  • $$$$
    Most of you have never heard of voxtalisib or START...
    But - FWIW - here is my thesis wrt the ongoing high SI that has this MB by he nads...
    Voxtalisib is XL-765, an Exelixis asset being developed by Sanofi and EMD Serono. They published a positive P1b late last year for lymphoma. Enter START - South Texas Accelerated Research Therapeutics - an organization dedicated to their title...quickly finding value in under-researched drugs. They brag a 15 for 20 approval rate based on P1 research. My question to you...who is paying for this research?...and why???
    My take is that the Exelixis drug research platform is being assessed for its intrinsic value by a rather large organization that has determined its own best interest lie in sitting on EXEL SP till said assessment is complete - at which time the company will be acquired - lock, stock, and barrel.

  • Reply to

    What I was asking.. Cometriq and PFS

    by ulingt Mar 30, 2015 6:30 PM
    wilderguide wilderguide Mar 31, 2015 6:20 AM Flag

    $$$$
    METEOR is expressly designed for RCC-diagnosed patients that have already failed VEGFR inhibitor therapy and not yet moved on to SOC 2nd line mTOR inhibitor therapy. Your argument would have us believe these patients are "dead men walking". With this patient group, the diagnosis has already been made...the treatment path already chosen - METEOR comparing Cabo to existing 2nd line therapy (Afinitor). What part of this trial's inclusion criteria has convinced you this patient group is at death's door?
    Sorry, your argument makes but little sense to me...you are dwelling on the Comet-1 patient group definition of unmet need based on limited treatment options. That's not the case here...
    Not at all...

  • Reply to

    In all his years, Cramer's never seen this...

    by wilderguide Mar 30, 2015 8:11 PM
    wilderguide wilderguide Mar 30, 2015 11:27 PM Flag

    $$$$
    "As far as Seman goes, he may be right he may be wrong..."
    Doc...ultimately, the choice is his...
    Personally, I think he's a great candidate for gender reassignment.
    Snip, snip...nip...nip...tuck...tuck - Seymourina!!
    Continued hormonal maintenance with that Amgen VooDoo med "Nads-be-gone"...
    Tame that feller right up...minus his gizmo, of course...
    This MB would be a changed enterprise...might even be fun again.

  • Reply to

    In all his years, Cramer's never seen this...

    by wilderguide Mar 30, 2015 8:11 PM
    wilderguide wilderguide Mar 30, 2015 10:35 PM Flag

    $$$$
    "Dude, that story was about Exelis, a defense contractor not Exelixis..."
    Precisely my point. Next thing you know, we'll be reading about Seymour's gender reassignment on Yahoo's EXEL summary page as well. Is there no end to the madness?

EXEL
3.185+0.055(+1.76%)10:31 AMEDT