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Exelixis, Inc. Message Board

wilderguide 202 posts  |  Last Activity: 1 hour 8 minutes ago Member since: Jan 13, 2011
  • wilderguide wilderguide 1 hour 8 minutes ago Flag

    "Chill out wilder..."
    Just having fun...

  • wilderguide wilderguide 1 hour 12 minutes ago Flag

    "what's your response?"
    In some cultures, tickling the hibernating bear is a mandate of spiritual passage. Apparently not so much in liberal white eastern cultures. Go ahead, vote for Hillary...hide behind her skirts...
    Perhaps she'll offer protection from heartless meanies like me...
    In return, she'll only want your guns, your political soul, and your testicles for earrings...

  • wilderguide wilderguide 12 hours ago Flag

    I mean...let me see if I can put this into words that might be more compatible with your powers of attentiveness, intellectuality, and interpretation. In the time-honored words of none-other than Fred Flintstone...
    It's almost "Yabba-Dabba-Doo Time"....and it really wouldn't be any fun unless we knew you were on board.
    Get my drift, Big Dog...?? Make an appearance - if only for all the good times we've shared...
    C'mon, you smarmy can do know you want's who you are...
    Don't deny yourself the pleasure of another "Can't say you weren't warned..."

  • $$$$
    I've carried exposure to EXEL since 2010. In all that time, I can scarcely recall more than a few weeks that were free of your smarmy condescension, your attempts to educate the ignorant long element, and your sad attempts at masking your identity. You paid attention here for far too long to be truly gone...
    Are you here under a new Nom de Guerre? Have you a renewed identity? Are you with us?
    Or, did you stay short...??? Short-sighted, short-brained, and short-petered..??
    Send us a sign, O Smarmy One...are you a longfellwa now?

  • Reply to

    OT: Trivia for the day

    by erniewerner May 27, 2016 2:00 PM
    wilderguide wilderguide May 27, 2016 2:41 PM Flag

    As the originator of the "Hindlick" Maneuver, I can attest to the good doctor's proclamation that it "feels wonderful to "save those girls.."... My greatest hope is that I can pursue relevancy into old age as has Dr. Heimlich.
    Without taking more than an occasional bite...

  • $$$$
    OncLive 5/25/16
    “Lenvatinib (Lenvima) plus everolimus (Afinitor) represents something that patients with heavily pretreated disease can potentially be approached with,” says Pal. “If a patient is fit enough to receive this regimen after having progressed on agents such as cabozantinib and nivolumab, it is a reasonable treatment option. It is always beneficial to have additional therapeutic options for these patients.”
    It will prove instructive to watch if/when L/E gets prescribed. The nature of the collaborative effort between pharmas, insurors, and oncodocs may lend insight to future Cabo combination support (ie Cabo plus Nivo) in the absence of formal partnering agreements. GLTA

  • Reply to

    Wilder, where are you?

    by joeflow77 May 25, 2016 10:58 PM
    wilderguide wilderguide May 26, 2016 9:54 AM Flag

    "...we're all teed up."
    Short interest is climbing again. The struggle to keep a +$1B market cap is still with us. In recent times, this stock hasn't traded above $7/share except for AH. The converts are a bad fit in your success story.
    Like an elevator in an outhouse...

  • Reply to

    Wilder, where are you?

    by joeflow77 May 25, 2016 10:58 PM
    wilderguide wilderguide May 26, 2016 12:42 AM Flag

    "...don't you think it's a bit too soon to cash in ur trading shares?"
    Never too soon to take profit. No worries, I've got lots remaining...and if all goes well - will likely rebalance if EXEL should get above $8...perhaps again if it goes higher. I've traded EXEL for over 5 years - and, in all that time - it has proven a most fickle trade piece. In addition, I am as yet unconvinced that EXEL is out of the doghouse quite yet. Pay attention as this stock drifts toward $7 - the short volume will belie the convert strategy, particularly if MMM is slow in producing a debt restructuring plan...remains slow in providing a Celestial update...and stays slow in advancing Cabo into other indications. Shareholder value has not been the highest priority of this management team, and if that is shown to change, I may reconsider my strategy. Till then, I figure a low cost-basis is the place to be.

  • Reply to

    Wilder, where are you?

    by joeflow77 May 25, 2016 10:58 PM
    wilderguide wilderguide May 25, 2016 11:49 PM Flag

    Hangin' out grinnin' the wide's all good. Not much else to say till after ASCO, and whatever updates the EXEL investor's conference provides. Sold off my trading shares in EXEL this week, and feel confident with my core for the long term. We'll see...
    Spent this week looking hard at CRISPR stocks NTLA & EDIT - took small positions in each while I sort thru the differences in potential - and am self-tutoring in the proficiencies of CaS9 & Cpf1...and all the technobabble that goes along with constructively editing the gene code.
    It's a move I'd considered for some time, and the past month's improvement in EXEL gave me the wherewithal to redirect some funds. Best of luck to you, Joe - and in fact to you all. I don't know a group of more-deserving longs than you guys...each of you bears tribute to patience and perseverance equating prosperity.
    Congrats to all...

  • Reply to

    So here's our Analyst coverage (so far!)

    by captainhymanshocker May 23, 2016 12:16 PM
    wilderguide wilderguide May 25, 2016 1:49 PM Flag

    "I have to say EXEL's prospects going forward look better than any time since before the Comet debacle."
    Amen to that. Been offline for a bit. Shill long here with a healthy core, but sold most of my trading position this week to look for a viable entry into CRISPR tech. Looks promising - landed a small position under $30 in NTLA...still looking at EDIT....and trying to differentiate potential between /CaS9 & /Cpf1. Lots of new stuff for me to digest. Congrats to all of us on recent CABOSUN news!

  • Reply to

    Mismatch repair demistified

    by erniewerner May 20, 2016 9:59 PM
    wilderguide wilderguide May 21, 2016 11:46 AM Flag

    This concept makes me laugh...
    "Mismatch repair" sounds like a warranty offering from MatchDOTcom...
    "If your romantic match-up leads to spiteful, costly, heart-breaking divorce...
    We'll cheerfully refund your subscription fee..."

  • $$$$
    "Everyone knows why no one wants to be in the room with us." - Daniel Weiner, Turing lawyer...
    Most punchable face in America? Halitosis? B.O.? Sphincter stench?
    More on the Shkrelification of America from Reuters, 5/13/2016...

  • $$$$
    Taken from the research article,"Inhibition of the angiopoietin/Tie2 axis induces immunogenic modulation, which sensitizes human tumor cells to immune attack" Dec, 2015 - free at Research Gate...
    Grenga.. et al, in differentiating amongst sunitinib, sorafenib, and Cabo in modifying immune response:
    "Only one of these agents, cabozantinib, which is an inhibitor of multiple receptor tyrosine kinases, including RET, MET, and VEGRF2 has been reported to induce immunogenic modulation, altering tumor-cell phenotype and sensitizing tumor cells to immune-mediated attack." Very informative...
    Apparently, one of the Anna Kwilas NCI studies...Note that co-author Farsaci is employed by BMY...

  • Reply to

    clinical trial RCC

    by timesensitive May 7, 2016 5:46 AM
    wilderguide wilderguide May 19, 2016 1:07 PM Flag

    "clinical trials exclude the sickest people..."
    Ernie, I think we discussed this editorial several months ago...(unless I dis-remember this study as a product of the Dan George Duke team). A "sicker" real world population does outwardly suggest that there may be more patients that might be interested in Cabo, if only for Cabo's gaining rep as salvage treatment - perhaps immediately following exposure to Nivo...or sunitinib re challenge. No doubt, the market has responded well to the abstract release, and I suspect there may be a lot of juice in Choueiri's presentation and the ensuing investors conference - especially if we get clarity on further development.

  • Reply to

    ASCO data outstanding

    by hum14jbird May 18, 2016 9:41 PM
    wilderguide wilderguide May 19, 2016 8:08 AM Flag

    A small Italian study is being published in conjunction with ASCO 2016 that I won't let slip by w/o comment, as it directly addresses the Cabo bone phenom:
    "Conclusions: Overall, this is the first evidence in human of the “direct” effect of CBZ on OCLs and “indirect” osteoblast-mediated through a modulation of RANKL/OPG balance. These multiple effects of CBZ on the cells of bone microenvironment are consistent with its effectiveness in reducing lesions from prostate cancer metastases."
    Previous research has described Cabo effect in terms of RANKL inhibition, but this is the first reference I have found suggesting a corresponding upregulation of osteoprotegerin production. This is more than an interesting side note to Cabo benefit, as it further differentiates Cabo from any other existing MKI currently approved.

  • Reply to

    Digital Pong

    by wilderguide May 18, 2016 12:11 PM
    wilderguide wilderguide May 18, 2016 2:58 PM Flag

    " intention was not to play one upmanship..."
    Heck, I didn't take it thataway at all. Thin skin is not in my nature...
    The dynamics of greed vs ethics on Wall Street should be open to discussion, regardless of who gets exposed, who gets caught, or who's the next SEC target. I might be a bit naive, but in still believe #$%$ sapiens are elementally honest.
    Those that work on Wall Street appear to be a derivative of #$%$ indomitus...

  • Reply to

    Digital Pong

    by wilderguide May 18, 2016 12:11 PM
    wilderguide wilderguide May 18, 2016 1:38 PM Flag

    "Now driven by..."
    Knowing the identity of the puppeteer isn't necessarily inclusive of any gainful knowledge regarding the actual timing of the stage show...or the pulling of the strings. It's a bit like attempting to guess the content of the next chapter to a book that's still being written - or charting the course of a ship with an uncalibrated compass. Ya just can't figure out where yer going till you get there...

  • wilderguide by wilderguide May 18, 2016 12:11 PM Flag

    Share price du jour brought to you...
    ...compliments of Dubin & Swieca....
    Playing the game, setting up the point, eyeing the match...
    To cover or convert? That is the question, my dear Watson...

  • Reply to

    From three little pigs to one big pig

    by snowflakeformationxy May 16, 2016 9:50 PM
    wilderguide wilderguide May 17, 2016 2:29 PM Flag

    I pulled the following excerpt off-line from ValueWalk, posted 9/10/15 by Clayton Browne "CFTC joins investigation into JPMorgan "Client Steering" "

    The CFTC inquiry into JPMorgan’s hedge funds had not been publicly released until today as it is a part of a larger probe by federal and state regulators.
    The sources also noted the investigation includes a closer look at new client activities at Highbridge Capital Management, a hedge fund firm owned by JPMorgan. The CFTC is investigating why such a high percentage of Highbridge’s AUM stems from JPMorgan’s private-bank assets, and, moreover, just how important was the new client cash infusion in stabilizing Highbridge during the financial crisis, according to the WSJ sources."
    Whether yer ticketed for 1st class, cabin, or steerage...
    It appears everybody is somebody's biotch...

  • wilderguide wilderguide May 16, 2016 10:17 PM Flag

    A June 27, 2009 EXEL PR introduces the concept:
    "In January 2005, the GSK agreement was amended to focus on 12 specific programs: XL647, XL999, XL784, XL880, XL820, XL844, XL184, XL281, XL418, XL228 and two earlier-stage programs, from which GSK had the right to make its development elections. Exelixis retains rights to collaboration compounds not selected by GSK, subject to payment to GSK of a low, single-digit royalty on certain Refused Candidates that GSK elects not to choose with its development election which Exelixis thereafter successfully commercializes. "
    XL-184 is one of the "Refused Candidates"... It's mentioned elsewhere, ncluding some of Ernie's past posts. As for your Q wrt XL-880... I feel if it were to have moved into pivotal trial, it needed to happen sooner than later. JMO, it's tardy to the party...

6.34+0.04(+0.63%)May 27 4:00 PMEDT