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Exelixis, Inc. Message Board

wilderguide 1170 posts  |  Last Activity: 12 hours ago Member since: Jan 13, 2011
  • Reply to

    53 million shares short

    by nomad_1957 Apr 24, 2015 11:17 AM
    wilderguide wilderguide 12 hours ago Flag

    $$$$
    nomad_1957
    25 posts | Last Activity: 9 hours ago
    Member since: Semanresu got the pink slip

  • $$$$
    Whorin Buffett and Fixit Felix carry the highest suspicions...

  • Reply to

    $2.15 ON DECK

    by nomad_1957 Mar 26, 2015 7:44 PM
    wilderguide wilderguide 14 hours ago Flag

    $$$$
    Bump.
    Is it beyond anyone else's belief system that any trader with a grain of intelligence would solicit advice here?
    Seman...Nomad - Nomie, my Homie... Homeslice...Jonesy...Offsitehelp... Gather up all your "devices" and gimme the real scoop. What should I do? Is it time to sell here at $3.10? Is this stock doomed?
    Or...are you headed for Doom, Drizzlebritches?

  • Reply to

    53 million shares short

    by nomad_1957 Apr 24, 2015 11:17 AM
    wilderguide wilderguide 23 hours ago Flag

    $$$$
    "Imitation is the sincerest form of flattery." - Charles Caleb Colton, British writer circa 1820
    Does this mean yer gonna - like - start singing "Guys & Dolls" tunes -
    ...and then get naked...force us to look at yer Prince Albert piercing...
    Show us yer "Born to FUD" tattoo ...and try to make us all yer YMB Bee-otches?
    Or is it only me that brings out the best in you, drizzle britches?
    Nomad...you are such a girly man...

  • Reply to

    ASCO 2015

    by saltydog711 Apr 14, 2015 10:21 PM
    wilderguide wilderguide Apr 23, 2015 9:29 PM Flag

    $$$$
    "How do you correct pure speculation?"
    You can't. We've all looked forward for many months to the inevitable onslaught of maturing data, and it's best to play a heads-up game going into ASCO. Lots of P2 data will be displayed, and top-line reporting from METEOR will likely come out of nowhere. It's not dependent on ASCO for purview, and I feel a high likelihood that top line P3 reporting will have nothing whatever to do with any planned venue. It'll happen when it happens, and I hope MMM has the good sense to play it favorably for SP...

  • Reply to

    EXEL - Huge open call interest vs puts

    by nomad_1957 Apr 22, 2015 5:29 PM
    wilderguide wilderguide Apr 22, 2015 6:46 PM Flag

    $$$$
    Nomad, where ya been?
    It's time to do da spleef, cop some 'ludes...
    ...break out the fishnet stockings and nipple rings...
    Maybe song a few show tunes...
    Bruce Jenner's got nothing on you, Big Dog...
    Entertain us....

  • Reply to

    ASCO 2015

    by saltydog711 Apr 14, 2015 10:21 PM
    wilderguide wilderguide Apr 22, 2015 7:57 AM Flag

    $$$$
    Re: ASCO 2015 - Looks like there are 9 abstracts specifically directed at Cabo. A tenth explores the use of Cabo and Crizotinib in stage IV NSCLC. Chock up 6 more for Cobi, including P3 survival and hrQOL from CoBRIM.. A publication in the March 2015 PNAS explores Pfizer's ROS-1 inhibitor PF-06043922, and has some carefully measured comparative commentary to share about both Cabo and foretinib. That's a lot of fuel...
    All we're gonna need is a source of ignition...

  • wilderguide wilderguide Apr 21, 2015 11:59 PM Flag

    $$$$
    "Two patients was all I needed..."
    All I'm suggesting is that the indication is broad - the statistics to date scarce. Don't expect many special dispensations from the FDA based on what we now know. The expedited enrollment was a great throw, but moving forward and toward any measure of expanded access will require published and peer-reviewed measures of efficacy we haven't yet seen. As of this post, no NSS presentation is listed at the ISCoS/ ASIA annual in Montreal next month - though an LBA is still possible. A credited, peer-reviewed trial presentation would optimize credibility, and we've not seen that yet. JMO, but that'll be required before we visit the $20's...just the way it is in biotech.

  • Reply to

    CHMP-April

    by neers87 Apr 21, 2015 10:17 PM
    wilderguide wilderguide Apr 21, 2015 11:28 PM Flag

    $$$$
    I think you may be correct. To the best of my knowledge, Cobi hasn't shown up on any EMA agenda since the January PRAC session, and it appeared to sail thru risk assessment in one session. If we get a May review with CHMP (and a positive opinion), the marketing authorization could virtually coincide with the US PDUFA date. What a cool stack-up of potential summertime catalysts!

  • wilderguide wilderguide Apr 21, 2015 11:06 PM Flag

    $$$$
    I think as the trial passes "GO", all shareholders should get $200 and a couple hotels on Boardwalk - maybe even a railroad and a utility company. Two patients are all we've seen, people. If you think this is a race, yer obviously investing in the wrong sector. It's a slow road to statistical significance in medicine.
    The commercialization process is even slower...

  • Reply to

    E1512

    by wilderguide Apr 16, 2015 5:14 PM
    wilderguide wilderguide Apr 21, 2015 5:33 PM Flag

    $$$$
    "...what were you expecting..."
    Just hopeful we'd see E-1512 results at ELCC. Looks like we wait for ASCO...

  • wilderguide by wilderguide Apr 21, 2015 12:29 PM Flag

    $$$$
    You really didn't think the institutions were gonna let this one run to $20 unless they were fully on board...
    The MM took out a whole lotta retail stop losses today. The SEC 13s within 90 days will reveal who took advantage. There really oughta be a law...

  • wilderguide by wilderguide Apr 21, 2015 12:22 PM Flag

    $$$$
    I've had just about enough of the social media intrusions into my investment here, and I'd like to propose a return to the science. Published in April's Science is an interesting study utilizing Epothilone in spinal cord repair.
    Science vol 348 #6232 pp 347-352, Bunge, et al
    A timely NSS implant saturated with timed-release epothilone B, further supported by follow-up EpoB by injection seems like an inevitable trial consideration. Commentary invited...

  • Reply to

    E1512

    by wilderguide Apr 16, 2015 5:14 PM
    wilderguide wilderguide Apr 20, 2015 9:49 PM Flag

    $$$$
    Clem, here's a little open access read for you - posted in the European Journal of Cancer 3/15/15. The study is relative to hrQOL benefit derived from Dabrafenib plus Trametinib combination therapy vs Dabrafenib monotherapy in advanced mM. This was a P3 study. The conclusion:
    "This analysis demonstrates that the combination of dabrafenib and trametinib provides better preservation of HRQoL and pain improvements versus dabrafenib monotherapy while also delaying progression. (Clinicaltrials.gov registration number: NCT01584648)"
    JMO - but I suspect similar results are possible from such a trial with V&C, though Roche may not pursuit such a study unless it becomes a competitive marketing requirement. The rationale is in place, and they may just run with it.

  • wilderguide wilderguide Apr 20, 2015 3:35 PM Flag

    $$$$
    "If you're not seeing efficacy now, you're not going to see it later."
    More oncoupchuck...
    Did yer Mama have any children that received an education?

  • Reply to

    E1512

    by wilderguide Apr 16, 2015 5:14 PM
    wilderguide wilderguide Apr 20, 2015 2:20 PM Flag

    $$$$
    "...I wonder if Roche is doing anything with Cobimetinib as regards Lung Cancer?"
    I like this question, and have some opinion to share. I've thought about this a lot, and though the evidence is only beginning to emerge, there are a couple of pointed issues with Vemurafenib prescription that may turn cobimetinib into a likely pair-up in any indication for which Vemurafenib may prove effective. 1) BRAF inhibitor V has shown to upregulate MAPK (known as paradoxical MAPK activation), which may be - in part - responsible for treatment-induced resistance to BRAF therapy. Cobi apparently resolves this, at least as shown in advanced mM in the CoBRIM setting. 2) Also in melanoma, the combination of V&C has shown to be less effective if prescribed in the wake of BRAF monotherapy. IOW - greater PFS,
    ORR, TTP, and response durability has been recorded if the combination is prescribed as a couplet from the beginning of therapy vs V alone followed by the combination therapy. If either of these two conditions - or both - spill over into other indications, it's pretty clear that the combination might be prescribed ONLY as a doublet in the best interest of the patient.

  • Reply to

    There Has Been NO PATIENT UPDATE!!!

    by mikerconfer Apr 19, 2015 9:17 PM
    wilderguide wilderguide Apr 19, 2015 11:32 PM Flag

    $$$$
    You are a freakin embarrassment to oncodocs everywhere...

  • Reply to

    There Has Been NO PATIENT UPDATE!!!

    by mikerconfer Apr 19, 2015 9:17 PM
    wilderguide wilderguide Apr 19, 2015 11:24 PM Flag

    $$$$
    "If she wasn't speaking publicly because of lawsuits...
    ...she wouldn't have commented at all..."
    Another fake oncodoc off to iggystanisland...
    Give it up, dooshwaddle...
    If yer a doc...yer a doctor of dooshwad-ology...
    Nothing more...

  • Reply to

    There Has Been NO PATIENT UPDATE!!!

    by mikerconfer Apr 19, 2015 9:17 PM
    wilderguide wilderguide Apr 19, 2015 10:33 PM Flag

    $$$$
    This discussion is beyond pathetic. Jesi's legal counsel has obviously written her script, and anyone in her shoes would follow legal advice. Her particular situation warrants non-disclosure pending litigation. No one speaks publicly with lawsuits pending. No one. Get over it...

  • wilderguide by wilderguide Apr 19, 2015 8:50 PM Flag

    $$$$
    Stvrein, Marc, tappenstein...let 'em slide. Ignore 'em...
    If you feed them, they are sure to return...

EXEL
3.08-0.02(-0.65%)Apr 24 4:00 PMEDT