Told ya an offer of $40's coming but it will be rejected! 70's bro, 70's this FALL!
Have been trading this stock since early 2015 at $1.62. What a great company! I've found a goldmine!
It's never too late to buy EXEL!!!
Hit new high today. Nice strong day. Lets go $30 !!!
Hairy G. Balls
Need me to kaboom it to $29 this week? Say it! kaboom!!!!!!!!!!!!!!!!!!!!!!!
Yahoo predicts for 1 year PPS of $28.500. That could be accomplished in short order. Has anyone seen something along the lines of $30 plus from a creditable source? Certainly folks within this board think so, as do I.
Dear Mr. Cramer- please say to sell this stock and you don't like it- I want it to go up again as things you usually do when you blast them-just like last week
Enjoying this wonderful ride.....$28 around the corner! $33 by earnings per the upgrade target last week!
Barron's expects Exel will beat estimates.
Must read on page 5/24 Investor Update Feb 2017 from Roche Hldg.
"in May and October respectively, market uptake in the US has been strong. Cotellic (CHF 45 million) plus Zelboraf for BRAF-mutated metastatic melanoma showed good sales uptake, especially in major markets such as France and the US."
Part 2 from William Blair Bullish call:
Particularly considering this new amendment spells out quite the win/win scenario for the biotech firm from the analyst's eyes, who underscores an advantageous one-two punch of better revenue potential meets lowered cost responsibility, the analyst reiterates an Outperform rating on the stock without indicating a price target. Overall, "[…] Exelixis’s cost responsibility will go down as more drugs are being combined with Cotellic. Based on Bloomberg Symphony data, the monthly wholesale acquisition costs (WAC) of Cotellic, Zelboraf, and Tecentriq are roughly $6,500, $10,800, and $12,400, respectively. We note that the actual revenue recognized in the profits and losses will likely be lower due to the negative impact of discounts and rebates. As a result, we see a 33% potential increase (Cotellic’s $6,500 and average price of Cotellic and Zelboraf of $8,650) in revenue recognition, assuming similar gross-to-net adjustments across products. In addition, while still in Phase III development, the triple combination (Cotellic, Zelboraf, and Tecentriq) has an average monthly WAC of $9,900 and could contribute a 52% increase in revenue recognition to Cotellic monotherapy," Hsieh surmises.
Today's news demonstrates that this company is doing everything right.
They have great drugs and right strategy. They have established not only developmental partnerships but also Commercialization partnerships with right partners.
While no one can guarantee the future, but looks like EXEL is company with extremely bright long term horizon (unless a buy out happens..).
News leaked yesterday. Now we push toward that $30 mark. More revenue coming from re negotiating the deal with Genentech. Boom Buda Bang! Stronger buy!
EXEL THE BEAST
just plain wrong
Another terrible week for EXEL...time to buy TMZ....uh i mean TNA.....no wait TNT..#$%$ what was that great stock that I got a great tip.on....
Another new day full of possibilities for EXEL!! Also option expiration...
up 3% Jimbo- now what keep selling?
Bullish call on EXEL
"As such, the analyst sees an approximate 33% rise in revenue recognition for the Cotellic collaboration as far as profits and losses starting this month. Gearing up for chances for greater upside with cancer immunotherapy drug meta Tecentriq continuing in combination trials, Hsieh sees a gilded road ahead for Exelixis."