NDA submission for 1st line RCC! Timing is impeccable, considering the BMY results yesterday.
Very typical sell the news crowd is at work again. But you know how it end in the longer term -- say 3 days later? I now fully expect the PPS of EXEL to be above $30 mark before the next earnings. If there is positive data on HCC likely $35 before the earnings. Of course there is the possibility of good BO offer (which I personally dont prefer), or the market meltdown related to political upheaval.
Johnonymous, you leave me no choice. One more post from either you or yourself and mark my words I will blot out the sun on Monday leaving all of North America shrouded in darkness for about 2 hours!
I see most people haven't figured it out yet.........Topline results released Tuesday from Bristol-Myers Squibb Co. (BMY) shows that the combination of two Bristol-Myers drugs, Opdivo and Yervoy, failed to show a statistically significant improvement over Pfizer's (PFE) Sutent in intermediate- and poor-risk kidney cancer patients. That's good news for Exelixis because previously released results already showed improvement from use of Cabometyx over Sutent in an identical sample of kidney cancer patients.
Have that funny feeling in the bones that some NEWS is coming from EXEL very soon (and I don't mean BO news but rather data or FDA related)!
EXEL up AH. I suspect the BM Kidney trial failure (opdivo and Yuervoy combo) didn't beat sunitinib, has folks thinking that the path may be clearing for Cabo in this indication? Anyone else agree?
NEWS FLASH!!!! All CS-3150 trials are registered as completed! Last ones Updated aug 10.
Search of: ALL - List Results - ClinicalTrials.gov
what happen? pulling back to red.
So John then why don't you short EXEL and let us all know that you did so we can come back to you in a few weeks/months and tell you how much you've lost. You know we're all long do you have the guts to admit that you're short and that your current short position is already way underwater. Time to cover bro and minimize your loss!
Double catalysts this am!! New FDA Filing and Big FLOP for BMY. CHEERS TO ALL LONGS!!🍻🍻
Hairy G. Balls
Fella ... ready to reject a $40 bid, ok, ya hear me? REJECT $40 ... say hell no! $70 or go home!
Why is this down with all the good news? This should be sky rocketing.
Well that didn't take long for my gut feeling from yesterday to come true! :-) Believe me if I was really that good I'd be in a casino on a daily basis!! On second thought I guess the stock market is the same as a casino just with better odds especially when you have a great company like EXEL to invest in!!! Here's to $30+ very soon and much higher going forward....
Sorry. It seems good news is not causing the share price to increase. It didn't go up after good earnings news also.
"FDA has to consider many side effects that can occur with new drugs before approval" One of the many great advantages of Cabo seems to be tolerability with fewer side effects. There is a lot of data on this going back to the Meteor trial. I already thinks its a no brainer to usurp Suten with something better, but as you say can't speak for the FDA (or the political power of Pfizer)
Big UP on the overall market and biotech should sizzle again this week. May be last real good chance to load up below 29-30 range! Hopefully the M&A activity will also pick up in the sector between now and y/end.
AH up 64c Kaboom!!!!!!!!!
Hairy G. Balls
Bring me $70's! kaboom!
'bout flippin time.
Hairy G. Balls
Ready for $30 this week .... k-a-b-o-0-m!!!!!!!!!!!!!!!!!!!!