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Exelixis, Inc. (EXEL)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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22.32-0.14 (-0.62%)
At close: 4:00PM EST

22.32 0.00 (0.00%)
After hours: 4:00PM EST

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  • K
    Keith S
    FDA Approval Insights: Nivolumab/Cabozantinib in Advanced RCC
    January 25, 2021

    Toni Choueiri, MD, provides perspective on the FDA approval of nivolumab and cabozantinib in advanced renal cell carcinoma.

    https://www.onclive.com/view/fda-approval-insights-nivolumab-cabozantinib-in-advanced-rcc?_lrsc=d2b0812c-2b0c-4537-a625-e7a813393f14
  • T
    Tam
    "Seeoff on competitive concerns an "overreaction" - posting SirCharlesMartin

    Exelixis selloff on competitive concerns an 'overreaction,' says William Blair William Blair analyst Andy Hsieh attributes today's selloff in Exelixis (EXEL) shares to a competitor report discussing the potential for the Phase III CLEAR study of the Keytruda plus Lenvima combination in untreated renal cell carcinoma to eclipse the efficacy bar set by Exelixis' Cabometyx plus Bristol-Myers' (BMY) Opdivo from the Phase III CheckMate-9ER trial. However, Hsieh argues that investor concerns regarding the competitive risk posed by Merck (MRK) and Eisai's (ESALY) Lenvima and Keytruda regimen against Cabometyx plus Opdivo are "mostly theoretical in nature" and he views the selloff in Exelixis as "unwarranted and likely an overreaction." The analyst, who continues to view Exelixis as poised for "an inflection year when revenue growth will coincide with pipeline expansion," reiterates an Outperform rating on the stock, which remains his top pick for 2021.
  • t
    tim
    Excellent...approved early, PDUFA was Feb 20, 2021'!

    Fri, January 22, 2021, 1:10 PM

    EXEL
    +2.93%

    More content below
    – FDA approval based on CheckMate -9ER trial, in which the combination of CABOMETYX and OPDIVO significantly improved overall survival while doubling progression-free survival and objective response rate versus sunitinib as a first-line treatment for patients with advanced RCC –

    – Exelixis prepared to fully support expanded indication immediately –

    – Application approved prior to Prescription Drug User Fee Act action date of February 20, 2021 and reviewed under the Real-Time Oncology Review pilot program –
    Bullish
  • W
    War Chest
    MMM said a long time ago they learned from their mistakes in the early days and do not want to fail like so many other biotechs with burning cash and failed trials. He is making this a slow growth company.
    Right, they need another approved molecule that makes money or something close to approval.
  • G
    Gerry
    why not come over to the dark side and short exel. perhaps then it may pop and remain popped.
  • J
    John Dsouza
    If this is not the right time to announce a Stock "BUYBACK" then there really never will be a better time! The BoD and MMM need to approve a buyback of $250 million dollars and support the shareholders and company growth plan. Additionally, it will show the big boys on Wall St that EXEL mgmt really believes in themselves and are requesting a closer look by the tutes and funds. They (EXEL) obviously have no other plans for $1.4 Billion in cash on hand as they haven't announced anything for over 16 months that would require loads of cash. Investing $250 Million Dollars (or possibly upto $400 Million dollar) would be great use of one fourth or one third of their cash hoard!! This downturn from $25 to $21 would be immediately reversed but more importantly it would return EXEL as a top mid-size bio and get us to a new base price in the low $30s (to build momentum from)!!!
    Bullish
  • m
    mike
    approved a month before target date, thats a good sign.maybe the tide is turning
  • M
    Mick
    Time for an activist investor.
  • K
    Keith S
    Cabozantinib can block growth of neuroendocrine prostate cancer patient-derived xenografts by disrupting tumor vasculature

    Published: January 20, 2021
  • C
    Confucius
    EXEL's shareholders are caught between a rock and a hard place; a management fascinated with endless trials (and endless salary and comp) with exuberant cost, and a stock that goes two step forward and three back. The only salvation here is a BO, but who knows if this management would even sell assuming a buyer knocks...
  • B
    Billy
    I believe today was it absolutely marvelous day for this company and the price of their shares!
  • J
    John Dsouza
    News is still sinking in (as it just got released one hour ago).....should be a nice positive close and a BIG day on Monday!!
    Bullish
  • A
    Asit
    This is the most weird stock. It is a dream for traders. Short or sell at 24-25 and then buy it backer 17-18

    The management need to do something better and cannot be a one trick pony. You rather sell or acquire but cannot continue as one product company. I think something gotta give
  • D
    Dedrick
    New here...
    Cabometyx approved... is this not news?
    www.accessdata.fda.gov/scripts/cder/daf/index.cfm?event=report.page
    Drugs@FDA: FDA-Approved Drugs
    www.accessdata.fda.gov
    Bullish
  • J
    Jacek
    $SESN conversation
    Guys, I have written few weeks ago..
    ..$SESN replay same scheme as $EXEL.. for ca. 1.5 years oscillating between $1,70 and $4,00..shorted...
    ..hated.. and once got approval went within half a year to $15,00... and within next half a year up to $32,50..
    ..practically w/o any massive correction. Our $SESN will be even STRONGER... you will remember this post :)
  • M
    Michael
    On blockbuster news like that, $30 or more would be the long overdue move??? Lets see what mgmt does to continue stifling the Pps, 4yrs of floundering is 200% on them, replace-replace-replace, a true legit business mgr would have this at $40 based on that news.
  • W
    War Chest
    Not that it really means anything, but I find it interesting there is no chatter on the BMY yahoo message board about the combo approval.
  • A
    Albertus
    I might be forced to cover over 22.60
  • M
    Muhammad
    Be aware shorts, they are coming.