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Sorted by: Date | Top Results
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| 1. |
Re: PHASE 3 
<<can anyone tell me when ph.3 results due ,,digging
but cant find.or when they started,thanks>>
Doc has it right, don't expect data in June. The
guidance given...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc.
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erniewerner |
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3-Feb-10 03:55 pm |
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| 2. |
Re: Todays CC
<<Ernie, did you listen to the CC and see the
slides?>> I did and everything seems to be on
track. Until the next deal is announced, I don't
forsee the release of any nearterm...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc.
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erniewerner |
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15-Jan-10 06:40 pm |
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| 3. |
Re: Ernie, favorites?
I'll list the biotech/pharma companies I own. TEVA
EXEL AMLN AMGN They are in descending order based
on the size of my position. TEVA is IMO the worlds
best generic drug maker...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc.
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erniewerner |
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13-Dec-09 09:16 pm |
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| 4. |
Re: OT: Ernie...do you follow ARIA at all?
<<Do you follow IMGN? It seems their herceptin
conjugate drug T-DM1 had stunning success in breast
cancer.>> It would appear that this is the case.
Any drug that has the potential...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc.
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erniewerner |
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13-Dec-09 01:50 pm |
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| 5. |
Re: OT: Ernie...do you follow ARIA at all?
<<I am long, but their poster from the SABC a
day ago about their Ridaforolimus-Herceptin Combo
Trial were, in my opinion, atrocious>> I am
not familiar enough to comment on the company or its
drugs...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc.
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erniewerner |
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13-Dec-09 12:37 am |
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| 6. |
AGEN, pt 2
Recall from high school science that the scientific
method involves postulating a theory and then designing
an experiment to test that theory. That's basically
the description of a pivotal clinical trial...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc.
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erniewerner |
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12-Dec-09 01:27 pm |
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| 7. |
Re: Ernie, you have a serious problem.
<<Ernie, you never expanded why you did think
AGEN was one of your least favorite stocks. Short
and sweet explanation would be cool.>> First,
because the cancer vaccine approach...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc.
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erniewerner |
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12-Dec-09 01:26 pm |
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| 8. |
Re: Ernie, you have a serious problem.
<<Very unusual I believe!! We're rewarding
the management for 2010's performance before the
year starts????? Sound more to me like final preparations!!>>
Dr. Scangos at R&D day, "So, what are our...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc.
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erniewerner |
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12-Dec-09 07:35 am |
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| 9. |
Re: Ernie, you have a serious problem.
<<I am an investor and I am optimistic about
this company, if you call that hyping, then what do
you call your spinning?>> You act more like
a half drunk fan at a hockey game than an investo
r...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc.
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erniewerner |
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11-Dec-09 05:53 pm |
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| 10. |
Re: What&&39;s going on with EXEL ?
<<HSP90 and XL228. 2 non-partnered assets.>>
If you want to know about partnering plans, I suggest
you go back and listen to Dr. Scangos' opening
remarks and Q&A...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc.
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erniewerner |
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11-Dec-09 05:28 pm |
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| 11. |
Re: Jan 12th is when EXEL gives out additional data on XL184.
<<You are right, as a matter of fact I understood
that he will present unfinished data from ongoing
trials within 90 days of start date. I think he was
reffering to XL184...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc.
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erniewerner |
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11-Dec-09 11:44 am |
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| 12. |
Re: R&D Day News/updates?
I sort of halfway listened to it while I was doing
other stuff. Interesting that Dr. Scangos at lest
tacitly acknowledged that a takeover was possible
at any time. The 125...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc. (EXEL)
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erniewerner |
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2-Dec-09 10:41 pm |
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| 13. |
Latest on Icahn
http://finance.yahoo.com/news/Icahn-Makes-Big-Moves-in-indie-4194645010.html?x=0&.v=1
"Icahn left unchanged large stakes in Motorola
(NYSE: MOT - News), video game maker Take-Two Interactive
Software...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc. (EXEL)
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erniewerner |
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23-Nov-09 09:53 am |
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| 14. |
Re: So how much of Pullback
<<After the latest news, what is expected for
a pullback?>> If only it were that easy. All
anyone can do is guess.
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc. (EXEL)
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erniewerner |
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21-Nov-09 07:51 pm |
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| 15. |
Re: Peter Lamb SEC insider disclosures
<<Can someone please explain why this insider
doesn't show up in insider trading websites?>>
http://ir.exelixis.com/phoenix.zhtml?c=120923&p=irol-newsArticle&ID=778981&highlight=
This is just a guess, but I suspect it...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc. (EXEL)
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erniewerner |
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21-Nov-09 09:31 am |
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| 16. |
Re: Sold out
<<Genmab marketcap below 1 bn and one approved
drug in competition with Rituxan and superior to Rtx
- market over 6 bn on annual basis.>> The question
of superiority to Rituxan will be answered when the
Arzerra vs...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
GENMAB A/S DKK (GNMSF.PK)
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erniewerner |
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20-Nov-09 02:56 pm |
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| 17. |
Re: longs are fine....
<<Prices typically drop (sometimes dramatically)
within a week after these meetings - regardless of
the data presented.>> I don't know if there
have been any formal...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc. (EXEL)
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erniewerner |
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19-Nov-09 10:11 am |
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| 18. |
Re: XL 139 Hedgehog Poster
<<Where are you finding the link to the posters?>>
They didn't make them obvious. It took some searching.
http://www.exelixis.com/eortc_presentation_2009.s
html
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc. (EXEL)
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erniewerner |
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17-Nov-09 05:27 pm |
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| 19. |
XL 765 plus TMZ Poster
Glioblastoma patients stable on current TMZ treatement
had XL 765 added toi their treatment regimen. No reported
responses, but TMZ has a very low response rate i
nitially...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc. (EXEL)
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erniewerner |
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17-Nov-09 04:15 pm |
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| 20. |
XL 139 Hedgehog Poster
http://www.exelixis.com/downloads/XL147-B247_EORTC-2009.pdf
Here are the highlights listed by BMS. Not much can
be said. Only one response, but they are still...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Exelixis, Inc. (EXEL)
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erniewerner |
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17-Nov-09 04:04 pm |
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