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d******8
发帖数: 1972 | 2 http://stockcharts.com/h-sc/ui?s=exel
交易量巨大，价格略有提高，不知预示什么？
另外转药股权威BIOFISH的分析：
发信人: biofish (生鱼片), 信区: pennystock
标 题: EXEL
发信站: BBS 未名空间站 (Thu May 24 11:08:48 2012, 美东)
Exelixis, Inc 是开发抗肿瘤药物的生物制药公司。目前还没有上市的药物，但是它正
在开发的药物具有很大的潜力。
EXEL 早期开发策略是利用他们的高通量药物筛选平台，得到一批针对不同肿瘤信号通
路的化合物，然后通过license 和 partner 的方式和大公司结盟，换取一定的revenue
, 他们自己也选一些比较有希望的化合物做临床试验。在经历了一系列早期临床试验失
败后，EXEL 找到了一个非常有希望的化合物 Cabozantinib (XL184), XL184 能同时阻
断MET 和 VEGF 信号，(MET信号和肿瘤迁移有密切关系，VEGF信号和肿瘤血管生成相关
)。 在1／2期临床中显示，XL184 对多种肿瘤都有治疗效果。（... 阅读全帖 |
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b*****h
发帖数: 783 | 3 来自主题: _pennystock版 - EXEL Exelixis, Inc 是开发抗肿瘤药物的生物制药公司。目前还没有上市的药物，但是它正
在开发的药物具有很大的潜力。
EXEL 早期开发策略是利用他们的高通量药物筛选平台，得到一批针对不同肿瘤信号通
路的化合物，然后通过license 和 partner 的方式和大公司结盟，换取一定的revenue
, 他们自己也选一些比较有希望的化合物做临床试验。在经历了一系列早期临床试验失
败后，EXEL 找到了一个非常有希望的化合物 Cabozantinib (XL184), XL184 能同时阻
断MET 和 VEGF 信号，(MET信号和肿瘤迁移有密切关系，VEGF信号和肿瘤血管生成相关
)。 在1／2期临床中显示，XL184 对多种肿瘤都有治疗效果。（94%的乳腺癌病人显示
肿瘤退化，81％的肝癌患者有肿瘤退化，60％ 黑色素瘤有治疗效果，肺癌病人反应率
是13％）
2011年10月XL184 完成了对甲状腺癌的三期临床，结果很好，median 存活时间从4个月
延长到 11.2月， 公司预计2012年下半年向FDA审批。2013药物上市 （这个market 不
大）。
同时XL184... 阅读全帖 |
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t*******o
发帖数: 1464 | 4 EXEL June5-7
Presentations Featuring XL184 (MET, VEGF, RET)
* Oral presentation: Data from a phase 2 study of XL184 in patients with
progressive glioblastoma will be presented on Saturday, June 5, 2010 from 5
* Oral presentation: Long-term results in a cohort of medullary thyroid
cancer patients in a phase 1 study of XL184 will be presented in a clinical
science symposium on Monday, June 7 at 10:45-11:00AM (Abstract #5502).
* Poster discussion: Data from a phase 1b/2 study of XL184 ... 阅读全帖 |
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p***o
发帖数: 714 | 5 【 以下文字转载自 Stockcafeteria 俱乐部 】
发信人: jhsph07 (银杏), 信区: Stockcafeteria
标 题: Re: ZT: EXEL
发信站: BBS 未名空间站 (Mon Jul 6 11:51:53 2009, 美东)
基本的意思是说， EXEL是做KI的， KI的成功率大概是４０％左右， EXEL的pipeline
上面大概有11个KI， 如果按统计规律， 应该有5个最后会被FDA
批准。
等果实最终成熟大概还需要两年的时间。
Exelixis proves skeptics wrong
Dec 19, 2008
Another company that gives its shareholders reasons to smile is Exelixis, following the mammoth deal with BMS. Exelixis licensed its most advanced compound, XL184, and its early stage RAF inhibitor, XL281 in a de... 阅读全帖 |
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j*****7
发帖数: 4348 | 6 从EXEL最近一次的CC简单分析一下炒作的要点
应那个谁的要求，把该明天出版的命题作文今天做了算了．
Small biotech hold 起来比较的吃力，因为在药品上市之前都是亏钱的business，所
以我们最好要有的放矢．读CC主要就是找公司在近期有没有炒作的支点．我把我对EXEL
最近一次CC的心得和大家分享一下，有什么没看到的，请补充．
1) 合作前景 (傍大款，找sugar daddy):
结论：今年至少能搞一个合作出来，决定了公司可以逢低进．
'It should come as no surprise, then that we're engaged in multiple advanced
business development discussions with potential partners who are interested
in accessing our discovery capabilities. We are confident that we will
successfully conclude some of these discussio... 阅读全帖 |
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I****a
发帖数: 407 | 7 Zytiga will be very popular given its oral form plus "not so bad" side
effect profile. XL184 is an interesting drug. We do not know whether
resolution of bone lesion translates to longer survival, I guess it should.
Its side effect profile is no kidding though. |
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I****a
发帖数: 407 | 8 Zytiga will be very popular given its oral form plus "not so bad" side
effect profile. XL184 is an interesting drug. We do not know whether
resolution of bone lesion translates to longer survival, I guess it should.
Its side effect profile is no kidding though. |
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j*****7
发帖数: 4348 | 9 基本的意思是说， EXEL是做KI的， KI的成功率大概是４０％左右， EXEL的pipeline
上面大概有11个KI， 如果按统计规律， 应该有5个最后会被FDA
批准。
等果实最终成熟大概还需要两年的时间。
Exelixis proves skeptics wrong
Dec 19, 2008
Another company that gives its shareholders reasons to smile is Exelixis, following the mammoth deal with BMS. Exelixis licensed its most advanced compound, XL184, and its early stage RAF inhibitor, XL281 in a deal that includes an upfront cash payment of $195 million as well as an additional licensing payment of $45 million to be paid in 2009. |
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m**********d
发帖数: 1818 | 10 $4.48应该是底了吧
pipeline
following the mammoth deal with BMS. Exelixis licensed its most advanced
compound, XL184, and its early stage RAF inhibitor, XL281 in a deal that
includes an upfront cash payment of $195 million as well as an additional
licensing payment of $45 million to be paid in 2009.
been developed under the GSK collaboration, would eventually be licensed,
but I must admit that the timing and size of the deal caught me by surprise.
This deal is obviously another validation of Exelixis’ |
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f**********g
发帖数: 2252 | 11 http://www.thestreet.com/_yahoo/story/10989791/1/biotech-calend
By Adam Feuerstein 01/31/11 - 09:10 AM EST
ALIM, AEN, EXEL, PLX, GENZ, IDIX, AVNR
BOSTON, Mass. (TheStreet) -- A calendar of important, potentially stock-
moving biotech events for February:
More from Adam Feuerstein
NPS Pharma: Gattex Bowel Study SucceedsArena Pharma: Weight-Loss Drug
WoesBiotech Stock Mailbag: Orexigen TherapeuticsMarket Activity
AVANIR Pharmaceuticals| AVNR DOWNAlimera Sciences Inc.| ALIM DOWNProtalix
BioThera... 阅读全帖 |
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f**********g
发帖数: 2252 | 12 http://www.thestreet.com/_yahoo/story/10989791/1/biotech-calend
By Adam Feuerstein 01/31/11 - 09:10 AM EST
ALIM, AEN, EXEL, PLX, GENZ, IDIX, AVNR
BOSTON, Mass. (TheStreet) -- A calendar of important, potentially stock-
moving biotech events for February:
More from Adam Feuerstein
NPS Pharma: Gattex Bowel Study SucceedsArena Pharma: Weight-Loss Drug
WoesBiotech Stock Mailbag: Orexigen TherapeuticsMarket Activity
AVANIR Pharmaceuticals| AVNR DOWNAlimera Sciences Inc.| ALIM DOWNProtalix
BioThera... 阅读全帖 |
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b**********k
发帖数: 1262 | 13 AEZS 1.6 Phase 3 03/31/2012 metastatic colorectal cancer
GTXI 5.8 Phase 2b 03/31/2012 advanced prostate cancer
IMGN 14.10 Phase 2 03/31/2012 small-cell lung cancer
Kerx 3.19 Phase 3 03/31/2012 Complete Phase 3 Perifosine for
metastatic colorectal cancer 1Q 2012
SNTA 5.46 Phase 1b/2 03/31/2012 Initiate Phase 1b/2 rectal cancer
trial 1Q 2012
EXEL 5.78 Phase 3 06/30/2012 Phase 3 initiation of
Castration-Resistant Prostate Cancer - 2nd Phase 3 307 trial, 1H 2012
EXEL 5.78 NDA ... 阅读全帖 |
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