j*****7
发帖数: 4348 | 1 Exelixis as a Platform Company
Aug31, 2008
The pharmaceutical industry is in the midst of a severe innovation crisis,
where more R&D money results in less approved drugs. In parallel, sales of
most traditional blockbusters are being cannibalized by generic competition,
forcing the big pharmas to exploit new concepts and rush new drug
candidates to their pipelines. Nearly half of all drugs that are expected to
enter the clinic in the coming years will be aimed at the oncology market.
Consequently | j*****7
发帖数: 4348 | 2 Oct 27, 2008
Exelixis in the post-GSK era
We also decided to add more Exelixis (EXEL), which is in the process of
transforming into a “leaner and meaner” company, according to the company
’s CEO, George Scangos on today’s conference call. Exelixis lost 22% of
its value on Thursday after announcing that GlaxoSmithKline (GSK) had
decided not to license additional candidates included in the joint
development collaboration between the two companies. This is certainly not a
positive development for E | S******t
发帖数: 8388 | | j*****7
发帖数: 4348 | 4 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. | m**********d
发帖数: 1818 | 5 $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’
【在 j*****7 的大作中提到】
: 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.
| q*********u
发帖数: 9501 | 6 5.2以上才是入场点。
这个股票调整一个月了，2次filled gap，如果拉回5.2应该去6，突破6以后才可以看到
真正的上升希望。 | y******z
发帖数: 491 | | j*****7
发帖数: 4348 | 8 这个我是要看三年的time frame, 不建议trader跟风。
版上充斥着短线TA， 这里我来个FA。 |
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