SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation
CRSP 55.52-8.7%Jan 23 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Biomaven who wrote (10840)3/4/2004 8:30:02 PM
From: keokalani'nui  Read Replies (1) of 52153
 
I listened to Exelixis at Lehman. I listened at lunch and didn't take any notes, but I was certainly drawn into its early stage pipe.

In any event it has several programs that are of the sort SI freaks might be all over. Multi-kinase inhibitors with oral bioavailability and activity in xenos. Proven ability to go from discovery to small mol to ind.

Anyway, going to try to spend some time on it. If you don't know the story--as I didn't--might be worth 25 minutes, at lunch.

Or, can someone here just save me some time...which is it more like: vertex or tlrk or neither?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News