Exelixis, Inc. (EXEL) Message Board

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Biotech / Medical : Exelixis, Inc. (EXEL)

EXEL 43.78

-0.4%

Jan 20 3:59 PM EST

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To: mcbio who wrote (855)	12/13/2012 3:28:09 PM
From: scaram(o)uche	Read Replies (1) of 930

Please take a look at the five day chart for infi. There's a secondary offering in there. :-) As I'm certain you know, this is a reaction to pi3k inhibition data presented at ASH. So, while you've got an eye on MEK..... >> Not a bad position to be in to be partnered with a company that already has a BRAF inhibitor on the market given the potential utility in combining MEK+BRAF inhibitor. << Nobody is following this, from an exel perspective?.... businesswire.com 408 trial is completed, enrollment of 18. 409 trial is much larger (170 for a phase I trial) and is still recruiting. The pi3k deal included $140m upfront. Potential royalties should be quite shiny. Rick

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