Exelixis, Inc. (EXEL) Message Board

STOCKTALK

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 : Exelixis, Inc. (EXEL)

EXEL 44.27

-0.5%

Jan 23 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: scaram(o)uche who wrote (894)	11/22/2013 1:05:20 PM
From: tuck	Read Replies (1) of 930

I haven't followed EXEL for a while. But they partnered XL518 concurrently with the IND in 12/06, and EXEL was responsible for development through the end of phase 1. It was my understanding that Genentech would opt in or not at that point. Maybe I misunderstood the opt in timing, but if not, there must have been some sort of amendment to the agreement that was not trumpeted here. In any case, it's been almost seven years since the IND, and 518 is still mired in phase 1? Wowza. I remember something about EXEL slowing development activities to focus on Cabo. I guess they weren't kidding. And now, in spite of having a well heeled partner apparently running this program, aren't they pretty far behind in this space? My rambling pertains to the the idea that really slow development can be a red flag for investors. Maybe it does not apply in this case, but aren't they pretty far behind in this space? TIA & Cheers, Tuck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next