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$4.80 -0.03 (-0.62%)
7/3/2008 1:00 PM

Exelixis, Inc. (EXEL)

CAPS Rating:
****

A development-stage biotechnology company dedicated to the discovery and development of novel small molecule therapeutics for the treatment of cancer and other serious diseases.

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Avatar TMFBreakerCharly (28.19) Submitted: 5/17/06 5:29 PM : Outperform Start Price: $9.37 EXEL Score: -48.16

This small biotech company is the real deal. I think of it as the 2nd coming of Genentech. It has an incredibly deep pipeline of cancer drugs. The deepest oncology pipeline of any biotech for that matter. Even better is that these are high quality compounds that block mechanisms already proven to be important in treating cancer. Think of this company as one you want to own for 10-20 years. I think it could increase 25, 50, or even 100 times in value over that time frame.

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Avatar CLICK101 (< 20) Submitted: 8/27/06 12:59 AM

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1000

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Avatar Spetty77 (< 20) Submitted: 8/29/06 2:54 AM

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I hope you're right Charly. I think this unjustified pullback has been a great buying opportunity, and I've tripled my position over the past month or so. I've done a lot of DD on EXEL, and based on what I've seen, I can't see it being anything other than a long-term winner. I think EXEL is still pretty unknown, but then again, so was Amgen back in 1990. Many times, the best stocks are right in front of your eyes as clear as day, but you have to have the patience to reap the rewards.

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Avatar HollywoodDan (78.16) Submitted: 8/29/06 6:06 PM

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Hey Charly,

With all of the positives, I still can't help but wonder if Mr. Scangos agrees with you. Here is a man helping himself to an eye-catching $100,000 per month salary and even though the stock has dropped lately, he's still punting shares to the tune of another $60,000 this August.

I know, I know, he has a gazillion shares, so it doesn't really matter, and the pipeline is all that matters, but I just wanna hurl when I see this kind of consistent massive selling despite an already hefty salary. If the CEO had your faith in the company, it is hard to imagine him selling so frequently. Then again, I don't know the history of Genentech, Amgen and other bio monsters, so I can't tell if their leaders did likewise during their meteoric rises.

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