Exelixis, Inc. (NASDAQ:EXEL)

This bio-tech has already shown superiority in phase 3 trials for one of its drugs. Within two years, they could easily take a huge market share, turn Very profitable... and may be bought up, or find other novel drugs to test.
Furthermore, at this time, they specialize in drugs that receive large amounts of government funding/grants. Should they continue this path... they would effectively pay less then other big-pharma companies to research and develop their drugs, while at the same time, take in industry high profits for selling and producing these drugs.

Clinical trials are ongoing, and I don't anticipate much growth until the current round of trials show conclusive evidence that Cabozantinib is effective. But they already have one FDA approval under their belt, and as more come in the next few years, EXEL will take off.

Good time to buy for this company. It's been bouncing between $4.50 and $5.00 for quite some time, and now that it has revenue, it should bounce back easily.

Recent FDA approval for drug which has potential for several markets.

i'm expecting good long term growth with this stock.

Biotech waiting for FDA authorisation for one of its drug. Company managed by a Harvard graduate, funding by Goldman sachs.

Undervalued, pipeline approval/growth

My wife loves their new purse. All of her friends are really jealous.

R/L - 4.77

thhase 3e co.fell 25% due to transferring development activities on certain drugs to sanofi phase 3 trails have shown positive results

Under priced stock.

Buying opportunity!!

Diluting shareholders today. Open buy order in RL@3.72

Potential buy out target from the likes of Pfizer!

recently heard of a cancer drug that singled out white blood cells in aids and gave the hiv aids one huge leap in finding a cure interesting how that works trying to cure cancer and whola cure hiv instead maybe we should focus on hiv so we can cure cancer thats the interesting thing about research you never know what your going to find out next or cure

As someone that had thyroid cancer (20 years ago) I am glad that it was caught early. Many others are not caught early and EXEL has a treatment now for more advanced thyroid cancer that may work for other cancers as well.

the day Cabo will get FDA approval is not far away...

EXEL is a bio-pharmaceutical firm that specializes in developing various cancer treatments. Recently, almost all of their efforts have been revolving around the development of the drug Cabozantinib.

Many people consider EXEL to be an undervalued stock. EXEL has a low Price/Earnings TTM of about 8.7, and with a Price/Book ratio of 5.5 and a Price/Sales ratio of 2.2, this company is certainly cheap compared to the rest of the industry. In the past they have traded for as much as $12. However, the expectations for the newest drug has been relatively low thus the price has reduced to sub $5 in recent days. This could be a great time to buy the company, especially if the drug exceeds expectations in the phase 3 trials.

When you look at the history of this company, they have shown their ability to make a profit and create a solid pipeline for their drug development. However, since the sale of many of their other drugs and the focus on Cabo, the market is rightfully concerned about the success of this drug. This article gives a good overview of the concern that many people have over this drug: [1] Biotech Stock Mailbag: Exelixis, Protalix, Arena

Basically the article says there are problems with the design of the phase 3 clinical trials for Cabozantinib. They state that the assumptions for the survival time of the control group are too low. This means one of two things for EXEL. Either they increase the length of the trial thus delaying a possible release for their drug or they continue on the timetable and risk the possibility that they get no significant survival benefit. While some people say the drug would still be useful for pain relief, they would not get nearly as many sales as they would from a drug that benefits survival.

All this being said, I bought because expectations are generally low for this drug and I think most of the shortcomings of the study are already priced into the stock. I see much more upside than downside at this point and a lot of potential value.

It's a toss-up at this point whether EXEL will get approval for their drug. But at this price, I'll take a chance. They can fund the Stage III trials, which will tell the tale.

They have enough money to complete Phase 3 studies for cabozantinib and get FDA approval (cabo is basically all the company's about by now, as they've focused totally on it). The trials so far are extremely positive; getting approval (and moving on to other forms of cancer) will take years, and MIGHT fail (so this is a high-risk position), but the probability of success is good and the prospective returns of such success absolutely breathtaking (definitely a multibagger from today's depressed stock price). It's also pretty uncorrelated from "the market in general", a pleasing rarity in these days of very high correlation among asset classes.