EXEL

$EXEL chatter on StockTwits

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  Quantumup@QuantumupJul 23

  Morgan Stanley, in a broad research note earnings preview, ⬆️ $ASND to $275 from $256, reiterated (reit'd) Overweight; $DNLI to $36 from $35, reit'd Overweight; $EXEL to $53 from $50, reit'd Equal Weight; and $INCY to $104 from $103, reit'd Equal Weight, and said 2Q26 earnings should reinforce a shift from macro-driven trading toward stock-specific execution and differentiation.

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  CMWYW@JuggernautRaiderBearishJul 22

  $EXEL is worth $14B now? Too big to be bought, and it is hard to maintain at that level. I’m more bearish than @Biotech_Beast but that is just me 🙌

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  Capt Bob@OtherOtttawaGuyJul 21

  @CaasiNotwen if they can get this to 3B in sales 1B goes to clinical trials 1B to production, sales and ops Only 55 employees What do thry do with the remaining funds? Share buyback, divies more clinicsl trials. I am still waiting for my first divy from $EXEL but they just keep buying back shares and issuing more to the execs, who woulda thunk...Can't really complain though, share price has tripled since activist investor (Farallon) got them to cut the foolish spending and started them on the buybacks path.

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  Gary Braker@StockBrakerBullishJul 17

  $EXEL Reposting https://finance.yahoo.com/markets/stocks/articles/exelixis-exel-beat-estimates-again-161005030.html

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  Nosh@NoshJul 15

  $EXEL Damn...give me $50 for entry and I will bite.

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  Watcher@DailyWatcher_Jul 13

  $AGEN Agenus lands a major private placement worth up to $340M to support its next Phase 3 program. $85M funded upfront, with up to $255M available through future warrant exercises. Capital is being directed toward the ROBBIN Phase 3 trial evaluating BOT + BAL as neoadjuvant therapy for high-risk MSS colorectal cancer, an area that has seen limited innovation for decades. If all warrants are exercised, the cash runway could extend through 2031. First patient dosing is expected around Q1 2027, with pivotal data likely several years later. Resources are also being reallocated from the BATTMAN program to prioritize this pivotal study. This remains a long-duration clinical story rather than a near-term catalyst. Also watching $MRNA, $BNTX, $IOVA, and $EXEL for additional oncology and immunotherapy opportunities. Markets reward preparation more than reaction. Visit my profile for more market insights, biotech ideas, and high-conviction stock setups.

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  Biotech Beast@Biotech_BeastJul 9

  $EXEL The STELLAR-303 update is not ideal, but I think approval is still likely. STELLAR-304 seems set for success, and cabozantinib is still performing commercially. https://seekingalpha.com/article/4920879-exelixis-stellarminus-303-results-mixed-stellarminus-304-success-likely

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  Adam Brennan@AdamBrennan2Jul 9

  $REGN Regeneron is down about 45% Its now very attractive vs other biotech stocks wheen looking at lowest valuation with its highest expected growth.. anyone bought this? $EXEL $GILD $INSM $NBIX

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  Bluelight@DefenseManiaBullishJul 8

  $EXEL

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  Nicholas@JFDIBullishJul 7

  wow, $EXEL cranking.

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  AdamAlpha@AdamURAtoFookingNeptuneJul 7

  $EXEL nice beef

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  Scott D@scotttrader213Jul 7

  $ALT reminds me of $IMMU and $EXEL both were under 1.00. Immu went to $88.00 and EXEL is at 57.00. The same might hold true with ALT. Don’t bother listening to these jackballs who know less than you do. These types never make bank.. they’re too bitter too understand it takes patience

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  The Scubacious One@scuba84BullishJul 2

  $MRNA $EXEL as the AI bubble bursts these look like a good place to park my $$

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  Capt Bob@OtherOtttawaGuyBullishJun 29

  $CADL Anybody consider the implication of going alone vs a buyout? I know it comes with many more expenses and risks but if CAN-2409 and CAN-3110 have even half of the optimistic numbers being thrown around, I am not exactly sure why anyone would really want to sell a known commodity ( full pun intended) vs deploying funds into unknown waters It would take some time but Prostate market would easily pay to explore the other indications. Earnings per share calc: $5B in earnings 75% expenses (fixed, variable and trials) $1.25B for payout or share buy back (look at $EXEL ) 100M Shares =$12.50 / share Seems like a pretty good rate of return on shares I bought for $6.25. Even if share price is at $100 that is better than most places in the market.

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  Capt Bob@OtherOtttawaGuyBullishJun 29

  $EXEL All time highs now exceeded by over 10%, looking for further uncharted regions ahead. OOG

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