Shares Babu Sharesss

[k2s]

[quote name='Little Star' timestamp='1320258425' post='3057542']
deenamma...Vegas ki ticket 600 padindi..dont trust Bing..70% thagguthundi ani isthe kakkurcthi padda..100$ perigindi 2 days lo
[/quote]

[img]http://i45.tinypic.com/210d74z.gif[/img]

[Gachibowli_Diwakar]

[quote name='Little Star' timestamp='1320258425' post='3057542']
deenamma...Vegas ki ticket 600 padindi..dont trust Bing..70% thagguthundi ani isthe kakkurcthi padda..100$ perigindi 2 days lo
[/quote]

[The QUEEN]

4% up

[k2s]

[quote name='Little Star' timestamp='1320258549' post='3057555']

tax returns neeku file chesta..u owe me 17k..transfer PM Plz..Thank u
[/quote]

audit esai kingu vedi meda..... ulta 20k gunjuuu

[tom bhayya]

[quote name='Little Star' timestamp='1320258376' post='3057538']
hehe..u comedy fella..no cards buildings..big big buildings where playing cards are played..u give money..I build and build and become a big builder..
[/quote]
strip meedha circus circus pakka sandhalo .. sahara opposit galli la place kaali vundhi nuvvu kabja chesi pettu.. money nn benzu daggara theesukuni oka casino plan cheddhamu..

[littlestar]

[quote name='Alexander' timestamp='1320258483' post='3057546']
thks giving ki vegas aa aithey...
[/quote]

Yeah..Bachelors Party...ippatiki 2 attend aina..but they werent that fun..ee sari nene plan chesthunna..rachha rachha penta penta aipovali..

[Gachibowli_Diwakar]

[font=arial, sans-serif]



[b] [/b]



[b] Morningstar's Take [/b]

[b] EXEL[/b]
[/font]
Price 11-01-2011 Fair Value Estimate Uncertainty 4.62 USD 11.00 USD Very High Consider Buy Consider Sell Economic Moat 5.50 USD 19.30 USD None
[font=arial, sans-serif][size=3]

[b] Exelixis' lead drug cabozantinib could see approval in multiple indications.[/b]
[/size][/font]
[font=arial, sans-serif][size=3]


[img]http://im.morningstar.com/im/78x78/78x78almiglio.jpg[/img]
[b] by [url="http://quicktake.morningstar.com/StockNet/AuthorBio.aspx?Country=USA&Symbol=EXEL"]Lauren Migliore[/url][/b]

Authors can be reached at [url=""]Analyst Feedback[/url]
Morningstar's [url=""]Editorial Policies[/url]


[b] Analyst Note[/b]
[url="http://quicktake.morningstar.com/StockNet/san.aspx?id=439575"]Exelixis Fails To Secure Special Protocol Assessment for Cabozantinib[/url]
by Lauren Migliore, 11-01-11

[b] Discuss[/b]
[url="http://socialize.morningstar.com/NewSocialize/search/SearchResults.aspx?q=%22Exelixis+Inc.%22+or+EXEL&o=DateDescending"]See what other investors are saying about EXEL[/url]
[b]Analyst Note[/b] 11/01/11

Exelixis' [url="http://quote.morningstar.com/Switch.html?ticker=EXEL"]EXEL[/url] clinical development program for lead drug cabozantinib hit a setback Monday after the firm announced that the Food and Drug Administration failed to grant a Special Protocol Assessment for its pivotal clinical trial. We believe the firm's inability to gain the FDA's endorsement for its trial design increases the riskiness of its clinical program for cabozantinib in patients with metastatic castrate-resistant prostate cancer, and we're lowering our fair value estimate after slightly decreasing our assigned probability of approval. The firm had been in talks with regulators about basing cabozantinib's approval on a pain reduction endpoint, which would result in a smaller study and faster readout of data than a larger survival study. With the FDA reluctant to sign off on the design of its trial, Exelixis intends to forge ahead under the regular regulatory pathway and hopes that strong data will still lead to the drug's ultimate approval on its initial time frame. The firm also will conduct a larger, follow-on survival study that is expected to begin enrolling patients next year. Exelixis believes the first study will be sufficient to support FDA approval and projects its novel drug could still be approved in 2014.
Despite this setback, we remain optimistic about the clinical activity of cabozantinib based on data released thus far. The disease metastasizes to the bone in roughly 90% of cases and can cause debilitating pain for patients. In a midstage trial, cabozantinib achieved an overall objective disease control rate of 68% and a 76% reduction in bone lesions in patients with metastatic castrate-resistant prostate cancer. Bone metastases are the primary cause of prostate cancer morbidity and mortality, and cabozantinib appears to have a differentiated mechanism of action through simultaneous effects on both soft tissue and bone metastases. Although recently approved drugs (including Johnson & Johnson [url="http://quote.morningstar.com/Switch.html?ticker=JNJ"]JNJ[/url] Zytiga and Sanofi-Aventis' [url="http://quote.morningstar.com/Switch.html?ticker=SNY"]SNY[/url] Jevtana) have used survival benefit as their primary endpoint to support approval, relying on pain reduction as the primary endpoint is not unprecedented within the prostate cancer space. Mitoxantrone was approved in 1996 as a palliative agent for bone metastases.
[b]Thesis[/b] 11/01/11

A vast clinical lineup and big-name partners help Exelixis stand out from its fellow development-stage peers. With more than a dozen targeted compounds in clinical development, Exelixis is well-positioned to break into the multi-billion-dollar oncology market. However, the firm has yet to advance more than one drug into late-stage testing, and we are concerned that its young pipeline remains relatively unproven.
Exelixis' skill at identifying promising oncology compounds has led to a robust pipeline full of targeted drug candidates with diverse mechanisms of action. Its lead drug candidate cabozantinib is nearing approval for medullary thyroid cancer and is undergoing early- and midstage trials in various tumor types. After originally partnering cabozantinib with Bristol-Myers Squibb [url="http://quote.morningstar.com/Switch.html?ticker=BMY"]BMY[/url], Exelixis regained full rights to develop the drug following a disagreement surrounding the scope of cabozantinib's program. While Bristol's decision to pass on the compound is worrisome, numerous studies demonstrating the potential of cabozantinib--especially significant data in prostate cancer patients--help to alleviate our concerns. Exelixis is also developing additional cancer drugs with Bristol (including XL139 and XL413), a midstage PI3K program with Sanofi-Aventis [url="http://quote.morningstar.com/Switch.html?ticker=SNY"]SNY[/url], and several wholly-owned compounds.
In addition to the candidates it is developing in-house, Exelixis has outlicensed numerous compounds to larger pharmaceutical firms. This strategy allows the company to divest itself of significant development costs and free up funds to bring additional compounds into trials. Exelixis has been fairly successful negotiating licensing agreements with collaborators, generally landing hefty up-front payments and attractive royalty terms. For example, Phase II drug XL880--designed to inhibit tumor growth and angiogenesis (the formation of new blood vessels to feed the tumor) in a variety of cancers--was licensed to GlaxoSmithKline [url="http://quote.morningstar.com/Switch.html?ticker=GSK"]GSK[/url]. In return, Exelixis received a substantial cash infusion via licensing payments, stock purchases, and a loan agreement from Glaxo. Exelixis has a similar arrangement for a MEK inhibitor aimed to prevent tumor growth with Roche [url="http://quote.morningstar.com/Switch.html?ticker=RHHBY"]RHHBY[/url].
While its diverse clinical lineup gives Exelixis many shots at the oncology market, a great deal of uncertainty surrounds this early-stage lineup. With only one drug in Phase III testing, there is still much to be discovered about the safety and efficacy of Exelixis' compounds. Although Exelixis is able to diversify its risk over a large number of clinical programs, recent efforts to refocus spending on cabozantinib will likely push back market entry for other pipeline candidates. Exelixis still has a long road ahead to bring its young pipeline to market.
[b][url="http://quicktake.morningstar.com/StockNet/StockValuation.aspx?Country=USA&Symbol=EXEL"]Valuation[/url][/b]

We are lowering our fair value estimate to $11 per share from $13 following the firm's failure to secure the FDA's blessing for the design of its prostate cancer trial. We assign lead drug candidate cabozantinib a 60% probability of approval in the limited market of medullary thyroid cancer and 30% in the more expansive prostate cancer market. Although the loss of Bristol's support for cabozantinib should markedly increase Exelixis' near-term cash burn, the return of full-profit rights to the drug balances the impact of added costs on our valuation. For the remaining candidates, we assign a 10%-20% probability of approval based on each drug's development status, and we think Exelixis will be able to negotiate double-digit royalties on sales abroad for partnered products. Our probability-weighted sales projections, coupled with our expectations of robust license and milestone payments, yield more than 20% compound annual revenue growth during the next 10 years. While Exelixis can rely on partners to help shoulder development costs, we think the sheer bulk of its pipeline will cause research-and-development expenses to grow at a fast clip until pipeline drugs get through Phase III trials. Furthermore, selling and administrative costs should accelerate as Exelixis prepares to market cabozantinib. If drugs begin to hit the market around 2011, we think the company could be in the black by 2015.
[b][url=""]Risk[/url][/b]

Although Exelixis has numerous compounds in trials, only one drug has made it to the critical Phase III of development, and none have made it to market. Furthermore, there is no guarantee that pipeline drugs will be viable, and Exelixis has discontinued the development of several former front-runners. We are especially concerned about the fate of cabozantinib. While we have yet to see negative data from the compound, Glaxo and Bristol's decision to pass up the drug raises a red flag.
[b]Management & Stewardship[/b]

We award Exelixis just a fair Stewardship Grade because of excessive executive compensation and antitakeover provisions in its bylaws. Michael Morrissey (president of R&D at Exelixis) has replaced longtime CEO George Scangos, who left Exelixis to take the reins at Biogen-Idec [url="http://quote.morningstar.com/Switch.html?ticker=BIIB"]BIIB[/url] last year. As former president of biotechnology at Bayer [url="http://quote.morningstar.com/Switch.html?ticker=BAYRY"]BAYRY[/url], Scangos was particularly well-suited to guide the company into partnerships with larger pharmaceutical firms. Morrissey will need similar pull to continue to bring more partners into the firm's corner, and we hope the board will pay him less lavishly than his predecessor (Scangos made well over $4 million in his last full year as CEO). We applaud the impressive lineup of board members, whose ranks include several prominent health-care academics and a former president of the Biotechnology Industry Organization, and we are comforted by the fact that co-founder Stelios Papadopoulos will remain board chair. Our enthusiasm for management is kept in check by the presence of a classified board, a poison pill, and various limitations on shareholder action.
[b]Overview[/b]


[url="http://quicktake.morningstar.com/StockNet/Financials.aspx?Country=USA&Symbol=EXEL#hisoviewanchor"]Financial Health[/url]: Although partnership deals have bolstered the firm's cash supply, we think Exelixis' rising costs will force it to turn to the equity markets before its pipeline makes it to market. Additionally, several of its collaboration agreements are subject to financial covenants.

Profile: Exelixis is a development-stage biopharmaceutical firm dedicated to discovering and developing treatments for cancer and other serious illnesses. Its most advanced programs focus on small-molecule drugs that target various mechanisms involved in the proliferation, migration, and survival of cancer cells. Exelixis has teamed up with larger pharmaceutical and biotech firms to develop its expansive pipeline, including Glaxo, Bristol, Sanofi, and Roche.
S&P 500 index data: S&P 500 Copyright @ 2011

All data from Morningstar except U.S. intraday real-time exchange quotes, which are provided by BATS when available. End-of-day quotes for Nasdaq, NYSE, and Amex securities will appear 15 minutes after close. Graph times are Eastern Standard. @ Copyright 2011 Morningstar, Inc.[/size][/font]
[font=arial, sans-serif][size=3]
[/size][/font]
[font=arial, sans-serif][size=3]
[/size][/font]
[font=arial, sans-serif][size=3]
[/size][/font]
[font=arial, sans-serif][size=3]

[b] Morningstar's Take [/b]

[b] EXEL[/b]
[/size][/font]
Price 11-01-2011 Fair Value Estimate Uncertainty 4.62 USD 11.00 USD Very High Consider Buy Consider Sell Economic Moat 5.50

[littlestar]

[quote name='k2s' timestamp='1320258621' post='3057564']

audit esai kingu vedi meda..... ulta 20k gunjuuu
[/quote]
U Ftimer...bachha contractors meeda why u fire always..

[littlestar]

[quote name='Alexander' timestamp='1320258630' post='3057565']
strip meedha circus circus pakka sandhalo .. sahara opposit galli la place kaali vundhi nuvvu kabja chesi pettu.. money nn benzu daggara theesukuni oka casino plan cheddhamu..
[/quote]

location finalise cheskuni vastha long weekend ki...NYr ki pillar lu levalsinde....

[k2s]

[quote name='Little Star' timestamp='1320258721' post='3057584']
U Ftimer...bachha contractors meeda why u fire always..
[/quote]

evvaru bacha contractors [color=#282828][font=helvetica, arial, sans-serif][img]http://lh3.ggpht.com/_KVkPY2XIbRQ/TWAgXprYLuI/AAAAAAAABCo/VzL0ae41lc4/brahmi%20laugh.gif[/img][/font][/color] [color=#282828][font=helvetica, arial, sans-serif][img]http://lh3.ggpht.com/_KVkPY2XIbRQ/TWAgXprYLuI/AAAAAAAABCo/VzL0ae41lc4/brahmi%20laugh.gif[/img][/font][/color] [color=#282828][font=helvetica, arial, sans-serif][img]http://lh3.ggpht.com/_KVkPY2XIbRQ/TWAgXprYLuI/AAAAAAAABCo/VzL0ae41lc4/brahmi%20laugh.gif[/img][/font][/color] [color=#282828][font=helvetica, arial, sans-serif][img]http://lh3.ggpht.com/_KVkPY2XIbRQ/TWAgXprYLuI/AAAAAAAABCo/VzL0ae41lc4/brahmi%20laugh.gif[/img][/font][/color] [color=#282828][font=helvetica, arial, sans-serif][img]http://lh3.ggpht.com/_KVkPY2XIbRQ/TWAgXprYLuI/AAAAAAAABCo/VzL0ae41lc4/brahmi%20laugh.gif[/img][/font][/color][color=#282828][font=helvetica, arial, sans-serif][img]http://lh3.ggpht.com/_KVkPY2XIbRQ/TWAgXprYLuI/AAAAAAAABCo/VzL0ae41lc4/brahmi%20laugh.gif[/img][/font][/color]

[k2s]

[quote name='Silence..Please' timestamp='1320258718' post='3057582']




[b] [/b]



[b] Morningstar's Take [/b]

[b] EXEL[/b]

Price 11-01-2011 Fair Value Estimate Uncertainty 4.62 USD 11.00 USD Very High Consider Buy Consider Sell Economic Moat 5.50 USD 19.30 USD None


[b] Exelixis' lead drug cabozantinib could see approval in multiple indications.[/b]




[img]http://im.morningstar.com/im/78x78/78x78almiglio.jpg[/img]
[b] by [url="http://quicktake.morningstar.com/StockNet/AuthorBio.aspx?Country=USA&Symbol=EXEL"]Lauren Migliore[/url][/b]
[b][b] Morningstar's Take [/b][/b]

[b][b] EXEL[/b][/b]

[b] Price 11-01-2011 Fair Value Estimate Uncertainty 4.62 USD 11.00 USD Very High Consider Buy Consider Sell Economic Moat 5.50[/b]
[b][/quote][/b]

aa fafa rate antha cheap aa ?????

[tom bhayya]

[quote name='Little Star' timestamp='1320258882' post='3057604']

location finalise cheskuni vastha long weekend ki...NYr ki pillar lu levalsinde....
[/quote]
casino peru charminar.. contract polavaram contractor ki iddham wht say....[img]http://www.desigifs.com/sites/default/files/2gum68w.gif?1290018565[/img]

[dennis]

[quote name='k2s' timestamp='1320258999' post='3057623']
[/b]

aa fafa rate antha cheap aa ?????
[/quote]

Hai uncle....how r u?

[littlestar]

[quote name='Alexander' timestamp='1320259032' post='3057631']
casino peru charminar.. contract polavaram contractor ki iddham wht say....[img]http://www.desigifs.com/sites/default/files/2gum68w.gif?1290018565[/img]
[/quote]
Oka Trump, Oka MGM Oka Charminar...wahhhh...vinadaaniki entha bavundi...deeniki 4 pillars kadthe saripothadi kada

[littlestar]

[quote name='k2s' timestamp='1320258919' post='3057612']

evvaru bacha contractors [color=#282828][font=helvetica, arial, sans-serif][img]http://lh3.ggpht.com/_KVkPY2XIbRQ/TWAgXprYLuI/AAAAAAAABCo/VzL0ae41lc4/brahmi%20laugh.gif[/img][/font][/color] [color=#282828][font=helvetica, arial, sans-serif][img]http://lh3.ggpht.com/_KVkPY2XIbRQ/TWAgXprYLuI/AAAAAAAABCo/VzL0ae41lc4/brahmi%20laugh.gif[/img][/font][/color] [color=#282828][font=helvetica, arial, sans-serif][img]http://lh3.ggpht.com/_KVkPY2XIbRQ/TWAgXprYLuI/AAAAAAAABCo/VzL0ae41lc4/brahmi%20laugh.gif[/img][/font][/color] [color=#282828][font=helvetica, arial, sans-serif][img]http://lh3.ggpht.com/_KVkPY2XIbRQ/TWAgXprYLuI/AAAAAAAABCo/VzL0ae41lc4/brahmi%20laugh.gif[/img][/font][/color] [color=#282828][font=helvetica, arial, sans-serif][img]http://lh3.ggpht.com/_KVkPY2XIbRQ/TWAgXprYLuI/AAAAAAAABCo/VzL0ae41lc4/brahmi%20laugh.gif[/img][/font][/color][color=#282828][font=helvetica, arial, sans-serif][img]http://lh3.ggpht.com/_KVkPY2XIbRQ/TWAgXprYLuI/AAAAAAAABCo/VzL0ae41lc4/brahmi%20laugh.gif[/img][/font][/color]
[/quote]
ee Ftimers ahankaaram dhourjanyam nasinchaali...