Why does/did EXEL have so many drugs with the same target? The work GSK and others did with XL880 (foretinib) seems to be very helpful now to find the right additional indications for cabo. But does anybody know why they have so many drugs on the same targets? When i look at the partnered compounds i see three PI3K programs with different partners f.e..
wilderguide: "This thread reminds me of the following quote, sometimes attributed to Marcus Aurelius: "Everything we hear is opinion, not fact. Everything we see is perspective, not truth."
Hey this is stock market, this is wall street! Everything is about speculation. Facts are only there to build an opinion and do a prognosis.
Opinions and estimations of others are very helpful as well. So please act as a showstopper on this interesting thread.
Thank you very much, ernie!!
"Let's correct that oversight"
Got that impression because i asked twice in the last 72h but got no answer. And didn't know about your posting last month.
"I will revise my estimate to $375 total for 2017, $325 from RCC"
You are more an optimist than i thought and that i am. My projection is $275million from 2nd+ line RCC and MTC (US+EU) in 2017.
Even with $375million revenue in 2017 EXEL is very undervalued now.
Alex you mentioned you knew dr in Vegas by any chance would he know a family dr . I am presently seeing a pa and need to find new dr thanks mj
Sentiment: Strong Buy
Sort of answered my own inquiry here. Earlier studies of metastatic PHEO have shown some durable responses when treatment with sunitinib was continued beyond disease progression. Evidence published in Endocrine Journal, 2011. The same small study also describes some successes with main thence dosing, intermittent dosing, and the occasional need for dosing holidays. Most evidence I've found to date suggests that holiday dosing w Cabo may be unwise, as disease rebound can prove overwhelming. Good weekend to all. Next weeks ER guidance should be a hoot...
Don't forget that Pfizer has billions to throw around in marketing and that their marketing boys and gals bleed blue. We'll see how the Exelixis team does. (There was an interesting exchange on twitter where it sounds like an Exelixis rep drove over to a clinic with some emergency Cabo for a script that wasn't promptly filled by insurance. It's good of them to be so responsive and so eager to build good will and clinical relationships.)
"Everything we hear is opinion, not fact. Everything we see is perspective, not truth."
Reminds me of a state of mind I found at Knebworth Festival many years ago, I like it.
This thread reminds me of the following quote, sometimes attributed to Marcus Aurelius: "Everything we hear is opinion, not fact. Everything we see is perspective, not truth."
"Axitinib is currently $435 million worldwide for Renal indication and Afinitor around that number as well."
Stop throwing around facts. Nobody uses facts as a premise for their conclusions these days. And the other point from Ohad's post, longer time on therapy....couldn't possibly happen...could it? More months of Cabo sales...stop with the nonsense.
Sarcasm is a gift.
Sentiment: Strong Buy
"Now that we see label with better than anticipated mOS and no black box warning, I will revise my estimate to $375 total for 2017, $325 from RCC."
What is your estimate for Axitinb,Afinitor, and Opdivo?
Axitinib is currently $435 million worldwide for Renal indication and Afinitor around that number as well.
To my knowledge, most Cabo trials to date have been designed predicated upon the patient being taken off of therapy in disease progression or worsening toxicity. The 4/25/16 protocol update suggests the potential for benefit despite progression. This seems an important change - in fact, downright bold. Just figured to share...
"If the disease appears to get worse, but the study doctor and those who monitor the safety of this study think you are still receiving benefit from the study drug, you may be able to continue to receive the drug. This will be discussed with you." Any thoughts?
Given the general trouncing that the IBB and market in general took, Exel did amazingly well today, not the case with some of my other investments unfortunately.
"erniewerner did not. unfortunatley."
Let's correct that oversight. Last month I posted the following:
"I think 2017 will be closer to $350 total revenue. With Cobi underpriced and EXEL supporting half of the US marketing costs, I believe it will be marginal revenue producer. Cabo in MTC and off label is about $50 million and that leaves $300 million from RCC."
Now that we see label with better than anticipated mOS and no black box warning, I will revise my estimate to $375 total for 2017, $325 from RCC.