EXAM OS results are due by the end of the year but it seems to have fallen off the radar. Although the MTC patient group is small (~2800 patients per year), a positive outcome would be the first evidence of OS for Cabo. In my view, it is difficult to reconcile the current PPS and a positive EXAM outcome, not to mention the high probability of approval of Cobi for melanoma in the U.S. and EU.
Is the market expecting EXAM to fail?
SIMHsigns massive distribution agreement with Henry Schein, Inc., a company that had $9.6 billion in sales last year. Could this start a price upgrade for the stock?
A Study of Cobimetinib in Combination With Paclitaxel as First-line Treatment for Patients With Metastatic Triple-negative Breast Cancer
This multistage, randomized, Phase II, double-blind, multicenter, placebo-contro lled trial will evaluate the safety and tolerability and estimate the efficacy o f cobimetinib + paclitaxel versus placebo + paclitaxel in patients with metastat ic or locally advanced, triple-negative adenocarcinoma of the breast that have n ot received prior systemic therapy for metastatic breast cancer (MBC). An open-l abel safety run-in stage of the combination cobimetinib + paclitaxel will underg
o an Internal Safety Review before starting the enrollment of patients into the expansion double-blind stage of this study. Patients may continue on study treat ment until the development of progressive disease, unacceptable toxicity, and/or consent withdrawal. The target sample size is 12 patients for the safety run-in stage and approximately 100 patients in the expansion stage.
I could hold longer. All depends on how the stock trades. You are correct in saying that sometimes the New Year trading of tax loss victims doesn't always "correct" valuation discrepancies within a month.
That may be a wee bit short for a timeline, in my opinion. Why? You get year end tax loss selling and portfolio adjustments. In the new year, you will have quite a few folks like yourself who buy on the basis of this but leave the window too short and play into early manipulations made to move you out early. My take: expect anything in terms of volatility up or down for Janurary, and then a sudden move up if it has not already happened over the following two months. Play it as you like. I will hold till this resolves out over next months. EOS
Sentiment: Strong Buy
Neuroendocrine (NE) lung tumors comprise 20-25% of all invasive lung malignancies. Currently, no effective treatments are available to cure these tumors, and it is necessary to identify a molecular alteration(s) that characterizes NE lung tumor cells. We aimed to identify a kinase mutation(s) associated with NE lung tumor by screening 517 kinase-encoding genes in human lung cancer cell lines. Our next-generation sequencing analysis of six NE lung tumor cell lines (four small cell lung cancer lines and two non-small cell lung cancer lines) and three non-NE lung tumor lines revealed various kinase mutations, including a nonsynonymous mutation in the proto-oncogene RET (c.2071G A; p.G691S). Further evaluation of the RET polymorphism in total 15 lung cancer cell lines by capillary sequencing suggested that the frequency of the minor allele (A-allele) in NE lung tumor lines was significantly higher than its frequency in a reference population (p = 0.0001). However, no significant difference between non-NE lung tumor lines and a reference group was detected (p = 1.0). Nevertheless, neither RET expression levels were correlated with the levels of neuron-specific enolase (NSE), a key NE marker, nor vandetanib and cabozantinib, small molecule compounds that inhibit RET, affected NSE levels in lung cancer cells. Our data suggest a potential association of G691S RET polymorphism with NE lung tumor, proposing the necessity of more thorough evaluation of this possibility. The dataset of kinase mutation profiles in this report may help choosing cell line models for study of lung cancer.
Opinion of the Paediatric Committee on the acceptance of a modification of an agreed Paediatric Investigation Plan
Scope of the application
Treatment of all conditions included in the category of malignant neoplasms (except haematopoietic and lymphoid tissue) with Ras, Raf or MEK pathway activation
It's exciting what kind of trial will be initialised with cobi to treat Triple Negative Breast Cancer - a taxane is my favorite!
There could be a vacuum above this stock. LOLOLOL is the hole is all the long's accounts!
Sentiment: Strong Sell
The whole sector is get crushed by profit taking on one side and tax-loss selling on the other side. Happy Holidays and a Happy New Year to all.
LoL. You must know, of course, the amount of cash is meaningless when there is negative equity? Doubled your position? okay
Sentiment: Strong Sell