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Exelixis, Inc. Message Board

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  • wilderguide wilderguide Dec 23, 2011 8:06 PM Flag

    Sanofi agreement re: xl-147 & xl-765


    I've been reviewing the sequence of info releases & 8-K filings over the past few days, and I would tend to agree that there may be a DataMonitor error at play.

    Unless - and this may really be a stretch - further to the aquisition of the PI3Ka & b programs....
    we soon see a filing that puts Merck in the driver's seat w/ the later stage xl-147 & xl-765 trial programs. Is this unreasonable?

    After all, EXEL announced the Merck PI3k pickup deal before they'd even formally exited the program w/ Sanofi.
    This is open surmisal on my part, but I wonder if we see another Merck driven 8-K filing here (it'd have to be right quick)...
    And I don't see a downside to that at all. I just hate the "wait & interpret the tidbits" to all this. Too much guesswork.
    I hope this situation can see some clarification prior to next market open.

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    • The Sanofi deal was restructured so that Exelixis didn't have to develop early preclinical PI3K's. XL-147, and XL765 will continue to be developed by Sanofi with existing royalty arrangement upon hopeful commercialization. The Merck deal incorporates a separate preclinical PI3K delta program. The just of the Sanofi deal was that Exelixis bear the early development phase of all the drugs up to a point, and then Sanofi took over the rest of development. The deal was restructured because Exelixis had prioritized development money solely to Cabozantinib, and no longer wanted to commit precious resources to such early assets.
      Sanofi continues work on XL-147 and XL765.

    • "I just hate the "wait & interpret the tidbits" to all this."Ditto. I looked at the Homepage under Pipeline.No help there.That sucks.It's not up to date.Par for the course.Sooner or later it will reflect the changes.I wish Exel would keep it current.

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