"Exelixis must show that cabo can prolong survival but where is the evidence the drug can do that?"
I'm not certain that it is possible to entertain a cogent argument against a therapeutic like CABO w/o a solid review of the predictive biomarkers - bone pain relief, bone lesion resolution, CTC reduction, and elevated hemo counts w/ anemic populations are all suggestive of lengthened OS. The concurrent evidence of prolonged PFS in multiple indications also infer prolonged OS. Durability of effect might seem to be a larger issue, and I expect we'll see further proof of durability at ASCO.
AF is OK - he's got a job to do like everyone else - and an editor to feed in a timely manner. Another common dweeb trying to make bank.
The remarkable overall CABO results that AF chooses to dismiss in 3 or 4 paragraphs can only diminish his credibility downstream. GLTA
Thanks for the quality discussion all....the best way to deal with the verbal diatribes of those like AF is to bring it out into discussion. There are solid reasons that justify investment in Cabo and as time passes and they can craft a strategy through regulatory framework stock holders will be rewarded I personally think that we have a blockbuster on our hands that will fit nicely into mulit-modal therapy protocols across multiple applications