Tue, Jul 22, 2014, 8:17 AM EDT - U.S. Markets open in 1 hr 13 mins


% | $
Click the to save as a favorite.

Exelixis, Inc. Message Board

  • erniewerner erniewerner Nov 27, 2012 11:39 AM Flag

    Today's presentation

    I enjoy listening to Dr. Lamb, he provides more direct answers and he tends to spill the beans a bit more and Dr. M or Mr Karbe.

    Two new nuggets. The identified MTC patient population for EU plus US is about 1000 patients. Neither Comet trial is conducted under a SPA. We all knew that Comet 2 was SPAless, but the status of Comet 1 was never discussed. In some ways seeking a SPA for an OS endpoint trial can be a disadvantage. I do not see it as a cause for concern.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • For 1000 pateints, how much revenue will that be? $50M?

    • Interesting comment. I am watching Exel very closely, and I do think that the management is not bad in their evaluation of the previous trials (like MDV, J&J experiences, etc.
      I think that the drug and the company will have a great potential, and I like the fact that they want the company in their hands, meaning they will be working hard for the outcomes. If a prostate drug showed promise in the setting of the advanced disease, it will show even a better outcome in a less advanced stage, longer PFS, etc. IMHO, Cabo has a good place between MDV, Abi, etc, since the name of game in prostate or any cancer treatment is to have choices to switch to when a drug stops working

      Sentiment: Buy

    • ernie, I wasn't aware of a presentation. Where was it held and what was the purpose. Thanks in advance.

      Sentiment: Strong Buy

3.58+0.08(+2.29%)Jul 21 3:59 PMEDT

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Herbalife Ltd.
NYSEMon, Jul 21, 2014 4:00 PM EDT
Netflix, Inc.
NasdaqGSMon, Jul 21, 2014 4:00 PM EDT