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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.

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    • 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

 
EXEL
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