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.
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
Piper Jaffrey. It's on the Event Calendar. They haven't been automatically making the replays available like they have done on the past. If it doesn't come up on the company website, the brokerage may provide it or Seeking Alpha may post a transcript.