Just that I overestimated the significance of cabo treated rise in hemoglobin. It appears that other vegfr therapies may demonstrate this same effect. The significance of this hemoglobin effect has dwindled in my mind over time. I originally thought the effect may be due to improved healthier bone marrow environment after cabo treatment. (In other words, crowding effect of tumor in bone marrow resulting in diminished red cells returning to a state of homeostasis or a more natural cancer free environment after cabo treatment) I am still very bullish on cabo prospects, but have tempered my enthusiasm over time. I am optimistic from small data sets in renal,hcc, and what we have seen thus far in prostate single arm trials, but I am also anxious to start seeing randomized comparator data.
Ever since seeing those bone responses with sunitinib, I am looking that much harder from a skeptical point of view. No surprise that an agent other than Cabo would eventually show some type of drastic bone scan response, but took me by surprise that it was an agent that had been tested in a failed pivotal CRPC trial for survival. The phase 2 sunitinib vs cabo in first line renal has me very intrigued at the moment. My thoughts currently are that Cabo is more active in a variety of tumor indications than sunitinib, but I would also like to see real undeniable proof.
"No surprise that an agent other than Cabo would eventually show some type of drastic bone scan response, but took me by surprise that it was an agent that had been tested in a failed pivotal CRPC trial for survival." Excuse me, but has sunitinib been shown to have "drastic bone scan response"? Or are you talking about another drug/treatment? Or are you extrapolating from the Hb effect?
"I am still very bullish on cabo prospects, but have tempered my enthusiasm over time."
Hbomb, this made me laugh...
I saw an old friend over Super Bowl weekend. We used to visit regularly, but life has redirected the both of us. He took a small position in EXEL a couple years ago on my reco...I wanna say he bought in around $5 - $5.25 PPS. Though it turned into a cool double for him, he hung onto the position, and thought but little of it till this recent visit. After he saw the current PPS, he was a bit taken... His first friendly words wrt EXEL were,
"Would you remind me one more time WHY we bought into this...??"
To which I replied, "Heck, yer the younger of the two of us, I was hopin' you'd recall."