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Exelixis, Inc. Message Board

  • enabeler enabeler Feb 12, 2013 9:13 AM Flag

    BIO-CEO Conference in NYC

    Listened to it live first thing this morning and i must say MMM sounded good and optimistic. A well planned and easily understood format. He did touch on Cometriq's Cat 1 NCCN acceptance but didn't elaborate on whether EXEL would look to expand this NCCN referal for other off-label uses. I'm not a pharmacist or doctor so I am not sure what is meant by Category 1 but it sounds like the insurance re-imbursement issue is taken care of for MTC patients.

    All in all, I didn't think he tripped over his tongue and that he made a decent impression on the drug moving forward, although I think he could have spent some time discussing Comet 2's early results. now we have to let the market do it's assessment.

    Sentiment: Strong Buy

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    • enabler, he may have impressed you but the backdoor impression is expressed through the EXEL stock price action to-day!! Wall Street apparently did not like it!! OR is it that this stock sells on good news, as is usually the case?

    • $$$$

      FYI:

      "NCCN Categories of Evidence and Consensus

      •Category 1: Based upon high-level evidence, there is uniform NCCN consensus that the intervention is appropriate.
      •Category 2A: Based upon lower-level evidence, there is uniform NCCN consensus that the intervention is appropriate.
      •Category 2B: Based upon lower-level evidence, there is NCCN consensus that the intervention is appropriate.
      •Category 3: Based upon any level of evidence, there is major NCCN disagreement that the intervention is appropriate.
      All recommendations are category 2A unless otherwise noted."

      GLTA

    • $$$$

      Enabler - just an FYI: a copy and paste from the NCCN website... Off-label use sanctioned by evidence-based guidelines will also share these categorizations, and, as you can see, Cat 1 is a top-dog designation.

      "NCCN Categories of Evidence and Consensus

      •Category 1: Based upon high-level evidence, there is uniform NCCN consensus that the intervention is appropriate.

      •Category 2A: Based upon lower-level evidence, there is uniform NCCN consensus that the intervention is appropriate.

      •Category 2B: Based upon lower-level evidence, there is NCCN consensus that the intervention is appropriate.

      •Category 3: Based upon any level of evidence, there is major NCCN disagreement that the intervention is appropriate.

      All recommendations are category 2A unless otherwise noted."

      GLTA

 
EXEL
7.45-0.24(-3.12%)Jun 27 4:00 PMEDT