"From Biobetter investor village cross post
"Re: ASCO Abstracts
Scher has participated in some of EXEL's sponsored events in the past so I'm hoping he will attend the investor briefing EXEL is webcasting on Sunday. EXEL used to do an annual R&D event with its researchers but didn't in 2012. If Scher is willing to talk about his abstract I think its a positive. 2 years ago he participated in a similar investor briefing for a MDVN abstract. He had no problem praising Xtandi which was about to release its P3 in a few months. Scher's attendance at the Sunday briefing would be good news imo. I suspect he would just skip the event if he was disappointed by Cabo's results. He is a busy guy at this ASCO with his name on 18 abstracts.
Some are comparing Cabo's OS abstract to Radium 223. That just can't be done. The radium placebo arm was saline. The patients were excluded if they had visceral disease. That is because radium has no effect except on bone. Cabo allowed patients if their cancers had metastasized to the liver and lungs. Radium was a euro study so we are talking about very different population from Cabo's. ""
R we going for the same indication as radium 223? If not there should be no comparisons...plus different patient populations...the more therapies blocking different pathways the better and I like cabo's uniqueness....plus how many sm. bios bring a drug like this to market without a partner....this is huge...I've placed my bet
The explicit bone only caveat seems like it would give Cabo a wider patient base:
"The FDA approved radium RA 223 dichloride (Xofigo) for the treatment of symptomatic metastatic castration-resistant prostate cancer (mCRPC) that has spread to the bones but not to any other organs."
I remember Volgelzang sang praises of Alpharadin as one of three compounds he'd take to a desert island for patients w/ CRPC due to its low toxicity profile, pain reduction, and survival benefit. However, he stated that he was only treating 2 patients on expanded access and there are documented issues w/ availability. Some patients also report intolerable anemia after a few months.