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Exelixis, Inc. Message Board

  • wilderguide wilderguide May 2, 2014 12:52 PM Flag

    Intermittent RAF/MEKi in a patient w/ concurrent BRAF/NRAS mutation

    $$$$
    Abdel O, et al...Cancer Discovery 4/17/14 ePub ahead of print...
    "We demonstrate that intermittent administration of vemurafenib led to a near-complete remission of the melanoma, and the addition of the MEK inhibitor cobimetinib (GDC-0973) caused suppression of vemurafenib-induced leukemic proliferation and ERK activation. Antimelanoma and antileukemia responses have been maintained for nearly 20 months, as documented by serial measurements of tumor-derived DNA in plasma in addition to conventional radiographic and clinical assessments of response. "
    I suspect this is what we will see presented at EADO next week, and is likely the basis for the oral ASCO abstract mentioned in yesterday's CC. This could represent a breakthrough therapeutic combination.
    I encourage everyone to do your own DD.
    GLTA

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • That's great ! Txs.

    • Wilder, the science behind cobi and cabo is certainly compelling (as your great posting has pointed out for years now), and I have stayed long for almost 4 years, while occasionally trading in and out, but I think we have to admit that management has failed in the area of public shareholder support. They say all the right things at CC's but somehow they are treated like a red headed step child by the street. The Deerefield loan and convertible bond connections are like like honey to a bear. They (the short sellers) have free reign and no risk in continually selling any rally that the advancement in the science may make. It is turning out to be a Catch-22 stock as it doesn't matter how good the science is due to the capital structure (loans and converts) and managements complete ineptitude when it comes to public relations and shareholder concerns.

      Long and strong, and adding today. GLTA longs!

      Sentiment: Strong Buy

      • 2 Replies to enabeler
      • $$$$
        Hi Enabler,
        I've never pretended to understand the financial circus attached to EXEL. I'm a fan of their targeted anti-oncogenic platform, primarily wrt MET/VEGF axis manipulation. My research leads me to believe that Cabo will find a spot in the treatment algorithm of 5 cancers..perhaps 6...by 2016.
        Will they be profitable? Time'll tell...there are so very many promising treatments on the burner.
        But the entire treatment paradigm is shifting across the board, and biomarker-guided treatments are what we really need to be paying attn to...and Cabo hits so many viable targets that it is difficult to ascertain exactly from where the benefit is derived. So many studies are directed at this...yet another wait & see story.
        Cabo's unique bone mets management profile is most intriguing, even 3 years after it had first been recognized. I have yet to find a hole in that end of the story, it has only gotten better. Many exploratory P2 trials are as yet unreported, and I look forward to some additional results reporting in pancreatic and breast cancers. We are certainly due more than cannon fodder for the short element. Pay attn to EADO reporting wrt Cobi...and ASCO should be productive.
        But, the market wants OS data..and any impact on SP will await that release. JMO

      • I meant to add that I don't know what the catalyst will be but at some point there will a catalyst that will reverse this curse on EXEL. I thought when we traded above 6.90 for a while we would get the converts off the books but that didn't happen as the bears knew that they had to get it below 6.90. The equity offering at $8 was well handled but it was really a sign that management is not stupid and understood that you strike when you can and shareholders be damned.

        GLTA longs!

        Sentiment: Strong Buy

    • Mek is coming !!

    • Yeaaay! He lives! We missed you!

 
EXEL
1.76+0.02(+1.15%)Nov 21 4:00 PMEST

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