<<I told ya that EXEL was VERY long in the tooth as far as PPS was concerned. Amgen thinks so too. Back to reality for EXEL. This board is full of buyout hype talk. Classic :)>>
By the time XL 184 begins a pivotal trial in a similar indication, I frankly doubt that EXEL will still exist as an independent company. It's still early, but XL 184 already appears to be positively differentiated from the bone treatments in a few ways. Dmab and Zometa have no effect on soft tissue disease. They block osteoclastic activity, 184 appears to block osteoclastic and osteoblastic activity and further resulted in blood count improvement in a number of patients, indicative of restoration of bone marrow functionality.
EXEL will initiate its first pivotal trials in HRPC in patients with existing bone disease. Whoever buys the company will move into earlier indications that will overlap with D'mab trial results.
well said. the other problem is Dmab targets the ligand instead of the receptor. While very precise, this approach is usually less effective because the body/cancer adapts and just produces more ligand. Thus, only a 4 month differential. Longer term trials may not show any difference. Plus it is hugely more expensive to go with an antibody than an orally available compound. Once the analysts look at this more closely EXEL pps should rise considerably. That's assuming analysts are smart enough to consult scientists.
<<ernie, how's that biomira investment working out for you? rotflmao>>
Biomira/Oncothyreon was a big part of my biotech and message board education. I sold my long position in 2002 and posted that fact and the reasons why. I continued to post there for a few more years from a negative perspective. It's too bad that Yahoo didn't keep the old numbered message format and maintain the data base.
I assume you used to post there, what was your ID?
Nice assessment Ernie, as I consider this more of a net positive for Exelixis more than anything. Probably a long way off before we see a head to head between these 2 for premetastatic bone disease if ever, but would be very interesting.