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Exelixis, Inc. Message Board

  • bhukap1116 bhukap1116 Jan 25, 2013 11:12 PM Flag

    J. Clinical Oncology Feb 1 issue

    lovely abstract and editorial on cabo. Small study but impact on survival and pain control seems pretty clear to me.

    Sentiment: Strong Buy

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    • Remarkable data! The PFS are significantly better. Improved bone pain, ALT levels and reduced need for pain medications. This vs, a few short weeks before progression begins.

      Seems I recall that some cancer treatments can be made available, under specific circumstances, So there likely is a way to release Comtriq into the market - EARLY!!!!!

      I truly hope this becomes the theme in the market. Stock should move higher and if breaks the short hold that exists right now - the potential is wonderful.


      Sentiment: Strong Buy

      • 1 Reply to jferrazano
      • Believe me, I have patients I would love to have cabo to treat right now. The way the system works, unless cabo is listed on the compendium or approved by the FDA, only patients on a clinical trial can get the drug although if a patient wanted to pay out of pocket since cabo is now approved for another indication, it might be possible to use the drug. If a pivotal trial is completed and FDA submission set, then a compassionate use trial might be set but no money is paid for the drug on such a trial

        Sentiment: Strong Buy

    • It is original report, not abstract, and processed as rapid communication manuscrip!! with editorial comments!! it is huge for CABO!!

      Sentiment: Strong Buy

      • 2 Replies to metropath
      • you are absolutely right but I only had access to the abstract when I posted. Here is the best part. The study was stopped early because the results were so good. I am sure there are stopping rules in the large randomized trials so that if these results reproduce, the trials may stop early. We could have results this year! By the way, ASCO comes up May 1 with at least some abstracts coming out a bit earlier. Shorts beware!

      • As I repeat. ALL the indicators have and are pointing to CABO as a huge "Franchise" So forget whether anyone likes or dislikes me or any poster for that matter, focus on exactly what it means IF CABO is in fact just that. Say it is indicated for between 5 and 12 Cancer applications, among which are some, if not the biggest, in potential application. How much do any of you think EXEL is worth then? They OWN 100% of CABO ( some say 98-99) but in any case they own it. Seriously folks, THIS IS WHY you own some of this, and depending on your risk/reward profile you go big or small. But take a guess at the cap on this company if it pans out, not even to speak of all the other stuff on the go here. My take, well over 10 billion dollar cap, and possibly, yes 50 Billion, if it ALL went well and it was used in almost all major Cancers. How many times the current price would that be? 10 to 50 times, or even more. Hard to grasp how big that would be possibly: its a moon shot if it all proves up. That is a FACT. If you do not see that, check out the cap on some companies where they have just one blockbuster drug, used in only one or two applications.

        Sentiment: Strong Buy

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