These are some striking early results. I hope the analysts are paying attention this week.
Ohad is due some commentary on Cabo progress...
"Results: In vitro proliferation studies demonstrated single agent activity between 2 and 10 μM for abi and cabo in all cell lines (including AR negative PC-3) and the ability of cabo to enhance abi activity. In LAPC4 and VCaP, abi plus cabo decreased AR and PSA protein levels to the same degree or more than abi or cabo alone. In vivo LAPC4-CR studies showed abi #$%$ growth until day 14 only, single agent cabo caused 66% growth suppression at day 25 with effect durable until day 39. At day 39, abi + cabo resulted in no growth from baseline. In the phase 1 trial, 8 pts have been enrolled and no dose limiting toxicities (DLT) have been observed in the first 28 days of therapy for the 3 patient cohorts treated at both 20 mg and 40 mg. Two patients have been treated at 60mg without DLT in the first cycle (third patient enrollment pending). "
"Did ohad say he would be giving some feedback on this?"
Ohad has claimed a long position in EXEL for quite a while, and he occasionally posts when there is interesting news. I'm not Ohad;s keeper...but I consider a synergistic play w/ Abi some of Cabo's more interesting recent news,.. and surely lends itself to some interesting speculation wrt valuation.
JMHO - but it makes for one heck of a speculative argument to consider JNJ as a potential suitor.
What's the entire front-line in pre-chemo mCRPC worth these days?