NCT01974258...updated at Clinicaltrialsdotgov on 11/4, not yet recruiting.
A simple P1 trial in solid malignancies...and also in combination with Vemurafenib...
Could be a real value driver for Cobi in the long run...and also for EXEL.
Pretty sly game being played by Roche here...totally unannounced.
I found the recently listed Cobi/ MetMAb trial while actually looking for some recent P2 MetMAb/ erlotinib results in NSCLC - keeping informed on the competition. Just wanted to post some interesting findings from that trial, as the notable difference between OS in high-MET patient pops may limit the commercial opportunity for MetMAb...and tip the scales favorably for Cabo, at least in NSCLC. I know it can be futile to cross-compare trial data, but thought this was worth a heads-up... The quote below comes from an interview with PI Dr Spigel.
"A similar pattern occurred with overall survival. In the intention-to-treat analysis, overall survival was not significantly different between patients given erlotinib plus onartuzumab (8.9 months) and those given erlotinib plus placebo (7.4 months).
But overall survival was nearly three times longer in patients with MET-positive tumors given erlotinib plus onartuzumab (12.6 months) than in those given erlotinib plus placebo (3.8 months). In contrast, among patients with MET-negative tumors overall survival was markedly better for those given erlotinib plus placebo (15.3 months) than for those given erlotinib plus onartuzumab (8.1 months)."