% | $
Quotes you view appear here for quick access.

Exelixis, Inc. Message Board

wilderguide 60 posts  |  Last Activity: Sep 24, 2016 1:49 PM Member since: Jan 13, 2011
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • $$$$
    "Identification of existing drugs that effectively target NTRK1- and ROS1-rearrangements in lung cancer."
    Chong, et al... CCR 7/1/2016
    More reinforcement for cabozantinib in post-crizotinib treatment resistant lung cancer...
    Research and publication courtesy of Mass Gen, Harvard, Dana-Farber CC...
    Pasi Janne is listed as corresponding author...

  • $$$$
    "CBT profiles of cabozantinib approved for advanced renal cell carcinomas"
    Published in Cell Biology & Toxicology, Xiangdong Wang, 06 July 2016
    Good discussion of Cabo potential based upon its known targeted profile and it's theoretic interactivity with un-targeted pathways, kinases, and other cell-signaling mechanisms. For the past several years, Wang has published extensively on MET inhibition, and - for my money - is one of the leading authorities on MET/VEGF combination therapy. I think this editorial speaks toward his optimism for Cabo potential outside RCC, and bodes well for shareholders. Good read...

  • $$$$
    Published 6/28/2106 European Journal of Cancer, Garber, et al...
    "BRAF inhibitors like dabrafenib and vemurafenib in combination with the MEK inhibitors trametinib and cobimetinib for BRAF mutated patients should be offered as first or second line treatment. "

  • $$$$
    Investors always see the fastest track to approval as the best - but in the case of Cabometyx approval in Europe, I think a decision has clearly been made...a positive CHMP opinion has been put in place...and the wheels of the MAA approval process are in full swing...after having been delayed a bit, as OS data was not yet available at the time of initial MAA application. In view of the weekend OS update to EAU guidance in RCC, I'll be very surprised if we don't get a final EMA update in the coming weeks, and possibly an EC decision shortly thereafter. It should happen quickly now. The CHMP (and most of Europe) is on holiday during August, and no monthly meeting is planned. JMO, but I expect July's the month to get 'er done...

  • Reply to

    "Potential mechanisms"

    by wilderguide Jul 19, 2016 9:18 AM
    wilderguide wilderguide Jul 19, 2016 12:30 PM Flag

    I believe what follows is previously unpublished, and has not yet been PR'd by anyone.
    "RESULTS: There were no NSS-related serious safety events. On screening MRI, patients typically exhibited spinal cord compression and edema. Three of 5 patients had intraspinal hemorrhage. Based on central neuroradiology review of pre- and postoperative MRI scans through 6 months, none of the patients had definite cyst formation defined by T2 and T1 changes. By 6 months, 3 of 5 patients had converted from Abbreviated Injury Scale (AIS) A to AIS B(2) or C(1). One patient gained 10 points of hip and knee function by 6 months, with additional improvement and new ankle function at 12 months (increased motor score of 8). One patient converted from AIS A to B at 6 months, a late-occurring conversion that is extremely rare.

    CONCLUSION: This study represents the first use of the intraspinal NSS in patients with complete thoracic SCI. By 6 months, the low incidence of cyst formation with preservation of some intralesion internal architecture is consistent with preclinical results in which the resorbable NSS was replaced by a matrix of axon-containing remodeled tissue. The possibility of ongoing neural regeneration may contribute to the high incidence of AIS conversion and sustained period of neurological recovery."

  • Reply to

    Corporate presentation slide 24

    by at.slater Jun 27, 2016 9:33 PM
    wilderguide wilderguide Jun 28, 2016 9:19 PM Flag

    "...patient 7 only has 1 month follow up"
    Ya'll are acting like a bunch 'o namby-pamby schoolgirls caught smokin' yer first joint in the girl's room. Look at the investigative criteria attached to the INSPIRE pivotal study. None of the primary and none of the secondary outcome criteria is based upon anything other than a 6 month review of patient progress.
    No wonder Ima dope-without-hope has ya'll a'quiverin' in doubt. Yer simply not pay in' attention...
    The INSPIRE trial has a wonderfully optimistic chance of success, given it's early recruitment status, acceptable data to date, and clear indication of probable benefit. If this trial were mine to recruit, I wouldn't concern myself with any urgency of recruitment. I'd be high-grading patients for assured near-term success. JMO, but I think the actual strategy here is to complete the ASI trial with FDA blessing and move on to the Neural Trails analysis with a partner capable of cost-sharing. Be patient...

  • wilderguide by wilderguide Jun 29, 2016 8:22 PM Flag

    Dr Johanna Bendell reporting 6/29/16:
    "In this phase 1b study, 23 previously-treated patients with metastatic colorectal cancer were treated with escalating doses of MEK inhibitor cobimetinib (20mg, 40mg, and 60mg daily, 21 days on, 7 days off), with an expansion of patients at the highest dose level, and a 800mg dose of intravenous PD-L1 inhibitor atezolizumab every two weeks.
    Following treatment, researchers saw a decrease of at least 30% in tumor size in four patients (17%) and stable disease in five patients (22%). The duration of responses ranged from 4 months to over 15 months, and were still ongoing in two of four patients who were partial responders at the time of the data cut.
    Three of the partial responders had microsatellite-stable or microsatellite instability-low disease and one had unknown microsatellite status. None of the patients in the study had known microsatellite high disease.
    The baseline PD-L1 status did not appear to affect responses, and the combination was well tolerated with no serious treatment-related adverse events reported."
    Still looking for a Celestial update - this would be an optimum early venue...

  • wilderguide by wilderguide Aug 16, 2016 4:29 PM Flag

    Another shotgun signaling approach
    " Identifier:
    I'm around...just in from a long, long road trip....watchin'...
    A badly injured mare has taken all of our time of late. She seems to be on the mend...tho still pretty bad.
    I'll post as I can... GLTA


  • Reply to

    New NCI trial

    by wilderguide Aug 16, 2016 4:29 PM
    wilderguide wilderguide Aug 17, 2016 3:04 PM Flag

    "What, in your opinion, is the size of the market for these indications...?"
    IMO, very small...if looked at individually. In the aggregate, the tax incentives derived from developing Cabo as an orphan drug candidate could provide substantial savings to overall development costs. Most of the diseases addressed in this NCI-sponsored trial are orphan indications, and Cabo has already seen some limited off label prescription in several of those listed.

  • $$$$
    ...means there is at least one Canadian SCI recruited to the INSPIRE trial, doesn't it?
    No worries...moving right along...

  • wilderguide wilderguide Jul 10, 2016 4:42 AM Flag

    From Wikipedia:
    "Exel is a supply chain and logistics company operating in North America and Europe. Exel is wholly owned by the German firm Deutsche Post DHL. It reports annual revenues of about $4.2 billion."

    Hi RPC... The so-called "smart posters" on this message board have united, taken up a collection, and contracted with the supply and logistics company - Exel, Inc - to send you a brain. Delivery expected next week. Please use it well. Have you considered investing in that fruit company, Apple? Can I show you some oceanfront property in Oklahoma? Perhaps an avocado orchard in Alaska? Maybe a dolphin farm in downtown Detroit? A hedgehog haberdashery in Hoboken? A dingleberry dump in Duluth?...
    Good luck with all your investments...

  • Reply to

    "Potential mechanisms"

    by wilderguide Jul 19, 2016 9:18 AM
    wilderguide wilderguide Jul 19, 2016 8:06 PM Flag

    "Thanks for posting..."
    De nada. This has become a troubled MB. The most persistent posters are also those with an agenda obviously counter to the long thesis. Cynicism, contempt, and misinformation from Thrope, biotrader, and others makes for difficulty in sharing good info. I'd like to change that...

  • Reply to

    Conference next week

    by voisybay Sep 23, 2016 6:01 AM
    wilderguide wilderguide Sep 23, 2016 5:55 PM Flag

    "Maybe Canada's FDA equilavent approved the NSS."
    While I think that thought a bit premature, here's what I see taking place next week...
    A case for probable benefit of NSS implant is slowly being built, and further - being supported by early witness to minimum OPC thresholds. The scrutiny for the remainder of enrollment will be the target of clinical largess - if only to safeguard preservation of existing data. Further changes to protocol may be required to best inform, and will be made to best align with validated observations of advanced imaging - a continually improving aspect of this procedure. I expect NVIV to paint the tape in the vicinity of $8 next week...with CNS 2016 data being interpreted as a huge success. All JMO...

  • Reply to

    Vroom! Vroom!!

    by wilderguide Aug 22, 2016 3:01 PM
    wilderguide wilderguide Aug 22, 2016 3:59 PM Flag

    "Anybody walking?"
    Not a trial endpoint...
    "Anybody moving?"
    Some more than others...
    Stick to the published trial endpoints, and you'll better understand what happens next...
    My questions to you - Anybody converting - as defined by AIS criteria?
    Seen any peer reviewed publications noting a high AIS conversion rate wrt INSPIRE?
    See any notable institutions participating in INSPIRE? See anything at all...???
    Other than the lack of light in yer patootie?
    Need a snorkel?

  • wilderguide wilderguide Sep 23, 2016 2:39 PM Flag

    "I can't wait to learn more about those "secret" canadian patients you've been pumping."
    How else could a Health Canada-licensed neurosurgeon report on his personal surgical experience with the NSS?

    "Can I ask what value YOU bring to this board?"
    Humor. I'll keeping pumping company "secrets"...
    While you keep pumping yer pudd...

  • Reply to

    "Potential mechanisms"

    by wilderguide Jul 19, 2016 9:18 AM
    wilderguide wilderguide Jul 20, 2016 10:56 AM Flag

    "Perhaps you're nothing but a Perrin cheerleader..."
    Just a fan of the science, which is actually faring well in early scrutiny. If the pace of progress is a bit slow for you, I recommend that you invest in something a bit more fantastical - perhaps Disney is more your style.

  • Reply to

    Question for Wilderguide

    by morgiefl00 Jun 27, 2016 9:17 AM
    wilderguide wilderguide Jun 27, 2016 10:31 AM Flag

    The most current CT orders I can find are pertinent to 10Q omissions dated to the 2006/2007 time frames, so my guess would be that they are not Japanese JV-oriented. Regarding Cabo being approved in Japan - I doubt that too, as no pivotal studies have been conducted and the existing data has only established baseline dosing. In an earlier post, I think Ernie commented that a Japanese partnering at this juncture would come with the liability of conducting a large pivotal trial in a Japanese-defined patient group. I tend to agree...

  • wilderguide wilderguide Sep 22, 2016 5:31 PM Flag

    Thanks for sharing your wisdom...
    Think I'll get out now, just before the NSS has two LBA oral abstracts...
    Given by independent neurosurgical reviewers...
    At one of the most prestigious neurosurgical conferences of the year...
    Thanks for saving my butt... I owe you my life...really...
    Whew!!! ....that was close...

  • wilderguide by wilderguide Jul 17, 2016 7:13 AM Flag

    J Haemotology Awan, et al....6/13/2016
    "Of 35 efficacy-evaluable patients, four (11·4%) achieved complete response and 13 (37·1%) achieved partial response. Voxtalisib, in combination with rituximab or rituximab+bendamustine, demonstrated an acceptable safety profile and encouraging anti-tumour activity in relapsed or refractory B-cell malignancies."
    Joe: I had to split earlier than expected. Next time...

  • wilderguide by wilderguide Jul 20, 2016 8:51 AM Flag

    Lots in place, particularly in RCC follow-up...
    814P, 815P, 816P, 818P. Updated QOL reporting could be a sales factor...
    Apolo studies in mUC and in Cabo combo w/ Nivo will also update...
    See also Cabo in post-doxorubicin treated HGUS...
    Looks like everybody's moving to IV...
    Guess I might as well too...

15.26+0.37(+2.48%)11:58 AMEDT