Recent

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

Exelixis, Inc. Message Board

wilderguide 208 posts  |  Last Activity: 7 hours ago Member since: Jan 13, 2011
  • $$$$
    I think a lot here are missing the entire point of peer-reviewed publication vs presentation at an appropriate industry venue. Updates to procedural concept, proprietary data, and financial disclosures that might constitute potential conflict of interest have all been reviewed by an editorial staff far more accomplished than most MB participants, and that data previously presented passed muster. This is never-before published data that had been previously presented in peer venue, has since been been reviewed by the governing infrastructure, and determined worthy of dissemination to the neurosurgical community.
    Never underestimate the importance of peer review. It is a vital step, regardless of whatever it is you think has been established by trial, by presentation, or by gossip on a gofundme website.
    In academia, it is the renowned measure of statistical acceptance. All else is gossip...

  • Reply to

    OT--All you folks over 50 should consider this

    by erniewerner Jun 20, 2016 7:36 PM
    wilderguide wilderguide Jun 21, 2016 5:15 PM Flag

    $$$$
    "Don't become a cancer statistic."
    Great points, Ernie.
    Many are discomfited by these somewhat invasive procedures. Not me. I take every opportunity I can get to explore a little levity now and then. Colonoscopies and DREs are my faves, and I find myself pushed to my creative best in these scenarios. Here's a few lines I've used in the past to defuse the uncomfortableness of these necessary medical procedures:
    "If I catch you smiling, I'm gonna kick yer $@#%..."
    "Most of my dates at least offer to buy me a drink first..."
    "I normally enjoy these types of parties..."
    Invariably, someone asks "Why is that..??" (Docs and PAs make great straight men...)
    "Same reasons everyone likes 'em. Liquor in the front, poker in the rear..."
    "Now that we got that done, tell me: is it true familiarity breeds contempt?"
    "Have your secretary call my secretary. Now that we've gotten acquainted, you owe me lunch."
    "Don't be shy just because you think I'm pretty..."
    Be creative...a little humor goes a long way.

    "

  • wilderguide wilderguide Jun 20, 2016 1:53 PM Flag

    $$$$
    "Didn't Wilder point out a couple weeks ago...??? "
    During May of 2016, cabozantinib was listed on the PRAC agenda for adoption of its RMP, and on the CHMP agenda for discussion of the 120 LoOQ. I can't explain why it is not current to the agenda, though it remains on the current listing of drugs scheduled for pending EC decision.
    JMO - I suspect an opinion has already been issued, and an application for transfer of marketing authorization to Ipsen is being processed concurrent to an EC announcement. According to the EMA website, the transfer must be applied for...can take up to 45 days to process, and is sensitive to the indication being considered. I can see this issue getting bogged in beaurocratic process while it's sorted out.

  • wilderguide wilderguide Jun 20, 2016 6:40 AM Flag

    $$$$
    Just in case y'all were wonderin'...
    Genentech R & D also makes a little extra on the side...
    ...turning back odometers in the parking lot...

  • $$$$
    "Genentech And OSI To Pay $67 Million To Resolve Charges" published 6/19/16.
    Small wonder some folks hate drug companies...
    Going around saying my datas better'n your data...
    Makes about as much sense as saying my Johnson's bigger'n your Johnson...
    Meanwhile, all the girls are gigglin' in the background...
    Anybody got a tape measure?

  • Reply to

    EXEL dispute w Genentech over Cobi

    by wilderguide Jun 19, 2016 10:48 AM
    wilderguide wilderguide Jun 19, 2016 8:38 PM Flag

    $$$$
    Hbomb, yours is a good example of how outlandish these arb claims can get. Soon after the article you mention, this story published:
    "Bayer to Onyx: You Don't Even Know the Name of the Drug We Didn't Steal From You"
    This storyline forces me to consider the negotiability of a me-too asset like EXEL's other MET/VEGFR2/RET/Axl/Tie2/ROS1 inhibitor...

  • Reply to

    EMEA/CHMP meeting next week

    by slumdawg2011 Jun 17, 2016 12:11 AM
    wilderguide wilderguide Jun 19, 2016 5:57 PM Flag

    $$$$
    "Hey wilder, what's ur take..."
    I think the EMA/ CHMP agenda for the week will be published before market open tomorrow...
    I'm reasonably confident Cabo final opinion will be amongst the items up for consideration. I expect to see a positive opinion passed to the EC this week - next Monday at latest. The window for accelerated assessment is upon us... I expect heavy pre-market volume as well. We're due...

  • Reply to

    EMEA/CHMP meeting next week

    by slumdawg2011 Jun 17, 2016 12:11 AM
    wilderguide wilderguide Jun 19, 2016 5:18 PM Flag

    $$$$
    Not to nitpick, but I think the Ipsen to EXEL MP is $60M upon european approval...
    What's a mere $10M amongst pals?

  • Reply to

    EXEL dispute w Genentech over Cobi

    by wilderguide Jun 19, 2016 10:48 AM
    wilderguide wilderguide Jun 19, 2016 3:24 PM Flag

    $$$$
    "Obvious that this board has watching eyes."
    All the more reason to toss out an occasional "off-the-wall" thread...
    Catch the cubicle monkeys off-guard, maybe they'll slip up...
    ...and let something valuable keep till it's totally absorbed by the MB minions.

  • Reply to

    EXEL dispute w Genentech over Cobi

    by wilderguide Jun 19, 2016 10:48 AM
    wilderguide wilderguide Jun 19, 2016 2:22 PM Flag

    $$$$
    "According to Jean Baker... “[t]he case numbers are small ... the size of the claims tend to be very large” - we can hope...eh?
    Interesting that the first case covered in the article is Genentech vs Sanofi. Looking beyond that article, Genentech appears to be a veteran of multiple arbs...it'll be instructive to see how EXEL fares, given their relative inexperience swimming with the sharks.

  • Reply to

    EXEL dispute w Genentech over Cobi

    by wilderguide Jun 19, 2016 10:48 AM
    wilderguide wilderguide Jun 19, 2016 12:21 PM Flag

    $$$$
    "It seems to dispute every facet of the agreement including the pricing of Cotellic, the amount of the expense side that Genentech is attributing to Cotellic and the revenue split."
    Ernie, as you mentioned in an earlier post - both parties have already agreed to be bound to arbitration. A lengthy disagreement would seem contrary to the nature of such a binding agreement. My sense of this is that EXEL has the most to gain, as they have been dealt such an obviously short stick in cobi's first approved indication. As combination therapies become more commonplace, will we see an increase in these arbitrations throughout biotech as revenue-split imbalances get resolved? Seems a likely catalyst for increased M&A activity across the sector, as value-perceived assets are sure to be disputed - as in the case of Cobi...Any experience with this?

  • $$$$
    Selecta - (SELB) - next week...more Langer IP...
    Any of you ASCI freaks into nanoparticle gene therapy?
    Early stage stuff...lots of promise...keep it on your radar...

  • $$$$
    I've placed a request into IR for clarity. A review of the 2006 collaboration agreement is nearly valueless, as dates, terms, percentages, and profit/loss considerations were all withheld to support confidentiality, making it difficult to determine exactly that which is subject to dispute. Obviously, it's about money...
    Any thoughts on a possible outcome? Is this an issue that might warrant a PR when resolved?
    Or will we perhaps hear of it again at the next ER?

  • Reply to

    Third line therapy in mRCC

    by wilderguide Jun 18, 2016 11:07 PM
    wilderguide wilderguide Jun 18, 2016 11:31 PM Flag

    $$$$
    "...what does this mean?"
    With so many treatment options available, oncologists can look to this type of KOL review to determine peer usage and prescription. This type of info is really only valuable till it's pre-emptied - which may be quite soon... That said, oncodocs like to see what their peers are prescribing...how they are sequencing treatments...and the responses they are seeing. Real-world data - without the inclusion/ exclusion and design- limiting criteria of the clinical trial reporting process. Keep in mind, for Cabo to become commercially successful, it must necessarily enjoin clinical adoption under "real-world" circumstances of individual patient need, circumstance, and interpretation of disease biology. This is the type of data that will assist Oncodocs in determining "best" applicability of newer therapies, like Nivo & Cabo.

  • wilderguide by wilderguide Jun 18, 2016 11:07 PM Flag

    $$$$
    International statistical database exclusive of Nivo & Cabo, w/ breakdowns on sequencing, survival data, and optimizing patient benefit. Interesting, and possibly useful for determining best fit for newer therapeutics...
    "Third-line Targeted Therapy in Metastatic Renal Cell Carcinoma: Results from the International Metastatic Renal Cell Carcinoma Database Consortium"
    By: J. Connor Wells, et al... Lots of names you'll recognize here, including a Docs Choueiri & Rini...
    European Urology, June 16, 2016

  • wilderguide wilderguide Jun 18, 2016 1:49 PM Flag

    $$$$
    "Is MEK a relevant target in CRC?"
    Check out the work being conducted at Univ Colo Anshchutz CC...
    Dr Christpher Lieu seems to think MEK is very relevant to CRC, though their research is being conducted with TAK-733.

  • Reply to

    Posadas mCRPC trial update

    by wildbiftek Jun 17, 2016 3:06 PM
    wilderguide wilderguide Jun 17, 2016 6:31 PM Flag

    $$$$
    "...it's notable that 77% of patients had hepatic mets..."
    In the early McDonald lab murine work-ups in pancreatic cancer @ UCSF, Cabo was tested for a variety of responses against several TKIs - including sunitinib. One of the most interesting observations was that the Cabo-treated cohort displayed a zero dispensation toward liver metastasis, though quite commonplace in PC... Sure makes you wonder why that specific exclusion was a mandate of Comet-1 trial design.

  • Reply to

    Re: Buyout EXEL vs MEDX

    by biogemfinder Jun 17, 2016 1:50 PM
    wilderguide wilderguide Jun 17, 2016 2:55 PM Flag

    $$$$
    I haven't been able to access it, but there is a June 2016 review of the literature in Oncology, the summary of which touts Cabo as a likely candidate in advanced bladder cancer. Petrylak is listed as a co-author. I suspect the strongest near-term "tells" will come in much this way - as KOLS weigh-in on ongoing trials, status of research, and updated understanding of disease biology.

  • wilderguide by wilderguide Jun 16, 2016 3:19 PM Flag

    $$$$
    Anyone have any thoughts to share on hedgefund strategy/ profit-taking ending fiscal Q2.
    I'm expecting this to sell off prior to Q3. Comments welcome...

  • Reply to

    Clear & Present Danger

    by wilderguide Jun 14, 2016 12:10 AM
    wilderguide wilderguide Jun 14, 2016 2:05 PM Flag

    $$$$
    "They could also make a bid for Roceletinib to combine in NSCLC..."
    Which is precisely the point. The marketplace is full of "near-miss" therapies that might play well in a combo trial. In this business climate, it makes sense to explore the possibilities as presented by exploiting current rationale. In fact - given the data return to date - it might be wise to explore outside resources to further develop XL-888. The clinical appeal of a first approved HSP-90 inhibitor would reflect well on the SP. I like it that Moffitt has carried the ball this far, but they don't seem motivated to "git 'er done".

EXEL
8.68+0.09(+1.05%)Jul 22 4:00 PMEDT