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Exelixis, Inc. Message Board

wilderguide 192 posts  |  Last Activity: 38 minutes ago Member since: Jan 13, 2011
  • 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".

  • Reply to

    Clear & Present Danger

    by wilderguide Jun 14, 2016 12:10 AM
    wilderguide wilderguide Jun 14, 2016 11:44 AM Flag

    $$$$
    "It sounds reasonable, but the likely time horizon is beyond the limit of my endurance."
    Realistically...mine too.
    I mention it solely based on access of resource, though I'd strike a guess Ipsen is jonesing for some ROI on TAS. I'm not familiar with Active Bio, and such a collaboration would necessarily include them as well. I think it's a combo worthy of speculation, particularly given TASs' immuno-modulatory effect. Much like Cabo - there's a lot of academic disparity as to how it really works.

  • wilderguide by wilderguide Jun 14, 2016 11:22 AM Flag

    $$$$
    Here's my take...
    The tivantinib high MET trial reached its recruitment goal in Dec 2015. It took a full 3 years to enroll half the # of patients as proscribed by the Celestial trial, and much of that was prior to PD1 buzz...
    In addition to Nivo - Pembrolizumab & Atezo are now recruiting non-placebo trials in HCC...
    Regorafenib is almost certain to gain 2nd line post-sorafenib approval later this year...
    Where would all this leave Cabo...even if we see positive results vs placebo in 2017?
    JMO....but I suspect Nowheresville. The trial design has become virtually obsolete.
    Comments invited...

  • Reply to

    Clear & Present Danger

    by wilderguide Jun 14, 2016 12:10 AM
    wilderguide wilderguide Jun 14, 2016 10:57 AM Flag

    $$$$
    "I think purchasing new assets before getting the existing financial house in order..."
    I have a theory to offer. What do you think about the prospects for combining Tasquinimod with Cabo? Ipsen already has commercial development rights (in Europe) along with a P2 maturing in GU/GI indications later this year. In a Feb 2016 pub, a Duke team concluded that TAS may be most suitable as a combined agent. It interests me that the TAS "Resorce" trial results - published in yesterday's JCO early release - was so closely aligned with Cabo results in CRPC. Great rPFS results...no OS benefit - totally different MOAs. What about these two wildly differentiated drugs in combo? See anything else in the Ipsen portfolio you like?

  • wilderguide by wilderguide Jun 14, 2016 12:10 AM Flag

    $$$$
    Inasmuch as I admire the current levels of enthusiasm here, I'm not comfortable with getting lulled into overconfidence. Though we have seen substantive de-risking of EXEL in recent months, the innings ahead are as yet still overshadowed by the uncertainty of CELESTIAL enrollment, a rather large short interest, and the somewhat creepy total absence of bear traffic on this MB - almost totally unheard of in recent years, regardless of share price momentum. Creepy...
    Anyone else feel it? Anyone else asking "Where's the Bears?.."
    I'll take first watch. It's always darkest before the dawn...
    Tipplecanoe and Tyler too. Yabba Dabba Doo...
    Rooby Roo...

  • Reply to

    No politics!

    by erniewerner Jun 8, 2016 5:53 AM
    wilderguide wilderguide Jun 10, 2016 1:44 PM Flag

    $$$$
    "Feel free to knock on my door..."
    You wanna Prince Albert, too? Lemme know the size of your proposed piercing so's I kin show up with the right caliber.
    I really didn't expect this to become such a popular topic...
    Glib & glearn...

  • Reply to

    Japan partnership

    by jhsudds Jun 10, 2016 9:55 AM
    wilderguide wilderguide Jun 10, 2016 11:29 AM Flag

    $$$$
    You have me wondering if application for Cabometyx approval has been made with the Japanese PMDA, and - if not - why not? I believe the dosing trials have determined safety and efficacy - Ernie, will the PMDA require a P3 study in a Japanese study population before an application for approval in RCC?

  • $$$$
    No kidding. Google it...
    Real life is nearly as comical as this message board...
    Nearly...

  • Reply to

    No politics!

    by erniewerner Jun 8, 2016 5:53 AM
    wilderguide wilderguide Jun 10, 2016 9:58 AM Flag

    $$$$
    Feel free to mosey on out to about 1000 meters...
    With the assistance of my pals Weatherby & Zeiss, I'll trim yer unsightly nose hairs, pierce yer ears - even outfit you for a Prince Albert - if yer of such persuasion.

  • Reply to

    Wilder, where are you?

    by joeflow77 May 25, 2016 10:58 PM
    wilderguide wilderguide Jun 10, 2016 4:58 AM Flag

    $$$$
    "CRISPR stocks NTLA & EDIT..."
    I have taken relatively small positions in each of these - mainly to keep them on my radar, and keep me in their respective IR loops. To my knowledge, there are only 3 CRISPR effectors currently reported, though others are likely under tight wrap till the IP is ironed out. As a whole, the technology appears far from commercialization - let alone profitability, but I'm trying to self-educate to avoid the land rush, as when the floodgates finally open and commercialization is imminent, it may be too late in the game to play "catch-up" as a small retail investor. The main research players to watch appear to be Doudna, Charpentier, and Zhang...and all three have been added to my research watch list. Thx for the heads up...

  • $$$$
    PLoS One. 2016 Jun 6;11(6):e0155389. doi: 10.1371/journal.pone.0155389. eCollection 2016.
    "Nivolumab versus Cabozantinib: Comparing Overall Survival in Metastatic Renal Cell Carcinoma."
    Wiecek W, Karcher H...

  • Reply to

    No politics!

    by erniewerner Jun 8, 2016 5:53 AM
    wilderguide wilderguide Jun 9, 2016 3:47 PM Flag

    $$$$
    "Feelings not hurt, just looking for a chuckle."
    Ish Kabibble...yer stirring the pot, trying to get a rise from the peanut gallery.
    Well here it is. Consider this...
    I've long admired the close tolerance workmanship of gunsmithing, and liken it to the craftsmanship associated with watchmaking or fine machining. If the performance, reliability, and accuracy mandated by quality gun manufacture were in adherence throughout all levels of the manufacturing process in every aspect of retail, we would thrive in a superior civilization - perhaps so much so that crime, racism, hatred, and other anti-social behaviors might be diminished by the class-wide perception of living in a "better world". A well-maintained, quality-built firearm will easily endure for generations. How many generations of use will your Buick survive? How about your big-ticket appliances? Here you are invested in a targeted therapeutic... Guns are the ultimate targeted therapeutic. Some folks require a bit more therapy than others.. I prefer to stay at the ready - insuring those poor folks get all the therapy they truly deserve. Some call me a trigger-happy gun nut. Some call me a humanitarian gun owner. I consider myself a fine technical administrator of terminal therapy.Six of one - half a dozen of the other. Pick 'em and choose? So we move on...

  • Reply to

    The Rock Stars who developed Cabo and Cobi

    by ksjcook Jun 8, 2016 9:06 PM
    wilderguide wilderguide Jun 9, 2016 1:41 AM Flag

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    To my way of thinking, the applicability of the molecule is as important as the discovery. The McDonald Lab, Razelle Kurzrock, and Dana Aftab are all names strongly tied to the preclinical recognition of potential. I can't even begin to explore the validation these folks must feel. The early McDonald work-ups in murine lines is really what got me hooked on the synergy of MET/VEGFR therapy. Later on, the Cabo bone phenom put me in the boat. Strong congrats are in order for all these folks... In addition to the inventor.

  • Reply to

    EMA review and EC approval process.

    by captainhymanshocker Jun 8, 2016 6:56 PM
    wilderguide wilderguide Jun 8, 2016 10:28 PM Flag

    $$$$
    When the Soviets dismantled their arsenals back in the ''80's, the market was flooded with a lot of ballistic ordinance & cheap guns. Pressed junk for the most part, but an educated buyer had the advantage of large volumes with motivated sellers thru-out all levels of import brokerage. SKS's, Kalashnikovs, Tokarevs, Dragunovs were a dime on the dollar. I bought enough G&A to equip the family very, very cheap - all in good repair and well stored. User opportunities are rare anymore...
    But fun when it happens...

  • Reply to

    EMA review and EC approval process.

    by captainhymanshocker Jun 8, 2016 6:56 PM
    wilderguide wilderguide Jun 8, 2016 9:21 PM Flag

    $$$$
    For a time, I actually owned a .50 cal Desert Eagle. Fell out of love with it when I was introduced to the .44 Arcadia M&T auto loader. Anymore, I stick with wheel guns...

  • Reply to

    EMA review and EC approval process.

    by captainhymanshocker Jun 8, 2016 6:56 PM
    wilderguide wilderguide Jun 8, 2016 9:07 PM Flag

    $$$$
    "...this MB of Alpha cutthroats, scalliwags and malcontents. No offense. :)"
    On my best days, I carry all the flak-bite of a Bouncing Betty, but I prefer the combination of a punji pit with C-4 on a deadfall trigger. About the time you realize yer still alive and initial survival relief sets in, the scree timer sounds as you become fully aware that you and all you have ever known and all you will ever know is doomed to the eternity of your final few seconds. Geez Louise...what's wrong with me?

  • wilderguide wilderguide Jun 8, 2016 8:15 PM Flag

    $$$$
    To whomever may be interested, it appears the most advanced signaling research in this area of immunologic research has been/ is being conducted by Brownlie & Zamoyska...
    Not much of import pre-2012, but lots in the couple years...

  • wilderguide wilderguide Jun 8, 2016 7:26 PM Flag

    $$$$
    "How widely applicable could this be??"
    MHC loss appears to be a function of MAPK signaling, and also seems of a higher-proportionate signaling relationship in aggressive or advanced diseased - particularly if immune response is gauged as a function of T cell infiltration. As regards the crux of your question, I think the jury's still out...but there is increasing evidence that makes for great conjecture. Still looking...
    Just what I needed...more homework...

  • Reply to

    Seymour...where are u

    by drscottpalmer Jun 6, 2016 10:25 PM
    wilderguide wilderguide Jun 7, 2016 12:07 AM Flag

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    Uli, I gotta say...I side with Scott wrt a bit of harangue. It's due. It's time.
    ...and Seymour deserves his due, just as he endlessly shelled it out. He won't respond, so why would you care? Quit playing the liberal cop, and let the kids play a while. If Seymour is bold enough to return, we'll likely drag him off with a noose tied to the bumper of a pickup truck. Drag him thru a few barbed wire fences , through a pig sty or two...maybe even test his worth as a boat anchor.
    Stop being so protective. That POS is just another common dooshwaddle like the rest of us.
    Let him take his turn guarding his groin...he's earned his turn in the fire.

EXEL
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