Exelixis, Inc. Message Board
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yes and in less than 2 weeks will be annual shareholders meeting and another investors meeting... the rocket fuel for this stock is ready to take off if cudc 907 update on cohort 2 is positive. then in a few months operable data for bcc should be released.
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the chatter for iap cudc 427 is that it looked safe and it as a single agent had some complete responses and stable disease. remember that iap really shows its potential when combined with chemo which will be phase 2. they have indicated that they might investigate the iap as single agent for possible mutation if they find it. dont forget the investor conferences at the end of the month too. we should get more updates on cudc 907 on cohort 1 and 2. that to me is even bigger than asco data....
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Check out their IAP presentation (actually i think genentech is giving it but its our drug now) cudc 427. The real value of the company will be unlocked with CUDC 907 and potentially CUDC 427. Erivedge is for newbies : )
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go look at a one year chart of INFI... they have no approved products and their rise was on their pi3k delta molecule... we have very similar product with a built in hdac molecule... curis is not a revenue story... erivedge helps pay the bills for cudc-907 and soon to be oral iap inhibitor that was created by genentech for phase 2 trials.
the dude abides -
key in my opinion to curis is the update on cudc-907 trial data from ph1. pi3k + hdac inhibitor. third cycle of cohort 1 will be completed by tomorrow and we should have more insight. also iap inhibitor which was created by genentech will be another near term driver with asco oral abstract and start of phase 2 soon. good luck!
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CUDC-907 will unlock value for cris in the next few months. look for more data on tues and wed earnings/investor conf call this week!!!!!!
ABSTRACT Clinical outcomes for patients with multiple myeloma (MM) have improved substantially since the introduction of novel agents, including the proteasome inhibitor bortezomib and the immunomodulatory drugs thalidomide and lenalidomide. However, most patients with MM eventually relapse and prognosis remains poor among patients with relapsed and/or refractory disease. Combination therapy using agents with different mechanisms of action is emerging as an attractive treatment approach in oncology to increase efficacy and/or overcome resistance to standard treatment regimens. This review discusses unmet needs in the treatment of MM and the development of histone deacetylase inhibitors as a treatment modality for MM -
Cabozantinib/XL184 (Exelexis, Inc.) has demonstrated remarkable responses in kidney cancer.
Preclinical results revealed VEGF, KIT and MET inhibition in a variety of solid tumors such as thyroid, ovarian, renal, lung, liver and prostate cancers. A phase II trial demonstrated efficacy in renal cancer with a 28 % objective response rate, stable disease rate of 62 % and median progression free survival of 14.7 months. Predominant toxicities of fatigue and diarrhea were noted. Dramatic responses in bone metastases (three of four patients) make the agent especially valuable for palliation in a disease, where presence of bone metastases is a predictor of worse survival. Cabozantinib is an emerging novel agent with promising activity in advanced kidney cancer. Randomized trials are planned in comparison with standard VEGF inhibitor therapy. Defining the role of MET overexpression would help patient selection and enrich and enhance the future evaluation of this targeted novel agent.
Written by:
Vaishampayan U.
Wayne State University, Detroit, Michigan, MI 48201, USA. vaishamu@karmanos.org
Reference: Curr Oncol Rep. 2013 Apr;15(2):76-82. -
Abstract #9094
Activity of cabozantinib in metastatic uveal melanoma: Updated results from a phase II randomized discontinuation trial (RDT).
Adil Daud, MD -
CUDC 907 HDAC+PI3k in my opinion could be a gem. Currently in Ph1 trial... Compare against INFI drug that made it go from 6 to 50... IAP inhibitor to start ph2 testing mid year molecule was created by genentech and licensed to Curis... abstract on ph1 to be released at asco. hsp90 outlicensed to debiopharm who is taking forever to enroll patients.... Erivedge slow start to sales... Waiting for operable bcc data in the near future to expand use....
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My biggest holding is CRIS.... They have an IAP inhibitor that was licensed from Genentech and my personal favorite CUDC 907 which is HDAC+pan PI3K inhibitor now in Phase 1. Compare against INFI PI3K and look what that did for that stock. My latest buy is TKMR. Very small market cap with decent cash position. iRNA company.
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Gemcitabine plus Cabo in pancreatic cancer and AACR TH-302 data
by hbomb57108 •Apr 12, 2013 1:15 AMI know Diane Simeone is very involed in cancer stem cells and pancreatic cancer. There is a video of which she talks about xl 184. Go to youtube and type simeone+pancreas. You will see a video called targeting pancreatic cancer stem cells. I have not looked around lately regarding xl 184 and pancreatic but maybe this weekend i will look around to see if i see fresh conversations.
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isn't the real news that most are missing is the fact that their technology is working by hitting the target? seems like that is where the $$ is to be made here by proving their technology works for licensing? i am new investor but that is how i am taking the data.