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Exelixis, Inc. Message Board

clemcaldwell 35 posts  |  Last Activity: Feb 11, 2016 3:50 PM Member since: Jul 7, 2008
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  • It seems they filled that position.It had been been posted for a few weeks at least.

  • Reply to

    The elephant in the room!

    by enabeler Feb 9, 2016 1:48 PM
    clemcaldwell clemcaldwell Feb 11, 2016 3:33 PM Flag

    Billionaire Mark Cuban admitted Thursday that wild market movements have left him "confused." "I think people are so confused about this market. Nobody really understands what's happening, including me. So, things that I thought made sense didn't make sense and weren't working."He also said everything is now "controlled by analytics that use statistics, and mathematics that require extensive computationt of algorithms and software to harness the most current methods in computer science, statistics, and mathematics.And an individual in most cases, investor can't compete fairly in the world of investing.Leave it to the pros."

  • Reply to

    HSP90

    by socialidiocies Feb 5, 2016 11:48 AM
    clemcaldwell clemcaldwell Feb 6, 2016 1:35 PM Flag

    That study has only 15 people enrolled at most !

  • Reply to

    HSP90

    by socialidiocies Feb 5, 2016 11:48 AM
    clemcaldwell clemcaldwell Feb 5, 2016 3:13 PM Flag

    Current medicinal chemistry activities are focusing on the combined use of high throughput screening and structure-based design, coupled to the evaluation of the compounds in robust and mechanistically- informative biological assays. The next decade will be exciting in the HSP90 field as the clinical activity of the early geldanamycin-based drugs is rigorously evaluated while a series of synthetic small-molecule agents enter preclinical and clinical development. Particular areas of interest will include the potential for orally active HSP90 inhibitors and for the development of isoform-selective drugs that are targeted to particular members of the HSP90 family (DMAG –N-OXIDE). HSP90 inhibitors may also be evaluated in diseases other than cancer and where protein folding defects are involved in the disease pathology. It can be predicted that additional molecular chaperones will now be targeted for therapeutic intervention in cancer and other diseases. Furthermore, a portfolio of drugs can be envisaged that target various points in the protein quality control pathways of the malignant cell and other diseases states.

  • Reply to

    HSP90

    by socialidiocies Feb 5, 2016 11:48 AM
    clemcaldwell clemcaldwell Feb 5, 2016 2:11 PM Flag

    HSP90 is gaining increasing importance as a cancer target, in large part because of the potential for combinatorial targeting of multiple oncogenic protein pathways and biological effects. The good tolerability seen with the first-in-class drug 17-AAG has encouraged many biotechnology and large pharma companies to enter the field. The ability to demonstrate proof of concept for target modulation in patients has also been encouraging, as has the early evidence of clinical activity in melanoma 17-AAG is now in Phase II studies as a single agent and combination studies with cytotoxic and other agents such as the proteasome inhibitor bortezomib are also underway. Improved formulations for parenteral use are also being evaluated in the clinic. Radicicol-based inhibitors have not entered clinical development. Following on from the initial proof of concept studies with the natural product agents, considerable progress has been made in the preclinical development of small molecule, synthetic inhibitors, as exemplified by the purine and pyrazole based compounds. The recent rapid progress has built on a wealth of knowledge obtained with the natural productinhibitors and is a good example of the value of chemical biology studies in which the biological activity is identified first and then the molecular target is discovered by detailed biological studies.

  • Reply to

    Cowen weighs in

    by wilderguide Feb 2, 2016 1:19 PM
    clemcaldwell clemcaldwell Feb 2, 2016 2:47 PM Flag

    Thanks!

  • Reply to

    Cowen weighs in

    by wilderguide Feb 2, 2016 1:19 PM
    clemcaldwell clemcaldwell Feb 2, 2016 2:22 PM Flag

    Don't ask a question It will merit a thumbs down.

  • Reply to

    Cowen weighs in

    by wilderguide Feb 2, 2016 1:19 PM
    clemcaldwell clemcaldwell Feb 2, 2016 2:13 PM Flag

    In your research,if I remember correctly,you read something about prostate studies that indicated Cabo,in your mind, could still have a place in that treatment.Is that correct?

  • Reply to

    Fundamentals

    by duckduffer Jan 28, 2016 5:03 PM
    clemcaldwell clemcaldwell Jan 31, 2016 3:50 PM Flag

    Additionally;from the Nov 11, 2015 earnings conference call : Beyond cabozantinib second line monotherapy in advanced RCC, we are also pursuing additional opportunities in this indication and are working to build on METEOR's success by exploring cabozantinib alone in the first line setting and byevaluating rational combination approaches including the cabozantinib immunotherapy combinations under investigation at the NCI.Now turning to other indications -- with regard to our Phase III study in advanced hepatocellular cancer, CELESTIAL, the study continues to involve patients globally. In this study, patients with advanced HCC who have received prior treatment with sorafenib are randomized to receive at either cabozantinib at 60-milligrams per day or matching placebo. The primary end point for this trial is overall survival, and we are expecting data in the 2017 timeframe. There is currently no standard of care available in the second or later line population what that has received prior sorafenib, highlighting the unmet medical need in this indication.

  • Reply to

    Fundamentals

    by duckduffer Jan 28, 2016 5:03 PM
    clemcaldwell clemcaldwell Jan 31, 2016 2:37 PM Flag

    Exel is currently looking to get cabozantinib approved for additional indications.
    Daiichi-Sankyo has CS-3150 (XL550) a small-molecule antagonist of the mineralocorticoid receptor (MR), a nuclear hormone receptor implicated in a variety of cardiovascular and metabolic diseases. MR antagonists can be used to treat hypertension and congestive heart failure due to their vascular protective effects. Recent studies have also shown beneficial effects of adding MR antagonists to the treatment regimen for Type II diabetic patients with nephropathy. CS-3150 is a non-steroidal, selective MR antagonist that has the potential for the treatment of hypertension, congestive heart failure, or end organ protection due to vascular damage.
    Exelixis discovered CS-3150 and out-licensed the compound to Daiichi-Sankyo. Two phase 2a clinical trials, one in hypertensive patients and the other in type 2 diabetes with albuminuria, are currently being conducted in Japan by Daiichi-Sankyo.
    There is the XL888 Study of XL888 With Vemurafenib for Patients With Unresectable BRAF Mutated Stage III/IV Melanoma on going at H. Lee Moffitt Cancer Center and Research Institute.
    Listed under the ClinicalTrials gov website it says :
    Estimated Enrollment: 21
    Study Start Date: July 2012
    Estimated Study Completion Date: August 2016
    Estimated Primary Completion Date: August 2016
    And is it possible with their wealth of information from the Exel research library that they they have other possibilities?Maybe the chemists have come up with other compounds that are waiting in the wings? But funding is needed to move them along;which a partner could do more expeditiously?

  • Reply to

    State of the RCC algorithm

    by wilderguide Jan 26, 2016 2:51 PM
    clemcaldwell clemcaldwell Jan 27, 2016 2:40 PM Flag

    Nivolumab and Cabozantinib Are More Effective Versus Standard of Care in Renal Cell Carcinoma
    Share
    article from Memorial Sloan Kettering Cancer Center’s
    New York, NY on Saturday, September 26, 2015
    Two pivotal studies published in the New England Journal of Medicine and conducted by Memorial Sloan Kettering researchers offer proof of better treatment options for patients with advanced renal cell carcinoma (RCC), the most common form of kidney cancer.
    Cabozantinib reduced the rate of disease progression or death by 42 percent compared with everolimus. Everolimus was used as a comparison because it’s the standard treatment for patients who have progressed after receiving a VEGFR-targeted therapy.
    “Over the past ten years, we have made considerable progress against advanced kidney cancers with the development of targeted drugs in phase III trials led by MSK,” says Dr. Motzer. “The phase III trials of nivolumab and cabozantinib established an improved outcome over standard treatment with everolimus in resistant tumors, and pending regulatory approval will provide two new treatment options. Both of these new drugs will contribute to the progress we’re making against this malignancy.”

  • Reply to

    Ernie's prolificity

    by billy_n03 Jan 19, 2016 12:02 PM
    clemcaldwell clemcaldwell Jan 20, 2016 3:19 PM Flag

    Very astute?That's why it's up.25 now.You never have anything to say worth reading.You constantly say the market or Exel will go down or up;according to you.Or management sucks.Really nothing more.It's just your unfounded opinion.There are millions of money commentators,some take one side and some take the opposite side.None are always right.But good luck finding support from posters here.It seems you need to be verified by others.I guess you are very insecure.

  • clemcaldwell clemcaldwell Jan 17, 2016 2:06 PM Flag

    Is this good news for Cabo or bad?Thanks.

  • Reply to

    Lenvatinib submitted in both EMA and US

    by erniewerner Jan 15, 2016 1:37 PM
    clemcaldwell clemcaldwell Jan 17, 2016 1:53 PM Flag

    When you say error on the side of caution;does that mean use Cabo?Is Lenvatinib going to present a major blow to Cabo?Does it look like one is much better than the other?If so which one has the advantage and why?Thanks.

  • Reply to

    Amazing...Dr. Sam Waksal industry spokesperson

    by erniewerner Jan 12, 2016 8:52 AM
    clemcaldwell clemcaldwell Jan 13, 2016 3:36 PM Flag

    The CEO of GSK gave the same opinion this morning on CNBC and explained why. He also stated how some of their recent drug prices are actually cheaper than they had been.He noted how HepC,,Cancer and Aids drugs have saved lives.The research costs and the benefits they give must be viewed against their price.He said the companies doing the research all have people totally dedicated to finding solutions to diseases. Everyone one of the big time CEO's I heard interviewed also said there isn't going to be one treatment alone that works.They all said a combination of drugs will be used to treat cancer.

  • Reply to

    Added again!!

    by enabeler Jan 12, 2016 11:07 AM
    clemcaldwell clemcaldwell Jan 12, 2016 2:08 PM Flag

    As far as I know Exel isn't at the JP Morgan Health Care Conference?There is no indication on the Exel Homepage that they would attend.I looked at the JP Morgan Health Care Conference website and Exel wasn't listed as far as I could tell?Am I wrong.

  • Reply to

    Stockprice

    by dimplesorourke Jan 5, 2016 5:17 PM
    clemcaldwell clemcaldwell Jan 11, 2016 2:57 PM Flag

    Leerink Partners analysts

  • Reply to

    Stockprice

    by dimplesorourke Jan 5, 2016 5:17 PM
    clemcaldwell clemcaldwell Jan 8, 2016 3:55 PM Flag

    "While Cotellic's addressable market is huge, however, the drug is likely to face competition from GlaxoSmithKline's MEK-BRAF inhibitor combo of trapetinib and debarefenib. Leerink Partners analysts still expect Cotellic to generate peak sales of $150 million. Cotellic though is not the key value driver for EXEL. The main value driver for EXEL is cabozantinib. In July, the company had reported positive results from the METEOR trial in advanced RCC. EXEL has already initiated the rolling submission of its New Drug Application for cabo in the U.S. Regulatory filing in the U.S. is expected to be completed by the end of this year. I see this is a major near-term catalyst for EXEL shares, which are still undervalued. My fair value for EXEL is currently at $9.18, which means that from the current level, the stock still has more than 40% upside."

  • Reply to

    Stockprice

    by dimplesorourke Jan 5, 2016 5:17 PM
    clemcaldwell clemcaldwell Jan 8, 2016 2:32 PM Flag

    From the Jan. 4th. Exelixis press release. "The ASCO GU presentation will be the first to include PFS data from the METEOR trial’s entire 658-patient study population."

  • Reply to

    Insider Buy conversation

    by jvictorn00 Dec 14, 2015 11:04 AM
    clemcaldwell clemcaldwell Dec 14, 2015 2:24 PM Flag

    Thanks! I just saw all the other posts with the full inform. about it.Glad tidings!

EXEL
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