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Exelixis, Inc. Message Board

commonwealthinc 32 posts  |  Last Activity: Apr 26, 2016 6:36 PM Member since: May 13, 2011
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  • Reply to

    Let's see where we end the week

    by rrpoker16 Apr 26, 2016 5:35 PM
    commonwealthinc commonwealthinc Apr 26, 2016 6:36 PM Flag

    Apple's shine is quickly fading. Wonder who will replace them? Their OS looks dated compared to Windows phones to me. Of course they are crushing Windows phones;), and I backed BETA video recorders!!

  • commonwealthinc by commonwealthinc Apr 20, 2016 5:11 PM Flag

    Exelixis is presenting abstract 4506 on Sunday at 10:12 to 10:24 todiscuss the OS in Meteor. BMS presents next, abstract 4507 presenting the long term OS of nivolumab.

    The following presentation is given by Dr Daniel McDermott of Duke University. That is called: "Extending Survival in Kidney Cancer: The New Reality". Assuming the Meteor results are good, I think this will be the most important presentation at ASCO. Here the theme will be set for what will be the SOC in RCC with regards to Cabo and Nivo.

    Sentiment: Strong Buy

  • Reply to

    18 Presentations at ASCO - 9 for Cabo

    by tokaimura Apr 20, 2016 4:06 PM
    commonwealthinc commonwealthinc Apr 20, 2016 4:51 PM Flag

    I don't blame you for being a cynic WRT EXEL but I don't see them giving an oral presentation at ASCO if you are trying to bury not so good news.

  • Reply to

    Sold most at open

    by erniewerner Apr 14, 2016 9:36 AM
    commonwealthinc commonwealthinc Apr 14, 2016 9:54 AM Flag

    Wish I could move in and out of EXEL, but i am paralyzed by the fear that after all this time I will be mostly on the sidelines when the good news breaks, cursing my timing and bad luck.

    Sentiment: Strong Buy

  • commonwealthinc commonwealthinc Apr 8, 2016 10:34 AM Flag

    I still hold out hope that as Doctors become more informed about Cabo it will become a more popular treatment option. The headwinds will be ad campaigns and BMY's saleforce.

  • Reply to

    A Fool to beat all Fools

    by wilderguide Apr 7, 2016 12:54 PM
    commonwealthinc commonwealthinc Apr 8, 2016 8:10 AM Flag

    I wish they had comments enabled, it would be so easy to dismantle his thesis.

  • Reply to

    AACR 2016

    by wilderguide Apr 4, 2016 1:42 PM
    commonwealthinc commonwealthinc Apr 4, 2016 3:09 PM Flag

    The AACR website has them if you search using Cabozantinib.

    Abstract Number: LB-274
    Presentation Title: Microenvironment mediates the efficacy of Cabozantinib in prostate cancer
    Presentation Time: Tuesday, Apr 19, 2016, 1:00 PM - 5:00 PM
    Location: Section 10
    Author Block: Manisha Tripathi, Srinivas Nandana, Sandrine Billet, Edwin M. Posadas, Leland W.K. Chung, Neil A. Bhowmick. Cedars-Sinai Medial Center, Los Angeles, CA

  • Reply to

    AACR 2016

    by wilderguide Apr 4, 2016 1:42 PM
    commonwealthinc commonwealthinc Apr 4, 2016 3:02 PM Flag

    Even better is this one 4979. Thanks for finding these Wilder!

    Several kinase inhibitors targeting aberrant signaling pathways in tumor cells have been deployed in cancer therapy. However, their impact on the tumor immune microenvironment remains poorly understood. The tyrosine kinase inhibitor cabozantinib showed striking responses in cancer clinical trial patients across several malignancies. Here we show that cabozantinib rapidly eradicates invasive, poorly-differentiated PTEN/p53 deficient murine prostate cancer. This was associated with enhanced release of neutrophil chemotactic factors from tumor cells, including CXCL12 and HMGB1, resulting in robust infiltration of neutrophils into the tumor. Critically, cabozantinib-induced tumor clearance in mice was abolished by antibody-mediated granulocyte depletion or HMGB1 neutralization or blockade of neutrophil chemotaxis with the CXCR4 inhibitor, plerixafor. Collectively, these data demonstrate that cabozantinib triggers a neutrophil-mediated anti-tumor innate immune response, resulting in rapid tumor clearance.

  • Reply to

    AACR 2016

    by wilderguide Apr 4, 2016 1:42 PM
    commonwealthinc commonwealthinc Apr 4, 2016 2:57 PM Flag

    Here is 4684
    Body: Cabozantinib (XL184) is an oral tyrosine kinases receptor inhibitor which inhibits MET and vascular endothelial growth factor receptor 2 (VEGFR2). Cabozantinib has been approved by Food and Drug Administration for treating advanced medullary thyroid cancer and it is also tested in clinical trials on other solid tumors, including prostate, bladder, ovarian and breast cancer. In the present study, we evaluated the ability of cabozantinib in modulating the function of ABCG2 transporter in drug-selected H460/MX20 cell line and ABCG2 stable transfected cell lines ABCG2-482-R2, ABCG2-482-G2 and ABCG2-482-T7. Cabozantinib at non-toxic level can sensitize the ABCG2-overexpressing cells to antineoplastic drugs mitoxantrone, SN-38 and topotecan. Our results indicated that cabozantinib reversed ABCG2 mediated multi-drug resistance by antagonizing the drug efflux function of ABCG2. However, this reversal effect was not attributed to reduced expression of ABCG2 protein, because ABCG2 protein level was unchanged after treatment of 4μM cabozantinib for 72 hours. Immunofluorescence result showed that cabozantinib did not alter the cellular localization of ABCG2 transporter. Docking analysis indicated that cabozantinib binds to the drug-binding site of ABCG2 transporter. Finally, cabozantinib at 4μM did not significantly change the resistance of ABCB1 overexpressing cell line SW620/AD300 to antineoplastic drug paclitaxel. Overall, our finding demonstrated that cabozantinib potentiates the cytotoxic effects of various antineoplastic drugs that are substrates of ABCG2 and that this is due to modulating the function of ABCG2 transporter.
    Keyword: Cabozantinib; ABCG2; Multidrug resistance;

  • Reply to

    AACR 2016

    by wilderguide Apr 4, 2016 1:42 PM
    commonwealthinc commonwealthinc Apr 4, 2016 2:43 PM Flag

    The big rap on Cobi has been it's AE's. Good results at below toxicity would eliminate the negative. I like this!

  • Reply to

    BIB up over 5%, IBB up over 6%, EXEL up 1.25%.

    by enabeler Apr 1, 2016 11:43 AM
    commonwealthinc commonwealthinc Apr 1, 2016 1:38 PM Flag

    Hopefully just another month or so.

  • Reply to

    Anyone elso notice....

    by stockscrutinizer Mar 18, 2016 3:22 PM
    commonwealthinc commonwealthinc Mar 24, 2016 3:22 PM Flag

    GILD has also said numerous times that they would rather wait and pay more for a co that has proven their drug works. So after ph 3 results are out but before approval. When you have their kind of cash flow they don't mind paying another billion or so if it reduces the risk of a purchase going south.I still think it's too good to be true, but am always hopeful.

  • Reply to

    Time to rethink Nivolumab

    by socialidiocies Mar 18, 2016 3:59 PM
    commonwealthinc commonwealthinc Mar 21, 2016 9:15 AM Flag

    Hopefully it's medical devices! My sisters always said they had it best and made the most.

  • Reply to

    Time to rethink Nivolumab

    by socialidiocies Mar 18, 2016 3:59 PM
    commonwealthinc commonwealthinc Mar 20, 2016 4:46 PM Flag

    To give others an idea of the money rep's make, straight out of college she was pulling in 44,000 a year back in 1990. With bonuses another 30 % plus vacations to NZ etc. Of course you had to have a bit of luck in getting to rep a successful drug.

    Get assigned a drug that doesn't do well, it's like rats leaving a sinking ship;).

  • Reply to

    Time to rethink Nivolumab

    by socialidiocies Mar 18, 2016 3:59 PM
    commonwealthinc commonwealthinc Mar 20, 2016 4:42 PM Flag

    DC area all my life. Both sisters worked the DC area for J&J. The one who quite was tired of having Dr's making passes at her.
    The other has a tougher personality and worked it to her advantage, she's the one who now works for Novartis in the mid west. Travels non stop and makes a boat load of money.

  • Reply to

    Anyone elso notice....

    by stockscrutinizer Mar 18, 2016 3:22 PM
    commonwealthinc commonwealthinc Mar 19, 2016 3:24 PM Flag

    They have halted all six of the Zydelig trials. Turns out it was too toxic to be used in any combinational therapy. The lead scientist of these trials has also left GILD. GILD had poached him from Genentech.
    It's probably to good to be true but GILD has always said they are looking for a drug that a platform could be built around and I think Cobi could fit that need. They also have enough money to buy EXEL and barely even notice the difference to their balance sheet. I am certain that EXEL will of been trying to get GILD interested, what remains to be seen is do they want to dance.

  • Reply to

    Time to rethink Nivolumab

    by socialidiocies Mar 18, 2016 3:59 PM
    commonwealthinc commonwealthinc Mar 19, 2016 3:05 PM Flag

    Two of my sisters were drug rep's; one for a few years and one has moved on up to being a regional sales manager. The sales people make a huge difference in the success of a drug; and that is why they get paid so much money.

    They weren't reping oncology drugs but I doubt it's any different. Part of what they did was educational, sure, but a big part was social. I've never met a rep that wasn't smartly dressed, intelligent, and very good looking.

  • commonwealthinc commonwealthinc Mar 18, 2016 7:59 AM Flag

    Hey Joe, I posted that interview. One of the few times I was able to contribute in a meaningful way;). Thanks to you, wild, ernie, social, duck, enabeler, valley and others I have learned much from this board!

  • Reply to

    Conference call of yesterday

    by yhoopoke Mar 1, 2016 9:09 AM
    commonwealthinc commonwealthinc Mar 1, 2016 9:33 AM Flag

    Just finished the CC, not many people lined up to ask questions, which is not a good sign...sigh. This needs to have more heavy hitters following it to get the volume and share price up.

  • Reply to

    IPSEY

    by ulingt Mar 1, 2016 7:38 AM
    commonwealthinc commonwealthinc Mar 1, 2016 9:18 AM Flag

    Yea I bought another 2,000 right around 4 about a week ago, which brings me up to about 52,000 shares. But with this being EXEL I wouldn't be surprised to see them down at the EOD;(.

    Sentiment: Strong Buy

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