Wed, Aug 20, 2014, 6:32 PM EDT - U.S. Markets closed

Recent

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

Exelixis, Inc. Message Board

macj921 18 posts  |  Last Activity: Sep 4, 2013 3:27 PM Member since: Dec 3, 2012
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Major Direct Holders (Forms 3 & 4)
    Holder Shares Reported
    WILLSEY LANCE 333,700 Aug 29, 2013
    MORRISSEY MICHAEL 1,951 Aug 15, 2013
    KARBE FRANK 90,515 Aug 15, 2013
    SCHWAB GISELA 65,989 Aug 15, 2013LAMB PETER 29,658 Aug 15, 2013

  • Cabozantinib Helps Manage Several Advanced Cancers and Shrink Bone Metastases
    ..


    In a recent study, the drug cabozantinib helped manage various advanced cancers, particularly prostate, ovarian, and liver cancers. The drug also helped shrink bone metastases (cancer that has spread to the bone). Cabozantinib is a type of targeted therapy, which means it targets the cancer's specific genes, proteins, or the tissue environment that contributes to cancer growth and survival.

    The patients who participated in this study had advanced cancers that were worsening, and some had cancer that had spread to the bone. After 12 weeks of treatment with cabozantinib, 9% of patients had the cancer shrink or stop growing. However, the drug was more effective for patients with liver cancer, prostate cancer, and ovarian cancer: 76% of patients with liver cancer, 71% with prostate cancer, and 58% with ovarian cancer had the cancer shrink or stop growing.

    Researchers also found that bone metastases either partially or completely disappeared after treatment for 59 out of the 68 patients with bone metastases. Treatment with cabozantinib also greatly reduced bone pain for these patients.

    The side effects of cabozantinib included fatigue and hand-foot syndrome, a condition that causes redness, swelling, and pain on the hands and feet.

    What this means for patients

    “Cabozantinib appears to have significant effects on several treatment-resistant tumors, as well as impressive effects on bone metastases. In addition, these effects are associated with rapid improvement in pain, a reduction in the need for strong pain medications, and improvement in anemia,” said lead author Michael S. Gordon, MD, a medical oncologist at Pinnacle Oncology Hematology in Scottsdale, AZ. Cabozantinib is still being studied and may only be available in clinical trials.

  • macj921 by macj921 Jul 30, 2013 3:26 PM Flag

    Partial mechanism of action for Cabo is similar to that of Avastin. In addition to targeting C-met....so at least a dual mechanism of action here. Note: avastin despite its toxic profile generated $6 billion in 2011.
    Food for thought. Just imagine its applications in various solid tumors....OnXX is just a tip of the iceberg if Cabo gets approval..i realize a big IF. I remain optimistic~ Growing impatient of the manipulation. I finally agree we have to change CEO and business advisors~
    SYNTA and its #$%$ study...

  • Reply to

    Exel: Is an offer coming soon??????????????????

    by pdt6343 Jul 22, 2013 8:58 PM
    macj921 macj921 Jul 22, 2013 9:38 PM Flag

    I am speculating...Yes. Biogen, Roche, or Genentech! This baby is a Macro Onxx!

  • Gisela is holding on to her 50, 000 plus shares! I wonder what makes her so confident to hold onto her shares~

  • It"s all part of the game. The street downgrades in order to get the "not so savvy investor" to sell and drive the price down....when it drops, that's when the same guys who recommended to sell, jump in and grab millions of shares. Something BIG is brewing! CRAMER IS A HARVARD LAW GRAD. As with many lawyers, they have to build a case to sway others even if they are representing criminals....don't be manipulated. Do your own DD.

    Sentiment: Strong Buy

  • Reply to

    OFFER ON THE TABLE

    by macj921 Feb 26, 2013 9:21 PM
    macj921 macj921 Feb 26, 2013 9:22 PM Flag

    ....has phenomenal potential....

  • I am speculating that there is already an offer on the table....guaranteed M/A coming in the first quarter of this year. BIG PHARMA's team will short stock to drive price down and then make their offer for buyout! Its the commonest game we play in M/A. Guarantee that there is an offer of at least $12 to $15 already on the table....which is steal. CABO has gotten phenomenal potential that will be used in a multitude of malignancies. They don't care about Medullary Ca......Will be a bidding war between Biogen and Roche for this company. You heard it here first!

    Sentiment: Strong Buy

  • Options expiration......does not reflect the fundamentals of the company! Emotional selling over mayan nonsense. Great time to accumulate shares. Prices will fluctuate all day with strikes an calls.

  • Reply to

    CABO STUDIES ON PROSTATE CA.

    by macj921 Dec 18, 2012 6:48 PM
    macj921 macj921 Dec 18, 2012 10:28 PM Flag

    Rightly stated: copy and pasted a Medscape article.....however, does the potential efficacy of the drug change? Article for those considering investing and not aware of this past study. Again, this was posted to stimulate those considering short vs long term trade. Everyone has to do his/her own DD. Best of luck.

  • Cabozantinib Prolongs PFS in Advanced Prostate Cancer

    Roxanne Nelson
    Dec 06, 2012
    A new study is reporting "unprecedented" results in the treatment of castration-resistant prostate cancer (CRPC) with the new drug cabozantinib ( Cometriq, Exelixis).

    Results were published online November 19 in the Journal of Clinical Oncology.

    Cabozantinib is an oral inhibitor of multiple receptor tyrosine kinases, including RET, MET, and vascular endothelial growth factor 2 (VEGFR2). It was recently approved by the US Food and Drug Administration for the treatment of medullary thyroid cancer.

    Cabozantinib demonstrated "dramatic and rapid effects" on bone scan lesions in a high proportion of patients, the study authors report. These effects are "echoed in other measures of antitumor effect," they add.

    Of the patients randomized to cabozantinib, 72% experienced regression in soft tissue lesions, and 68% of evaluable patients showed improvement on bone scan. In addition, there was complete resolution in 12%.

    However, lead author David C. Smith, MD, professor of internal medicine and urology at the University of Michigan Medical School in Ann Arbor, said the study should not change clinical practice at this time. "Cabozantinib should not be used for CRPC outside of clinical trials at this point, but the data should prompt referrals for clinical trials such as the phase 3 trials referred to in the paper, as well as institutional trials listed on ClinicalTrial.gov," he said.

    "Dosing is still being assessed and the side-effect profile requires that patients be closely monitored to limit major toxicities," Dr. Smith told Medscape Medical News. "I would not recommend off-label use at this time."

    Increasing Evidence

    Cabozantinib demonstrated antitumor activity in 12 of 13 tumor types studied, as reported last year at the American Society of Clinical Oncology annual meeting.

    Particularly high rates of disease control were observed for advanced prostate, ovarian, and liver cancers. Treatment with the agent also completely or partially eliminated bone metastases in patients with breast and prostate cancers and melanoma.

    Improved Progression-Free Survival

    The study by Dr. Smith and colleagues involved 171 men with CRPC. All patients initially received cabozantinib 100 mg daily. Those with stable disease at 12 weeks, according to Response Evaluation Criteria in Solid Tumors (RECIST), were randomized to cabozantinib or placebo. However, randomization was stopped early because of the observed activity of cabozantinib.

    The majority of patients (87%) had bone metastases and 46% had received previous chemotherapy (94% with docetaxel-based therapy). In addition, 39% of patients had received previous and ongoing bisphosphonate treatment.

    In the first 12 weeks of treatment, 127 patients (75%) had stable disease and 18 (11%) had disease progression. Four patients with stable disease had a confirmed partial response after the lead-in stage.

    There were 154 patients evaluable for best change in measurable disease, and 111 (72%) underwent at least 1 assessment that showed a decrease of soft tissue tumor lesions. These changes in measurable disease were independent of previous treatment.

    The primary study end point was progression-free survival in patients with stable disease at week 12. Before randomization was suspended, 14 patients were randomized to cabozantinib and 17 to placebo. There was a marked increase in progression-free survival with cabozantinib, compared with placebo (23.9 vs. 5.9 weeks; hazard ratio, 0.12; P

  • It's great for the "Longs" when the sellers make their move. I understand there are traders and there are investors but seriously, this company has the potential of exploding! Of course, the Prostate cancer data is what will make or break this stock but with the data out over the years.....this is a great buy at these prices. Forget about the traders, the investors need to do their own research and perhaps, speak to an Oncologist and get their opinion. Hate to sound redundant here but the mechanism of action for Cabo. is unique and this is what makes it a potential phenomenal drug for various types of solid tumors.
    Forget about the side -effects! Side-effects vs. terminal illness!
    Investors, stand your ground. The science of Oncology is growing leaps and bounds and our understanding of malignancies is increasing daily. This is a whole new ballgame to treating solid tumors.
    In the end, none of us knows what the future data will reveal. Management is very smart! Going after the MTC indication was the tip of the iceberg. I am in this business and I am predicting a Takeover of this company....the question is: will the Exel team agree to be bought out? Time will tell. I wish I had more answers but I am holding on to my shares......I sure wish I had more play money to accumulate close to 20,000 shares but I don't. Instead I will hold onto my few less shares. I held through the Approval and instead of taking my profits...i have held onto them. Of course, I sure wish i had taken my huge profit in the afterhours of approval and rebought at lower $4 but i sure did not anticipate the drop!
    Don't have a crystal ball. I am not writing this to push others to buy and drive price up; i am sharing my viewpoint and irregardless of the nonsense written on this board at times from the traders, I remain unmoved and holding out. This game is about risk! Based on my studies, this is a calculated and educated chance I am taking. I SURE HOPE I AM CORRECT. in the end, Good luck to all on being prosperous! GET AN ONCOLOGIST INPUT ON THIS DRUG. It's worth it to make an appointment and slip him/her a couple of hundred of dollars and get their input. Print out studies and mechanism of action.

  • Cabozantinib Prolongs PFS in Advanced Prostate Cancer

    Roxanne Nelson
    Dec 06, 2012Authors & Disclosures




    Print
    Email


    Information from Industry


    Resistance To Initial Treatment in an Adult Patient With Ph+ CML−CP

    What are the treatment options for a patient who is resistant to initial therapy?

    View patient case


    Editors' Recommendations
    FDA Approves Cabozantinib for Medullary Thyroid Cancer
    Dual Pathway Inhibitor Shows Broad Activity in Multiple Tumor Types
    Prostate Cancer News & Perspectives

    Topic Alert

    Receive an email from Medscape whenever new articles on this topic are available.
    Add Prostate Cancer to My Topic Alert

    Drug & Reference Information
    Neoadjuvant Androgen Deprivation Therapy in Prostate Cancer
    Imaging in Prostate Carcinoma
    External Beam Radiotherapy in Prostate Cancer


    A new study is reporting "unprecedented" results in the treatment of castration-resistant prostate cancer (CRPC) with the new drug cabozantinib ( Cometriq, Exelixis).

    Results were published online November 19 in the Journal of Clinical Oncology.

    Cabozantinib is an oral inhibitor of multiple receptor tyrosine kinases, including RET, MET, and vascular endothelial growth factor 2 (VEGFR2). It was recently approved by the US Food and Drug Administration for the treatment of medullary thyroid cancer.

    Cabozantinib demonstrated "dramatic and rapid effects" on bone scan lesions in a high proportion of patients, the study authors report. These effects are "echoed in other measures of antitumor effect," they add.

    Of the patients randomized to cabozantinib, 72% experienced regression in soft tissue lesions, and 68% of evaluable patients showed improvement on bone scan. In addition, there was complete resolution in 12%.

    However, lead author David C. Smith, MD, professor of internal medicine and urology at the University of Michigan Medical School in Ann Arbor, said the study should not change clinical practice at this time. "Cabozantinib should not be used for CRPC outside of clinical trials at this point, but the data should prompt referrals for clinical trials such as the phase 3 trials referred to in the paper, as well as institutional trials listed on ClinicalTrial.gov," he said.

    "Dosing is still being assessed and the side-effect profile requires that patients be closely monitored to limit major toxicities," Dr. Smith told Medscape Medical News. "I would not recommend off-label use at this time."

    Increasing Evidence

    Cabozantinib demonstrated antitumor activity in 12 of 13 tumor types studied, as reported last year at the American Society of Clinical Oncology annual meeting.

    Particularly high rates of disease control were observed for advanced prostate, ovarian, and liver cancers. Treatment with the agent also completely or partially eliminated bone metastases in patients with breast and prostate cancers and melanoma.

    Improved Progression-Free Survival

    The study by Dr. Smith and colleagues involved 171 men with CRPC. All patients initially received cabozantinib 100 mg daily. Those with stable disease at 12 weeks, according to Response Evaluation Criteria in Solid Tumors (RECIST), were randomized to cabozantinib or placebo. However, randomization was stopped early because of the observed activity of cabozantinib.

    The majority of patients (87%) had bone metastases and 46% had received previous chemotherapy (94% with docetaxel-based therapy). In addition, 39% of patients had received previous and ongoing bisphosphonate treatment.

    In the first 12 weeks of treatment, 127 patients (75%) had stable disease and 18 (11%) had disease progression. Four patients with stable disease had a confirmed partial response after the lead-in stage.

    There were 154 patients evaluable for best change in measurable disease, and 111 (72%) underwent at least 1 assessment that showed a decrease of soft tissue tumor lesions. These changes in measurable disease were independent of previous treatment.

    The primary study end point was progression-free survival in patients with stable disease at week 12. Before randomization was suspended, 14 patients were randomized to cabozantinib and 17 to placebo. There was a marked increase in progression-free survival with cabozantinib, compared with placebo (23.9 vs. 5.9 weeks; hazard ratio, 0.12; P

  • The Nasdaq is down and yet the stock is moving upwards!

    Sentiment: Strong Buy

  • .

    Stelios Papadopoulos, Ph.D.


    Dr. Stelios Papadopoulos has been involved with the biotech and pharma industries for more than two decades. Dr. Papadopoulos retired as Vice Chairman of Cowen & Co., LLC in August 2006 after six years with the firm where, as an investment banker, he focused on the biotech and pharma sectors. Prior to joining Cowen, he spent thirteen years as an investment banker at PaineWebber, Incorporated where he was most recently Chairman of PaineWebber Development Corp., a PaineWebber subsidiary focusing on biotechnology. He joined PaineWebber in April 1987 from Drexel Burnham Lambert where he was a Vice President in the Equity Research Department covering the biotechnology industry. Prior to Drexel, he was a biotechnology analyst at Donaldson, Lufkin & Jenrette.

    Before coming to Wall Street, Dr. Papadopoulos was on the faculty of the Department of Cell Biology at New York University Medical Center. He continues his affiliation with NYU Medical Center as an Adjunct Associate Professor of Cell Biology. Dr. Papadopoulos holds an M.S. in Physics, a Ph.D. in biophysics and an MBA in finance, all from New York University.

    Dr. Stelios Papadopoulos is a Co-Founder and Chairman of the Board of Directors of Exelixis, Inc., and he is a Co-Founder and member of the Board of Anadys Pharmaceuticals, Inc., and Cellzome, Inc. He is Vice-Chairman of the Board of Directors of BG Medicine, Inc., as well as a member of the Board of Directors of Biogen Idec, Inc., Joule Biotechnologies, Inc. and Regulus Therapeutics, Inc. In the not-for-profit sector,

    Dr. Papadopoulos is a Co-Founder and Chairman of Fondation Santé, a member of the Board of Visitors of Duke University Medical Center and a member of the Board of Directors of the National Marrow Donor Program (NMDP).

    Sentiment: Strong Buy

  • .

    Stelios Papadopoulos, Ph.D.


    Dr. Stelios Papadopoulos has been involved with the biotech and pharma industries for more than two decades. Dr. Papadopoulos retired as Vice Chairman of Cowen & Co., LLC in August 2006 after six years with the firm where, as an investment banker, he focused on the biotech and pharma sectors. Prior to joining Cowen, he spent thirteen years as an investment banker at PaineWebber, Incorporated where he was most recently Chairman of PaineWebber Development Corp., a PaineWebber subsidiary focusing on biotechnology. He joined PaineWebber in April 1987 from Drexel Burnham Lambert where he was a Vice President in the Equity Research Department covering the biotechnology industry. Prior to Drexel, he was a biotechnology analyst at Donaldson, Lufkin & Jenrette.

    Before coming to Wall Street, Dr. Papadopoulos was on the faculty of the Department of Cell Biology at New York University Medical Center. He continues his affiliation with NYU Medical Center as an Adjunct Associate Professor of Cell Biology. Dr. Papadopoulos holds an M.S. in Physics, a Ph.D. in biophysics and an MBA in finance, all from New York University.

    Dr. Stelios Papadopoulos is a Co-Founder and Chairman of the Board of Directors of Exelixis, Inc., and he is a Co-Founder and member of the Board of Anadys Pharmaceuticals, Inc., and Cellzome, Inc. He is Vice-Chairman of the Board of Directors of BG Medicine, Inc., as well as a member of the Board of Directors of Biogen Idec, Inc., Joule Biotechnologies, Inc. and Regulus Therapeutics, Inc. In the not-for-profit sector,

    Dr. Papadopoulos is a Co-Founder and Chairman of Fondation Santé, a member of the Board of Visitors of Duke University Medical Center and a member of the Board of Directors of the National Marrow Donor Program (NMDP).

    Sentiment: Strong Buy

  • The article by Rich Smith from Motley Fool......for the "not too savvy investor" will be fooled by these articles and sell off thus making it better for the Shorts. His article makes no sense~!
    For those new to this game: don't take what you read on this board as anything set in stone; please do your own DD and research!
    Imagine the lipitor market alone; it generated over $600 MILLION LAST YEAR!~ It's not even an Oncology drug!
    Let's look at Plavix; it generated over $6 BILLION IN REVENUE for bristol Myers last year! Guess what, PLavix is only 6% more effective than an ASPIRIN!
    Again, I am just attempting to give our readers a clue as to the Goldmine that lies with Exelixis and its approval. Don't get swayed by the nonsense in these articles! Since when are they looking out for You the investor. I am not telling you to buy or sell; i am merely getting you to do your own thinking.

    I made over 25 G's with Arena. I am hoping for a
    pull back on ARNA to grab shares; I don't plan to touch it until it hits $6....who knows? it may never pull back that far. (sorry for the tangent).
    Just as there are resistance to antibiotics, so it is with Chemotherapy. CABO hits several different receptor sites and this is why we believe it will be efficacious in the Prostate cancer patient.The Exel team already knows it works; list to their conference calls and review their phase two studies~
    Do your own research; afterall, its your money!
    Goodluck to you all; hope we all prosper!

    Sentiment: Strong Buy

  • For anyone who truly has studied this drug and its mechanism of action; he or she can really appreciate the drug's true potential. Compare to other meds in similar class. Current price does not reflect it in anyway; mostly emotional trading. Many being swayed by the "shorts."
    I will continue to acquire shares and hold for the broader indications to follow. Study Prostate cancer and see how many patients are actually diagnosed with it before it has progressed.This is definitely a "takeover" company. Attention "longs": hang in there. I would not be concerned about the side-effects of this drug....afterall, any patient who has been diagnosed with an end stage or terminal metastatic case.....only stands to gain. You decide which the chances you would take; suffer the possible side-effects of this drug or increase your hopes for a longer life....even if it means 6 months more plus.
    Good luck to all. do your DD and not be moved easily by those attempting to short this stock.

    Sentiment: Strong Buy

EXEL
4.11-0.02(-0.48%)Aug 20 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.