Though Cabo will one day be a crpc drug I am not sure comet will be the catalyst...from my understanding it has about a 30% chance
though I am not overly confident for the comet trial...I do think this has a couple indications in it...this is the best utility molecule on the market... sort of a .jack of all, master of none
Comment by Cathy on December 27, 2013 at 8:29pm
Hi Elodie - My husband is currently in this trial and has shown a decrease in his tumor (located in the lining of his lung) after a few cycles. I am glad that you are sharing this as it may help others. My husband did the AIM chemo without any success and we tried to find an immunotherapy trial at first where he did not qualify and then found this one for Cabozantinib.
Plus Roche just got burned by their met inhibitor metmab after significant p2 data with Tarceva...so I doubt Roche is all that excited...i am sure their interested, but caustious...sort of a been their done that...so I do not think we yet have our answer
Initially we had the data and roche rumor pop and then the sell off...then the erlotinib data posts....granted a small p2 positive stidy is good for a small pop and then a quick sell off, plus this data was already released(though overlooked) at asco. This action warrants something else...cant be earnings....comet 1 run up? Perhaps but I think the street is still weary after the lack of early stopage...friday should have been a classic selloff but a battle was on...3 days of large volume...hopefully we learn something next week
Sorry i had my numbers wrong...it was a small study of 9 patients with pap. rcc... they took samples from 39 tumor sites....all 39 sites had tumor reduction
There is no better drug for renal papillary tham exel's foretinib....small indication but wholly owned ....they gave it to 22 patients...results...all 22 had tumor shrinkage
Sentiment: Strong Buy
This is taken from inspire lung cancer forum, wanted to share a patients experience...
I am on a clinical trial at UC Davis with both Tarceva and Cabozantinib. I started the trial on May 31st and my scan last week showed that I was stable. My side effects are diarrhea, lack of appetite, ingrown toenails and rash. I feel good and exercise everyday. I do acupuncture and really think it helps.
It is strong medicine but worth the side effects.
All the other indications will become priced in....cabo is a factory....i t works in a dozen different cancers....like i have mentioned br cabo is like Avastin 2.0
though I am long exel the crpc trial according to some analysts on has a 30% chance for approval...though this action is encouraging I think it is fueled by the erlotinib data and roche buyout speculation
Comet due anytime which could send this down back to 3.30 in a flash...doesn't matter what action we have...its all up to final results...though the trend is encouraging...amd Roche presenting at ESMO me means they r proud of the cobi data....exel long