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Exelixis, Inc. Message Board

metropath 45 posts  |  Last Activity: 6 hours ago Member since: Dec 27, 1998
  • Reply to

    Nasty Day

    by wilderguide 9 hours ago
    metropath metropath 6 hours ago Flag

    It is, a nasty day for all who has faith on Cabo. Cabo arm did demonstrate 11 months OS as expected. Unfortunately the prednisone arm performed much better than predicted with unexpected additional 2.8 months OS (9.8 versus 7 months). With this, Cabo will not be able to gain any CRPC market share.
    Roche's take over, if there is one, will be longs' short term best bet. I am still holding it .

  • Reply to

    ESMO Poster Display Session

    by saltydog711 Aug 30, 2014 10:51 AM
    metropath metropath Aug 30, 2014 12:47 PM Flag

    we have discussed this before, last month?.
    Onclive "Dr. Posadas Discusses Cabozantinib in Prostate Cancer"
    Edwin M. Posadas, MD, FACP, medical director, Urologic Oncology Program, Cedars-Sinai’s Samuel Oschin Comprehensive Cancer Institute, discusses a translational phase II study of cabozantinib in men with metastatic castration-resistant prostate cancer(mCRPC) with visceral metastases with characterization of circulating tumor cells and large oncosomes.
    ......Most agents used in prostate cancer are hormonal, cytotoxic, or immunotherapeutic in nature, Posadas says. Kinase inhibitors have been studied for a long time in prostate cancer, but have shown little clinical activity. Cabozantinib is the first kinase inhibitor to show activity, Posadas says.
    Cabozantinib has multiple molecular targets and researchers are still unsure of how it works. A phase II study was developed to understand how the drug is working using blood and tissue samples. Posadas also mentions that some of these patients are strongly benefiting from the agent.

    Sentiment: Strong Buy

  • Reply to

    Top Line Results, COMET 1 and 2

    by ulingt Aug 28, 2014 8:03 AM
    metropath metropath Aug 28, 2014 8:56 AM Flag

    I did call MMM last night. He said firmly " read my lips". Unfortunately I could not see his lips on the phone.

    Sentiment: Strong Buy

  • Majority of call and put options spread in Nov 2014 and Jan 2015 made me wonder that the COMET-1 result won't be available until late October or even December.

    Sentiment: Strong Buy

  • Adding InterMune to its portfolio will give Roche a promising new drug, pirfenidone, for treating a progressive and ultimately fatal scarring condition of the lungs. Pirfenidone is approved for so-called idiopathic pulmonary fibrosis (IPF) in Europe and Canada, and is undergoing U.S. regulatory review.

    Industry analysts expect the drug, which is given as a pill, to have sales of $1.04 billion in 2019, according to consensus forecasts compiled by Thomson Reuters Pharma.

    The deal is a further step by Roche to diversify away from its reliance on cancer drugs, where it is the world leader, by expanding into other disease areas, such as respiratory medicine.

    Sentiment: Strong Buy

  • Reply to

    Method of Treating Cancer & Bone Cancer Pain

    by wilderguide Aug 21, 2014 11:17 PM
    metropath metropath Aug 22, 2014 8:33 PM Flag

    "Ovarian cancer wasn't mentioned; perhaps they're not headed in that direction due to the relatively high number of grade 5 AEs in that indication."

    The way that ovarian cancer spread is through lymphatic route ( to lymph node, mesentery) and rarely hematogenous route (to bone). In the past 30 plus years,I personally have not yet seen a case of ovarian cancer with bone metastasis. As far as I understand, those cases with bone mets are mostly case reports in the literature. It is not because of Cabo's AEs IMO.

    Sentiment: Strong Buy

  • Reply to

    Prednisone arm - switch to Xtandi or Xofigo

    by stoptrolling Aug 21, 2014 10:02 AM
    metropath metropath Aug 21, 2014 11:26 AM Flag

    COMET-1 evaluates the effect of cabozantinib compared to prednisone on overall survival in men with previously treated metastatic castration-resistant prostate cancer with bone-dominant disease who have experienced disease progression on docetaxel-containing chemotherapy and abiraterone or MDV3100 (Xtandi).

    I guess your question is: " Will the prednisone arm patients (previously treated with abi) switch to Xtandi or combined Xtandi and Xofigo? It is very possible and this may very well end up prolong survival.
    It will also bring up head to head comparison data of Cabo and Xofigo (with 2 months OS). If Cabo demonstrates the expected 2.8 months OS, then it will be a plus for Cabo for market competition with Xofigo.

    I am also positive that EXEL/MMM will definitely look in to the subgroup which had only prdenisone alone patients( previously treated with Xtandi) when they release the to line data.

    IMO this issue may turn out to be positive for Cabo/COMET-1.

    Sentiment: Strong Buy

  • Reply to

    Two possible scenarios for EXEL going forward

    by stoptrolling Aug 18, 2014 3:30 PM
    metropath metropath Aug 18, 2014 3:52 PM Flag

    If we still have no news for COMET-1 after October, then we may be able to see 6 before the result.

    Sentiment: Strong Buy

  • metropath metropath Aug 17, 2014 5:53 PM Flag

    Sorry I did not specify this trial is for mCRPC. I went to healingwelldotcom this afternoon to follow up few Cabo treated patients. This trial comes up in recent post. I am very excited about this because of this trial put Cabo in chemo stage. This is very interesting and means a lot to Cabo. Now we have Cabo in pre-chemo, chemo and post chemo, all three stages.
    Another note I have from this site: one post chemo patient with brain/lung/bone mets had Cabo (40 mg) for straight 8 months (5/13 to 2/14) and then switch to xofilo/xtandi with little effects and died in 5/14. If this gentleman was the latest patient in COMET-1 trial, then we will not be able to reach the data until late Sept/Oct. This patient had witness the dramatic and immediate bone pain effect and had very much improvement of his quality of life with the help of Cabo.

    Sentiment: Strong Buy

  • trial combining Docetaxel (chemo) w/prednisone and XL-184 (cabozantinib); The Prednisone (10mg) and XL-184 (40mg) pills are taken daily, and the Docetaxel (chemo) is IV dripped every 3 weeks.
    Does anyone here know about this trial?

    Sentiment: Strong Buy

  • Reply to

    PCF Scientific Retreat October 2014

    by wilderguide Aug 14, 2014 6:29 PM
    metropath metropath Aug 14, 2014 7:47 PM Flag

    great!
    among these 7 drugs, Cabo will be the only drug treating most urogenital advanced cancers; prostate, kidney, bladder, and ovary.

    Sentiment: Strong Buy

  • metropath metropath Aug 9, 2014 9:38 PM Flag

    "TAS-115: a dual inhibitor of hepatocyte and vascular endothelial growth factor receptors, suppressed prostate cancer cell proliferation and osteoclast differentiation following bone resportion. Additionally, the combination of hepatocyte growth factor receptor gene expression signature and hepatocyte growth factor may represent a promising therapeutic biomarker for TAS-115. Taiho is developing TAS-115 as a potential treatment for solid tumors, and a Phase I study is underway." from Taiho Pharmaceutical Co., Ltd. (HQ: Tokyo).
    Up to 7/31/2014, there was not any trial for TAS-115 from my search and company's news release. This is likely the first trial for TAS-115. Cabo is still way ahead of TAS-115 , and the Cabo/ Tarceva combo therapy is holding strong IMO.

    Sentiment: Strong Buy

  • Reply to

    EXEL presence at ESMO

    by wilderguide Aug 8, 2014 5:16 PM
    metropath metropath Aug 9, 2014 1:54 PM Flag

    wilder, will ESMO be the most appropriate place and timing for advertisement of Cabo/MTC and Cobi/melanoma to European market?

    Sentiment: Strong Buy

  • metropath metropath Aug 5, 2014 10:41 AM Flag

    ernie, if Roche takes over EXEL, will they be able to take credit on EXEL's NOLs (approximate 1B)?

    Sentiment: Strong Buy

  • Reply to

    Dilution, funding

    by ulingt Aug 1, 2014 7:36 AM
    metropath metropath Aug 1, 2014 10:24 AM Flag

    a class next To my ESL classroom called " anger management for Dummies" is opening for enrollment now. Would you like to give a shot? Most students walking out of the class have a smile on their faces.

    Sentiment: Strong Buy

  • Reply to

    Dilution, funding

    by ulingt Aug 1, 2014 7:36 AM
    metropath metropath Aug 1, 2014 10:02 AM Flag

    I have also a book called " Basic IQ excise and improvement for Dummies", it works very well for me, would you like to give a try?

    Sentiment: Strong Buy

  • Reply to

    Dilution, funding

    by ulingt Aug 1, 2014 7:36 AM
    metropath metropath Aug 1, 2014 9:04 AM Flag

    "You should also consider buying the book "Basic Sentence Structure and Grammar for Dummies"
    Thanks, I will, Right now I am taking ESL class and I do not mind adding one more textbook.

    Sentiment: Strong Buy

  • Reply to

    Dilution, funding

    by ulingt Aug 1, 2014 7:36 AM
    metropath metropath Aug 1, 2014 8:33 AM Flag

    if Roche is going to take over EXEL, what is the dilution or funding for? Did you ever count how many times Roche has been mentioned in cc? Do you ever notice that even MMM has to confess during the cc that he has no idea or details about Roche's aggressively working on EXEL's Cabo and Cobi combo projects? How many more clues do I need to figure these out?

    Sentiment: Strong Buy

  • It becomes very interest to see how much impact of the recent Cobi announcement weighting on PPS. This coming two days will tell us where is the range, ?4, ?3.8, or ?4.2, before COMET-1 result.

    Sentiment: Strong Buy

  • Reply to

    what i think is this...

    by cocofromafrica101 Jul 30, 2014 8:41 PM
    metropath metropath Jul 31, 2014 12:16 AM Flag

    outstanding job!! coco from africa, thanks very much..
    I would also like to quote a research (analyzed by Fred Rockwell, CFA, July 17, 2014) about the price of acquisition: "If the cabo prostate trials have poor results and the stock price dips, then the timing would be good for Roche to purchase EXEL. After including the premium, the buyout price would likely be in the neighborhood of $3-$5. At the very least this provides a solid floor to the investment. There are many other suitors that could realize synergies by purchasing EXEL as well. It all depends on the price and expectations around trial results".
    It looks pretty safe at this PPS level for longs even COMET should fail.

    Sentiment: Strong Buy

EXEL
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