Fri, Nov 28, 2014, 10:55 PM EST - U.S. Markets closed early today

Recent

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

Exelixis, Inc. Message Board

metropath 5 posts  |  Last Activity: Sep 4, 2014 9:04 AM Member since: Dec 27, 1998
  • Reply to

    only hope for cabo in mCRPC

    by stocklooking Sep 3, 2014 12:24 AM
    metropath metropath Sep 4, 2014 9:04 AM Flag

    "The study was designed to fail from the start with regards to the Primary endpoint chosen as goal" Oncologists and urologists simply will not use Cabo for mCRPC if there is no OS benefit.

    "why did they prolong a Failed trial since March......40% drop then and now another 55 % drop." I do not believe hat MMM knew the outcome of COMET-1 then. EXEL has one of the largest exhibit space for 2014 ESMO; there was no insider sell or buy, MMM announced the COMET-1 result immediately without delay (sept 2013 to August 2014 with 11 months OS on Cabo arm), and there is no lawsuit announcement for this.

    " I still believe that CABO is worth pursuing as i m sure it will by Takeover company" I am totally agree with you on this matter. Cabo is not dead even in mCRPC market. It is very attractive at this PPS level for takeover bid. It is not a good time to take the loss right now IMO and I am still holding.

  • Reply to

    only hope for cabo in mCRPC

    by stocklooking Sep 3, 2014 12:24 AM
    metropath metropath Sep 4, 2014 8:32 AM Flag

    No, I do not give any post thumbs down even I disagree. I respect every post and I consider every opinion with value, right or wrong from my point of view. I do enjoy reading your posts very much and I read every single one.

  • Reply to

    only hope for cabo in mCRPC

    by stocklooking Sep 3, 2014 12:24 AM
    metropath metropath Sep 3, 2014 6:22 AM Flag

    or other big guy like Roche instead of NCI run the show with better trial design, deep pocket , and efficient management team. MMM spent too much time taking care of his hair!!! MM has run out his time and now is time for a change.

    It is a waste to let go Cabo in mCRPC, a bad news for patients and for oncology community, very sad!

    You and I truly believe that Cabo truly work for mCRPC (11 months OS and amazing bone effect). Unfortunately the failure of COMET-1 was due to MM and not Cabo itself. The details about prednisone arm should be investigated and have explanation for this additional 2.8 months OS. And this should be presented as soon as possible.

    I am positive that other big guy like Roche will be able to see the Cabo's unique value on mCRPC, not only Cobi's value. After this dip, they will jump in fast than heart beat.

    I am also suspicious that layoff 70% force might be part of MM's strategy to powder EXEL for sell IMO.

    I had position on QCOR and experienced that a good CEO is as much or even more important than a product. QCOR bought ACTR (pattern of extracting ACTH from pig pituitary glands) from another company with 10K. Within 2 years its PPS went up multiple times and last month it was sold to another company.

  • Reply to

    Nasty Day

    by wilderguide Sep 2, 2014 12:24 PM
    metropath metropath Sep 2, 2014 3:07 PM 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

EXEL
1.66-0.10(-5.68%)Nov 28 1:00 PMEST

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.