yes, nomad, I have to agree with you on this matter,
48 Million short at 12/31/2014 and now PPS up more than 110%, yes, they are stupid.
wilder, I will be very very surprised if Roche does not put the offer on the table after July -August.
1) Cabo for subset of mCRPC, mRCC, EGFR mutation Adeno lung ca, and HCC.
2) Cobi for melanoma.
The longer they wait, the more they will have to pay in the end.
It is, Roche has been putting it's fingers on Cabo for a while. The Tarceva own by Roche is an amazing drug for metastatic EGFR mutation adenocarcinoma of lung (in nonsmoker, Asian, female). Combined Cabo/Tarceva studies in California has demonstrated promising results.
With recent success of BMS's nivolumab (PD-1 inhibitor Opdiva for metastatic squamous cell lung cancer following treatment with platinum-based chemotherapy), Roche must move fast, even these are two different types of drugs for two different types of lung cancer (adenocarcinoma versus squamous cell carcinoma). Last month BMS salesperson told me that FDA approved nivolumab for squamous lung cancer treatment within 48 hours after receiving BMS's submission. It was never heard before, and BMS has not even ready for marketing and sales team.
I also wonder that Roche might already have first hand data for Cabo/Tarceva combined therapy, good or bad.
"Forget METEOR OS for now...that data will take much longer to mature"
It is so true, wilder! Unlike mCRPC patients in COMET1, the METERO patients have much longer OS. Oncologists (? oncodoc or stocklooking) who have hand on experience can tell you that some mRCC patients may live much longer than expected (many years to go). Therefore PFS is an accepted approvable endpoint, just like Cabo approved for MTC based on PFS.
He is good, very good!
last year around this time he put money on Fold after GSK dumped that company, and now it pops 6 times.
very exciting breakthrough, I will try my best to summary from 60 minutes:
!) Duke has been working on this for at least 10 years.
2) polio virus (not vaccine) was genetically modified and then injected into patients' brain mass (Glioblastoma multiforme). These injected virus can only entered the cancer cells but not normal cells. Polio virus then will multiply (proliferate) within infected tumor cells.
3) Within few weeks the infected cancer cells will die (evidence by cavity formation on CAT scan, as well as stabilization of tumor size).
4) approximate 4 to 5 months after injection, patients' own immune system (T/NK cells and others) will kick in and start attacking these cancer cells (evidence by enhancing lesion/edema at mass periphery). Because all these cancer cells are "unmasked" (aftere polio virus infection) and can be recognized by patients' immune system (T/NK cells) at this point. Eventually all cancer cells were wiped out and only scar tissue left.
5) Among ?19 patients, approximate 40-50% still alive, and 11 patients died after 6 months
6) This polio virus also works in vitro on breast, colon, kidney, prostate cancer, etc.