Exelixis, Inc. Message Board
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In the most recent publication (Clin Cancer Res. 2013 Apr 3), the median treatment duration was 27 weeks at 40 mg group. If you translate to 6 months' medication for each CRPC patients with bone mets (approximately 30,000 case US, not include worldwide cases), with cost of 9,000/month for Cabo. This is huge market!
Sentiment: Strong Buy
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My amateur calculation of Cabo on CRPC market alone (based on 28,000 death per year in US and almost all CRPC end up with bone mets, plus world wide market) is 1.5 to 2 B. If add mRCC, HCC, NSCLC, CRC, ovarian ca, etc, the Cabo will have at approximate 3 to 4 B when reach market maturation. This is huge and easily beat avastin combined other VEGF target drugs. Based on current 184 M shares, the PPS can easily go to 25 to 30 just on Cabo alone.
Sentiment: Strong Buy
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could you comment on Cabo and CRC?
Sentiment: Strong Buy
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well said, erinewerner!
Sentiment: Strong Buy
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one million shares exchange hands in first two hours!
Sentiment: Strong Buy
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It is going very strong with blocks of instititutional buy. Something is cooking!
Sentiment: Strong Buy
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Once PPS hit 5 and above, shorts will have to either cover or add more short position, let us see.
Sentiment: Strong Buy
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Sold them my trading shares today, but have increased my core position earlier in week.
by beststockstoownnow •Apr 11, 2013 3:32 PMExcellent! thanks very much.
Sentiment: Strong Buy
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Sold them my trading shares today, but have increased my core position earlier in week.
by beststockstoownnow •Apr 11, 2013 3:32 PMyou are good, do you mind sharing what else do you own? Thanks.
Sentiment: Strong Buy
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nomad, the management team including MM are still there, and TA is not working on EXEL, we have seen several pseudo breakouts in the past 6 months. why are you so sure this time is for real?
Sentiment: Strong Buy
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Cabo as a prophylactic for prevention of bone metastases
by icprecipice •Apr 10, 2013 9:29 AMMajority (approximately 90%) of prostate cancer cases will have relatively "benign" course when treated with surgery, brachytherapy, or just watch and do nothing. Cabo may have noting to do with this group of patients.
Only 10% of prostate cancer cases carry almost untreatable malignant course and almost all of them end up with metastatic bone lesions. Cabo is targeting these 10% patients (approximate 28,000 death alone in US) either perchemotherapy or after mets either way.Sentiment: Strong Buy
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No Press Release regarding CRC results reported by U of Co. Cancer Center
by clemcaldwell •Apr 9, 2013 4:42 PMwhy not Pfizer? I don't mind multiple bids for EXEL.
Sentiment: Strong Buy
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look at the right upper corner, doesn't it tell you something leaking yesterday?
Sentiment: Strong Buy
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Deerfiled is the main one shorting against the box. Hope they have done enough for this round.
Sentiment: Strong Buy
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if avastin works for CRC, I have hard time not to believe Cabo will not work for CRC.
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Unfortunately, there is no bone biopsy (not bone marrow biopsy) on lesion site for pathology evaluation in the study. Otherwise this will be most direct evidence for tumor necrosis or death.
Sentiment: Strong Buy
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Response to Cabozantinib in Patients with RET Fusion-Positive Lung Adenocarcinomas
by metropath •Apr 4, 2013 8:47 AMCopy from recent seekin alpha "Where Is Exelixis In The Cancer Therapeutics Market?":
Non-small cell lung cancer (NSCLC) accounts for approximately 85% of all lung cancers. The American Cancer Society's estimates for lung cancer in the United States for 2013 are about 228,190 new cases of lung cancer will be diagnosed, and there will be an estimated 159,480 deaths from lung cancer.
According to Transparency Market Research, the NSCLC will increase from $4.3 billion in 2009 to $6.9 billion in 2019 and the market is growing with a compound annual growth rate of 4.84% from 2009 to 2019.
Memorial Sloan Kettering Cancer Center is sponsoring a Phase II clinical trial to ascertain what effects cabozantinib in patients whose tumors have a gene called KIF5B/RET. KIF5B/RET is an abnormal gene that leads to lung cancer cell growth. Sloan Kettering is currently enrolling in the trial that is expected to be completed in July 2015.
Mounting evidence suggests that the presence of the KIF5B/RET fusion may signify a new molecular subset of the disease. Cabozantinib is a potent inhibitor of RET that has shown strong clinical activity in another RET-driven cancer.
On September 30, 2012, Exelixis reported preliminary data from an ongoing Phase 1 dose escalation study of cabozantinib conducted at the National Cancer Center Hospital in Tokyo, Japan. The trial consisted of 14 patients with a variety of solid tumors. Of these patients, five had NSCLC.
Researchers found that four NSCLC patients had a complete partial response. All five NSCLC patients had tumor regression ranging from 33% to 41%.Sentiment: Strong Buy
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Response to Cabozantinib in Patients with RET Fusion-Positive Lung Adenocarcinomas
by metropath •Apr 4, 2013 8:47 AMCancer Discovery. current issue March, 2013 3(3)
Naiyer A. Rizvi, Medicine, Memorial Sloan-Kettering Cancer Center, 1275 York Avenue, Room 1011-H Building, New York, NY, 10021, United StatesSentiment: Strong Buy
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The discovery of RET fusions in lung cancers has uncovered a new therapeutic target for patients whose tumors harbor these changes. In an unselected population of non-small cell lung cancers (NSCLCs), RET fusions are present in 1-2% of cases. This incidence rises substantially, however, in never-smokers with lung adenocarcinomas that lack other known driver oncogenes. While pre-clinical data provide experimental support for the use of RET inhibitors in the treatment of RET fusion-positive tumors, clinical data on response are lacking. We report preliminary data for the first three patients treated with the RET inhibitor cabozantinib on a prospective phase 2 trial for patients with RET fusion-positive NSCLCs (NCT01639508). Confirmed partial responses were observed in two patients, including one harboring a novel TRIM33-RET fusion. A third patient with a KIF5B-RET fusion has had prolonged stable disease approaching 8 months (31 weeks). All three patients remain progression-free on treatment.
Sentiment: Strong Buy
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and those Institutional & Mutual Fund owners (with 95% of floaters) are happy with " dead money"?
Sentiment: Strong Buy