Probably any and all.
Among many things, they're likely looking to tease out bone applications and issues related to hypertension. Send an email to investor relations and ask.
They could but there would absolutely be a confirmatory P3. My guess, 9 months?
My question is about the Lenvatinib / Everolimus combo just approved out of P2 for second line which has not been tested post Cabozantinib. This could have implications on the decision to approve the combo early. It could get retracted.
I got thumbed down for suggesting they can achieve $1B in sales.... Perhaps they misunderstood. Before this, I was struggling to justify $650M sales.
With your point, this gives a buyout potential in the $8-11B range in my mind ( 6-8 times sales ). My personal estimates are more conservative so that I will be happily surprised.
The question is if they can get approved prior to finishing P3. With the data alone ( once we see the data ), doctors may adopt the practice independently.
The study has not been done.
Given Cabozantinib is a new and imroved flavor of the current treatments and looking like it'll take first line treatmetn, I'm wondering how Lenvatinib / Everolimus combo would do as second line.
I'm thinking they'll have to include Cabozantinib prior treatment in P3 followup now; or at least, they should include it.
I think you should compare the hypertension to others in the same class of drugs. Hypertension is a result of targeting VEGF. It's the nature of the beast.
".Why would Ipsen bother to issue a N.R. when most investors and people in the industry have already been informed?. "
Because it was in English the first time and may be filtered by individual countries.
The primary outcome was slated for september 2017.
I'm hoping they enrolled much more quickly than they allowed for.....??
Sutent was around $800M in sales an it was competing with others. If Cabo is that much better, it should be able to take a larger share.
I put Exels part at $175M / year ( peak ) for Cobi and hope it's more over time. I have Cabo in RCC at $400M / year but it could easily be more if they can capture a larger share of the market for RCC.
If CELESTIAL and a few of the P2 trials pay off, we could potentially be looking at over 1B / year for Cabo; though, that's years away.
And it's 20K patients just in Ipsen's territory.....
Where is the 4000 patients coming from? It's likely to be more than 4000.
Hmm... I didn't read the minutes; I should do that. It sounds like they're pointing back at Congress in your statement. I'd watched Bernanke in front of the Congressional panel and in politically correct ways, he tried to suggest that they adopt responsible spending policies but the point was never received. One Congressman said that he disagreed with Bernanke and indirectly said Bernanke didn't know what he was talking about.
IMO, the market is responding to Fed fears of raising interest rates. Other events have transpired too like the US putting a "fivefold" tax increase on steel imports from China which will ripple through anything that uses steel like construction.
Anyone notice that the shares outstanding are like an AT&T Uverse bill; it creeps up every month?
I realized the other day how much of a Frankenstein's Monster Exel is with it's hashed business structure.