Is is appropriate to compare early stage metastasis to late stage cancer? I would guess not. Late stage cancer in an organ experiences different effects as masses develop. Loss of blood supply is one example. Treating it early is better than treating later.
I know it's you Wilder. You respond to others by ending with a "y". Now you have the nerve to show up with your alt spoof of me and you've revered to wilderguilde as " Wildy".
As others have pointed out, you need to track habits and you've shown yours. Your imitations fail due to your lack of intellect compared to those your imitate. You're a child and nothing more.
Grow up. You continue to lose credibility.
3 suits standing outside Exelixis atm... Anyone want me to heckle them? Yell "SELL, SELL, SELL!"...
or "DILUTE, DILUTE, DILUTE!"...
I'm for it. I get these drugs confused since there are so many but try to get them right.
Cabo mirrors a previous drugs with similar structure that blocked vegfr 1-3 but not cMET such as tivozanib and lenvatinib. Tivozanib shot high and aimed at first in line therapy and did very well, meeting the primary endpoint of PFS with flying colors but it was not approved by the FDA because of the OS due to adverse events (which is not fully elucidated but hypertension was fingered). Some of it seems to be from related toxicities (i.e. blocking all VEGF is bad for the body) and c-met gets up regulated agressively. Tivozanib was tested with c-met blockers with good outcomes but it was still dropped likely due to toxicities. If they were using Tivo as a tool compound, they might just nail the target given c-Met was a downfall of Tivo. Additionally, Tivo overcame the resistance mediated by ABCB1 (P-glycoprotein) and ABCG2 (BCRP). Cabo was to be tested for the efflux but I do not know the results if it was done yet. If it also blocks the ABCG2 efflux, it'll help concentrate it in renal and hepatic cells over the plasma concentrations and make it that much more effective.
Lenvatinib met primary enpoint in P2 for mRCC. Also it was suppose to finish P3 for first in line treatment for HCC (Lenvatinib (E7080) Versus Sorafenib in First-Line Treatment of Subjects With Unresectable Hepatocellular Carcinoma). This should give us insight to Cabo and HCC.
Personally, I feel more comfortable betting on Cabo over the others since blocking all 3 VEGFRs seems bad since the body does need to function but also blocking c-met and confirmed inhibition of p-gp (ABCG1) efflux and likely inhibition of ABCG2 efflux gives it clear advantages.
There have been a lot of interest in this chemical space for these indications with a lot of swings and many misses. My best bet lies with Cabo at the moment.
I'm guessing and speaking from naivete that the institutional investors have made money from the short positions they had while maintaining some short position and are using the buffer that they built to bet on success.
i.e. they're playing it both ways.
They complete METEOR this year to end that expense. Ongoing expense includes CELESTIAL to be completed near the end of 2016.
Other than that and accretion expenses, what is their expenditures?
How much is CELESTIAL going to run going forward?
I would think a milestone payment is due upon FDA approval of Cobi. It is a common milestone payment rarely reached.
This may even be followed by commercialization milestones.
Is this something they'd tell an investor who contacts them? Has anyone one here asked that who have been in contact?
You're off base Hairy. It’s clear that semanresu does not have the literature access that I do but we've always been able to have a sane and adult conversation. We are on different sides of the fence when it comes to expected outcomes. It's clear to me that I don't have the trading experience that he has. So whether or not I agree with his analysis due to our different methods of analysis, I realize that I can learn from him. I honestly believe he should not be risking the short on this stock with METEOR but he was fully justified with the COMETs. I also don’t agree with his antagonistic style but he can have a sane conversation if you’re not sucked into the antagonism by name calling back.
I know some of you think he may be my spoofer but there is good evidence that it’s someone else. There are only two others here that have intentially antagonized me. You’ll find that I’ve been consistent and changed views based on new information unlike that spoof of my count “socialdiocies” (missing “i”) who is all over the board and is reflective of someone unable to have a sane adult conversation and shows real signs of schizophrenia. It’s likely someone who was losing credentials under their main account from too much flaming, verbal abuse, etc and modified their behavior to begin setting up the spoof. There is a true psychological issue at work here. If Obama’s grand vision worked, he’d be flagged and his guns would be taken away.
Just rolling it around in my head. When I started watching but not closely before the last read out, I remember the "average" as stated by Yahoo as about 1.7M but it did spike and as some time late it picked up and was bouncing around in a few million as you say. Nothing this high.
I do remember a large spike a week or two before the readout which crushed the price and then they gave the bad news. I'm observing that this trend is different. It seems people decided to make a much larger wager on this readout.
Could their willingness to make large bets be supported by short positions similar to what you described in another thread?
Can someone who remembers tell me what the volume was like preceding the comet-1 and comet-2?
I didn't really start watching until the last readout and I'm wondering how it compares. Looking at the charts, the volume seem quite a bit higher than before and very well sustained. Whether it's appropriate to read into it or not will be determined later.