Having done a recent search for "cabozantinib" in the BJC, the title above came up, published 2/6/14 K Tsuta, et al This study may go a long way to defining the optimal patient group for Cabo - along with observations of potential efficacy. Unfortunately, full access is a paid endeavor, but I'm relatively certain Cabo gets a mention in this document. JMHO
"In all, 22 cases (1.2%) showed RET rearrangements; all cases were of ADC histology. Of the 22 patients, 19 possessed KIF5B–RET fusion genes, whereas 3 possessed CCDC6–RET fusion genes. The RET-rearranged tumours were significantly more common in younger patients (P=0.038) and tended to occur in patients with no history of smoking (P=0.051). In addition, RET rearrangements were not associated with gender, occupational history (particularly radioactive exposure), tumour size, lymph node status, tumour stage, or patient survival. The predominant growth pattern in RET-rearranged ADCs was lepidic in 6 cases, papillary in 9 cases, acinar in 2 cases, micropapillary in 1 case, and solid in 4 cases. Cells with cytoplasmic mucin production were at least focally present in 12 of the 22 (54.5%) RET-rearranged ADC cases. Among the 21 analysed RET-rearranged tumours, RET immunopositivity was observed in 15 cases (71.4%), and was significantly associated with RET rearrangement (P
Jonesy and Papa John Creach had a strange connection...
Dexter liked to resin up Papa's bow...with a satisfying stroke.
So glad you have a sense of humor, Jonesy...
Better cover and run, son...
"...could their connection lead towards Biogen taking out EXEL someday?"
Personally, I view this as an unlikely probability, though I'm no expect on M&A...
Biogen simply hasn't displayed enough interest in oncology product. Having said that I remind myself that Cabo has displayed the potential to become an oncology franchise within it's own realm of effectiveness. If all Cabo treatment indications that have shown promising response to date continue to do so, and are carried forward on a path to approval, any BP would consider it a most valuable asset. Cabo's true value will take another couple years to fully comprehend, and the Cabo bone phenom - if proven clinically beneficial - may be worth a considerable amount in it's own right. The coming year should be very revealing, but the more positive data we realize...the higher the perceived company valuation. BP may wait too long, and if EXEL holds out for full valuation...it may simply appear too expensive a buyout proposition. Personally, I'd rather wait 5 years for a $90/share valuation than be bought out prematurely at $16/share with positive Comet results. JMHO
BGF, this topic has been discussed at length on this MB...the short answer is 387 events to the interim.
Do a search on this MB of "comet1 trial design"...lots good info and Q&A...
Or take a look at the PR from EXEL dated 5/30/12.
"Wow, kinship is some dangerous stuff."
Nothing more dangerous than love gone bad...
This, too, may prove to be a bit off course...but also needs to be said..
To put it simply, there's nothing thicker than thieves...
Think of the access to biotechnical data these guys have had...
This may prove to be a bit off course, but I'm speaking here purely based on past experience. The Greeks have the most developed sense of love, kinsmanship, family connection, and cultural pride that I have ever witnessed. In sharing time, these two have undoubtedly shared failure & success, loss & gain, tears and laughter. In Greek culture, there is nothing more important than this higher sense of bonding.
The Greeks define love in many ways. I encourage you to look it up.
For those that may be interested, there is a Jan 20.2014 interview w/ Dr Papadopoulas available at pharmatelevisiondotcom that addresses the challenges of commercial success in biotech...interviewer Dr Finton Walton.
Now place your bets and pass the ouzo...
Gotta love this quote:
“Stelios has as much, if not more, experience than anyone on Planet Earth right now advising biotech companies on how to create shareholder value,” Mark Schoenebaum, an analyst with ISI Group, said in a telephone interview yesterday. “If the world of biotech was a city, Stelios would be mayor.”
Daddy always said "Don't own stock you don't know." Of course, he meant livestock...
Other than that, I read a lot.
Correct me if I'm mistaken, but it looks as though these filings indicate FIdelity holdings remained the same, and that both Wellington and Deerfield upped their antes. This seems like good news to me...
E-published 2/13/14 in Clinical Cancer Research...Spanheimer et al.
"The preclinical data support evaluation of anti-estrogen in combination with TKI as a potential treatment strategy for RET-positive luminal breast cancer."
This investigative work-up used vandetanib w/ tamoxifen, but the clear message suggests that combination hormone axis therapy with RET inhibition may be as promising in BC as we are seeing in CRPC. Early trial work ups with Cabo in BC have yet to report, and are being conducted with the estrogen receptor antagonist Faslodex. I believe this study bodes well for the rationale supporting the Mass Gen P2 BC trials in progress under PI Dr Michaela Higgins.
Aha!! This actually sounds like a conference call worthy of attendance.
Thx for your response Daly...
"...maybe he's dropping a subtle hint..."
Perhaps you are right, Joe.
But, with a year-end earnings call (and EOQ) next week, I just don't see how the topic would even arise in a lawyer-intro conference. At various times in the past couple of years, the BS phenom has intrigued some of the foremost players in PC research....including a host of curiosity seeker-types like myself. Why bring it up to hire a new barrister.
It defies logic...
"...MMM made it very clear that people are stressing bone scan too much..."
I missed the call, and can't find either transcript or audio reproduction...
How do you interpret this remark, Clem? Ernie? Hbomb? Bif?
...and why do you imagine this topic even came up in a call mostly designed to introduce the new EVP?
It makes no sense to me...
Those most inclined to place importance on the Cabo bone phenom were likely the least inclined to participate in such a call...at least from my perspective. If the science is intact, the BSR phenomenon lends to Cabo a distinctive "hallmark" sign of successful treatment uptake to the bone micro-environment, and if - as has been suggested by multiple researchers - this early clarification of bone response upon scan can be applied as a predictor of beneficial response - it could easily prove one of the more important finds in the history of cancerous disease progression to bone. Were MMM's remarks in response to a question, or was he spitballing? I'm at a loss...
In fact, I've been awonderin' "now why don't he write"...
Now - the message is painfully clear...
Yer access is based on scheduled penitentiary rules....
...and at the discretion of your guard, your warden, and your parole officer.
Even yer psychiatrist probly has some restrictions...
No worrries...you'll likely be out in 5 to 7, and then we can chat all you want.
Free speech is a gas, ain't it?
Cya downstream, cubicle boy...
Hey Joe...just a friendly heads-up - OPTT looks explosive downstream.
I have a very small position, bought weeks ago. waiting on a pullback that simply hasn't taken place.
Big Aussie off-shore wave-power deal with Lockheed Martin announced this week.
Looks like long-term potential...lots of volume today. Watch...
Just off the wire...looks like this young lawyer nearly as vested as I am. LOL
"Jeffrey Hessekiel, Exelixis's EVP and General Counsel, just received 230,000 options from the company. The strike price of the options received was $7.27, and these expire on February 09, 2021. Hessekiel now owns at least 230,000 options on the company."
My further apologies, Jamer...I meant no detritus... I'm long and wish EXEL all the best.
I was - only yesterday - compelled to seek legal counsel in a community riparian rights dispute.
I was put on hold pending credit update and analysis. When it comes to lawyers, I'm with Don Henley: Let God sort 'em out.