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Exelixis, Inc. Message Board

wilderguide 268 posts  |  Last Activity: Jul 28, 2015 10:24 AM Member since: Jan 13, 2011
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  • Reply to

    What if...

    by hensley_1957 Jun 19, 2015 10:54 AM
    wilderguide wilderguide Jun 19, 2015 2:19 PM Flag

    $$$$
    BTW - I gave you the thumbs-up. Feel better?

  • Reply to

    What if...

    by hensley_1957 Jun 19, 2015 10:54 AM
    wilderguide wilderguide Jun 19, 2015 2:15 PM Flag

    $$$$
    "What if..."
    What if Nomad posted and no one even bothered to respond?
    Would he develop a permanent boo-boo lip, and quit taking the time to share his valued message?
    Would we lose out on the pleasure of his company? Would he shun our friendship?
    Would he become so despondent as to commit the unmentionable?

  • Reply to

    BLOCK

    by saltydog711 Jun 18, 2015 11:48 AM
    wilderguide wilderguide Jun 18, 2015 2:05 PM Flag

    $$$$
    "Maybe you should go to Area 51..."
    Ancient alien astronaut theorists and MUFON founders concur that there may exist an extraterrestrial plot to undermine the global economy. Targeting this theory, the consensus of opinion claims this may be a conspiratorial cadre represented by an irrational and over-exuberant short element within the global marketplace. How about it, Seymour...???
    Which side will you be on when the big balloon goes up?
    Will you stand in the light, or will the dark side encompass you?
    Inquiring minds really wanna know yer opinion...
    Regardless of how boneheaded it may be...

  • Reply to

    Another Options expiration week...

    by captainhymanshocker Jun 17, 2015 10:11 AM
    wilderguide wilderguide Jun 18, 2015 6:31 AM Flag

    $$$$
    "Where do I sign up to fish..."
    Summer fishing on the Wasatch can be the best. I've fished below Deer Creek Reservoir along the Bonneville Trail and off Provo Canyon Rd from Provo to Santaquin. Bonneville cutthroat natives and brown & rainbow stockers comprise the local game fishing. The Utah Fish and Game Dept and the Richfield Ranger District (NFS) post local fishing reports and area closures with regular updates.
    In years past I was a regular on the Fish Lake, and fished the Blue Ribbon hatchery E Fork Sevier in Kingston Canyon to Otter Creek Reservoir many times.
    Really rugged country beyond Antimony Creek, but worth the effort.

  • Reply to

    Another Options expiration week...

    by captainhymanshocker Jun 17, 2015 10:11 AM
    wilderguide wilderguide Jun 17, 2015 12:16 PM Flag

    $$$$
    "Company needs to grow some balls."
    This is a message that needs to be carried to the attention of IR, with CCs to CEO MMM & CFO Burke - with performance enjoinders to ensure it happens to Papa Stelios and the BOD.
    I like it. Where do I sign up for this program?

  • Reply to

    Foretinib, AXL, and CRC

    by wilderguide Jun 13, 2015 12:07 PM
    wilderguide wilderguide Jun 16, 2015 3:22 PM Flag

    $$$$
    "Should have been..."
    Shoulda woulda coulda...
    ...and you coulda been a poster child for birth control. Still could be...
    All decked out in a full body condom with decorative IUD body piercings...
    Funny how we miss out on our true callings...

  • Reply to

    Scuzzbucket traffic is up...

    by wilderguide Jun 15, 2015 7:02 PM
    wilderguide wilderguide Jun 16, 2015 12:34 AM Flag

    $$$$
    My bad, doc. The hellgrammite is the larvae of the Dobson fly.

  • Reply to

    Scuzzbucket traffic is up...

    by wilderguide Jun 15, 2015 7:02 PM
    wilderguide wilderguide Jun 16, 2015 12:18 AM Flag

    $$$$
    I've fished the Kern, and done well baiting with the local hellgrammites - the aquatic larvae of the Stone fly. Past experiences have prompted me to carry a 12x24" 1/4" galvanized screen in my fishing pack. If you prop it up between two creek stones in a fast water flue, go upstream and turn over some of the bottom rocks - it'll temporarily muddy the water, but it'll feed your capture screen.
    A large, hardy hellgrammite has caught up to 4 fish for me before it was exhausted...
    They are nearly indestructible, and some of the best fish bait I have ever witnessed. GL doc...

  • Reply to

    Scuzzbucket traffic is up...

    by wilderguide Jun 15, 2015 7:02 PM
    wilderguide wilderguide Jun 15, 2015 10:38 PM Flag

    $$$$
    Hi neers87,
    If you recall, Cobi was also on the Jan 15 PRAC agenda. If there were outstanding issues, I feel they'd have been addressed by now. I have no real further evidence, just a gut feeling based on the timeline relative to the known 9/14 filing. Without information regarding "stop clock" scenarios, we can only guess at a date for EC opinion. No doubt we are very close, and the great data presented at ASCO makes for good early review conjecture. Inasmuch as I'd like to see confirmation with this coming weeks' CHMP meeting, we may have yet to wait as their plate is very full. Interesting times lie directly before us, and toying with the cubicle monkeys fits my pistol, so I'm playing their game. Beats dominoes...

  • Reply to

    Scuzzbucket traffic is up...

    by wilderguide Jun 15, 2015 7:02 PM
    wilderguide wilderguide Jun 15, 2015 9:30 PM Flag

    $$$$
    Stay ready to bend over & grab 'em, Nomad...
    Yer about to get your optimal quarterly fix of sorassenib...
    If it hurts a bit...be sure to grunt for us...
    Just like the last time yer Daddy drove you home...

  • $$$$
    There may be improvements ahead...

  • Reply to

    This is MANIPULATION!

    by semanresu Jun 15, 2015 10:06 AM
    wilderguide wilderguide Jun 15, 2015 11:02 AM Flag

    $$$$
    "Look who's talking!"
    Biblical scholars and ancient alien astronaut theorists recommend against finger-pointing as a repetitive defense mechanism, lest you are willing to reveal to the masses where that finger has been... In yer case, I'd rather not know thank-you-very-much.

  • Reply to

    This is MANIPULATION!

    by semanresu Jun 15, 2015 10:06 AM
    wilderguide wilderguide Jun 15, 2015 10:28 AM Flag

    $$$$
    "What does the bible say about this?"
    The King James Version suggests that we pay no heed to the endlessly foolish man spouting endless foolishness - and also suggests that the loudest voice be the one most often of highest choice to ignore.
    Put a sock in it for a week or two...

  • Reply to

    1 Drug Will Make or Break These 3 Biotech Stocks

    by wilderguide Jun 14, 2015 12:40 PM
    wilderguide wilderguide Jun 14, 2015 2:00 PM Flag

    $$$$
    "But I will say this. I think the reason the testing has gone on so long is because the Afinitor arm is doing so well."
    Thanks for taking the time to pony up with your expertise, Dr Seymour Shortcakes.
    If the everolimus cohort of METEOR greatly exceeds trial design assumptions, I wouldn't be too concerned with any change in clinical perspective. Wall Street expectations vary significantly from clinical expectations, however, and the stock would likely take the hit for any Afinitor PFS greater than 6 months, should that number actually make a statsig difference. Cabo's greatest attribute is its ability to elicit benefit in treatment refractory populations. I have no concerns regarding Cabo prescription in mRCC. JMO - but I believe the CABOSUN trial results will paint a more accurate picture of Cabo usage in renal cancer. No worries...

  • $$$$
    More "spot-on" reporting by (obvious) short-side analyst Brian Orelli of Motley Fool...
    Wrt Comet-1 he writes: "(Cabo)... showed no effect in prostate cancer..." - completely ignoring statsig PFS response, CTC reduction, extended time to 1st reported SRE, noteworthy bone scan improvement, and pronounced survival benefit in patients with visceral mets.
    Great cognitive reporting, Brian...good job making MF one of the least credible rags around!!
    Good thing statsig PFS won't matter in METEOR, huh??
    C-ya in the funny papers...

  • wilderguide by wilderguide Jun 13, 2015 12:07 PM Flag

    $$$$
    Published in Oncotarget, April 2015. Cabo also inhibits AXL, and is currently enrolling with Panitumumab in mCRC. If you recall, in early xenograph work ups, Cabo response was 12 for 12 in transplanted tumors. Cabo capacity to inhibit AXL was not noted at that time as the source of response.
    "...foretinib treatment caused significant inhibition of tumour growth and peritoneal metastatic spreading. AXL and GAS6 overexpression by immunohistochemistry (IHC) were found in 76,7% and 73.5%, respectively, of 223 human CRC specimens, correlating with less differentiated histological grading."

  • $$$$
    "MET inhibitors for treatment of advanced hepatocellular carcinoma: A review"
    Published in World Journal Gastroenterology, 5/14/15.
    Solid review, previews competition... includes Cabo...freebie...

  • $$$$
    Reported by Moffitt CC 6/3/15, PMID: 26039542
    Have a good weekend...

  • Reply to

    COBI NDA

    by saltydog711 Jun 12, 2015 12:25 PM
    wilderguide wilderguide Jun 12, 2015 3:10 PM Flag

    $$$$
    Not the same compound, but the same treatment program. Here's one example of rationale from PlosOne. Feb 2014. Google it, there are lots of others.
    "MET protein expression showed no correlation with G-alpha protein mutation status. Combining MEKi with METi treatment has added benefit to either treatment alone in reducing G-alpha protein mutant UM cell growth. Combining METi with MEKi treatment adds the effect of limiting uveal melanoma cell migration."

  • Reply to

    COBI NDA

    by saltydog711 Jun 12, 2015 12:25 PM
    wilderguide wilderguide Jun 12, 2015 2:51 PM Flag

    $$$$
    At this juncture, I wouldn't hesitate to assign a higher speculative value to cobimetinib upon approval in melanoma. Genentech has initiated a recent (just this past May) trial combining Cobi with their ERK inhibitor GDC-9440 in advanced tumors. In addition, there are a host of MEK "signal - searching" trials in progress. Of interest to me is that Moffitt CC is conducting a trial of selumetinib with sorafenib in advanced HCC. If you consider the rationale for this trial, it's not too great a stretch to consider that Cabo and Cobi might make a valuable clinical contribution in combo. I see Cobi as a potentially "vastly" undervalued asset, particularly if it can effectively be combined w Cabo. In addition, Cobi may very well follow Vemurafenib into the BRAF-driven NSCLC space - more potentially unrecognized value.

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