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Exelixis, Inc. Message Board

wilderguide 444 posts  |  Last Activity: 5 hours ago Member since: Jan 13, 2011
  • $$$$
    Zukotynski, et al...Dec 2014 available free at PMC. Dr Phil Kantoff listed as a co-author...
    Interesting. Using imaging to stratify treatment groups in the Cabo/ Abiraterone P1...
    "Treatment response using Response Evaluation Criteria in Solid Tumors (RECIST) 1.1, Prostate Cancer Working Group 2 (PCWG2) guidelines and days on trial (DOT) were recorded. All men were followed for 1 year or until progression. Four men had (18)F-FDG-avid disease: two with widespread (DOT 53 and 76) and two with oligometastatic disease (DOT 231 and still on trial after 742+ days). Five men had non-(18)F-FDG-avid disease; three remained stable or improved (2 still on trial while one discontinued for non-oncologic reasons; DOT 225-563+), and 2 progressed (DOT 285 and 532). Despite the small sample size, Kaplan-Meier analysis showed a significant difference in progression free survival..."
    That darned bone scan stuff just keeps on keeping on...

  • wilderguide wilderguide 13 hours ago Flag

    With the appropriate research credentials, cabozantinib can be purchased at relatively cheap pricing to commercial retail. Check out Selleck chemicals...
    WRT information sharing, I suspect EXEL has to await presentations -much like investors - preserving the integrity of authorship and rights of discovery along the way. Remembering the way MMM fumbled the ball in negotiating the SPA with the FDA reminds me that his people skills may certainly be questioned. As a rule, scientists are notoriously close-mouthed wrt their work until it is presented at appropriate venue. Unless patient safety is at risk, I would think all IST research is pretty close to the vest...

  • wilderguide wilderguide 14 hours ago Flag

    I guess what I am suggesting - in a nutshell - is that the NCI and the IST-sponsored Cabo studies may prove more clinically productive than EXEL's pivotal studies. The CRADA funding isn't driven by the prospect of commercial success, but rather by advancing the understanding of the underlying disease biology. Makes me wonder just what the NIH and the ISTs know that Exelixis doesn't...

  • wilderguide wilderguide 14 hours ago Flag

    " many were ARV7 positive?"
    If these numbers have published, I haven't seen them yet - though I suspect they are from a relatively small study group. From what I have found, 100% of all patients testing ARV7 positive have failed to respond to androgen receptor manipulation. To my knowledge, only in the research lab (with unapproved, experimental enumeration platforms) is ARV7 expression utilized. To date, there is no approved assay. In addition, at the time the COMETs were designed, it's importance was not recognized. Neither Abi nor Enzalutamide had been approved. It's a twisting stream...changing all the time.
    Since the State of the Union, the research world is a bit sparky with the prospect of renewed research funding. Check out "The New Initiative on Precision Medicine" in the NEJM by Collins and Varmus published today. It would appear that precision medicine has become a presidential priority.

  • $$$$
    The following expert commentary was recently published by Alan Partin, MD at Practiceupdatedotcom in response to the NEJM publication of October 2014:
    "Both abiraterone and enzalutamide are important new drugs in the clinician’s armamentarium; however, men with circulating tumor cells (CTCs) positive for AR-V7 do not respond to them. Now, based on the results of this study, we will know upfront if response is likely. In the study, assays were performed on prostate CTCs, which were collected from the blood of study participants, men with metastatic cancers. Although the number of men involved was relatively small, the clinical relevance of the findings is quite clear When a CLIA-approved assay for this variant becomes available, patients can be tested prior to starting treatment to determine the probability of response and to change agents, if needed."
    Though this splice variant has been recognized for many years, it's clinical relevance in defining treatment direction has only recently been acknowledged. My best guess is that the Dan Haber lab at Mass General has pertinent info on CTC expression of ARV7 in COMET patients. Next guess would be the Posadas CTC research platform at Cedar Sinai. Third in line might be the Scripps platform based in the Kuhn lab. Haven't found solid answers yet, but IMO this patient group of ARV7 positive expressors may hold the key to successful Cabo treatment in CRPC. ASCO GU 2015 could provide some compelling answers...

  • $$$$
    Crazy how these cMET inhibitors cycle thru endless trials, sometimes successfully...sometimes not so much...
    Foretinib has somehow survived in the wake of endless Cabo research, and is seeing some recent successes in papillary renal cancer and sonic hedgehog medulloblastoma. The former reported at ackcdotorg...the latter at a Lake Tahoe brain cancer conference last summer. Check it out...
    Crazy...but true.

  • wilderguide wilderguide Jan 30, 2015 3:18 AM Flag

    Invest here.
    If Invivo keeps fracking for gold, they're sure to eventually find a cure for stupid posters.
    Be vewwy, vewwy kwiet, weah hunting wabbits...

  • wilderguide by wilderguide Jan 29, 2015 5:10 PM Flag

    Just a heads up...
    The combination of erlotinib and cabozantinib, the sequencing of erlotinib and cabozantinib, and comparative studies of erlotinib vs cabozantinib in NSCLC have been ongoing for over 5 years. There are several studies in progress, and P2 reporting has displayed compelling positivity to date. Lung cancer genomic assay technology is at the forefront of biomarker recognition, and - if there is any near-term announcement in arrears - my guess would be that we can expect to hear news on this combination. Patent expirations for Tarceva begin in 2018, and Roche may want to consider a P3 combination trial to clinically validate the combo before erlotinib goes generic. Good opportunity for both Roche and Exelixis coming into play...
    Of course, Roche could simply buy 'em and go it alone... JMO

  • Reply to


    by saltydog711 Jan 29, 2015 9:13 AM
    wilderguide wilderguide Jan 29, 2015 11:12 AM Flag

    " the latest activity attributable to other factor(s)?"
    JMO, but I think yesterday's bump was due to Roche's annual investors report yesterday.

  • Reply to

    Guesses for tomorrow??

    by kzam02 Jan 28, 2015 9:45 PM
    wilderguide wilderguide Jan 28, 2015 11:08 PM Flag

    "That said, it sounds like you got caught without a full position when this spike occurred, and are hoping to "talk it down a little","
    Not at all. I have an optimal share of EXEL. Maybe too much...
    I also have positions in HALO, AGEN, and NVIV that have outperformed the "living thunder" out this POS. In addition, I have the weathered the BS this MB provides, and and still have attempted to provide good info and a little humor along the way. I'm simply agreeing with MJ that shareholders have suffered in the wake of market cap manipulation. It's that simple...
    I'm on board for the science. That's not changed. I'm simply agreeing that Cabo desperately needs a new management team.

  • Reply to

    Guesses for tomorrow??

    by kzam02 Jan 28, 2015 9:45 PM
    wilderguide wilderguide Jan 28, 2015 10:58 PM Flag

    Hi MJ,
    I'm not bitter, but I am confused. The stock market is theoretically played by a set of rules. Less so in high-risk sectors...but some of those rules still apply. EXEL defies all the applied logic of Wall St enterprise. A 15% no-news, high volume upside play in a downside NAS portrays this quite well, and it is nearly indisputable that no degree of upside news will guarantee an upwardly mobile SP wrt EXEL. We've all seen the downside to this story, and there has been virtually no management concern for shareholder value. It is past time for change... Let God sort 'em out... I think they're all a bunch a freakin' cubicle crooks...
    But hey... Whaddya gonna do...??

  • Reply to

    Guesses for tomorrow??

    by kzam02 Jan 28, 2015 9:45 PM
    wilderguide wilderguide Jan 28, 2015 10:16 PM Flag

    This stock has a history of manipulation, poor management SP support, and contrived MM input.
    Nothing between $1.70 & $2.50 will surprise me at all. If Roche didn't buy EXEL on historic lows, why would they buy now? Goldman owns MMM's soul, Gisela's tongue, Peter Lamb's ambition, and Jeff Hezekiel's law degree. Scott Garland was lucky to get out with his life. This stock exemplifies the downside of Wall Street.
    MEDX revisited...they're getting ready to give this company away. Commentary invited...

  • Reply to

    If yer looking for it is...

    by wilderguide Jan 28, 2015 1:38 PM
    wilderguide wilderguide Jan 28, 2015 3:48 PM Flag

    The actual Najarian quote was:
    "Hey, why not...The guy's got great hair, and looks the absolute "bomb" in heels...
    ... Almost as great as "Socialidiocies" from the EXEL YMB..."
    Social and a few of his aliases apparently disagree...
    Goshdarnitall... when those celebrity quotes get outta hand...
    Anything can happen...

  • $$$$
    MMM was spotted holding hands with former Olympian Bruce Jenner outside a popular gender reassignment pretreatment clinic in SF. Najarian was said to comment:
    "Hey, why not...?? The guy's got great hair and looks great in heels..."
    There is still some controversy as to whom Najarian was referring, so don't sell till Kim and Chloe are found for comment. Susan Hubbard could not be reached for confirmation, so I'll continue to hold.

  • Reply to

    IDEAS FOR 2015

    by saltydog711 Jan 11, 2015 5:48 PM
    wilderguide wilderguide Jan 27, 2015 12:14 PM Flag

    I have a position in NVIV. Their Neural Spinal Scaffold has been implanted in a 25 year-old dirt bike acrobat from Phx, Az following a spinal cord severing accident last October. His 90-day assessment was spectacular. Videos of the youth in PT can be found at the Gofundme site. His progress has been remarkable, and they've only just enrolled their second patient in a P1 safety study following the go-ahead from FDA to expand recruiting site numbers from 6 to 20. Quite a deal...

  • $$$$
    Sorry. It's my best response to a preposterous thread. Felt the need to highlight that fact.
    Keep up the good work, Mike. Dog...Yer way outta need a collar, a leash, and perhaps a cattle prod up the ol' Bazoo. A civil approach to communication is key. Beyond that, a Louisville Slugger is my first opt...Ski mask, empty parking lot, a jug of wine, and thou... Kapoww!!!
    Yeah. That's the ticket... That's definitely the ticket...

  • $$$$
    Titled as above: Published as a JCO early release article today 1/26/15, Morris, et al...
    Scher, Higano, Logothetis and a respectable list of co-authors...
    "Conclusion rPFS was highly consistent and highly associated with OS, providing initial prospective evidence on further developing rPFS as an intermediate end point in mCRPC trials."
    Of course, these results are from the Abiraterone COU-AA-302 trial...
    But...these results also support the argument for Cabozantinib in an appropriately administered treatment setting (not necessarily late stage) My humble interpretative consideration is that the game in mCRPC is still on...and defining the biometrically-appropriate group for Cabo is now more important than ever.

  • wilderguide wilderguide Jan 24, 2015 2:00 PM Flag

    Thanks for the great inputs, Mike. GL

  • Reply to

    New Data

    by jonjones325 Jan 24, 2015 12:26 PM
    wilderguide wilderguide Jan 24, 2015 12:32 PM Flag

    Just a guess, but I suspect an industry presentation is being planned. The ASIA annual meeting would be a likely venue. After an officiated presentation and publication with peer review...I would expect the new data to be shared on-line. The decorum of presentation will most certainly not be denied, and peer review is SOP.

  • wilderguide wilderguide Jan 24, 2015 12:24 PM Flag

    "Because selecting the "best patients" would be an effort to bias the outcome. It's called "cherry picking" and it violates pretty much every principle of Trial/Study Management."
    I think it's also important to differentiate between "cherry picking" and defining the patient group most likely to benefit from the technology. Optimally defining a "best" qualified patient pool enhances the likelihood of trial success, though over-defining that patient group may limit the opportunity for overall commercial success. JMO - but if the multi-trauma patient recently enrolled experiences problems in recovery, it might be best to continue the trial with a patient pool more closely aligned with Mr Fallis' injury - go for the initial approval, ramp up the commercialization based upon a smaller, injury-defined patient pool, and expand the scaffold application labeling as opportunity allows. I think the short-term imperative for any small biotech is revenue. Limited commercial success and a proven technology is better than holding out for all the beans. Sometimes it's easier to eat the elephant one bite at a time.

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