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Exelixis, Inc. Message Board

wilderguide 178 posts  |  Last Activity: 8 hours ago Member since: Jan 13, 2011
  • Reply to

    i am unaware of what mf said

    by alsodoglover Mar 15, 2016 6:24 PM
    wilderguide wilderguide Mar 15, 2016 7:55 PM Flag

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    "...but it still counts as an asset."
    And it should... Nothing wrong with a collateralized loan...
    Just biased reporting, Ernie - and I find it disagreeable, particularly when it is obviously agenda-driven drivel. I've squatted bigger turds than Renauer, and hope he's a MB player.
    Dooshwaddle needs a flyin' Hapkido kick right up his lazy Bazoo...
    Whaddya say, CR...wanna nut???

  • Reply to

    i am unaware of what mf said

    by alsodoglover Mar 15, 2016 6:24 PM
    wilderguide wilderguide Mar 15, 2016 7:36 PM Flag

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    From MF 3/15/16:
    "We'll need to take any comparisons with a grain of salt. Although they were both using Afinitor as a control, it was not a head-to-head trial. The important takeaway is that Exelixis needs Cometriq to become relevant in kidney cancer. The company lost nearly $170 million last year and finished 2015 with just $167 million in cash and short term investments."

  • Reply to

    i am unaware of what mf said

    by alsodoglover Mar 15, 2016 6:24 PM
    wilderguide wilderguide Mar 15, 2016 7:14 PM Flag

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    I would think MF should care regarding the overall credibility of their contributors.
    A misrepresentation unaddressed is a lie, which leads to contrived share price...
    MF is a cheap buttwipe rag of a publication, and should be exposed as such...

  • Reply to

    i am unaware of what mf said

    by alsodoglover Mar 15, 2016 6:24 PM
    wilderguide wilderguide Mar 15, 2016 7:05 PM Flag

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    For one, MF had a contrary posture wrt COH. They claimed $167M ending fiscal 2015...
    The Q4 presentation claims $253.3M COH and short term investments. Who s correct?
    I think shareholders should insist on clarity...and a corrected article.

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    Should I sell? Keo, pls help me decide...

  • Reply to

    Is Netrin-1 a target of cabozantinib?

    by wilderguide Mar 14, 2016 4:56 PM
    wilderguide wilderguide Mar 15, 2016 2:31 AM Flag

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    Looks like there is quite a library of published research on Netrin-1 across a variety of disease landscapes - CV disease, diabetes, acute kidney injury, a variety of cancers. Despite this wealth of research direction, little is apparently known wrt the therapeutic implications of the Netrin-1/ UNC5 signaling pathway in vascular tumorigenesis, nor regarding it's role in angiogenesis. It's predictive value in RCC may someday be proven... jury's still out....but, the intensity of Netrin-driven research appears on the rise. I like that', and have added it to my watch list.

  • wilderguide wilderguide Mar 14, 2016 9:15 PM Flag

    $$$$
    Some folks are too dumb to breathe...
    He may not cover till he's treed by zealous Yankee dogs...
    With two apiece deeply en-toothed in each butt cheek...
    It's referred to as a Hongmao howling. Smiling Yankee dogs...
    ...everywhere you look...

  • Reply to

    Is Netrin-1 a target of cabozantinib?

    by wilderguide Mar 14, 2016 4:56 PM
    wilderguide wilderguide Mar 14, 2016 8:24 PM Flag

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    "Full paper is accessible..."
    At first read, it appears that Netrin-1 might prove to be a valuable marker of disease progression, as changes in binding affinity with CD146 will affect VEGFR2 signaling downstream. Might actually act as a precursor to clinical progression - whether via radiography, RECIST, or existing biometrics.
    Am I reading this correctly?

  • Reply to

    Is Netrin-1 a target of cabozantinib?

    by wilderguide Mar 14, 2016 4:56 PM
    wilderguide wilderguide Mar 14, 2016 7:18 PM Flag

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    "What did the presentation actually say?"
    There's a good study synopsis available at Practiceupdatedotcom, credited to the editorial staff & posted 3/14/16.

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    The following presentation by Frees, et al made the rounds at a EAU 2016:
    "Netrin-1 Protein Plays a Key Role in the Migration and Progression of Renal Cell Carcinoma"
    The study findings were based upon RCC cohorts of sunitinib-conditioned vs sunitinib-naive pt groups. In METEOZr, Cabo benefit was extraordinarily pronounced in post-sunitinib patients, lending to the possibile consideration that Cabo MOA effect on Netrin-1 signaling may have been overlooked. It'll be interesting to see how these results reflect in future trial settings, including CABOSUN.

  • wilderguide wilderguide Mar 12, 2016 8:59 AM Flag

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    "This is the blueprint EXEL needs to follow..."
    Later this year we should see some P2 results from NCT01639508, which should include RET fusion, high MET, NTRK, and Axl-driven NSCLC results. I have considered the possibility that positive results might qualify Cabo for inclusion in the P3 SWOG Lung-MAP study. The rilotumumab cohorts quit recruiting consistent with Amgen's shutdown of rilo development, leaving a considerable hole in that study. Robust results from Drs Drilon & Kris could qualify Cabo for inclusion in the P3 phase of Lung-MAP...
    At least, that is a strategy I would pursue... Seem reasonable? Any thoughts?

  • Reply to

    EAU expert commentary on RCC

    by wilderguide Mar 11, 2016 12:37 PM
    wilderguide wilderguide Mar 11, 2016 12:56 PM Flag

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    This editorial was likely published in conjunction with the commencement of EAU 2016, which began today in Munich. I can't find anything Cabo-definitive in the curriculum, the opening abstracts, nor in the plenary sessions. But, given the ongoing take on data acceptance and the recent addition of Cabo to EAU 2nd line RCC guidelines, I speculate that a lot of in-house discussion will take place on the evolution of RCC treatment at this meeting. Best to keep on the lookout...
    "Everywhere you look, there's something to be seen..." Dr Buddy Rydell, Anger Management

  • wilderguide by wilderguide Mar 11, 2016 12:37 PM Flag

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    Expert opinion epublished in advance of April 2016 edition of European Urology by Peter F A Mulders...
    Titled "Re: Nivilumab vs Everolimus in advanced RCC"
    "The second drug tested in the same setting was cabozantinib. As an oral drug, it mainly has a TKI mode of action and a class-specific toxicity profile. The everolimus-treated arm had PFS of 3.8 mo compared with 4.9 mo in the original RECORD trial. PFS with cabozantinib was 7.4 mo, significantly longer. OS did not reach significance in the interim analysis but is expected to be significant in the final analysis in 2016.

    In conclusion, we have a new effective immunotherapeutic drug in second-line treatment of mRCC: nivolumab. This changes the landscape of the treatment options available. In addition, cabozantinib has a better outcome than everolimus and will be implemented in daily practice in the near future when mature OS data are shown."

  • Reply to

    Celestial HCC ?

    by hum14jbird Mar 9, 2016 3:47 PM
    wilderguide wilderguide Mar 9, 2016 5:32 PM Flag

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    "EXEL has never updated the enrolment status of Celestial. We have no idea how far along they are..."
    Ernie, you are the best at this angle. Give us yer best guesstimate...
    I see a lot of investment potential being withheld pending Lenvatenib vs sorafenib results in HCC, which could report this year - most likely at ESMO, though ASCO might be doable. Given all the support for PD-1, I figure the Nivo HCC trials have become the recruiting priority, and Cabo's placebo controlled trial has taken a recruitment backseat to the clinical tsunami of perceived PD-1 success.
    Do you think EXEL has recruited CELESTIAL to 50%?? I don't see how they could...though I'd hoped for a recruiting binge post-METEOR results. What's yer take?

  • Reply to

    2nd line mRCC: Nivo, axitinib, or Cabo?

    by wilderguide Mar 9, 2016 6:03 AM
    wilderguide wilderguide Mar 9, 2016 5:03 PM Flag

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    "Based on this it seems Cabo usage will be huge."
    It'll take some time to sort out. Although both Nivo and Cabo are effective, neither is curative - and each has its own distinctive administrative signature. Some patients may actually opt for the convenience of daily Cabo oral administration vs bi-monthly nivolumab infusion. A lot will depend upon how all these treatment proposals are accepted by the insurance companies, the patients, and the clinicians. Sometimes, convenience rules...sometimes not...
    Sometimes yer the windshield...sometimes yer the bug...

  • Reply to

    RCC Approval...March?

    by duckduffer Mar 9, 2016 3:10 PM
    wilderguide wilderguide Mar 9, 2016 3:36 PM Flag

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    Duckduffer...
    MMM has essentially testified to all that EXEL will not be ready for commercial launch till at least 4/1/2016...
    GMP of the tabletized formulation of Cabo is likely the greatest obstacle. If the filing had been a simple label expansion on the capsule dosing, I think we'd have seen action...
    It's a waiting game...like filing for a new drug - which, essentially - it is...

  • Reply to

    Mötley Fool: Why EXEL dropped 10% Tuesday

    by wilderguide Mar 9, 2016 12:56 PM
    wilderguide wilderguide Mar 9, 2016 2:37 PM Flag

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    "I happen to like their reasoning ..Inspite of the fact that the comments issued by URABT2 make sense as well.."
    In a backhanded manner, I take it you don't like my reasoning. Market Makers have needs - needy wives, needy clients, bills to pay, lights to keep lighted so's they can find their dark pools...
    If you actually believe for a moment that anything material took place on Tuesday to drop market cap of EXEL by 10%, you are in need of a reality check. The stock got played for short-term profit-taking the same as it has for many months. If ever there were a stock screaming to be investigated for dark pool manipulation - it is this one. Tuesday was another Share Price Du Jour, inspired by nothing more than the wash, rinse, repeat cycle that has been endlessly enumerated on this MB ad nauseum.
    If Motley had a Fool worth his weight in zit #$%$, this issue would be illuminated for all to ponder.
    Rationalize your paper losses however you must, but don't let the Fools fool you...
    They don't know squat from shinola...

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    Market Maker's wife needed a new SUV...

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    "Beyond evidence-based data: scientific rationale and tumor behavior to drive sequential and personalized therapeutic strategies for the treatment of metastatic renal cell carcinoma"
    Lorena Incorvaia, et al... Oncotarget 2/8/2016
    See Figure 4... These guys have done some great theoretic and evidence-based research here, and propose that values of induced resistance and rates of disease progression (slow vs rapid) may be deciding factors in determining treatment choices in 2nd and 3rd line mRCC. Note that Cabo is clearly the first choice following rapid progression on sunitinib or pazopanib, and also note that in slow progression axitinib might share 2nd line treatment space with nivolumab. Good read...

  • wilderguide by wilderguide Mar 9, 2016 4:10 AM Flag

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    This P1 trial updated on 3/4/2016 with some noteworthy shifts in protocol. PFS & OS secondary endpoint monitoring provisions have been added - and, most optimistically - proposed enrollment has been increased from 90 to 151 patients. For such an increase in recruitment, my assumption is that DLTs must have been mild, manageable, and/or rare. The long-term (3.5 yrs) PFS/ OS provisions can be construed as optimistic as well. It'll be interesting to see Roche reporting on this one...

EXEL
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