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Exelixis, Inc. Message Board

wilderguide 125 posts  |  Last Activity: Dec 19, 2014 3:26 PM Member since: Jan 13, 2011
  • Reply to

    The Tea Leaves

    by duckduffer Sep 26, 2014 6:16 PM
    wilderguide wilderguide Sep 27, 2014 1:14 PM Flag

    $$$$
    "...but it sure sounded promising."
    It is promising. Under the NCCN compendium guidelines dated 3/2014, cabozantinib has a listing in RET fusion NSCLC that gives payors a pathway to consider insurance coverage. I believe it is a C2a listing.
    "What about the other presentations"
    I'd look for PRs from the sources. BMS for nivolumab, GSK/Novartis for D&T, Roche for V&C. Exelixis might put out there own, but they are playing a tight PR game. To the best of my knowledge, they never even issued a PR for the Debbie Burke promotion.

  • Reply to

    The Tea Leaves

    by duckduffer Sep 26, 2014 6:16 PM
    wilderguide wilderguide Sep 27, 2014 12:49 PM Flag

    $$$$
    One of the most important aspects of the Vemurafenib/ cobimetinib combination to me is simply this: There are currently some 90 clinical trials involving Vemurafenib in a variety of combination and cancer settings. Cobi is the only drug (to my awareness) that has leant enough promise to move directly from P1 to P3, skipping P2. This inspires confidence. Given that Cobi has shown to successfully mitigate paradoxical MAPK activation in melanoma, should this condition also present in additional indications, the V/C doublet will be the likely first choice for future BRAFi therapy need. Time'll tell, but IMO the V&C doublet could easily find its way into many additional treatment settings outside of melanoma.

  • Reply to

    The Tea Leaves

    by duckduffer Sep 26, 2014 6:16 PM
    wilderguide wilderguide Sep 27, 2014 12:15 PM Flag

    $$$$
    "...any chance of listening to the presentations...?"
    I suspect they'll become available following the conference, and YouTube or oncologyTV would be good guesses for googling. Madrid is on CEST - a full 9 hours ahead of me on PDST - so I expect there'll be an early Monday morning (likely premarket) PR with the presentation highlights.
    I'm hopeful for some productive discussion on the results. Nivolumab will be the entry level player in the mix, and I expect some good results. It will take some time, poring over all 3 presentations, to gather any sense of how the treatment sequencing might be perceived by Mr Market. I anticipate good results from CoBRIM, but will they be good enough to guarantee durable commercial success in advanced melanoma? Unanswerable at this time...GL

  • wilderguide wilderguide Sep 26, 2014 5:31 PM Flag

    $$$$
    "Let's back up because..."
    Your self-proclaimed alter ego "Offsitehelp" has endlessly referred to Cobi as Voodoo therapy without value. Now own up or be the frick gone, loser boy....you can't own up to multiple aliases and not own up every piece of junk that y'all spout. Pack of frickin dipshizzles...

  • wilderguide by wilderguide Sep 26, 2014 4:19 PM Flag

    $$$$
    There aren't any...why not?
    Look at biotechs that have run the same course as EXEL in terms of PPS...
    There are litigations up the Royal Bazoo - law firms seeking lead clients...
    Something quite extraordinary is taking place here, and legal counsel is not being sought.
    Hasn't even yet been suggested on this YMB, where folks really oughta be free to vent...
    Why? What is about to happen here? Is semanresu's head gonna explode...?

EXEL
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