"...very uninspiring information that was so abstract and so irrelevant...that not one analyst commented on the presentation..."
So uninspiring, so abstract, and so irrelevant that Hofmann La Roche (ever heard of them, knucklehead?) decided to skip a phase 2 efficacy study and move the combination of Zelboraf and cobimetinib straight into pivotal analysis in a large population Phase 3 registration trial.
Or are you gonna argue that one of the largest, most successful commercial pharmas on the planet knows less than you, too..?? Another great argument, genius...
Give it up, drizzlebritches...
Actually I found the feller to be much like you.
Another halfwit talking junk about about that which he has no clue. Blah, blah, blah...zero shareholder equity...
Blah, blah, blah...not economically viable...
Jack and Zack, handing out crack candles at a buttbuddy party.
You and the dairy king..buttbuddies forever.
Blah, blah, blah...IP drug compounds without value...
Stand wide and spread'um, drizzle britches...
This big black candle's for you...
"...it was at the end of the discussion..."
The AUA clearly picked the wrong technician to give this presentation. Despite the integrity of the information he was presenting, he mispronounced and fumbled over cabozantinib...and several times referred to it as a monoclonal antibody. He did OK with the bone scan data, but in ending his talk mangled any understanding of the "inhibiting seed, disrupting soil" analysis. His mention of cancer cells remaining to be found at biopsy isn't surprising, as he has continued on to suggest that the activity of Cabo prevents bone response to these remaining tumor cells.
I think I could have drawn a clearer picture of Cabo activity in the side column of a phone book with a lump of coal. Unfortunately, we don't always get to pick and choose our representatives, do we?
"If it doesn't register on wall street it ain't worth squat!"
It's scuzzy buttsuckers like you that have made that system.
You should be ashamed for the lies you perpetuate. If there was any law in this country, you'd be cut down for the useless sht you are...
"This information you reference is so profound, so important, so overwhelming..."
Blind, crippled, and abjectly stupid is what you are...The significance of this post lies in that the AUA is instructing urologists in cabozantinib application in the advanced prostate space. IE - they anticipate approval - and they'll get approval. You are impossibly stupid if you don't see the writing on the wall...or your boss' agenda won't let you face any reality except to endlessly bash the facts. Who is it you work for? Get a freakin life..Get a real job. Stand wide and spread'um for another candle... Stop posing. Quit pretending.
Get a clue, dummy.
"...these compounds have no more effect than placebo..."
Struck a chord with you today, huh?
You look absolutely preposterous on these threads where you haven't got a freekin' clue.
Cram another candle up the pooper with the dairy king, halfwit...
See handout # 070PG "Prostate Cancer Update 2014" - lots of good info here.
Cabo presentation is on slide 46 of 47.
I find it interesting that they still pushing the "killing seed, disrupting soil" mandate.
This urologists' educational presentation took place May 19, 2014. AUA website.
Published in Frontiers in Oncology June 16, 2014
"Targeted treatments of bone metastases in patients with lung cancer"
McGill University Health Centre, Montreal
"What's lost is the fact that this is a biotech R & D company."
Yer not gonna try to talk me outta poking a little fun at the cubicle monkeys, are ya?
Shoved where the sun don't shine...
Right Nomad? Errr... I mean milkman...Errr...I mean offsite...Errr...I mean usurped names...
Ya'll DO use gloves to handle those icky things, don't you?
JCO early release, 6/23/14...Hu-lieskovan and Antoni Ribas, et al...
"Combining BRAF inhibitors and immunotherapy can specifically target the BRAFV600 driver mutation in the tumor cells and potentially sensitize the immune system to target tumors. However, it is becoming evident that the effects of paradoxical mitogen-activated protein kinase pathway activation by BRAF inhibitors in non–BRAF-mutant cells needs to be taken into account, which may be implicated in the problems encountered in the first clinical trial testing a combination of the BRAF inhibitor vemurafenib with ipilimumab (anti-CTLA4), with significant liver toxicities. Here, we present the concept and potential mechanisms of combinatorial activity of targeted therapy and immunotherapy, review the literature for evidence to support the combination, and discuss the potential challenges and future directions for rational conduct of clinical trials."
Keep n mind, Dr Ribas just presented at EADO on cobimetinib utility in paradoxical MAPK activation in combination with Vemurafenib. This abstract might just be elucidating the future of MEK inhibition in metastatic melanoma.
In the Roche-being-the-major-short scenario, the price could be a triple from current SP on opening morning. In my view, the longer we wait for data which I perceive to be already overdue, the smaller the window of opportunity to elucidate, process, and digest the info with any hope of understanding what is being delivered. Short side analysts being what they are, those folks will simultaneously be screaming, buy, sell, and hold...
The milkman will be in a churn...he won't know whose pudd he's pulling.
Let me ask you this...
What becomes of those 50M shares if the following is all revealed within a 48 hour period, and - for the sake of discussion - let's begin this news release on Friday afternoon and end it on a Saturday evening. Three PR's, beginning with an EXEL PR announcing statsig EXAM OS data...followed by a second Saturday morning PR announcing that Comet-1 has achieved it's primary endpoint. The third release coming from Roche late Saturday afternoon announcing that coBrim has met it's primary endpoint, and Roche has entered into negotiations with EXEL to purchase either the rights to cobimetinib or the company itself, depending upon which deal represents the best value for RHBBY. Please do tell what your Monday would be like, and what would become of those 50M shares sold short (most of which I believe are held by Roche)...
That's correct, Goober, I believe there are happy days ahead.
Thanks for the reply, Hbomb.
I am assuming that the control and bortezomib arms were both assigned 4 each premature euthanasias for paraplegia, which would produce an 8 out of 60 "early sacrifice" statistic of compassionate disposal, none of which are tied to disease progression on Cabo. Interesting if nothing more...
I had mistakenly considered that the initial IlG2b elevation with Cabo administration was a positive indicator of response. Thanks for squaring that up. Your referencing this as a potential anomaly as is that of PSA response to Cabo in PCa is a point taken, and has given me new food for thought. Thx...
"...these patients are late in the treatment cycle with rapidly progressing disease....their options are limited and more focused on palliative care as opposed to slowing disease progression..."
Exactly my thoughts...these patients may not survive much beyond what benefit is conferred by Cabo, and perhaps for a variety of reasons - including the naturally occurring comorbidities of the aging process. In which case, any measurable OS benefit would be a direct thwarting of what might otherwise be clinically construed as an "end of life" consideration. I look at Comet-1 as a trial strategically designed to literally free these patients from the grasp of the Grim Reaper. One of the boldest trial designs of which I am aware...Effective? We'll know shortly...
Good to hear from you, Ernie. Hope you are well.
You can spout your technical junk endlessly, and respond to yourself in 4 or 5 different aliases..and admonish everyone that posts counter to your thesis. Here's the only piece of advice you really need to pay attention to...and the only advice you'll get from me.
With all the pending catalysts in store for this stock in the coming months, some perhaps due at any time, you are an absolute fool to be short down here. Good luck with that...
It's apparent you wouldn't recognize decent volume if it bit you in the butt.
Which - incidentally - it will...
"...the issue isn't so much if Cabo didn't work..."
The clinical investigation Cabo is loaded with intrigue, isn't it? In prostate cancer, the response rate is very appreciable, with non-respondents clearly being the minority. I would like to see studies of non-respondents as well as for those that do respond and present with obvious benefit. Enriching the patient pool with a "responder-only" patient group would've tempered any doubt in Comet-1, and establishing a biomarker-driven target group for Cabo treatment should be an EXEL management imperative. Further to this, the most-benefitted outliers in the "response" group should also be investigated to determine what creates these overwhelming sensitivities to treatment. Cabo is apparently a very effective and durable treatment for some, and targeting that Cabo-sensitive patient group should be an executive mandate to ensure commercial success.