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Stocks E / Exelixis, Inc.

URL:  http://boards.fool.com/hi-chris-what-should-this-1-year-old-video-tell-30523783.aspx

Subject:  Re: Exel-video explains PSA phenomenon Date:  2/4/2013  1:01 PM
Author:  projectchris Number:  530 of 639

hi Chris,
what should this 1 year old video tell us?I don't see anything that give more insight in the clinical progress of cabo. Next occasion to learn more about the clinical efficacy of cabo will be @ ASCO 2013 in 4 month from now...
until then I am patiently holding on,
marsuculix



It tells us rationale for developing future trial designs, and why Exelixis management might make certain choices that they have made, or possibly why they might make certain choices going forward. I for one, am curious as to why Exelixis management has decided to pursue randomized combo study with abiraterone or enzalutamide on company dime in the pre-chemo setting when they have a CRADA in place. Exelixis couldn't get anyone interested in randomized combo trial? I like to put myself in management's shoes, and consider what I would do. I ask myself with information available does management make wise risk/reward decisions, and whether I want to continue a vested interest in the company with that in mind?

Surely I'm not going to invest purely on Cabo Xenograph models, but some of the patient clinical confirmations from Cabo Xenographs have been interesting thus far.

ASCO GU is in 2 weeks, and we may see new patient data in Bladder Cancer. Unclear if the abstract #314 pertains to current phase 2 patient study followup from the preceding preclinical work.


Abstract #314
Preclinical and correlative studies of cabozantinib (XL184) in urothelial cancer (UC).
Andrea B. Apolo, MD
Poster Board: #J7

Andrea Apolo is lead investigator of current phase 2 cabo treated patients in bladder cancer.
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