Based on 150 post chemo CRPC patients. At least he said accelerated approval is long shot, but not zero probability.
I like XL184, but the timeline given by management is impossible. For example, they don't know the composite endpoint for phase III yet - depends on 150 patients trial result, but they want to seek SPA AND start the trial 2H2011. Did anyone in EXEL regulatory give CEO guidance like this?
One thing interesting from today, as obligation of collaboration for other compounds end 2011/2012, there will be further reduction of employees.