Replies to post #129200 on Biotech Values

[NP1986]

but the results and the known effect of the drug have to give one some solid confidence that this drug works, it works well, and it works well compared in the context of the competitive environment.

I respectfully disagree. I don't think one should extrapolate the results from the MTC trial to an effect on bone metastases, and it certainly doesn't clarify whether cabozantinib would have any competitive advantages over currently available drugs for prostate cancer.

[mcbio]

That is an outstanding result for EXEL and although clearly not dispositive yet, seems far fetched now that those bone scans are not some real medical advance. True MTC is not the ideal test for it, but the results and the known effect of the drug have to give one some solid confidence that this drug works, it works well, and it works well compared in the context of the competitive environment.

Clearly looks like good results on the efficacy front for cabo in MTC. I would like to see the safety results, since there have been questions about cabo's safety of late.

This does prove PoC to me for cabo, but I do agree with NP that it doesn't guarantee success in the much larger, and much more important, prostate cancer indication or differentiation per se from other competitive agents in the PC landscape. But perhaps this PoC in MTC combined with the bone scan data makes the bone scan data less likely to be an artifact. (Presumably the question still remains though about the extent to which cabo can differentiate itself from the other PC drugs though I assume they will test cabo in patients who have failed some of the newer treatments.)