Replies to post #130047 on Biotech Values

[projectchris]

In the 3rd-line population they are looking at (post abiraterone), basically nothing has shown clinical benefit, so there is still a clear unmet need. If they can demonstrate clearly improved pain response (backed up by scans) and there is also evidence that they are not reducing survival, then they have a good case for approval.

Do you think this 3rd-line represents a large enough commercial market in regards to Exelixis's current market cap?

If Exelixis knocks the cover off the ball on 306 and 307, do you think Cabo will get more off-label in earlier bone met disease?

I would suspect that a drug with large pain palliation, reduction in metastatic bone burden, and survival (albeit post abiraterone) would get grab some serious attention from clinician's to treat symptomatic bone met population. JMO, and could be wrong, but would love to have someone enlighten me.