Replies to post #132626 on Biotech Values

[mcbio]

Exelixis' Cabozantinib Shows Encouraging Clinical Activity in Patients With Metastatic Breast Cancer
Tumor responses, bone scan resolution, and improvement of bone pain reported in phase 2 randomized discontinuation trial

What are your thoughts on these MBC results? Did they meet or exceed your expectations? It certainly looks like there is some activity with 14% PR and 59% SD, but is that enough for a viable path forward in this patient setting?

[genisi]

EXEL

Cabozantinib inhibited osteoclast activity as assessed by serum NTx, a marker of bone resorption.

Interesting that cabo shows activity in two different osteotropic cancers - breast cancer metastases are usually osteolytic, and prostate cancer metastases are usually osteoblastic.