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_pennystock版 - 医保部讨论一下EXEL吧
相关主题
Re: ZT: EXEL看了一圈, 大家都说VNDA好 (转载)
每日股票分析5月14--EXELRe: ZT: EXEL
EXEL 和 BMY 分道扬镳了几个未来三五年有可能成功的biotech (转载)
5 Stocks Under $10:TIVO JASO EXEL LYV AONEpennbrook荐股: VNDA (ZT from Trader1688)
EXEL这两天biotech很火啊?
EXEL怎么跌了这么多?aezs&snss
Stocks to Watch at JPMorgan Healthcare ConferenceEXEL 为啥狂涨,ER又不杂地。
几个未来三五年有可能成功的biotech说几个最近(一周到半年)有可能有动作的biotech:
相关话题的讨论汇总
话题: pi3k话题: exelixis话题: merck话题: delta话题: program
1 (共1页)
y*****l
发帖数: 5997
1
1月有个会议,这个最近有什么炒点吗?
Exelixis reports encouraging data from Phase II MBC trial
4 days 2 hours 36 minutes ago - Datamonitor via Comtex
Exelixis, Inc., a biotechnology company, has reported positive preliminary
data from a cohort of 45 patients with metastatic breast cancer, or MBC,
participating in the ongoing cabozantinib Phase II randomized
discontinuation trial, or RDT.
As of the October 15, 2011 data cut-off, 45 patients with previously treated
estrogen receptor-positive, triple negative, or inflammatory MBC were
enrolled in this cohort of the RDT and received cabozantinib at 100 mg per
day. Bone metastases and visceral metastases were reported in 73% and 82% of
patients, respectively. The patient population was heavily pretreated, with
87% having received at least 3 lines of prior therapy. This includes 20
patients (44%) previously treated with anti-VEGF pathway therapy.
Tumor response was evaluated by modified RECIST in 44 evaluable patients
with measurable disease and at least 12 weeks of follow up, of which 6 (14%)
had a confirmed partial response (PR), 26 (59%) had stable disease (SD),
and 9 (20%) had progressive disease (PD).
The Week 12 disease control rate (week 12 SD or PR) was 48%. Ten patients
had available bone scans at baseline and at least one post-baseline bone
scan and of these, 4 patients (40%) achieved partial resolution of their
metastatic bone lesions on bone scan by week 12. Additionally, among 12
patients who entered the study with bone metastases and bone pain, 5
patients experienced improvement in pain at Week 6 or Week 12 per
investigator report. Additionally, 2 of 11 patients who were taking narcotic
medication for bone pain at baseline were able to decrease or discontinue
these medications.
Cabozantinib inhibited osteoclast activity as assessed by serum NTx, a
marker of bone resorption. In a subset of 16 patients with bone metastases,
a detectable baseline serum NTx level, and at least one post-baseline
assessment of serum NTx, 15 had decreases in serum NTx compared with
baseline. These decreases were observed in bisphosphonate-treated and
bisphosphonate-naive patients.
Safety data are available for all 45 patients in the MBC cohort. The most
frequently reported greater-than or equal to Grade 3 adverse events,
regardless of causality, were: palmar-plantar erythrodyesthesia 13%, fatigue
11%, diarrhea 4%, constipation 4%, abdominal pain 4%, nausea 2%, decreased
appetite 2%, and vomiting 2%. In general, the tolerability profile of
cabozantinib observed in this cohort of MBC patients is consistent with that
of other tyrosine kinase inhibitors.
Overall, bone is the most common site to which breast cancer metastasizes,
and the site of first metastasis in approximately 50% of patients with
breast cancer. Up to 75% of patients with metastatic breast cancer will
develop bone metastases during the course of their disease and this number
is even higher among those with hormone receptor-positive disease.
For 20-25% of patients with metastatic breast cancer, especially those with
hormone receptor-positive disease, bone will be their only site of
metastatic involvement. Bone metastases in women with breast cancer are
associated with considerable morbidity including hypercalcemia, increased
fracture risk, need for surgery or radiotherapy, spinal cord compression and
significant pain.
Cabozantinib is a potent, dual inhibitor of MET and VEGFR2. Cabozantinib is
an investigational agent that provides coordinated inhibition of metastasis
and angiogenesis to kill tumor cells while blocking their escape pathways.
The therapeutic role of cabozantinib is currently being investigated across
several tumor types. MET is upregulated in many tumor types, thus
facilitating tumor cell escape by promoting the formation of more aggressive
phenotypes, resulting in metastasis.
MET-driven metastasis may be further stimulated by hypoxic conditions in the
tumor environment, which are often exacerbated by selective VEGF-pathway
inhibitors. In preclinical studies, cabozantinib has shown powerful
tumoricidal, antimetastatic and antiangiogenic effects, including: Extensive
apoptosis of malignant cells; Decreased tumor invasiveness and metastasis;
Decreased tumor and endothelial cell proliferation; Blockade of metastatic
bone lesion progression; Disruption of tumor vasculature.
"We are very encouraged by these data, which provide additional evidence for
the potential utility of cabozantinib in treating solid tumors
metastasizing to soft tissue and bone," said Michael Morrissey, Ph.D.,
president and CEO of Exelixis. "Last month we announced the initiation of an
investigator-sponsored trial of cabozantinib in MBC, and a Cooperative R&D
Agreement with the National Cancer Institute's Cancer Therapy Evaluation
Program to evaluate cabozantinib in a variety of indications. We expect that
both of these initiatives will provide additional insight into the
potential of cabozantinib to benefit the large and underserved metastatic
breast cancer population."
http://www.datamonitor.com
Republication or redistribution, including by framing or similar means,
is expressly prohibited without prior written consent. Datamonitor shall
not be liable for errors or delays in the content, or for any actions
taken in reliance thereon
这个最近有什么炒点吗?看起来比较弱。
http://finance.yahoo.com/news/Exelixis-Announces-January-11-bw-
发信人: yysqq (清露晨流梧桐引), 信区: pennystock
标 题: Re: 凑热闹贴图
发信站: BBS 未名空间站 (Thu Dec 15 22:48:31 2011, 美东)
有人说看了一下该公司的pipeline。觉得4块可以买,反正他买了。我没买
野鸡了一笔,也觉得4刀是一个明显的支撑。
b**********k
发帖数: 1262
2
貌似是在低点吸筹 很稳定
y***q
发帖数: 4147
3
热。低买高卖不死捂

★ 发自iPhone App: ChineseWeb - 中文网站浏览器

【在 b**********k 的大作中提到】
: 貌似是在低点吸筹 很稳定
y*****l
发帖数: 5997
4
http://seekingalpha.com/article/315312-biotech-companies-promis
Exelixis' (EXEL) advanced PI3K-delta research and development preclinical
program attracted Merck (MRK), known as MSD outside of the United States and
Canada. PI3K-delta is a therapeutic target that academic researchers and
the drug industry are racing to develop, therapeutic antagonists for both
inflammatory diseases and cancer. To get to the Exelixis program, Merck
agreed to pay $12 million in an upfront payment in addition to potential
milestone payments for multiple indications of up to $239 million and
royalties on net-sales of products that would emerge from the agreement.
Merck will also pay Exelixis royalties on any compounds that would emerge
from Exelixis’ PI3K-delta program or from certain compounds that arise from
Merck’s internal discovery efforts targeting PI3K-delta during a certain
period.
In addition, Merck received an exclusive worldwide license to Exelixis
product XL499, the company’s most advanced preclinical PI3K-delta inhibitor
and other related compounds. Merck will have a worldwide exclusive license
and have sole responsibility to research, develop and commercialize
compounds originating from the program.
Comments: Activation of PI3K-delta is thought to contribute to multiple
inflammatory and allergic disorders, including rheumatoid arthritis and
allergic asthma. Selectively targeting PI3K-delta has also shown potential
in the treatment of certain lymphomas. Exelixis PI3K-delta program is not
new. The firm has advanced pan-PI3K inhibitors in clinical development for
cancer. The firm believes that Merck’s global presence and significant
resources make it the ideal organization to carry the PI3K-delta program
forward, while providing Exelixis with resources that help its continued
development and potential commercialization of its lead compound,
cabozantinib, which is in late-stage development for medullary thyroid and
prostate cancers.
Gilead Sciences (GILD): The European Medicines Agency validated Gilead’s
Marketing Authorisation Application for the Quad single-tablet regimen of
elvitegravir, cobicistat, emtricitabine and tenofovir disoproxil fumarate
for the treatment of HIV-1 infection in adults. The application was
submitted on November 24. Review of the MAA will be conducted under the
centralized licensing procedure, which, when finalized, provides one
marketing authorization in all 27 member states of the European Union.
What's Going On?
December 20 was a great day for biotechnology stocks as firms, which were
expected to rebound, have finally began to climb the road to the mountain
they were thrown from for no reason. Our picks have almost all rebounded,
including the “top picks” and the “widely held biotech picks."
Biotechnology is showing huge symptoms of future growth as new functional
disease-causing genes are discovered and new disease pathways are pinpointed
with many proteins being selected as promising targets for therapeutics and
the fastness with which therapeutic molecules aiming at these targets are
being developed. A typical example is Exelixis’ program around the
promising PI3K-delta, which was licensed to Merck. At the speed the biotech
industry is making its discoveries, building its equipment, developing its
drugs and attracting large pharmaceutical companies, their great
accomplishment is what makes us expect huge growth for the biotech industry.
We are following up on every move and we are now satisfied with our picks.
1 (共1页)
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说几个最近(一周到半年)有可能有动作的biotech:EXEL
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Re: ZT: EXEL看了一圈, 大家都说VNDA好 (转载)
每日股票分析5月14--EXELRe: ZT: EXEL
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5 Stocks Under $10:TIVO JASO EXEL LYV AONEpennbrook荐股: VNDA (ZT from Trader1688)
相关话题的讨论汇总
话题: pi3k话题: exelixis话题: merck话题: delta话题: program