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Msg  25466 of 25664  at  9/16/2020 1:46:53 PM  by

duckduffer


 In response to msg 25462 by  alias geo
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Re: Exelixis, Inc. (EXEL) Presents at Morgan Stanley

This is this pretty strong stuff, next gen Cabo XL-092. Huge upside and patent concerns addressed.

"What I can tell you, and the way I've answered this question a lot in the past is that it will be very clear from the presentation why we did what we did, how we did what we did. And the data which supports the fact that we actually accomplished what we set out to accomplish.

So that will all put it into, I think, pretty clear context. And then from there, obviously, the challenge is to now do full development with the molecule because it's behaving as we hoped it would. It's behaving in a way that we're, I think, very excited about relative to how we can now maneuver with a better, if you will, next-gen cabo. And the future ahead of us is very exciting because our life cycle management plan can now focus and transition from cabo to 092. And we look at the white space involved in terms of how 092/ICI combinations can evolve, it's wide open for us, right? So it's very exciting. We'll start doing the first set of 092/ICI combinations shortly. And I think what you'll see involved is a very extensive, deep development program, covering numerous indications, numerous combinations, numerous lines of therapy that really address the unmet medical need of just improving upon single-agent ICIs by themselves."


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25467 Re: Exelixis, Inc. (EXEL) Presents at Morgan Stanley ulingt 1 9/16/2020 1:53:35 PM






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