From June 29 press release this year -
Findings of 12 patients with mRCC treated with CB-839 and everolimus who were evaluable for response by the data cutoff were presented in a poster by Nizar M. Tannir, MD, of The University of Texas MD Anderson Cancer Center, et al. Of the evaluable patients, 10 had clear cell RCC, and 2 had papillary disease. Some degree of tumor shrinkage and disease control was experienced by each patient, including 4 patients who had a partial response (PR) and 8 patients who had stable disease (SD). In the clear cell patient population, the disease control rate was 100% and the response rate was 40
Here is the October release-
CB-839 Phase 1b Cabozantinib Combination Data in Patients with Advanced Renal Cell Carcinoma. Updated results of CB-839 in combination with cabozantinib will be presented. In the Phase 1b trial, 12 advanced renal cell carcinoma patients, including 10 clear cell and two papillary patients, were treated with CB-839 plus cabozantinib and were evaluable for response. Patients enrolled in the trial have advanced or metastatic disease and had received a median of three prior treatments, which included tyrosine kinase inhibitors, mTOR inhibitors, and checkpoint inhibitors. One hundred percent of evaluable patients experienced tumor shrinkage and disease control, including five patients who had a partial response and seven patients who had stable disease. In the clear cell patient population, the disease control rate was 100% and the response rate was 50%
Here is an article on occurrence rates of different RCC types. Sorry for the lack of hyperlink-
2/12 patients being papillary RCC is probably typical if not a little higher than the average population of patients.
4/12 is 33%, 5/12 is 42%. METEOR trial Cabo was 21% response rate. If the rate stays above 30% in registrational that woul compare favorably to Cabo alone. Big if given the small sample, but if the numbers don't skew down dramatically then yeah it should be approvable and of course that would move the stock.
Edit- June press release says everolimus but that is wrong. That data is 839+Cabo, and was available as early as February.