Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=50681The name is from the Greek for evolution. Their game is comparitive genomics. They study fruit flies, nematodes, mice, zebrafish and simple plants to make predictions about function of human genes based on similarities between the species, or as they put it here: exelixis.com  / Company Information...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5068138013210Ian@SINice results in ColoRectal cancer using Cabo... (in vitro, pre clinical) Public Release: 8-Apr-2013 [graphic] AACR Annual Meeting 2013 AACR news: XL-184 (Cabozantinib) goes 12-for-12 in colorectal cancer explants The novel c-MET and VEGFR2 inhibitor, XL-184 (Cabozantinib), resulted in a significant decreas...http://www.siliconinvestor.com/readmsg.aspx?msgid=288227654/8/2013 4:31:37 PMscaram(o)uche>> Not a bad position to be in to be partnered with a company that already has a BRAF inhibitor on the market << Website has been reworked. If you look at the "pipeline" and "about us" portions of the site, you'd never know about cabo and prostate. But you'd be drawn to GDC-0973 as the only pipeline project worth dis...http://www.siliconinvestor.com/readmsg.aspx?msgid=287834463/17/2013 3:34:25 PMIan@SI4:24PM Exelixis Selects Swedish Orphan Biovitrum AB as COMETRIQ European distributor for medullary thyroid cancer ( EXEL) 4.65 -0.07 : Co and Swedish Orphan Biovitrum (Sobi) announced that they have entered into a three-year agreement to support the distribution and commercialization of COMETRIQ (cabozantinib) for...http://www.siliconinvestor.com/readmsg.aspx?msgid=287394402/21/2013 5:11:53 PMscaram(o)ucheEndocrinology. 2013 Feb 5. [Epub ahead of print] Inhibition of PI3K/AKT/mTOR Pathway Enhances Temozolomide-Induced Cytotoxicity in Pituitary Adenoma Cell Lines in Vitro and Xenografted Pituitary Adenoma in Female Nude Mice. Dai C, Zhang B, Liu X, Ma S, Yang Y, Yao Y, Feng M, Bao X, Li G, Wang J, Guo K, Ma W, Xing B...http://www.siliconinvestor.com/readmsg.aspx?msgid=287126752/7/2013 6:00:35 PMscaram(o)ucheJPM.... this trial apparently has interesting observations, planning "company-sponsored randomized trials" in the combo space..... clinicaltrials.gov  >500K share block traded after-hours.http://www.siliconinvestor.com/readmsg.aspx?msgid=286542431/9/2013 9:19:16 PMscaram(o)uche>> No position in EXEL for me but do keep an eye on them a bit << I've got half a position, but I don't have any larger ones. A half position is all I'll allow myself, given the obama/boehner act. I agree.... arry is marvelously positioned, given that it has little or no direct pi3k interest.http://www.siliconinvestor.com/readmsg.aspx?msgid=2860348212/14/2012 9:33:27 AMscaram(o)ucheTuck, immunologists have been buried in delta isoform literature. It's sort of like a rheostat and I've been following the dendritic cell stuff for some time. At the same time, there's a ton of stuff that follows as a consequence of pten inactivation in solid cancers. So I've had a smoldering awareness to keep an eye o...http://www.siliconinvestor.com/readmsg.aspx?msgid=2860330512/14/2012 8:00:20 AMtuckI'm puzzled, too, but the dual inhibition by IPI-145 of the delta and gamma isoforms is unique, for what that is worth. Trouble is, I don't know what it's worth. I've speculated that it may be less susceptible to resistance than single isoform inhibitors, such as Gilead's delta isoform inhibitor, by going after two d...http://www.siliconinvestor.com/readmsg.aspx?msgid=2860272812/13/2012 7:58:43 PMmcbioINFI is behind GILD and going after similar indications as PCYC's BTK ibrutinib, whom they are also behind. And ibrutinib has set a pretty high bar hasn't it? Does INFI really merit a $1B+ valuation? Count me in the skeptical camp. (Maybe I'm unduly skeptical.) I'm still content to participate indirectly in the PI...http://www.siliconinvestor.com/readmsg.aspx?msgid=2860263312/13/2012 7:08:20 PMscaram(o)uchePlease take a look at the five day chart for infi. There's a secondary offering in there. :-) As I'm certain you know, this is a reaction to pi3k inhibition data presented at ASH. So, while you've got an eye on MEK..... >> Not a bad position to be in to be partnered with a company that already has a BRAF inhibito...http://www.siliconinvestor.com/readmsg.aspx?msgid=2860217412/13/2012 3:28:09 PMIRWIN JAMES FRANKELcancernetwork.com  Cabozantinib Active in Advanced Castration-Resistant Prostate Cancer By Leah Lawrence | December 10, 2012 Results from a phase II study indicate that the oral tyrosine-kinase inhibitor cabozantinib has strong antitumor activity in men with advanced castration-resistant prostate cancer, impr...http://www.siliconinvestor.com/readmsg.aspx?msgid=2859596812/10/2012 9:00:05 PMIan@SILooks like the label warnings might account for the lack of AH love on approval of its first drug... 4:33PM Exelixis announces EMA acceptance of Marketing Authorization application For COMETRIQ (cabozantinib) ( EXEL) 5.24 -0.04 : Co announced the European Medicines Agency (EMA) has accepted for review the Marketing...http://www.siliconinvestor.com/readmsg.aspx?msgid=2857561211/29/2012 7:43:38 PMIan@SIApproval doesn't seem to be having an AH effect, or hasn't been noticed... WASHINGTON--The Food and Drug Administration Thursday approved a new drug from Exelixis Inc. (EXEL) to treat a rare type of thyroid cancer that has spread to other parts of the body. The approval of the drug, Cometriq, is a first for the...http://www.siliconinvestor.com/readmsg.aspx?msgid=2857555211/29/2012 7:08:53 PMscaram(o)ucheGenentech also testing 518 in a phase I combo trial with a pan-Akt inhibitor from ARRY..... clinicaltrials.gov  Cool. Experiments in clinical science. Cool, cool, cool. (recruiting since June!.... seems like I'm always behind at clinicaltrials.com.... molecules changing names as partners develop them.... sigh)http://www.siliconinvestor.com/readmsg.aspx?msgid=2847162010/13/2012 6:13:19 PMIRWIN JAMES FRANKELEXEL - (graphics better on the link) hammerstockblog.com  Exelixis - First partnered program enters phase III Roche recently disclosed a decision to start phase III with GDC-0973 (formerly XL518), a MEK inhibitor licensed from Exelixis (EXEL) to Genentech 6 years ago. The trial is expected to start next month an...http://www.siliconinvestor.com/readmsg.aspx?msgid=2845155510/4/2012 7:22:32 AMscaram(o)uchehttp://www.siliconinvestor.com/readmsg.aspx?msgid=284421789/29/2012 6:36:35 PMscaram(o)ucheRoche has disclosed that it intends to evaluate the combination of vemurafenib with GDC-0973 versus vemurafenib in a multicenter, randomized, double-blind, placebo-controlled Phase III trial in previously untreated patients with BRAFV600 mutation positive, unresectable locally advanced or metastatic melanoma. clinical...http://www.siliconinvestor.com/readmsg.aspx?msgid=284421769/29/2012 6:35:13 PMscaram(o)uche>> Not a bad position to be in to be partnered with a company that already has a BRAF inhibitor on the market given the potential utility in combining MEK+BRAF inhibitor. << Your call is looking good, thus far. Moving to phase III (emphasis mine)..... finance.yahoo.com  Exelixis Announces Data Presentation for GD...http://www.siliconinvestor.com/readmsg.aspx?msgid=284421739/29/2012 6:32:58 PMIan@SISounds good to me. but with the FDA, one can never be certain... SOUTH SAN FRANCISCO, Calif. (Business Wire) -- Exelixis, Inc. (NASDAQ: EXEL) today was notified by the Food and Drug Administration (the "FDA") that the Company's new drug application ("NDA") for cabozantinib as a treatment for patient...http://www.siliconinvestor.com/readmsg.aspx?msgid=283706508/29/2012 5:59:14 PMIan@SIThis was worth a whole nickle at the close for EXEL... FDA Grants Priority Review for Cabozantinib in Medullary Thyroid Cancer SOUTH SAN FRANCISCO, Calif. (Business Wire) -- Exelixis, Inc. (NASDAQ:EXEL) today announced that the U.S. Food and Drug Administration (FDA) has accepted for filing the New Drug Ap...http://www.siliconinvestor.com/readmsg.aspx?msgid=283027667/30/2012 4:23:29 PMtom popehttp://www.siliconinvestor.com/readmsg.aspx?msgid=281841546/3/2012 7:57:55 AMIan@SISOUTH SAN FRANCISCO, Calif. (Business Wire) -- Exelixis, Inc. (NASDAQ:EXEL) today reported positive updated interim data from a cohort of heavily pretreated patients with metastatic refractory renal cell carcinoma (RCC) participating in an ongoing phase 1b trial of cabozantinib. Toni K. Choueir...http://www.siliconinvestor.com/readmsg.aspx?msgid=281837036/2/2012 5:30:25 PMtom popeToo many people at yahoo respond by frothing at the mouth. Fraudstein is a shill. No clue. Trouble is, too often shorts do their homework.http://www.siliconinvestor.com/readmsg.aspx?msgid=281318485/8/2012 2:28:47 PMtuckhttp://www.siliconinvestor.com/readmsg.aspx?msgid=281313395/8/2012 11:53:17 AMIRWIN JAMES FRANKEL Exelixis Expands the Cabozantinib Development Program Through NCI-CTEP Collaboration-- Initial Program of 12 Additional Trials, Including Four Randomized Phase 2 Trials, Approved under NCI-CTEP Collaboration -- SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)-- Exelixis, Inc. (NASDAQ: EXEL - News) today announced a b...http://www.siliconinvestor.com/readmsg.aspx?msgid=281216055/3/2012 6:52:42 AMIRWIN JAMES FRANKELFrom YM: ASCO Abstracts 1-May-12 09:49 pm A search on the ASCO website shows these eight abstracts for XL-184. There are three oral presentations, one Clinical Science Symposium, and four poster presentations. The search also showed that there may be three additional abstracts for XL-184 that have not been updated ...http://www.siliconinvestor.com/readmsg.aspx?msgid=281209405/2/2012 6:19:01 PMtuckAmgen was actually up on the day at new highs going back multiple years . . . CRL was expected. Cheers, Tuckhttp://www.siliconinvestor.com/readmsg.aspx?msgid=281123714/28/2012 11:40:28 AMIan@SII would have expected a better response from EXEL today... 1:22AM Amgen receives Complete Response Letter From FDA for XGEVA sBLA for prevention of bone metastases (AMGN) 70.79 : Co announces the FDA has issued a Complete Response Letter for the supplemental Biologics License Application for XGEVA to treat men with...http://www.siliconinvestor.com/readmsg.aspx?msgid=281115704/27/2012 5:37:24 PMIRWIN JAMES FRANKELonclive.com  Study Supports Combining c-MET Targeted Therapies With Angiogenesis Inhibitors Jane de Lartigue Published Online: Monday, April 16th, 2012 [graphic]Donald M. McDonald, MD, PhD Professor Department of Anatomy Helen Diller Family Comprehensive Cancer Center University of California San Francisco A...http://www.siliconinvestor.com/readmsg.aspx?msgid=280857324/16/2012 8:13:02 PMIan@SISOUTH SAN FRANCISCO, Calif. (Business Wire) -- Exelixis, Inc. (NASDAQ:EXEL) announced today that its lead compound, cabozantinib, will be the subject of nine separate data presentations at the upcoming Annual Meeting of the American Society of Clinical Oncology (ASCO). The meeting will be held ...http://www.siliconinvestor.com/readmsg.aspx?msgid=280557634/2/2012 4:41:06 PMDonShimoda Exelixis Announces Initiation of Investigator-Sponsored Clinical Trial Combining Cabozantinib and Abiraterone in Men With Castration-Resistant Prostate Cancer SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Mar. 5, 2012-- Exelixis Inc. (NASDAQ:EXEL) today announced the initiation of a phase 1 dose-finding trial of cabo...http://www.siliconinvestor.com/readmsg.aspx?msgid=279903583/5/2012 10:39:43 AMDonShimodaCabozantinib (XL184) inhibits prostate tumor growth and bone lesion development Abstract Number:2851Presentation Time:Monday, Apr 02, 2012, 1:00 PM - 5:00 PMAuthor Block:Jinlu Dai1, Honglai Zhang1, Andreas Karatsinides1, Dana Aftab2, Frauke Schimmoller2, Evan T. Keller1. 1Univ. of Michigan Comp. Cancer Ctr., Ann Arbo...http://www.siliconinvestor.com/readmsg.aspx?msgid=279878463/3/2012 4:21:11 PMIRWIN JAMES FRANKEL Dual Inhibition of MET and VEGF Signaling With Cabozantinib Blocks Tumor Invasiveness and Metastasis-- Preclinical data published in Cancer Discovery support clinical development program evaluating cabozantinib’s potential in multiple oncology indications SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)-- Exelixis, I...http://www.siliconinvestor.com/readmsg.aspx?msgid=279705182/24/2012 3:54:42 PMtnsafExelixis Announces Pricing of $60.5 Million Public Offering of Common StockSOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)-- Exelixis, Inc. (Nasdaq: EXEL - News) today announced the pricing of its underwritten public offering of 11,000,000 shares of newly issued common stock at a price to the publ...http://www.siliconinvestor.com/readmsg.aspx?msgid=279423062/11/2012 12:08:54 AMIan@SIXGEVA 12-1 vote against expanding use. Seems neutral with respect to cabo... ??? +++++++++++++ A federal advisory panel rejected a proposal Wednesday by Amgen Inc. to expand the use of its bone drug Xgeva in men with prostate cancer that has not spread to the bones. Xgeva is currently approved to delay fractur...http://www.siliconinvestor.com/readmsg.aspx?msgid=279365342/8/2012 4:25:28 PMIan@SIIJ, These results seem exceptional given the heavy pretreatments for the pts. Any noteworthy comments on Yahoo. Ian Exelixis: Cabozantinib shows encouraging activity in heavily pretreated patients with advanced renal cell carcinoma ( EXEL) 5.99 : Co reported preliminary data from a cohort of heavily pretreated ...http://www.siliconinvestor.com/readmsg.aspx?msgid=279268822/3/2012 5:42:52 PMscaram(o)ucheHow far down the road? Ugh. Please, take me out behind the shed and put an end to it. I've owned exel maybe 2,370 times over the years, can't take much more. Heh. Seriously..... if you read this thread, start to finish? Torture. Yeah, I've been looking at slide 15 of the JPM presentation, on and off all day.........http://www.siliconinvestor.com/readmsg.aspx?msgid=279067091/25/2012 11:22:09 PMmcbioI think EXEL's MEK partnered with Roche may have relevance to EXEL's price down the road. Not a bad position to be in to be partnered with a company that already has a BRAF inhibitor on the market given the potential utility in combining MEK+BRAF inhibitor.http://www.siliconinvestor.com/readmsg.aspx?msgid=279066831/25/2012 11:00:02 PMscaram(o)ucheWould be good if someone who knows details about relative efficacy, HCC, commented. The company is for sale, and, IMO, only MTC and prostate observations are relevant to price. Any HCC trial would be large/expensive, and a snail beats NCI CRADA studies by wide margin. So.... IMO..... these results won't be viewed a...http://www.siliconinvestor.com/readmsg.aspx?msgid=278989741/23/2012 11:24:57 AMMalyshekHow do you guys evaluate this Press Release? Thanks. Exelixis Reports Positive Preliminary Phase 2 Cabozantinib Data in Patients with Hepatocellular Carcinoma Data Highlight Progression Free Survival of 4.2 months in both sorafenib-pretreated and -naïve patients SOUTH SAN FRANCISCO, Calif.--(BUSI...http://www.siliconinvestor.com/readmsg.aspx?msgid=278950431/21/2012 4:57:49 AMIRWIN JAMES FRANKEL Exelixis Licenses PI3K-Delta Program to MerckExelixis to receive $12M upfront payment and be eligible for potential development, regulatory and commercial milestones, plus royalties SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)-- Exelixis, Inc. (NASDAQ: EXEL - News) today announced that it has granted to Merck, know...http://www.siliconinvestor.com/readmsg.aspx?msgid=2783723312/21/2011 8:01:46 AMmopgcwEXEL Piper Jaffray Health Care Conference Call November 29, 2011 Ted Tenthoff Thank you very much for sticking with us. Please come on and join for the next presenting company Exelixis. My name is Ted Tenthoff. I’m a Senior Biotech Analyst here at Piper Jaffray, and before I begin, I’m required to point out certain ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2783043612/17/2011 11:44:55 AMIRWIN JAMES FRANKEL Copied off IH: [worth a look] The poster is available on Exelixis website. Here is the link exelixis.com  They show 2 interesting breast cancer partial responders by bone scan criteria. Exelixis has shown the other 2 of 4 partial responders in other presentations, and the two in this poster are the most dramatic ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2781434112/9/2011 5:53:51 AMIRWIN JAMES FRANKEL Exelixis' Cabozantinib Shows Encouraging Clinical Activity in Patients With Metastatic Breast CancerTumor responses, bone scan resolution, and improvement of bone pain reported in phase 2 randomized discontinuation trial [graphic] [graphic] SOUTH SAN FRANCISCO, Calif., Dec 07, 2011 (BUSINESS WIRE) -- Exe...http://www.siliconinvestor.com/readmsg.aspx?msgid=2781101312/7/2011 6:15:33 PMIRWIN JAMES FRANKEL This post from jq1234 (he strikes me as skilled scientifically) on Ihub: investorshub.advfn.com  EXEL Analyst day: There are lots of good information from presentations of Gisela Schwab, CMO and • Dr. Matthew R. Smith, Massachusetts General Hospital • Dr. Daniel J. George, Duke University Medical Center • Dr. Ho...http://www.siliconinvestor.com/readmsg.aspx?msgid=2779998612/2/2011 9:28:51 AMIRWIN JAMES FRANKELEarnie on YM R&D day 1-Dec-11 02:00 pm It was informative. There was more backing and filling rather than new revelation. Here is what I come away with as a general impression. Pain palliation, bone scan response, CTC reduction, RECIST response have all been observed in sufficient numbers to move from being thought...http://www.siliconinvestor.com/readmsg.aspx?msgid=2779901912/1/2011 5:12:56 PMIan@SIno competition from Revlimid? 4:44PM Celgene will discontinue Phase III MAINSAIL trial in castrate-resistant prostate cancer ( CELG) 61.69 +0.37 : Celgene International Sarl, a subsidiary of CELG announced that based on the recommendation from the Data Monitoring Committee it will discontinue its pivotal double-bli...http://www.siliconinvestor.com/readmsg.aspx?msgid=2778191311/22/2011 5:28:02 PMIRWIN JAMES FRANKEL Exelixis Announces Initiation of Phase 2 Investigator-Sponsored Trial of Cabozantinib in Women with Hormone Receptor-Positive Metastatic Breast Cancer and Bone Metastases[graphic]Press Release: Exelixis, Inc. – 2 hours 36 minutes ago SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)-- Exelixis, Inc. (NASDAQ: EXEL - News)...http://www.siliconinvestor.com/readmsg.aspx?msgid=2777853111/21/2011 8:48:03 AMIRWIN JAMES FRANKELEarnie on YM: <<These types of comments usually come from someone who has too much $$ in one particular stock and as a result, has become married to it. EXEL dead $$ for the foreseeable future.>> Your comment shows insight. My statement has a note of hopefulness attached to it. Every day I ask myself if I have lost ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2777206311/17/2011 8:59:54 AMIRWIN JAMES FRANKELEarnie on YM: The only drug with a pain label for CRPC is Mitoxantrone. Problematic is that the Mito approval was in 1996. drugs.com  More recently, the Satraplatin filing used a composite endpoint that relied heavily on a pain component. Not accidentally the FDA representative at the ODAC meeting considering the ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2777206111/17/2011 8:58:28 AM