El día y mi cumpleaños. Si SGYP me hace lo mismo voy a empezar a celebrarlo con Black Label en breve. Por cierto, SGYP hay rumores (infundados en principio de interés en ella de GSK)
EXEL
En principio, debería estar descontado, especialmente tras los fantásticos resultados trimestrales, pero había muchísimas expectativas en este ensayo. Por lo pronto, en nada en los mínimos del día anterior, así que no voy a saltar. Voy a poner comprar más abajo por si le da por reventarlo y venta en cierre de ayer y ya se verá.
Lo que sigue es del día de la hostia previa, no de hoy, pero es lo más ilustrativo que he encontrado sobre el tema.
me might well ask whether given
Exelixis’s recent share price performance – before yesterday’s setback the stock had already fallen over 30% since the start of the year – the market has already priced in much of the risk of Imblaze-370, also in colorectal cancer, failing.
Cotellic, partnered with
Roche, might not be
Exelixis’s most important asset – that honour probably belongs to
Cabometyx – but colorectal cancer is a key label extension after its approved use of melanoma. There is also read-across to
Exelixis’s rival Array Biopharma, whose Mek inhibitor
binimetinib is filed for melanoma and is in the pivotal Beacon
CRC trial in colorectal cancer; Array fell 4%
Modul is a complex study investigating biomarkers, involving untreated colorectal cancer patients first given chemo plus
Avastin induction, and then one of several treatments. Imblaze-370 is a third-line study in which
Tecentriq with or without
Cotellic is pitted against
Bayer’s
Stivarga, the standard of care.
Sales of
Cotellic as a franchise are expected to peak at a little over $300m, EvaluatePharma sellside consensus suggests, and Stifel reckons $150m could come from the salvage colorectal cancer setting of Imblaze-370.
Imblaze-370 is significant because it represents
Roche and
Exelixis’s chance to treat an important patient subgroup. While
Merck & Co’s
Keytruda and Bristol-Myers Squibb’s
Opdivo can both be used in subjects whose colorectal cancer displays microsatellite instability (MSI), Imblaze-370 is a shot at MSI-low tumours.
http://www.epvantage.com/Universal/View.aspx?type=Story&id=778674&isEPVantage=yes
«Después de nada, o después de todo/ supe que todo no era más que nada.»