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Biotech / Medical : Exelixis, Inc. (EXEL)
EXEL 46.52-0.2%Dec 24 12:59 PM EST

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From: scaram(o)uche5/7/2014 6:51:44 PM
   of 930
 
gsk.com

"The results from the randomised Phase II part of the Phase I/II open-label study, which evaluated the combination of trametinib and dabrafenib at the recommended dose (150/2mg) (N=54) and single-agent dabrafenib (150mg) (N=54)1, were as follows:
The investigator-assessed overall response rate (ORR) (main efficacy endpoint) was 76% (95% CI, 62, 87) for patients treated with the combination, and 54% (95% CI, 40, 67) for patients treated with single-agent dabrafenib. The median duration of response was 10.5 months (95% CI, 7, 15) for patients treated with the combination, and 5.6 months (95% CI, 5, 7) for patients treated with single-agent dabrafenib."

(Emphasis mine, and this combo is now -- or soon will be?? -- in the hands of Novartis, following the GSK/Novartis swap.)

Versus today's disclosure.....

finance.yahoo.com

"The final results of the exploratory secondary endpoints of BRIM7 showed anti-tumor activity for the combination of cobimetinib and vemurafenib. In BRAFi-naïve patients (n=63), an 87% confirmed overall response rate (ORR) was achieved, including 10% complete responses and 78% partial responses. An additional 10% of patients achieved stable disease. The majority of tumor responses were observed within the first six weeks following initiation of treatment. The median progression free survival (PFS) for BRAFi-naïve patients was 13.7 months."

(Emphasis mine, and there could be some patient-selection "apples-to-oranges" in there, for all I know. And I don't know the relevance of "confirmed" ORR in the Exelixis release when comparing to the GSK numbers from the "blinded independent radiologic review committee".)
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