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Biotech / Medical : Exelixis, Inc. (EXEL) -- Ignore unavailable to you. Want to Upgrade?

To: mcbio who wrote (884)	12/13/2012 7:58:43 PM
From: tuck	Read Replies (1) \| Respond to of 930

I'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 different pathways at once -- which actually seems a page from the EXEL playbook -- but I have no idea if there's anything to that notion. See http:/// and a few other recent posts under my name for more on this. Besides, given the inflammation angle of the isoforms IPI-145 targets, it is going after indications -- namely RA and asthma -- that the others you mention are not. See http:/// for EC50s and such. Rick, what are you seeing? I haven't actually looked at INFI's ASH data and tried to compare it to anything. Since INFI got away from me, I just haven't bothered digging to the extent I did when it was cheap. Cheers, Tuck