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

To: tuck who wrote (885)	12/14/2012 8:00:20 AM
From: scaram(o)uche	Respond to of 930

Tuck, 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 on pi3k. But that's all I know, that "it" is a key regulator of lyphocyte and dendritic cell function, and that various isoforms have also been implicated in pten mucked cells. As you know, I've been saying, for ages, that pathologists' science isn't very scienc-ey. But now we have sanity, where cancers are being divided by drivers instead of tissue origin or the shape/size of a cell and some M.D.'s guess. So when Obama was upped for another four years (big cancer bucks) and the Nature breast cancer publication showed up? I started to appreciate how well situated arry is, thanks to the combo trials of Novartis using mek162. And that's why I was commenting here.... sort of looks like Sanofi is really working hard on both molecules from exel. infi..... sorry, I just started to look after the breast compendium was published... didn't realize that it was the company where I'd seen you question the MC. If I could have helped back then, I would have. Believe that it's like Peter said in the valuation thread, that there is tissue-specific expression of isoforms and thus you'd pick a variety of inhibitors against a variety of isoforms to cover the lot and yet get some degree of specificity. Looks like chemists can do such, and Obabmacare is going to expand the patient base. So I started modestly (damn!) throwing cash at molecules that looked like they were respected, and infi seemed to have a lymphoid/myeloid hit. The nice, added bit was that infi sat there like a stuck pig after the news was released.