1) BMY will look at EXEL more closely for combinations due to their 1L failure in lung cancer using Opdivo. RCC, and Lung are two top markets for IO drugs and Exelixis presumably works in both. There was a mention of potential in lung cancer combination trial during the earnings call.
2) Japan deal could be made now that earnings are out, they might be asking for more money due to Cabosun now being pursued for FDA approval for 1L RCC albeit confidentially.
3) After Japanese deal, and Ipsen European payment Exelixis might have a larger sum of money to pay down the convertible debt in cash and stock combination.
4) Potential bidding war for Exelixis between BMY, Pfizer, and Roche.
I have Metastatic Melanoma and was treated with Keytruda for a year. It killed my Endocrine system, including my Pituitary gland, Thyroid, Adrenals, and everything else. I take NP Thyroid for HT, Cortisone 2X daily for Adrenal insufficiency. I am suffering from Chronic fatigue that’s had me in bed for 12 weeks. I am too tired to get up. I feel like I’m feverish and have spells of convulsive chills, followed by drenching sweats, usually at night. When I check it, my body temp has been at . I stopped taking Synthroid because it was making me feel bad and went to NP Thyroid. I almost immediately felt better….for about 3 months, then the fatigue started. My labs look normal but I know that they shouldn’t necessarily look normal when on NDT when the lab is testing for normal levels when on Synthroid. I would appreciate any thoughts from anyone.