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Micron Technology, Inc. Message Board

highlowsel 356 posts  |  Last Activity: Jul 19, 2016 9:52 AM Member since: Feb 26, 1998
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  • highlowsel by highlowsel Jun 6, 2016 7:39 AM Flag

    (NASDAQ: ARIA) today announced updated clinical data on brigatinib, its investigational anaplastic lymphoma kinase (ALK) inhibitor, from the pivotal ALTA trial in patients who had experienced disease progression on crizotinib therapy. The data show that, of patients on the 180 mg regimen (Arm B) with a median follow-up of 8.3 months, 54 percent achieved a confirmed objective response, the trial's primary endpoint. In this arm, the median progression free survival (PFS) exceeded one year (12.9 months) in this post-crizotinib setting. Additionally, a 67 percent confirmed intracranial objective response rate (ORR) was achieved in patients with measurable brain metastases. These data will be presented today, for the first time, at the Annual Meeting of the American Society of Clinical Oncology ( ASCO ), reflecting an additional 12 weeks of patient follow up and new data on central nervous system (CNS) activity compared to the abstract released last month.

    "Most patients with ALK-positive non-small cell lung cancer who are treated with crizotinib eventually experience disease progression, often due to acquired ALK resistance mutations or metastases in the central nervous system," said presenting author #$%$-Wan Kim , M.D., Ph.D., head of the Cancer Clinical Trials Center at the Seoul National University Hospital in South Korea . "For these patients, we are very excited by the brigatinib ALTA trial data, which showed compelling efficacy and safety data, including complete responses and activity in the CNS."

    The ALTA trial
    The primary endpoint of the ALTA (ALK in Lung Cancer Trial of AP26113) trial is investigator-assessed confirmed objective response rate (ORR) as measured by the Response Evaluation Criteria in Solid Tumors (RECIST). Key secondary endpoints include progression free survival (PFS), confirmed ORR assessed by an independent review committee (IRC), CNS response (IRC-assessed intracranial ORR and PFS), overall survival, safety and tolerability. Etc.

  • Reply to

    Maybe, it goes up too quick?

    by jazenevd Jun 1, 2016 3:00 PM
    highlowsel highlowsel Jun 1, 2016 3:47 PM Flag

    By the way....the longer term view should a continuance past $13 occur is the possibility of the $14.50 area being a magnet to which the bid could gravitate over the summer....why that line? That's about where an older downtrend line....a line that started back at ~$36.40 in early Dec 2014. Remember those days? I do (heh). Anyway...that's a major resistance line it has not been north of, in any meaningful sense, since that Dec era. So as long as the bid stays south of it you cannot claim a true bid reversal has occurred. But meanwhile...it ain't looking too shabby is it? ;-)

  • Reply to

    Its a Dyson Day, they suck the bagholders in

    by denny.dozen Jun 23, 2016 11:16 AM
    highlowsel highlowsel Jun 23, 2016 11:27 AM Flag

    Pssst....no offense but me thinks you're trying too hard to assert an agenda. One that doesn't appear to be working....bid $13.91. I suggest less emotional association with a position and a more tactical one....that's if you trade that is. ;-)

  • Reply to

    News just out

    by highlowsel Jun 6, 2016 7:39 AM
    highlowsel highlowsel Jun 6, 2016 9:59 AM Flag

    Golden opportunity indeed. It certainly seems that way....but this is just the middle of a fairly long process...I harbor no illusions on it being quick....this one seems a keeper for a few years to come....for now anyway... ;-)

    Meanwhile the bid is doing some consolidation in the $9.73 area....not too surprising to me...let's see how it plays from here...

  • highlowsel by highlowsel Jun 27, 2016 6:37 AM Flag

    Here we go (this week). The current 52 week low is just a squeak south of $11....and while I'd like to think it won't be seriously tested I do think the next line of support is down around the $12 line. And now that $13 is so firmly breaking....at least...here in PM...and that is never a true indicator....it seems a safe bet to short with a cover in the $12.teens whereat you can go long.....so that's my bet....but I'll be playing both sides in bouncy bounce fashion as it slides down to those teens.

  • highlowsel by highlowsel Jun 14, 2016 2:42 PM Flag

    Here come the teens....if you're trying to catch the knife on the buy side don't bother...this thing is being well managed by the sell side. But if you're trying to short for a trade here that, too, is problematic given the impressive slide it's done on this intraday. Hell....considering that just 8 sessions or so back it looked set to go north of $15 the slide has been impressive over that period hasn't it? I suspect Master is taking the Pooch on a double bottom test of the current year low....it got it's low in Feb...bounced to that aforementioned $15 area...double topped and is now heading back down for the test....that's part of a larger pattern....but how it resolves at that juncture...should it actually do it...is anyone's guess.....

  • highlowsel highlowsel Jun 14, 2016 11:31 AM Flag

    The Muslim argument is misdirection, intention or otherwise. It reflects the inept nature of our political leadership class, and exposes their basic inability to deal with a fundamental problem in this country. We're an armed camp. The level of gun homicides in the U.S. well exceeds those of any other 1st world society. Hell...dam near ANY society short of Mexico with its open drug warfare.

    Here in our homeland the death rate from gun homicides is about 31 per million people โ€” the equivalent of 27 people shot dead every day of the year. Every...single..day. That's a battle-field level stat....and makes a laugh of the whole idea of "homeland security" doesn't it?

  • Reply to

    News just out

    by highlowsel Jun 6, 2016 7:39 AM
    highlowsel highlowsel Jun 6, 2016 12:09 PM Flag

    Frey: Ooops..you're right....there I go "thunder thumbing" the keyboard (again). Sorry...current bid now $8.75. I'm not sure what you mean by "viewed as disappointing." I don't consider todays action indicative of this....if the market was disappointed me thinks you'd have seen a bid getting hammered...as is typically the case with such speculative bio-tech paper as this. But I'm not necessarily in disagreement with your "back to 9 any time soon" since anyone cognizant of this sector knows today's news is just one more step in a very long process towards a true product being sold into demand. In a turn of a phrase this is still a story stock very much "on the come." Don't go betting the baby's milk on the outcome....at least...not until a bonafide product emerges. Treat it as the speculation it is. Ummmm...and this is just my opinion, of course. G/L!

  • Reply to

    Obama endorses a felon.

    by a_wallstreet_fraud_alert Jun 10, 2016 8:12 AM
    highlowsel highlowsel Jun 10, 2016 10:40 AM Flag

    Not to get into this but there you go espousing the Trumpsters lying character. Felon?

    Definition of a felon: A person who has been convicted of a felon, a crime.

    Key word in that definition? CONVICTED. Last time I looked the Clintonistas haven't been so convicted...of anything (other than stupidity).

    But your comment is why I've basically turned off all media and such....the lying, the obfuscation flowing out of all media orifices, is reaching epic proportions on both sides. And we aren't even close to voting yet. I've had enough. I've decided and I'm turning all the orifices off.

    So let me state clearly where I stand. I will not vote for Trump. He does not have the character I look for in leadership. Conversely, and admittedly, I cannot vote for the Clintonistas, either, though in all honesty they might be okay at the role (when juxtaposed against the alternative). This is because I simply do not like the couple...just in case you couldn't (heh). Which means I get to expressed a George Carlin attitude about this circus that's come to town with its tent now unfolding into the show that's to come....It's a global circus....and we Americans are in the front row seats...so enjoy the show and all the performances. It promises to be...memorable?

  • Reply to

    Congratulations, Madam President

    by techbored Jul 5, 2016 12:06 PM
    highlowsel highlowsel Jul 5, 2016 12:22 PM Flag

    I'm no fan of the Clintonistas; and even less a fan of a certain grifter and cut-rate businessman with delusions of grandeur, but I'd say not so fast there Madam. ;-) Let's see what becomes of the public sentiment with this FBI released eval (listening to former NYC Mayor Guiliani and his rant about "What is he DOING! Section 793F (gross negligence) is being immolated!" Ummm...so to speak). It comes to this...neither party is offering up a prize are they. Can I emigrate to the moon?

  • Reply to

    The simple way to end terrorism.

    by bac_trader Jun 14, 2016 5:50 PM
    highlowsel highlowsel Jun 15, 2016 7:50 AM Flag

    BAC:

    There are more gun dealerships and outlets in this country than there are Starbucks franchises. This country is awash in guns. Yet consider....nobody is safe...not even military personnel on domestic bases (reference the shootings in Texas). I wonder why? HEH!

    The problem we have here doesn't have anything to do with terrorism. American's have been killing each other well before that idea became common currency. The problem is simple; and you've already stated it. Guns. Now I'm all for the 2nd amendment. But I grew up in the military. I know my way around the hardware. And I can tell you that from my point of view, in looking at the talents and capabilities of the average American civilian, that there is no reason, NO REASON, for ANY civilian to be owning a military grade assault rifle, not even one "gussied up and throttled" for civilian rules and sensibilities. NONE. NOT ONE REASON.

    Bottom line? And you can squeal all you like but this remains my stance none the less. Civilians should be banned from access to all such weapons, just as they are banned from owning land mines, RPG's and the like.... PERIOD. End of discussion (for me).

    Now back to the game. PM bid $13.32

  • Reply to

    Big money is accumulating.

    by atmktimr Jun 7, 2016 12:39 PM
    highlowsel highlowsel Jun 7, 2016 2:16 PM Flag

    Denny: I get what you're saying...and you're not necessarily wrong in that waiting on company execution is sometimes aking to....an execution? ;-) In any case the only thing I'll point out is I can recall your angst being expressed in much the same way back in 2009, and in 2012. Those with a +1 year vision and willingness to gamble (back then) did okay for themselves. So what am I saying? Only that it's clear MU and the sector are more or less selling commodities....hi-tech pineapples (if you will). So when you play them always buy at the low end of the (commodity) cycle...and sell high at its apex. Then flip to the dark side for the ride back down. Over and over and over. 'Course...one has to have the patience and willingness to play a very long-styled game...we're talking years....but for me....MU here at $13 or less is churning and setting up off the bottom of the usual cycle. So...leaving aside the trading aspect play it accordingly?

    Just some thoughts. Bid $13.10. Disclosure...holding an open buy side trading position - today - from ~$12.92.

  • Reply to

    Bid $13.26

    by highlowsel Jun 14, 2016 2:42 PM
    highlowsel highlowsel Jun 14, 2016 3:21 PM Flag

    Nest: Good points...all of it. I like the bear pit analogy. That's exactly what it is....all of it fueled by emotion tied to high-speed machines. Nobody's thinking excepting "get me in risk off" mode....it will abate....it always does...though it's a question of the timing of it....I've layered in a couple of buy side tranches at this point.....let's see how good the timing of it is.....

  • highlowsel highlowsel Jun 27, 2016 3:41 PM Flag

    Double or tripe (EMEA exposure) compared to every other bank? Really? Care to put your facts where your mouth is? ;-)

  • Reply to

    News just out

    by highlowsel Jun 6, 2016 7:39 AM
    highlowsel highlowsel Jun 6, 2016 7:43 AM Flag

    Data as of February 29, 2016
    -- A total of 222 patients with ALK+ NSCLC treated with prior crizotinib
    therapy were randomized in the study (110 patients in Arm B at the 180
    mg dose level with 7-day lead-in at 90 mg and 112 patients in Arm A at
    the 90 mg dose level). The last patient enrolled in the study in
    September 2015 .
    -- The median follow-up was 8.3 months in Arm B (range 0.1โ€”20.2) and 7.8
    months in Arm A (range 0.1โ€”16.7).
    -- Investigator-assessed confirmed ORR in Arm B was 54 percent, including
    four complete responses. Confirmed ORR in Arm A was 45 percent,
    including one complete response.
    -- Responses in Arm B included a confirmed partial response in a patient
    with the ALK kinase domain G1202R mutation at baseline, which is
    associated with resistance to all approved tyrosine kinase inhibitors
    (TKIs).
    -- Median PFS was 12.9 months and 9.2 months in Arm B and Arm A,
    respectively. Probability of overall survival (OS) at 1-year was 80
    percent and 71 percent in Arm B and Arm A, respectively.
    -- An evaluation of the efficacy of brigatinib in ALK+ NSCLC patients with
    intracranial CNS metastases at baseline was also included in the ASCO
    presentation.
    o In an independent central review of brain magnetic resonance imaging
    (MRI) scans, 18 patients in Arm B and 25 patients in Arm A were
    identified as having measurable CNS metastases at baseline.

  • Reply to

    PM Bid $12.79

    by highlowsel Jun 27, 2016 6:37 AM
    highlowsel highlowsel Jun 27, 2016 10:03 AM Flag

    Yeah....to the extent this whole thing isn't Kabuki theater I'd say there's a whole re-ordering of things on the global economic scene. What does it mean to be a large global bank in the face of a fractured global system? Personally I think this Brit exit "thang" is merely a kerfluffle....a back step in the Texas two-step dance of inevitable global integration of systems, governments and all that sort of stuff. But since humans are regional, parochial animals by nature this sort of dance wont be an easy one to master.....there will be stutter steps along the way. Welcome to a stutter....

    Meanwhile....we had the yank to .30...the bounce to ~.43...then a p/b to .37. Let's see how much downside energy Master has left for the day....

  • Reply to

    PM Bid $12.79

    by highlowsel Jun 27, 2016 6:37 AM
    highlowsel highlowsel Jun 27, 2016 9:43 AM Flag

    Kiss $12.50 goodbye. Bid $12.47.

  • Reply to

    HAHAHAHA

    by twain44 Jun 27, 2016 9:48 AM
    highlowsel highlowsel Jun 27, 2016 9:57 AM Flag

    Kabuki theater at its finest.

  • highlowsel by highlowsel May 27, 2016 10:23 AM Flag

    Truly the 10 day chart is a thing of beauty (if you're long) ain't it? ;-)

  • highlowsel highlowsel Jun 6, 2016 4:25 PM Flag

    Ummm.....you realize buying so openly precludes, given his insider status, any buy-out, yes? At least anything close by on the horizon. But I'll admit....this game has endless examples of exec's just stupid enough to do something so blatant; Martin Shkrel comes to mind as an example, I seriously doubt Frost is that sort. So let's leave off the buy-out rumor pumping shall we? The fact he keeps stepping up and buying the common on the open market says enough.....at least...enough for me....as tells go that's a big one.....even if there are no guarantees in this game. Let's see how it all plays out...

MU
16.51+0.31(+1.91%)Aug 26 4:00 PMEDT