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Waste Management, Inc. Message Board

belle7478 3 posts  |  Last Activity: Aug 8, 2014 9:22 AM Member since: May 4, 2009
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  • Reply to

    Something seems wrong here

    by bridgejumper08 Aug 5, 2014 9:42 AM
    belle7478 belle7478 Aug 8, 2014 9:22 AM Flag

    I am just reading the call transcript now. Here is what was said about Lifecell: Not comforting short-term. Hope they sort it out. "As we transition from the company known from its partnerships for direct sales, one question that comes up from time to time that our agreements with LifeCell -- our main agreement with LifeCell automatically expires in about 15 months. To the best of our knowledge, LifeCell sales team is primarily selling the SPY Elite system in breast reconstruction and open GI surgery.

    However, there are a number of other applications such as vascular interventional procedures that are also exclusively contracted to LifeCell where we believe that SPY Elite is not being used today and that these applications are clinically compelling.

    Due to lack of progress under such agreements, we are utilizing the arbitration process prescribed under these agreements to achieve a resolution between the parties."

  • belle7478 belle7478 Jun 5, 2014 2:37 PM Flag

    He also prefers AZ's safety profile.

  • Reply to

    Credit Suisse analyst

    by altrades_98 May 29, 2014 9:09 AM
    belle7478 belle7478 May 29, 2014 1:52 PM Flag

    Thx for heads up. FWIW, $100 has been their target. Here is the note:
    Summary: Updated PI data on AZD9291 (#8009) and CO-1686 (#8010) will
    be presented in back-to-back oral sessions at 8:00AM CT and 8:12AM CT
    respectively on Saturday, May 31st at ASCO (which is apparently a big
    cancer conference in Chicago). We will be setting our alarm clocks early and
    attending this meeting. Focus will be on how CO-1686 compares to
    AZD9291 on both efficacy (objective response rate – ORR and duration of
    response – DoR) as well as safety/tolerability in EGFRm-T790M+ NSCLC.
    Recall, the last CO-1686 PI data was presented at ELCC based on a data
    cut-off of March 6, 2014 on N=62 patients (data evolution in Exhibit 3) and
    the last PI data for AZD9291 was as of January 16, 2014 on N=199 patients
    (ASCO abstract and data evolution in Exhibits 9 and 4, respectively).
    ■ Getting an update on the comparative efficacy of CO-1686 to AZD9291.
    We expect that updated ORR and DoR data in EGFRm-T790M+ NSCLC
    could be provided on both compounds. On latest ORR, both CO-1686 and
    AZD9291 appear to be comparable at 64% (14/22) and 64% (57/89)
    respectively. On DoR, CLVS had disclosed at ELCC that CO-1686 was 6
    months whereas AZN had not provided any information on AZD9291 yet
    (most likely waiting for the data to mature).
    ■ Also receiving more granularity on comparative safety profiles. We
    expect that focus will be on further granularity on AZD9291's safety profile,
    particularly on: (1) Higher incidences of both diarrhea (30%) and rash (24%);
    (2) 16% of patients experiencing G3/G4 adverse events (AEs); (3) 5 cases
    of interstitial lung disease (ILD)-like events (excluded in PI trial enrollment);
    and (4) 6 patients who had dose reductions. For CO-1686, we expect an
    update of safety (specifically on hyperglycemia and QTc prolongation)
    presented at ELCC in late March 2014

WM
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