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Saga Communications Inc. Message Board

dcxavier 148 posts  |  Last Activity: Apr 23, 2015 9:28 AM Member since: Nov 22, 1999
  • Reply to

    14th Annual Cr-ppy Stock Picking Contest

    by dcxavier Dec 19, 2014 9:02 PM
    dcxavier dcxavier Jan 27, 2015 4:49 PM Flag

    This is cross-posted on the KLIC board

    We did very well today, up 0.2% on a day that the market took a hit. This is despite the fact that BTU hit a trifecta of crappiness. The company missed earnings, lowered guidance and reduced the dividend. The competition remains very close. GALE snuck into the lead.

    Good luck to all!

    Entrant..................... Stock.... 12/31/14... Today... Change

    cow_4_beans............MHR..........3.14........2.14....-31.9%
    lonerunner_99...........BTU...........7.74........6.24....-19.4%
    flyktning....................BOBE.......51.18......56.97...+11.3%
    dcxavier....................SODI..........4.28........4.15......-3.0%
    bugsisdog.................RMTI........10.28......11.07.....+7.7%
    gladpick....................VRTX.....118.80.....123.67....+4.1%
    ofjames.....................GILD........94.26.....105.03..+11.4%
    mwalk65...................GALE.........1.51........1.71...+13.3% rbtears10..................NKTR.......15.50......14.97......-3.4%

    Total.......................................................................-1.1%

  • Reply to

    Perez interview- Better Irinotecan is here

    by pettitmb Jan 27, 2015 10:02 AM
    dcxavier dcxavier Jan 27, 2015 10:26 AM Flag

    But, then again, Dr. Perez was quite surprised when Kadcyla failed its Phase 3 in advanced Her2+ breast cancer. That was despite stellar Phase 2 results. So we wait for BEACON completion.

  • dcxavier dcxavier Jan 27, 2015 10:10 AM Flag

    Polls report high satisfaction with Obamacare. Maybe it's because not one single person has yet paid a penalty for not having health insurance. Not one single person has yet had their tax refund reduced for receiving too high a subsidy. Not one single person has paid a penalty for getting Medicaid when they were, in fact, ineligible. Like a tinhorn dictator, Obama decreed that the employer mandate (his employer mandate) would not be enforced. It's been all sweetness and light for the average Joe.

  • Reply to

    14th Annual Cr-ppy Stock Picking Contest

    by dcxavier Dec 19, 2014 9:02 PM
    dcxavier dcxavier Jan 26, 2015 6:05 PM Flag

    This is cross-posted on the KLIC board

    The last week got off to a good start. The group was up 1.3%. RMTI announced that Triferic was approved by the FDA, but the stock finished lower. There are concerns that the approved Triferic label combined with the premium price might make dialysis providers reluctant to use it. BOBE hit a 52 week high. GILD maintains its lead, with GALE and BOBE very close behind.

    Good luck to all!

    Entrant..................... Stock.... 12/31/14... Today... Change

    cow_4_beans............MHR..........3.14........1.92....-38.9%
    lonerunner_99...........BTU...........7.74........6.67....-13.8%
    flyktning....................BOBE.......51.18......57.23...+11.8%
    dcxavier....................SODI..........4.28........4.15......-3.0%
    bugsisdog.................RMTI........10.28......10.73.....+4.4%
    gladpick....................VRTX.....118.80.....125.12....+5.3%
    ofjames.....................GILD........94.26.....107.11..+13.6%
    mwalk65...................GALE.........1.51........1.71...+13.3%
    rbtears10..................NKTR.......15.50......14.75......-4.8%

    Total.......................................................................-1.3%

  • dcxavier dcxavier Jan 26, 2015 3:27 PM Flag

    Roth Capital will pound the table for any and all potential investment banking customers.

  • dcxavier dcxavier Jan 26, 2015 11:56 AM Flag

    Perez, Cortes, Awada et al get paid to run studies. They are always looking to expand the frontiers of knowledge. If the study succeeds, it's a feather in their cap and it helps them to recruit the next study sponsors. They have no direct financial interest in the outcome. NKTR-102 isn't one of those phony baloney drugs promoted by the biodreck companies, but as you note, the bar is very high. It won't hurt their reputation at all if a study fails as long as the study protocol and prosecution are righteous.

    There's an interesting story about medical and political corruption playing out in New York right now. Sheldon Silver, who has been NYS Assembly leader for the past twenty years, was indicted for bribery last week. I'm sure you are familiar with those non-stop obnoxious mesothelioma ads. Lawyers get $1.5M to $2M for every case that is resolved. Silver "works" part time for a NYC law firm that specializes in mesothelioma cases. He got the state to allocate money to the Columbia University Mesothelioma Research Center. In return for the lucre, Dr. Robert Taub, who heads the center, referred patients to Silver. Silver collected millions for simply handing over the names and phone numbers of the victims to the law firm. He did no other work on the cases. We all see politicians directing money to research and non-profits and think it's a good thing Ha!

  • There is an xkcd comic (#1478) that is perfect for the event. I wish I could provide a link, but Yahoo (jerks) doesn't allow that any more. Thanks to AF for pointing this out. BTW, the xkcd comics come with a non-commercial use license, so I don't feel guilty about reposting.

    P-value Interpretation Table

    0.001, 0.01, 0.02, 0.03 - Highly significant
    0.04, 0.049 - Significant
    0.05 - Oh #$%$. Redo calculations.
    0.051, 0.06 - On the edge of significance
    0.07, 0.08, 0.09, 0.099 - Highly suggestive, significant at the p less than 0.10 level
    0.1 and higher - Hey, look at this interesting subgroup analysis

  • dcxavier dcxavier Jan 25, 2015 8:40 PM Flag

    How about this 103 patient single arm Phase 2 from Dr. Perez?

    ======

    Patients and Methods

    MBC patients who experienced disease progression after one to three chemotherapy regimens, including at least one anthracycline- or taxane-based regimen, were randomly assigned to irinotecan in 6-week cycles comprising 100 mg/m2 weekly for 4 weeks, then a 2-week rest (weekly) or 240 mg/m2 every 3 weeks.

    Results

    The weekly arm had 52 assessable patients; the every-3-weeks arm had 51 assessable patients. In the weekly arm, the objective response (complete regression [CR] + partial regression [PR]) rate was 23% (one CR, 11 PR; 95% CI, 13% to 37%). Median response duration was 4.9 months (range, 1.9 to 15.9 months), and median overall survival was 9.7 months (95% CI, 8.0 to 14.2 months). In the every-3-weeks arm, the objective response rate was 14% (nine PR; 95% CI, 6% to 26%), median response duration was 4.2 months (range, 3.1 to 13.9 months), and median overall survival was 8.6 months (95% CI, 7.0 to 12.3 months). Treatment generally was well tolerated, especially in the weekly arm. Grade 3 to 4 adverse events with ≥ 10% incidence included neutropenia (29%) and diarrhea (17%) in the weekly arm and neutropenia (36%), vomiting (20%), dyspnea (18%), nausea (16%), and diarrhea (12%) in the every-3-weeks arm.

    Conclusion

    Irinotecan is active with good tolerability in refractory MBC. Irinotecan (especially weekly) warrants additional study as monotherapy and in combination regimens in this setting.

SGA
40.50-0.20(-0.49%)Apr 24 4:04 PMEDT