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marthastewartstips 41 posts  |  Last Activity: Oct 23, 2014 1:38 PM Member since: Jun 24, 2002
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  • marthastewartstips by marthastewartstips Oct 23, 2014 1:38 PM Flag

    "Vintafolide’s success in one form of lung cancer—known as adenocarcinoma—is enough to produce a blockbluster drug because adenocarcinoma accounts for 40 percent of all lung cancer cases in the United States.

    "The difference between vintafolide and EC1456 is that Endocyte’s scientists have figured out how to attach a chemotherapy agent that is 20 times more powerful than the one used in vintafolide, while keeping the side effects even lower."...
    "Endocyte officials estimate a Phase 3 trial of vintafolide would enroll 600 patients and cost $50 million." ..."“We believe Endocyte currently has the resources to only advance a single asset into Phase 3 development,” wrote Brims, the Cantor Fitzgerald analyst. “We expect Endocyte to advance EC1456 into phase 3 over vintafolide if an efficacy signal is observed with greater safety and tolerability at equivalent dose levels.”"...

    "The reason side effects should be less is that excess amounts of vintafolide are cleared out of the body via the liver and the digestive tract; that process causes the side effects. Those side effects forced Endocyte to keep the dose of vintafolide somewhat smaller, limiting its effectiveness against the cancer cells.
    But EC1456 has been altered to dissolve better in water, so it is cleared out of the body via the kidneys; scientists hope that path will cause fewer side effects. That should allow Endocyte to give patients a chemotherapy dose 70 percent larger in EC1456 than in vintafolide.
    So naturally, Endocyte executives think EC1456 will show greater effect on lung cancers, as well as ovarian cancer, endometrial cancer, and three other conditions for which Endocyte is testing it."

  • Reply to

    tubulsyn phase 1

    by marthastewartstips Oct 17, 2014 8:12 PM
    marthastewartstips marthastewartstips Oct 21, 2014 2:34 PM Flag

    bladerunner:
    when you get this kind of positive (truly amazing) divergence in folate targeted results vs overall results, there is no doubt the folate targeting is working:

    "Phase II PRECEDENT trial gave a result of 5.0 months of progression-free survival for patients with platinum-resistant ovarian cancer treated with vintafolide plus pegylated liposomal doxorubicin (PLD). This is compared to 2.7 months for those treated with PLD alone.
    An investigational imaging agent, etarfolatide, was used to identify a group of patients with folate receptor-positive tumors, and in that group the difference in PFS was 5.5 months for patients receiving vintafolide plus PLD compared to 1.5 months for PLD alone."

    What is truly amazing as well is that this combo attack untimately FAILED against platinum resistant ovarian tumors. That ECYT has any progress at all is incredible, as no other trial had shown any improvement over standard treatment for this kind of cancer EVER!. They at least got one hell of a result, and then, of course, the tumors became resistant and overwelmed the drug's initial efficacy. Hence, my argument that targeting works, the warhead is a sputtering dud that throws and initial scare into the enemy, and then the enemy (tumor cell) laughs and counter-attacks to overwhelms the threat.

    If ECYT gets an effective warhead on this targeting mechanism, the stock will be up 10X, at least, because their drug will be the only game in town for these large cancer patient populations.

  • Reply to

    tubulsyn phase 1

    by marthastewartstips Oct 17, 2014 8:12 PM
    marthastewartstips marthastewartstips Oct 21, 2014 1:54 PM Flag

    Why Tubulysin is Essential to ECYT:
    Statistical significance of Vintafolide not present in the advanced trials thus far, certainly not on its own and not in combination either. That it approaches significance in tumor cells where folide receptors are in their highest representation is strong evidence that the delivery mechanism works. But that vintafolide's cytocidal effect is not sustained through out the treated population nor for a long enough treatment period to eradicate the tumors completely before resistance to it is achieved is confirmatory evidence that it is not potent enough to achieve its designed cytocidal effect when receptor sites are not over-abundant on the tumor cells. This allows the tumor cells to develop resistance to it and undermine whatever cytocidal effects were achieved by vintafolide early on. The only answer to these defect in the SMCD delivery technology with vintafolide as the warhead is to make the warhead more lethal. This will improve efficacy overall as a stronger warhead will kill cells that have less abundant expressions of folide receptors and diminish tumors more quickly than they can evolve resistance over time. Tubulysin is a novel construction, so it will take longer for cancer cells to evolve resistance to it; and it is far more lethal so it will kill far more cells more quickly before they can evolve resistance.
    There is a logic to the strategy of SMCD that needs to be exploited in ECYT's development of its pipeline that goes beyond merely spending money on a drug that is marginal when measured by statistics at a moment in time. If ECYT management does not push their SMCD stategy to the utmost in the direction the logic of it demands, but choose to exhaust precious time, money and talent on helping a too weak, lame, mid-stage warhead to the next stage of trials because it can be done, they do not belong in developmental bio-tech.

  • Reply to

    tubulsyn phase 1

    by marthastewartstips Oct 17, 2014 8:12 PM
    marthastewartstips marthastewartstips Oct 18, 2014 2:10 PM Flag

    ps, although i have never been tested, i am probably suffer from some kind of dyslexia, as well as a lack of patience for such issues. i have always been a horrendous speller, typo might be my middle name, and i must continually guard against dropped or reversed-order words, while committing such grammatical and social sins, in spite of vigilance; exhibited in the very post to which this PS is attached. also the computer screen glares a bit in my eyes, exacerbating these issues. my apologies. but i am trying to convey a fact and logic based point of view, more than most on these boards; and i seek kind-similar responses.

  • Reply to

    tubulsyn phase 1

    by marthastewartstips Oct 17, 2014 8:12 PM
    marthastewartstips marthastewartstips Oct 18, 2014 1:57 PM Flag

    3rd cohort of Phase 1 escalation of dose safety study is underway for Tubulysin. The first 2 dosing cohorts were perfectly safe with initial signs of efficacy attending those cohorts. Cohort 3 brings the level of dosing up to that implemented in EC145 (vintafolide) So the efficacy/safety balance data from EC1456 is now coming into range. Tubulysin is a novel construction (and consequently not resisted by cancer cells, even those cells that do resist (kick out vynfinit, or paclitaxel, cisplatin, cancer drugs that are currently used) so unlikely to suffer from strong resistance, which doomed vintafolide in phase 3 platinum-resistant ovarian cancer. ECYT altered EC1456 so it is excreted primarily through the kidneys rather than through the liver, which will allow for a larger window of toxicity, and there have been no indications of safety issues, despite its toxicity. Now recall that vintafolide was developed from an old, off-patent cancer drug, and was chosen for its toxicity profile (low enough) so that it could be combined with other drugs (doxil) and still not exceed tolerable toxicity levels. Phase 2 results for platinum-resistant ovarian cancer (a very resistant advanced cancer for which no study had ever shown any improvement over existing therapies) were quite good (garnering ECYT the Merck deal) Overall in the phase 2 study of 149 patients is the combination drug therapy showed an increase in progression free survival of @100%, and in the sub-group of those patients whose tumors showed the most folate receptors the pfs went from 1.5 months to 5.5 months (@260%) ...I mention this history because it shows the folate-targeting mechanism works. The ultimate failure of the drug study, is thus, a warhead issue, not a delivery issue. In laboratory studies tubuysin has been 100% effective in killing cancer cells that were resistant to vintafolide, in addition to other drugs (vynfinit, paclitaxel, cisplatin, that are currently used. It will work.

  • marthastewartstips by marthastewartstips Oct 17, 2014 8:12 PM Flag

    I believe ECYT should be valued on the basis of the folate targeting and delivery technology, but that requires a breakthrough payload that kills tumor cells a vast magnitude more effectively than current drugs to show its true clinical value.
    Tubulsyn will have its safety profile revealed within six months, and with that data will be some illuminated efficacy data.
    Vintefolide is not good enough to make this company viable unless it has a partner to pay for the phase 3 and marketing for say an indication of advanced adenocarcinoma of the lung cancer. There is nothing to suggest it is good enough to gain such support. Why ECYT keeps pushing it is beyond reason. Hence the ECYT trades at cash value.
    Provided Tubulsyn show strong efficacy as well as safety, which I expect, ECYT will be up 100 to 200% this time next year. ECYT will be in a strong position to negotiate with potential partners (lMERCK, ROCHE, BRISTOL-MYERS SQUIBB, etc) once such a breakthrough payload is successfully delivered by its folate targeting and delivery technology. Such a drug would make the company's future as a player in DNA targeted treatments, which are the future of cancer drugs. If ECYT keeps pushing a loser like vintafolide, and waste their resources, talent and time on such a mediocre vision, they have no future in bio-tech.

  • Reply to

    ECYT was up the last 4 days in a row

    by classshopper Oct 17, 2014 10:39 AM
    marthastewartstips marthastewartstips Oct 17, 2014 11:19 AM Flag

    there (not their) i hate is when my brain to fingers connection makes that mistake

  • Reply to

    ECYT was up the last 4 days in a row

    by classshopper Oct 17, 2014 10:39 AM
    marthastewartstips marthastewartstips Oct 17, 2014 11:16 AM Flag

    Correct, correct. But the stock is undervalued by a large measure. It should be valued on the basis of the flexible and reliable folate targeting and drug delivery mechanism, not on the marginally OK performance of a drug that to which cancer cells at the stage of the trial have developed great resistance. Tubulsyn looks to be a game changer in that regard, and their will be others as well, the strength of ECYT is the capacity of its targeting and delivery mechanism to deliver drugs safely and accurately to the tumor cells while avoiding healthy ones. Frankly, the company is a buyout candidate on the basis of that alone.

  • "So imagine Paclitaxel in this resistant model. Paclitaxel slips through the cell, but then it gets kicked right back out. So you never build up an effective concentration of the drug to have activity. With vintafolide in this model we treated it binds, it gets in we know that and it releases the drug, we know that, but the drug is getting kicked out. That’s not happening with the Tubulysin. In fact here’s an in-vivo model that’s currently underway, where you can see in a solid tumor model that the tumors are resisting Paclitaxel at a very high dose, they are also resisting vintafolilde, they are super imposable to one another, but they are not resisting 1456. So we treated, treated, treated up in to this point, it's an interesting question, if we keep treating, if we bring that blue curve even lower, I mean as it is we two cures in five right now.

    So I just wanted to show this to contrast that the newer pipeline agent has some very favourable properties, and more than that we’ve got lots of other opportunities for looking at other agents. So, we are in the microtubule world right now. But moving forward into the DNA world, where we can use agents that are very active against the DNA, our mTOR inhibitors are right now, we have proven concepts with those that are highlighted but there are lots of targets, lots of drugs for these targets that are still worthy of exploring. ...continuing in next post...

  • marthastewartstips marthastewartstips Oct 16, 2014 10:48 AM Flag

    If i had the funds, i would put a limit order at $6 for unlimited shares:
    In a few years the buzz will be all about DNA targets (see KITE and BLUE) and ECYT has the targeting and delivery technology to play in that pool. In the meantime I believe their next generation microtubule targeting agent tubulysin that should come along nicely in this blockbuster anti tumor market.

    "And let me just tell you, I will spend a few words on targeting DNA reactive agents. So we are currently working with one that is also in a very potent range and I remember I continued in my show it's all the way on the right time. So here we are sticking with the same ligand folic acid, but now we are using a DNA reactive compound, we are not using (inaudible) we are not using Tubulysin, we are using some with an actual DNA and in this particular example it actually cross links. These are two DNA chains here, strings and this agent fits right in the middle and just grabs on them, cross links them, cross links them to the point where the DNA can't be separated and celll don’t like that so they kill themselves when that happens.

    Well new results that we just obtained about a month ago, we made an SMDC out of this DNA reactive compound. We started with animals ahead; established subcutaneous tumors and we gave them a single dose, just a single dose. A dose that didn’t cause any weight loss as you see down here, but that single dose generated 100% cures in the model. It blew us away and just remarkable results here. This is non micro tubule mechanism potentially avoids the cross resistant’s that we are seeing with for example vintafolide."

  • Reply to

    Future Warheads Pt. 2

    by marthastewartstips Oct 16, 2014 8:53 AM
    marthastewartstips marthastewartstips Oct 16, 2014 9:11 AM Flag

    test

  • marthastewartstips by marthastewartstips Oct 16, 2014 8:53 AM Flag

    continuing ..."

    SA Transcripts, Recent earnings call transcripts (35,210 clicks)
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    Endocyte's CEO Hosts Analyst Day Presentation Conference (Transcript)
    Mar. 22, 2013 6:53 PM ET | 1 comment | About: Endocyte, Inc. (ECYT)
    Endocyte, Inc. (NASDAQ:ECYT)

    Analyst Day Presentation Conference Call

    March 22, 2013, 09:30 am ET

    Executives

    Ron Ellis - CEO and President

    Binh Nguyen - VP, Clinical Affairs

    David Meek - Chief Commercial Officer

    Chris Leamon - VP, Research

    Mike Sherman - CFO

    Analyst
    Bert Hazlett - ROTH Capital Partners

    Simos Simeonidis - Cowen and Company

    Howard Liang - Leerink Swann

    Greg Wade - Wedbush

    Jason Kantor - Credit Suisse

    Ron Ellis - CEO and President
    Thank you for attending, this is Endocyte's First General Analyst Day, so we hope it goes well. And we want to appreciate the Endocyte management team being here, you’ll have an opportunity to hear from them as we go through the strategy and plans for the company. We will start off just to remind you likely to say this is we are going to be some forward-looking statements to figure our recent submission to the SEC.

  • Reply to

    Future tumor warheads for ECYT

    by marthastewartstips Oct 16, 2014 7:33 AM
    marthastewartstips marthastewartstips Oct 16, 2014 7:51 AM Flag

    "So imagine Paclitaxel in this resistant model. Paclitaxel slips through the cell, but then it gets kicked right back out. So you never build up an effective concentration of the drug to have activity. With vintafolide in this model we treated it binds, it gets in we know that and it releases the drug, we know that, but the drug is getting kicked out. That’s not happening with the Tubulysin. In fact here’s an in-vivo model that’s currently underway, where you can see in a solid tumor model that the tumors are resisting Paclitaxel at a very high dose, they are also resisting vintafolilde, they are super imposable to one another, but they are not resisting 1456. So we treated, treated, treated up in to this point, it's an interesting question, if we keep treating, if we bring that blue curve even lower, I mean as it is we two cures in five right now.

    So I just wanted to show this to contrast that the newer pipeline agent has some very favourable properties, and more than that we’ve got lots of other opportunities for looking at other agents. So, we are in the microtubule world right now. But moving forward into the DNA world, where we can use agents that are very active against the DNA, our mTOR inhibitors are right now, we have proven concepts with those that are highlighted but there are lots of targets, lots of drugs for these targets that are still worthy of exploring. ...continuing in next post...

    ...

  • Reply to

    Future tumor warheads for ECYT

    by marthastewartstips Oct 16, 2014 7:33 AM
    marthastewartstips marthastewartstips Oct 16, 2014 7:39 AM Flag

    Actually the date on that analyst day transcript was March, not May, 2013. The stuff on the DNA targeting agents is toward the end.

  • marthastewartstips by marthastewartstips Oct 16, 2014 7:33 AM Flag

    I recently read through an analyst day transcript for May of 2013.
    A lot of focus in it on Tubulysin as a more powerful approach to microtubule inhibitor, and consequent tumor destruction than Vintafolide, even though they had just signed the deal with Merck for Vintafolide.
    I think they see Tubulysin as the end of the road in terms of the stategy of attacking the cancer cells the level of those processes of cell division.
    The agents they are interested in after Tubulysin actually attack cancer at the DNA level, and can be delivered to the cancer cell using the same folate targeting technology as Vintafolide and Tubulysin. A successful attack at the DNA level is a far more profound attack.
    This sounds similar to what KITE and BLUE are doing: Actually changing (correcting) the DNA/RNA genetic coding/reading through drug therapy. Truly revolutionary bio-tech.
    I hope they play the long game, and drop Vintafolide as insufficiently promising in favor of Tubulysin as soon as the Phase 1 data confirms the safety of Tubulysin, and concomitantly confirms its superior effectiveness in tumors that have learned how to kick Vintafolide out of the cell (shown resistance) after it has been successfully introduced by EC145. Tubulysin (EC1456) has aleady shown that it is not such a #$%$ cat and kills the Vintafolide resistance cells in pre-clinical Phase 0 trials.
    Without a partner, they will need to hit a home run, or at least show potential partners that the targeting and delivery technology that underlies all these various attacking warheads has the capacity to go the distance and deliver such a payload.

  • Reply to

    Bristol Myers Squibb

    by threepennyopera1066 Oct 13, 2014 12:13 PM
    marthastewartstips marthastewartstips Oct 14, 2014 10:00 AM Flag

    It seems to me that describes the primary value of ECYT's platform. It has been perfected, and shown effective in delivering drugs to the differentiated pathological cells. The warhead that such a targeting platform can deliver can be altered to the best effect. The latest bear raid may well be a prelude to accumulation of shares before the results for more powerful warheads are released in the coming year, or ECYT is acquired.

    ""Cancer cells need folic acid to grow and divide and, therefore, have developed abundant receptors to capture it. These receptors are largely absent in normal cells. This means folic acid, and the drug linked to it, are attracted to the pathologic cells and are harmless to healthy cells. Yang examined receptor endocytosis, the process by which cells absorb materials - such as a drug attached to folic acid - that have been captured at special sites, called receptors, on the cell surface. The compound is then broken down and processed, releasing the drug"

  • Reply to

    I still like this

    by threepennyopera1066 Oct 13, 2014 9:00 AM
    marthastewartstips marthastewartstips Oct 13, 2014 11:32 AM Flag

    Folate Receptor technology clearly works and has been shown to do so in a spectrum of diseases from arthritis to lupus and a broad spectrum of cancers where Folate receptors are over-expressed in diseased cells. If tubulysin b is effectively and safely delivered in sufficient degree and periodicity to such cells it will disrupt and kill them. Screw the market. Buy the stock.

  • marthastewartstips marthastewartstips Oct 10, 2014 11:06 AM Flag

    oh, there is a very very large short-interest in ECYT at present (and that is very bullish longer term if the drugs work)
    that (@7.25 million) estimated short interest has a settlement date of 9/30, as settlement dates occur 3 days after the trades were made, that estimate does not include any share sold short after 9/27.... so, obviously, the actual short interest is now vastly higher since the 9/29 session.

  • marthastewartstips marthastewartstips Oct 10, 2014 10:42 AM Flag

    well, this is one sick puppy of a stock. but the suppression of a stock price to shake out retail longs before driving the price back up is common. Take a look at MACK. great bullish news and the stock opens high on 9/24 on huge volume, sells off all day to close at the lows (institutional shorting), next day the stock drops, at the open, even more, only to climb from there over the next four days to finish that climb well above where it had opened on the first high volume day. Same thing with UEPS and many other news driven high volume pops. ECYT has not popped (obviously) largely because no news reverberated for days to attract more retail and threaten institutional shorts; and the data was ok but quite in line with expections. One reason it is so common is that market makers are often on balance short the stock in their inventory and must get on balance long before they can make money to the upside. but you are right, ECYT has taken a long firm spanking before its bottom is warm enough to rise. That last big block that was on the bid at $5.35 and then filled (a nice chunk of accumulation) may indicate we are forming a true bottom (that and the cash value of ECYT) but until we outperform the market to the upside, skepticism is warranted

  • marthastewartstips marthastewartstips Oct 10, 2014 9:51 AM Flag

    lol ..just wall street at their worst and only level of coordinated manipulation. someone is building a large position... speaking of insiders, one or two of those geniuses ought to be able to shake a few 25 or 50 thousand dollars free to buy shares at the market. though i don't expect the cultural relations between management and wall street would allow that kind of monkey wrench to be thrown.

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