he answered all four questions in three different posts ( 2 posts below third to follow) so yes I said thanks-no charade here
"hughes.markd • 22 hours ago
We had a nice time with Dr. Lai. He of course cant invest in NAVB and was very positive, he will use it off label, he said the time frame is so much better when using SEEK, he doesnt need to rush, his staff is less burdened due to the 30 hr window, he said the efficacy was far better than blue or colloidal sulfur. He is a super nice sincere man, he performs around 6 H&N surgeries a week, his Dad was a heart surgeon so it runs in the family. He thinks that the potential expansion of Lymphoseek is going to spread to the entire body as suspected by many. He wasnt concerned about the cost as a factor. He thinks that the word will spread quickly with C Health marketing the product. We discussed the world wide potential of pipeline and he agreed the sky is the limit from his point of view if the pipeline drugs are as good as SEEK. My daughter works in H&N at MD so she enjoyed listening in. He is all business and wants to provide the best for his patients and feels all doctors are the same. We also discussed that the pain is less with SEEK, basically he hasnt had any complaints about pain related to the injection but not the case with blue and sulfur colloids. Kind regards."
hughes.markd • 6 hours ago
He will use it for diagnosis and when I asked if he would use it post op, he said that the surgery would be extremely accurate and indicated it would not be necessary. Thanks.
from iv mlp board-much the same with a few other points
sg 29865 of 29866 at 4/16/2013 10:35:02 PM by
EVEP's discussion of Utica sale at today's breakout session at IPAA Conference
Thought I'd share a few points relating to the Utica sale that were made at EVEP's breakout session at today's IPAA Conference.
First,EVEP management stated that finalizing the sale of the Utica shale properties was not only a matter of getting the right price, but, also, a matter of doing the transaction under the right terms.
Management stated the offering price(s) which have been received have not at all been the problem, but, rather, the terms that have been offered have been the sticking point. No real elaboration upon how, and in what way(s), the terms were deficient was put forth.
Second, the Utica property was originally broken down and offered in four parts.
Now, it is being offered by county and, since there are 13 counties, it is being offered in 13 parts.
Third, negotiations, up until recently with the new 13-part sales package, were largely with one big buyer, which, per point #1, did not bear fruit. However, negotiations with that one big buyer are still going on.
Fourth, management is going full bore, working " every day " on getting this transaction completed.
Fifth, as a coda which is not related to Utica, one of EVEP's senior Execs told me, in a brief private exchange, that a major entity has shown considerable interest in EVEP's mid-stream operations.
"...Fifth, as a coda which is not related to Utica, one of EVEP's senior Execs told me, in a brief private exchange, that a major entity has shown considerable interest in EVEP's mid-stream operations."
EVEP presentation topic on mlp board
In 2014: APL ups 2014 EBITDA guidance to $450 to $500 million/distributions between $2.75 and $2.85 from current $2.32 unit
A critical point missed by many when looking at nrp
hughes.markd thank your for taking the time and sharing it with us. Did you get a chance to ask it would be used for diagnosis and pre op followup?
thanks for sharing. is their 2012 annual report out? all I could find was this statement in the 10K on marysville.
"...Our wholesale propane business has a strategic network of supply arrangements under annual and multi-year agreements with index-based pricing. The remaining supply is purchased on month-to-month terms to match our anticipated sale requirements. Our primary suppliers of propane include a subsidiary of DCP Midstream, LLC, Aux Sable Liquid Products LP, Mark West and BP Canada. We may also obtain supply from our NGL storage facility in Marysville, Michigan. Our supply agreement with Spectra Energy expired April 30, 2012. ..."
had not heard that speculation. would be surprised as Marcellus/Utica is pretty small ebitda right now unless it was related to a major acquisition. linn did something similar to this with lnco to fund linn growth
maybe not fully educated on the oil and gas business, it is high risk, high reward with dry holes still being drilled so to speak both in the ground and the market. Have you evaluated re diversifying some part of your evep into some currently higher yielding mlps that have the potential to recover in price to a lower yield or say into some high yield funds such a gabux as an example or some others
258 Institutional Holders
75,472,156 Total Units Held
out of 116.3 mm float and 129.1 mm outstanding
same post as denny_hackett 11 hours ago-please read the post by dd on investor village
Companies that Can Mend the Biotech Market: Stephen Brozak. Sample
"...The company is now poised to change oncology staging options.
TLSR: Steve, metastasis kills. Primary site solid tumors can be resected, but nine out of 10 deaths from solid tumors occur because of metastasis. If this product does what you say, then it’s extraordinary.
SB: Right. And it’s true. This product could allow something no one has ever seen before: the ability to stage and treat all solid tumors in the body..."
huges thanks for asking. 4 questions
1-Would he use LS as a diagnostic before committing to a surgery and then again during surgery?
2-Would he use LS before blue and collides for BC & M if he was do those surgery's?
3-Does he anticipate his colleagues will use LS instead of collides and blue for BC & M and H&N?
4-Will he use LS off label for H&N, etc now it is approved for BC & M ?