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Inergy, L.P. Message Board

wilderguide 878 posts  |  Last Activity: 7 hours ago Member since: Jan 13, 2011
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  • Reply to

    Clinical uptake of Cabo in RCC

    by wilderguide 9 hours ago
    wilderguide wilderguide 7 hours ago Flag

    $$$$
    Ernie, the most recent posting at Seeking Alpha by Dr Zach didn't get any coverage on Yahoo, and no one on this MB has addressed it. Check it out. I posed a question in the comments section, and fielded a reply from an "RP"(as in Retired Pharma) . Take a moment and check it out. I had the impression that "RP" might be oncodocbiotechwiz...
    He had some great replies, obviously very familiar w/ EXEL. Seem plausible to you?

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    I'm not displeased with the unmarketed numbers we are seeing thus far. Cabo has been approved less than two weeks, ASCO is less than a month away, and word of mouth will carry volumes. Subset groups failing therapy that have displayed supportive OS HRs of less than .0.67 will be an advertising campaign on their own, particularly post-Nivo. It didn't strike me at the time I posted of it, but the new NCI trial comparing notes on volitinib, sunitinib, and Cabo is a P2 in metastatic.pRCC - so another indication is being explored with gov funding. Can't beat that...
    I expect at least one more large dip pre-ASCO, much below $4, I intend to load up the pack mule...
    One point for sure, I think the short thesis took a hit today, and Cabo is almost certain to gain a meaningful share of the market in RCC...despite the AH response. Keep in mind, the Market Makers draw their commissions from both sides of this trade - so they will play to both sides. Tomorrow's a new day. I could see nothing wrong with today's ER. Sounds like they are looking forward to whatever opportunity ASCO provides...

  • Reply to

    Off Label Usage

    by bloozesq 10 hours ago
    wilderguide wilderguide 10 hours ago Flag

    $$$$
    "Is there a reliable source for off label scripts?"
    Not really. Ernie's had the appropriate posture on OL use for quite some time. Investors are always prepared to overestimate OL use, and reality continues to scream out "But who's going to pay?"
    Without an NCCN compendium listing that carries at least a 2a rating, payors aren't required to acknowledge any obligation. Not only may payors not pay, but potential prescribers won't prescribe w/o an evidentiary basis for prescription. Additionally, OL situations tend to be dire...which is to say the approved SOC either doesn't exist or has failed. These patients tend to be very sick, and medicating on a salvage-only basis can hardly be profitable: ie said patients succumb to disease before they realize benefit. Go with the published numbers; an OL surprise would be nice, but should not be expected.

  • Reply to

    Did you notice ??

    by sidi 15 hours ago
    wilderguide wilderguide 13 hours ago Flag

    $$$$
    "All your profits seem to only come with the benefit of 20/20 hindsight."
    There's an easy explanation for this, Ernie.
    When the head is totally inserted, the only sight to be gained is total hindsight.
    That - and a little kimchee - will get you a bus token to Hoboken...

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    Because - on Wall Street...
    A day w/o manipulation is like a day w/o sunshine...
    Is there a window in your cubicle Silly Little Yellow Man?

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    "Cabozantinib-S-Malate, Crizotinib, Volitinib, or Sunitinib Malate in Treating Patients With Locally Advanced or Metastatic Kidney Cancer" posted 5/2/16 - recruiting.

  • Reply to

    do you longs ever think

    by asianshorts 17 hours ago
    wilderguide wilderguide 16 hours ago Flag

    $$$$
    "...u interested?"
    I'm interested in opening a samurai delicatessen, need someone to carry the street corner sign in heavily trafficked, high speed intersection with high statistical rate of pedestrian run-overs - pays all the kimchee you can carry. U interested?

  • Reply to

    do you longs ever think

    by asianshorts 17 hours ago
    wilderguide wilderguide 16 hours ago Flag

    $$$$
    " It might be wise to sell now and move to greener pastures."
    Do you hate your mamasan for neglecting to breastfeed you?

  • Reply to

    ER tomorrow..

    by dartgator May 3, 2016 8:01 PM
    wilderguide wilderguide May 3, 2016 9:32 PM Flag

    $$$$
    The window of opportunity for proactive debt retirement begins August 15, 2016.
    That's well within guidance. We can hope. It could change the Street's outlook like nothing else. I know it's a lot to hope for - Cabo's really just getting started. But, Mike's got to address it sooner than later. I'd prefer sooner...

  • Reply to

    ER tomorrow..

    by dartgator May 3, 2016 8:01 PM
    wilderguide wilderguide May 3, 2016 9:08 PM Flag

    $$$$
    I agree with Ernie - tomorrow is most likely a wash.
    Things that could move stock upward:
    1) MMM lends definition to a debt retirement plan beginning in August...
    2.)Positive clarity on CELESTIAL...
    3.) clarity on a Japanese partner
    4.) new trial direction based on known positive trial results w/ Cabo or Cobi
    5.) XL-888....PI3k delta program with BMY...???

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    For those following the research science behind sunitinib re challenge in RCC, this study may represent some important implications regarding the sequencing of therapeutics in refractory RCC:
    Cancer Cell. 2016 Apr 21. pii: S1535-6108(16)30086-1. doi: 10.1016/j.ccell.2016.03.004. [Epub ahead of print]
    "Exosome-Transmitted lncARSR Promotes Sunitinib Resistance in Renal Cancer by Acting as a Competing Endogenous RNA." Qu L, et al,,,
    This study almost appears to be an addendum to the research piece published last Sept in Oncogene, pointing out Cabo's concurrent MET & Axl inhibition as the desired networking to mitigate sunitinib resistance. Cabo's ability to offer a re challenge of sunitinib therapy while also providing substantial survival benefit might prove quite important as this treatment algorithm shakes out, and perhaps also suggests an overlapping or combining of sunitinib and Cabo.

  • Reply to

    Twilight Zone étude for Seymour

    by wilderguide May 2, 2016 9:41 AM
    wilderguide wilderguide May 2, 2016 4:23 PM Flag

    $$$$
    And the Twilight Zone étude resumes - just for you Seymour...
    Ad Infinitum, ad Hominem, add that to your pipe & smoke it...
    That - and a little spleef - & you might just have a great week!

  • Reply to

    Twilight Zone étude for Seymour

    by wilderguide May 2, 2016 9:41 AM
    wilderguide wilderguide May 2, 2016 1:29 PM Flag

    $$$$
    SSSssssshhhh....
    Be vewwy, vewwy qwiet, Conwad...
    We are hunting wabbits...
    Wittle wascally wabbits...
    Wascally, woe-be-tide, wussies of the wild...
    On Wall Street a wussie is a trader that exits his position to pee...

  • Reply to

    Twilight Zone étude for Seymour

    by wilderguide May 2, 2016 9:41 AM
    wilderguide wilderguide May 2, 2016 10:51 AM Flag

    $$$$
    "I know you're out dere, you waskily wabbit...
    Cover and wunn or I'll bwo' you to Smivvereens...!!
    You pesky wittle wussie..."
    Best cover, Seymour - I think he means it this time...

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    Imagine you're a man on a journey...
    (More TZ étude)
    A journey out of Darkness...a journey out of Time...
    (More TZ étude)
    A journey in which you lose yourself...only to find yourself...
    (Building TZ crescendo...)
    A journey composed of imminent, blind, rabid, short covering...
    (Dramatic pause...)
    Elmer Fudd's voice breaks through the deafening pause...
    Shotgun in hand...
    "Cover and wunn - you siwwy wabbit - or I'll bwast ya t' pieces"

  • wilderguide wilderguide May 1, 2016 10:42 PM Flag

    $$$$
    Great find, enabler. I consider Doc De Bono to be top-notch in the PCa space. First generation HSP90 inhibitors were plagued by cumbersome visual side effects that apparently couldn't be mitigated, as in AUY-922.
    If I had to guess, I'd suggest either 17-PAG or Ganetespib were at play in this research. This is great - it reinforces the potential of XL-888, another of EXEL's wholly-owned compounds. If I remember correctly, the early combination work done at Moffitt CC (pre-CoBRIM) showed a remarkable response rate in melanoma - nearly 90%...

  • Reply to

    Foretinib in TNBC

    by wilderguide Apr 29, 2016 12:33 PM
    wilderguide wilderguide May 1, 2016 9:00 PM Flag

    $$$$
    "...you are such a useless piece of ..."
    Yup. Seymour, may you forever and a day be besieged into eternity with an endless barrage of phone traffic imploring you to honorably resolve your student loan debt. May every 800# you block come back to you thrice-fold. I mean it...
    Mend your ways...

  • Reply to

    Voxtalisib update

    by wilderguide Apr 30, 2016 12:19 PM
    wilderguide wilderguide Apr 30, 2016 11:53 PM Flag

    $$$$
    "Which gets to comments you made today in the "Foretinib in TNBC" thread in response to ville_9..."
    The simplest, most direct of answers I could muster. Issues of tumor escape, crosstalk, feedback loops, and induced resistance completely ignored. In its entirety, the signaling cascade is far too complex an issue for lay analysis, though the dangers of denying these concepts must be acknowledged by any informed investor inclined to drug development risk.
    The de risking of Exelixis is a pleasure to watch, and I'm looking forward to the next few quarters of revenue reporting with anticipation like never before. Good luck to you, Joe...

  • Reply to

    Voxtalisib update

    by wilderguide Apr 30, 2016 12:19 PM
    wilderguide wilderguide Apr 30, 2016 3:55 PM Flag

    $$$$
    "...reached recruitment goals..."
    Last winter, actually - my source was older than I'd first thought...

  • Reply to

    Voxtalisib update

    by wilderguide Apr 30, 2016 12:19 PM
    wilderguide wilderguide Apr 30, 2016 3:04 PM Flag

    $$$$
    BTW, Bif...
    If you get the chance, take a look at the P2 NDC CRLX101 combination with Avastin RCC trial that reached recruitment goals last month - expecting some results later this year. Check out reporting from Vogelzang in the Kidney Cancer Journal. With last weeks pullback, I took a small bite. Might buy more... They have another NDC utilizing docetaxel that has potential. Any thoughts on the Cerulean platform?