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Inergy, L.P. Message Board

wilderguide 273 posts  |  Last Activity: 14 hours ago Member since: Jan 13, 2011
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  • Reply to

    All those short positions...

    by ulingt Aug 26, 2015 9:01 PM
    wilderguide wilderguide 14 hours ago Flag

    $$$$
    We are still a long ways from the call date for the convertible notes, and I'm expecting the short element to continue on its unworried short way - regardless of whatever erosion the short thesis displays. When this stock finally gets turned around, there'll will be lots of warning, and short covering will be orderly and organized. In the meanwhile, the wiliest of traders will have amassed billions in the aggregate of trading what has become a very lively stock indeed. The holders of the converts are in complete control here. They are also the bulk of the short element, and the only ones that are sure to get screwed are the "me-too" retail shorts riding on the collective coattail of the convert holders.
    Lots of big moolah being made. Makes me proud to be an American.

  • Reply to

    XL 550 CS 3150

    by erniewerner Aug 25, 2015 5:30 PM
    wilderguide wilderguide Aug 25, 2015 7:56 PM Flag

    $$$$
    I had to go looking, realizing my naïveté in this area, and found the following excerpt from a large study dated Jan 2015. If CS-3150 can differentiate itself from the field, there are many avenues in the cardiovascular space...
    "Mineralocorticoid receptor blockers have been shown to be highly effective in resistant hypertension and to slow down heart failure progression, and in experimental animals, the development of atherosclerosis. Blockade of the action of aldosterone and potentially other mineralocorticoid steroids has been increasingly demonstrated to be an extremely beneficial therapy in different forms of cardiovascular disease. This review provides a summary of the knowledge that exists on aldosterone actions in the cardiovascular system and, in providing the translational impact of this knowledge to the clinical arena, illustrates how much more needs to be achieved in exploring the use of mineralocorticoid receptor blockers in less advanced stages of heart, renal, and vascular disease."

  • Reply to

    Next catalyst?

    by swobodams Aug 25, 2015 2:43 PM
    wilderguide wilderguide Aug 25, 2015 3:51 PM Flag

    $$$$
    Ernie, check out JAPIC CTI#121921...from the Japanese CT site...
    If I read this form correctly, the P2 study of CS-3150 in hypertensives has completed.
    I like your list of potential catalysts here, but might add the potential for a Daiichi-Sankyo announcement as well. When it rains, sometimes it pours...

  • $$$$
    Nothing new. All these have been discussed at length here for some time.
    All MMM has done is pony up and get current...
    What's the real news? Who's gonna do the global cha-cha w/ Cabo?
    Let the bidding begin...

  • $$$$
    Mini 08.04 9/7/15 WCLC Denver - small, interesting spin-off from the E1512 study:
    Conclusion - "VeriStrat is a strong prognostic marker in this study. This study suggests cabozantinib neutralized the worse prognosis of VS-poor patients with WT/UNK EGFR. Given the heterogeneity of treatment dosing, the small number of VS-poor patients, and a high proportion of unknown EGFRm (including T790M) status, this analysis should be considered exploratory."

  • Reply to

    LBA #3 & #4 9/26/15

    by wilderguide Aug 22, 2015 10:47 AM
    wilderguide wilderguide Aug 22, 2015 3:17 PM Flag

    $$$$
    I went looking for the most recent data published on everolimus in VEGF-refractory RCC, and found the following excerpt in the Sept EJC... Albiges, et al - published online 8/11/15. The conclusion of this abstract supports everolimus use following progression on one or two lines of anti-VEGF therapy. These will be the numbers to beat:
    "The overall population comprised 632 patients; 493 patients received everolimus in the second-line setting. Most patients were of favourable/intermediate MSKCC risk (91%), had clear cell mRCC (89%), and had undergone nephrectomy (89%). Median TTP was 6.3 months (95% confidence interval [CI], 5.9–6.8) for the overall population and 6.4 months (95% CI, 5.8–6.9) for the second-line everolimus population. Similarly, median progression-free survival was 5.5 months (95% CI, 5.0–6.1) for the overall population and 5.8 months (95% CI, 5.0–6.4) for second-line everolimus population. Best tumour response (n = 349) was complete or partial remission in 12% of patients and stable disease in 59% of patients. Overall population median overall survival (OS) was 11.2 months (95% CI, 9.0–not reached). Commonly reported adverse events (AEs) (any grade) were stomatitis (25%), anaemia (15%) and asthenia (11%)." GLTA

  • Reply to

    LBA #3 & #4 9/26/15

    by wilderguide Aug 22, 2015 10:47 AM
    wilderguide wilderguide Aug 22, 2015 1:12 PM Flag

    $$$$
    I am assuming that the thumbs down is for me, and not for the oral presentations at ECC. Oncodocs Sharma and Choueiri represent two of the most prestigious oncology research institutions on the planet, and Choueiri has been directly involved in Cabo research in RCC for many years. This is (more or less) his baby...
    They will be delivering P3 clinical trial results that stand to change the overview of RCC treatment as has never been witnessed. I know the thumbs down cannot be for them...
    I am totally crushed. Change your Dydees. You stink.

  • Reply to

    Cabo/ Abi combo update

    by wilderguide Aug 21, 2015 6:45 AM
    wilderguide wilderguide Aug 22, 2015 12:21 PM Flag

    $$$$
    I mention this combo work up not for over-ambitious reasons. I realize these trials are small, and may never produce results favoring clinical adoption, but they continue to offer compelling rationale for the future. If my take on the literature is correct, AR modulation - in one form or another - has found a permanent home in the prostate space. While the prognostic importance of cMET expression in PC remains somewhat up in the air, there is a building field of evidence suggesting it may provide a complementary effect with AR signaling that is relevant to patient benefit - possibly even a synergistic effect. It is reinforcing to see Dr Phil Kantoff is still publishing on Cabo. It never hurts to have a Cancer Care Giant on board. I look forward to future application of combined AR/Cabo research...particularly as CTC signature technology unravels.

  • wilderguide by wilderguide Aug 22, 2015 10:47 AM Flag

    $$$$
    So much for the drama of advanced expectation...the two that matter - 10 minutes apart...
    "16:103LBA
    LATE-BREAKING ABSTRACT: CheckMate 025: a randomized, open-label, phase III study of nivolumab (NIVO) versus everolimus (EVE) in advanced renal cell carcinoma (RCC)
    Speaker: P. Sharma (USA)

    16:204LBA
    LATE-BREAKING ABSTRACT: Cabozantinib versus everolimus in patients with advanced renal cell carcinoma: Results of the randomized phase 3 METEOR trial
    Speaker: T. Choueiri (USA)"

  • wilderguide by wilderguide Aug 21, 2015 6:45 AM Flag

    $$$$
    "Cabozantinib inhibits abiraterone's upregulation of IGF-1R phosphorylation and enhances its anti-prostate cancer activity." Wang, et al CCR Aug 19 2015

  • Reply to

    Rapid modification of the bone microenvironment

    by franca_ole Aug 19, 2015 6:34 AM
    wilderguide wilderguide Aug 20, 2015 9:46 AM Flag

    $$$$
    "...as early as 2007, one could have accurately predicted the failure of Cabo..."
    Social, you are sort of presuming cMET to be solely responsible for Cabo activity in CRPC. What about AXL? What about RET? What about TIE2? What about bone-induced cKIT expression? What about all the advances in biomarker platform technology made since 2007? Fact is, the MOA of Cabo remains as poorly understood as is the biology of metastatic disease. My point is this: it's easy to oversimplify COMET's failure to display a survival benefit, but the reality is that the trial design may have simply failed to acknowledge Cabo's limited potential for benefit in an elderly, advanced, heavily pretreated patient group. Isn't predicting clinical trial results a bit like predicting volcanic activity beneath the Arctic ?

  • Reply to

    Rapid modification of the bone microenvironment

    by franca_ole Aug 19, 2015 6:34 AM
    wilderguide wilderguide Aug 19, 2015 7:21 PM Flag

    $$$$
    The Cabo bone thing continues to wow....should anyone who's been paying attention be surprised? As EXEL trends toward positive revenue, I feel we've lost touch with an imperative that has been carried only by the research community. Namely, what is the significance of the Cabo bone phenom? Every bone pathology researcher on the planet has got to be looking hard at potential applications, and now that there may be indications presenting a survival benefit, I think the bone phenom will continue to differentiate Cabo from the competition. When this thing finally explodes, it's gonna put up a mushroom cloud to rival Hiroshima JMO, of course. GLTA

  • wilderguide wilderguide Aug 18, 2015 3:23 PM Flag

    $$$$
    Always knew that pig could go down...
    Speaking of which, how's yer ol' lady?

  • Reply to

    Gap Fill Cometh

    by hensley_1957 Aug 17, 2015 2:11 AM
    wilderguide wilderguide Aug 18, 2015 11:48 AM Flag

    $$$$
    Blah, blah, blah...
    Voodoo medicine, NEV, zero shareholder equity, HLX...
    No one is paying attention, Seymour...
    You have zero credibility here...

  • Reply to

    Gap Fill Cometh

    by hensley_1957 Aug 17, 2015 2:11 AM
    wilderguide wilderguide Aug 18, 2015 8:58 AM Flag

    $$$$
    "...I will just book my gains and move to the next..."
    Like HLX? How's that trade going?
    What's your next move, Rockefeller?
    I've got some Iraqi dinars I'll sell you real cheap...
    Yer a frickin yo-yo...

  • Reply to

    Gap Fill Cometh

    by hensley_1957 Aug 17, 2015 2:11 AM
    wilderguide wilderguide Aug 17, 2015 7:10 PM Flag

    $$$$
    "Just breathe..."
    You know....(gasp).... I would.......(uckk)...believe me...(blech)...
    But, the sheer stench of impending wealth is a noteworthy obstacle to a breath of fresh air. It really is... Money is such a dirty thing.
    Ya just never know where it's been...what it's seen...
    You should be happy to not share those concerns, Seymour.
    It's a hefty burden...

  • Reply to

    Gap Fill Cometh

    by hensley_1957 Aug 17, 2015 2:11 AM
    wilderguide wilderguide Aug 17, 2015 5:40 PM Flag

    $$$$
    If today's action is any indication, we're soon to realize the potential to enjoy a fish fry right on top of ol' Nomad's head... Yours too, unless you have mended your sorry ways...
    "Long as we live, it's you and me, baby...
    Ain't nothing wrong with that...
    Yeah, we movin' on up, to the East side...
    We finally got a piece of the pi-i-i-eeeeeeeeeeeeee"
    Man, ainthcha never heard of George Jefferson?
    Can your situational awareness be that bad?

  • Reply to

    Gap Fill Cometh

    by hensley_1957 Aug 17, 2015 2:11 AM
    wilderguide wilderguide Aug 17, 2015 10:16 AM Flag

    $$$$
    "Low $4s on deck."
    Get over yo bad self, Sherm...
    This baby be movin' on up...
    Fish don't fry in the kitchen...
    Beans don't burn on de grill...
    Best to Weezie...Feet's be movin'....

  • Reply to

    STA-12-8666

    by wilderguide Aug 16, 2015 2:21 PM
    wilderguide wilderguide Aug 17, 2015 5:11 AM Flag

    $$$$
    "So what's your point?"
    Just sharing a recent publication, not making a point.
    You are a bit combative. Mommy forget to change yer Dydees?
    C-ya downstream, Drizzlebritches...

  • Reply to

    FDA APPROVAL

    by saltydog711 Aug 16, 2015 7:38 PM
    wilderguide wilderguide Aug 17, 2015 12:59 AM Flag

    $$$$
    Moving on up, Sherm...
    Finally gotta piece of the pie...
    Good luck to you and Weezie...