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Inergy, L.P. Message Board

wilderguide 180 posts  |  Last Activity: 24 minutes ago Member since: Jan 13, 2011
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  • Reply to

    Potential of Ipsen collaboration

    by wilderguide Mar 25, 2016 2:02 PM
    wilderguide wilderguide Mar 29, 2016 4:24 PM Flag

    $$$$
    Google: "T-DM1 mechanism of action"
    This is a good tutorial...
    Trastuzumab - bonded to a delivery molecule that - upon delivery to regional disease - is unlinked from the molecule to optimize cellular concentration of cytotoxic effect while the overall patient remains systemically under-exposed to toxicity. As the treatment concentration is unleashed, the cleaved bond between molecules dissolves the compound molecule...expelling the delivery molecule thru excretive process. Better exposure to diseased cells - lesser systemic exposure.

  • Reply to

    Potential of Ipsen collaboration

    by wilderguide Mar 25, 2016 2:02 PM
    wilderguide wilderguide Mar 29, 2016 3:20 PM Flag

    $$$$
    "Wouldn't they have considered what you are talking about?"
    I wonder that too...
    EXEL doesn't possess the technology - but a lot of their partners have access. For discussion's sake...any partner with IMGN would have access to their ADC platform. Any partner with SNTA would have access to their HDC program. Establishing the treatment rationale is key to configuring toward future direction. My point is simply that alternatively less toxic delivery platforms have been extensively explored - why not Cabo? If you get it figured out before me, would'jya please post it? I'm dying to know how all this turns out? Good luck, Clem!

  • Reply to

    CS-3150 P3 trial initiated

    by wilderguide Mar 29, 2016 7:55 AM
    wilderguide wilderguide Mar 29, 2016 2:59 PM Flag

    $$$$
    Additionally...
    It makes me consider that DS may be part of the large SI...
    They may have seen the potential longer than they have let on...
    Wouldn't you place a bet on a drug or two?

  • Reply to

    CS-3150 P3 trial initiated

    by wilderguide Mar 29, 2016 7:55 AM
    wilderguide wilderguide Mar 29, 2016 2:54 PM Flag

    $$$$
    "...if nothing else..."
    My imagination won't let go of an international Ménage a Trois...
    DS, Ipsen, & EXEL...the Holy Trinity of global ccRCC 2nd line treatment.
    Put that in your pipe and smoke it...

  • Reply to

    CS-3150 P3 trial initiated

    by wilderguide Mar 29, 2016 7:55 AM
    wilderguide wilderguide Mar 29, 2016 2:41 PM Flag

    $$$$
    "Not all that long for a long term study."
    I saw that, too. In addition, they'll have long term data from the preceding 800+ P2 trial patients, over a variety of subsets. Enough to file on? I think we have seen less...

  • Reply to

    CS-3150 P3 trial initiated

    by wilderguide Mar 29, 2016 7:55 AM
    wilderguide wilderguide Mar 29, 2016 1:49 PM Flag

    $$$$
    Ahhhhhsooooo....
    U no rikey de prospeck ub good newsba, shorty wrongfellwa?
    May your Mamasan forever ridey some other Longfellwas bikey...

  • Reply to

    CS-3150 P3 trial initiated

    by wilderguide Mar 29, 2016 7:55 AM
    wilderguide wilderguide Mar 29, 2016 1:39 PM Flag

    $$$$
    Joe...you've gone and done did it again...
    You've read my mind. I'd been watching the CS-3150 program closely for any hint of move into pivotal trial, data presentation...or a program dead in the water announcement. As a partner, DS makes sense. They are #2 in Japan - perhaps a coincidence that Ipsen is #2 in France? Doesn't #2 historically try harder?

  • Reply to

    CS-3150 P3 trial initiated

    by wilderguide Mar 29, 2016 7:55 AM
    wilderguide wilderguide Mar 29, 2016 1:06 PM Flag

    $$$$
    I would consider a move into P3 to be a material event. I suspect the clock is ticking toward a PR, either from DS, EXEL - perhaps from both. Timely tell if I'm wrong, but I don't see any downside to the development of CS-3150. The 2006 filing states quite clearly that DS is responsible for all costs going toward commercialization. Marketing costs are not mentioned in the initial filing, though I wouldn't rule out a collaborative cost sharing. At this point, I see no downside to a PR...

  • Reply to

    CS-3150 P3 trial initiated

    by wilderguide Mar 29, 2016 7:55 AM
    wilderguide wilderguide Mar 29, 2016 12:32 PM Flag

    $$$$
    "...website was fine an hour ago."
    Just revisited. Website downloads devoid of hyperlinks, including "contact us"...
    I guess the problem could be at my end, but I've had no other problems.
    Ms Hubbard is normally quite responsive. I expect she'll reply later today...
    DS hasn't addressed the P3 either (that I can find)... Maybe I dreamt it up....
    The way us blind pumpers have been known to do...

  • Reply to

    CS-3150 P3 trial initiated

    by wilderguide Mar 29, 2016 7:55 AM
    wilderguide wilderguide Mar 29, 2016 11:42 AM Flag

    $$$$
    I see from the 2006 filing that there are undisclosed developmental and regulatory milestones mentioned in the agreement, along with double digit royalties. I've got a note into IR to see if a little color might be provided. The EXEL website appears to be shutdown. If I get a reply, I'll post it here.

  • wilderguide by wilderguide Mar 29, 2016 7:55 AM Flag

    $$$$
    "Long-term Study of CS-3150 as Monotherapy or in Combination With Other Antihypertensive Drug in Japanese Patients With Essential Hypertension"
    Currently recruiting per 3/23/16 update - see Clinicaltrialsdotgov...
    Normally, the announcement of a pivotal trial is considered a positive.
    I guess we'll see...

  • Reply to

    In case you missed it....

    by duckduffer Mar 28, 2016 1:05 PM
    wilderguide wilderguide Mar 28, 2016 1:45 PM Flag

    $$$$
    Also from the "in case you missed it" Dept of FWIW...
    Check out the ASCO 2016 Special Report on Advances in Cancer Care published in the JCO 3/20/16...
    Cabo gets a few mentions for contributions in ThyCa, RCC, and NSCLC...

  • Reply to

    Potential of Ipsen collaboration

    by wilderguide Mar 25, 2016 2:02 PM
    wilderguide wilderguide Mar 26, 2016 8:05 PM Flag

    $$$$
    More and more, I suspect there is a lot of the bigger picture left out of the deal with Ipsen. The mid-February departure of deputy CEO Christal Bories is fodder for conjecture. FierceBiotech reports her reason for leaving as 'disagreements over strategy' - two weeks later the EXEL deal was announced. Another week would go by and the deal with PeptiMimesis would be announced. If you can reason out a player "C" to our existing players "A" & "B", I'd love to hear your viewpoint, Snowflake. Lots of angles to consider...

  • Reply to

    Potential of Ipsen collaboration

    by wilderguide Mar 25, 2016 2:02 PM
    wilderguide wilderguide Mar 26, 2016 5:24 PM Flag

    $$$$
    Additionally, the overall cabozantinib development program has become relatively static (as has been pointed out ceaselessly on this MB). Ipsen's value as a research collaborator is untested, yet they appear optimistic that their investment will bear fruit. Looking beyond CELESTIAL, discussions regarding future Cabo development are undoubtedly ongoing, and Ipsen's resources may preclude future trial designs that appear questionable or flawed (as in the COMETs)... The expertise they bring to the decision-making table will reflect not only in European sales, but also in developing Cabo as a successful global franchise. In a nutshell, there's a lot we still don't know about the overview of the Ipsen deal, particularly wrt their level of commitment to R&D. That'll change as revenues are realized...

  • Reply to

    Potential of Ipsen collaboration

    by wilderguide Mar 25, 2016 2:02 PM
    wilderguide wilderguide Mar 26, 2016 3:04 PM Flag

    $$$$
    "...the Ipsen deal could be more beneficial than first thought?"
    My take is that Cabozantinib could use a few enhancements if it is to remain clinically relevant and commercially competitive. One of the more obviate enhancements might be a drug delivery system that optimizes localized efficacy while minimizing systemic toxic exposure. Check out:
    "Cabozantinib Loaded DSPE-PEG2000 Micelles as Delivery System: Formulation, Characterization and Cytotoxicity Evaluation" Qiuhong Yang, et al... Published in Jan 2015, this research article belies that broad spectrum clinical use of Cabo may prove to limited by its poor solubility and toxicity. One of the conjugated drug delivery platforms might resolve these issues. Ipsen R&D resources vastly outweigh EXELs, and my hope is that alternatives to the capsule/ tablet formulation of Cabo will be fully explored in the coming years, making full use of - and possibly extending - Cabo's patent life.

  • Reply to

    Potential of Ipsen collaboration

    by wilderguide Mar 25, 2016 2:02 PM
    wilderguide wilderguide Mar 26, 2016 1:28 PM Flag

    $$$$
    Perhaps also noteworthy is Ipsen website guidance for FY 2020 revenues in excess of $2B...
    ..."driven by cabozantinib sales..." Quote, unquote...

  • Reply to

    Potential of Ipsen collaboration

    by wilderguide Mar 25, 2016 2:02 PM
    wilderguide wilderguide Mar 25, 2016 7:57 PM Flag

    $$$$
    "Not sure what to make of it."
    FWIW, I think in the short term the clinical momentum is in checkpoint inhibitors, and I think MMM is willing to endorse some waiting time to let the algorithm absorb the weight of recent approvals and let the clinicians shake it out for a spell. RCC seems like such a shoe-in, its difficult to conceive of regulatory denial this late in the game. Regardless, I think he's playing his cards close to the vest - awaiting approval on METEOR results and paying attn as KOLs weigh-in...much as we are...

  • $$$$
    In the same timeframe in which the EXEL/ Ipsen collaboration was announced, ipsen entered into a couple of oncology biotech partnerings that I feel are worthy of note. Check out the R&D potentials of 3B Pharmaceuticals and French biotech PeptiMimesis. Both are heavily vested in oncodrug development and drug delivery platforms, and both have entered into extensive research agreements w/ Ipsen within the past 30+ days.
    Also note that Ipsen has in its pipeline an approved gonadotropin agonist, Decapeptyl - an anti-androgen therapy already approved in prostate cancer. The NCI has an anti-androgen P2 combo trial with Cabo that should report later this year, and could provide some insights as to the strategic potentials behind the Ipsen deal.
    I suspect it to be much, much more than a simple marketing collaboration...

  • Reply to

    Cabo failed phase II

    by hum14jbird Mar 22, 2016 9:07 AM
    wilderguide wilderguide Mar 24, 2016 5:26 AM Flag

    $$$$
    Very insightful, bif...thanks for putting these thoughts up. Understanding of human frailties is often overlooked when cancer research tends toward the molecular level. The tissue-damaging potentials of anti-angiogenic therapy must necessarily create self-imposed physiologic boundaries of use, and serve an exemplary role in defining the risks inherent to off-label prescription...as well as in assigning risk to proposals of label expansion.

  • wilderguide wilderguide Mar 22, 2016 10:18 PM Flag

    $$$$
    "Tivantinib has a history o(f) missteps and odd data..."
    I agree with much of the commentary in this thread.Just to stay on topic - my suspicion is that the Lenvima vs nexavar in HCC P3 is tidying up data for presentation at ASCO. You fellers have any insights to share on what-all we might expect? I figure this to be the TKI trial to watch as we await CELESTIAL results...