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Inergy, L.P. Message Board

wilderguide 227 posts  |  Last Activity: Jun 25, 2016 6:42 AM Member since: Jan 13, 2011
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  • Reply to

    The Fool on the hill is back

    by wilderguide Apr 27, 2016 5:41 PM
    wilderguide wilderguide Apr 28, 2016 12:13 PM Flag

    $$$$
    "Magical Mystery Tour"...
    Amazing to consider the transitions that we witnessed as the Beatles grew through early Rock/ Baroque/ Pop...found LSD and became yet another band...
    Found the Maharishi and became yet another band...
    I cried when John's life was taken. I cried when George died...
    Probly gonna cry when MMM sells out EXEL for a song...
    Such is life in America. You sing a happy tune. Your heroes die.
    You drop a little acid. You change. Wall Street takes all your money.
    You go to the grave wondering #$%$ it was really all about.
    Now that's the real Magical Mystery Tour...

  • Reply to

    The Fool on the hill is back

    by wilderguide Apr 27, 2016 5:41 PM
    wilderguide wilderguide Apr 28, 2016 11:41 AM Flag

    $$$$
    The Fool on the Hill
    Lennon-McCartney circa 1967
    Early Beatles...

  • Reply to

    Escaping the grasp of Death Spiral financing

    by wilderguide Apr 27, 2016 11:45 AM
    wilderguide wilderguide Apr 27, 2016 10:31 PM Flag

    $$$$
    "Finally starting to come around or seeing all sorts of other money making companies and now looking for your deserves?"
    Not at all. Times change. Progress has been made. Debt retirement strategies are on the near horizon. The success of METEOR and the pending adoption of Cabo into mainstream clinician use are game-changing components of a strategy many on this MB have considered for quite some time. Glad to see it all. Don't want these opportunities lost to lack of attention, and certainly don't want to overstay my welcome...as you appear to be so prone. It's all about timing, and - right now - EXEL is entering prime time. No other way to look at it...

  • Reply to

    Escaping the grasp of Death Spiral financing

    by wilderguide Apr 27, 2016 11:45 AM
    wilderguide wilderguide Apr 27, 2016 10:05 PM Flag

    $$$$
    "I think you should..."
    And I think you should hire asianshorts as your own personal crankclanker. You dudes could share a bunk, bob for knobs, & spend some quality time; the rest of us could share some sanity. Peace...out.

  • Reply to

    Escaping the grasp of Death Spiral financing

    by wilderguide Apr 27, 2016 11:45 AM
    wilderguide wilderguide Apr 27, 2016 9:35 PM Flag

    $$$$
    "Are you familiar with NAVB and the share holder revolt that just took place?" I Googled the NAVB revolt - very interesting that a BOD placement was made on behalf of shareholders. Come the August 2016 date of action I mentioned earlier - if no measure of management concern is apparent wrt debt restructuring - I vote we revisit this discussion with the intent of carrying a message to the EXEL BOD suggesting shareholder value has been ignored far too long, and a mindful aggregate of informed EXEL investors would enjoy the opportunity to input with management to suggest suitable remediation in-line with optimizing company goals non-exclusive of shareholder expectations. It's a fair request. If they are making money, so should investors. Easy peazy...

  • wilderguide wilderguide Apr 27, 2016 6:07 PM Flag

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    "....a plethora of verbal gymnastics..."
    Well put...
    Now - you, too - have done your part to perpetuate the pandemonium of punctilious pontification...
    No one is immune. No one.

  • wilderguide by wilderguide Apr 27, 2016 5:41 PM Flag

    $$$$
    "Better Buy: Exelixis, Inc. vs. Roche" MF 4/27/16
    This time Renauer recommends Roche with its $211B valuation over EXEL...
    Once again comparing the Pacific Ocean to the backyard puddle created each time it rains...
    "Day after day...alone on a hill...
    The man with the ice cream grin is keeping perfectly still.
    Nobody ever liked him, they know he's just a fool...
    Nobody ever noticed, but the Fool on the hill...
    Sees the sun going down and the eyes in his head see the world spinning 'round..."
    What planet is this guy from?

  • Reply to

    Escaping the grasp of Death Spiral financing

    by wilderguide Apr 27, 2016 11:45 AM
    wilderguide wilderguide Apr 27, 2016 4:53 PM Flag

    $$$$
    "Are you familiar with NAVB and the shareholder revolt..."
    I'm not, but would enjoy a recap if you have time. If the issues of convertible debt with EXEL go unaddressed beyond August, it may become necessary to consider action outside the norm. I'm not much of a ringleader, but I do have tenacity in my corner. Like Daddy always said:
    "Walk softly, carry an armored tank division, and be prepared to use it."

  • Reply to

    Escaping the grasp of Death Spiral financing

    by wilderguide Apr 27, 2016 11:45 AM
    wilderguide wilderguide Apr 27, 2016 4:14 PM Flag

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    "I'll take issue with the death spiral nature of the converts."
    Putting aside the financial semantics of the EXEL convertible arrangement for the moment, the only point I'd like to suggest is that any financing that is borne of desperation...that creates a disconnect in perceptions of valuation...that threatens to scare off long-term shareholders with false worry of manipulation...that smacks of ongoing deceit... Is wrongful.
    All these scenarios can be considered toxic, and should be of grave concern to CEO, upper management, CFO, staff, and BOD. Perceptions of criminal collusion permeate Wall Street as it is, and honest investors should not feel continually threatened by illusions of failure in the face of continued successes. At its simplest, it's woefully misguided misrepresentation - and I would expect management to share my concerns. If they are not concerned, they have no business being in any publicly traded business endeavor - regardless of how many cancer treatments they are developing. This whole manipulative theme has become increasingly cavalier, and I don't see any management concern at all. I would expect some measure of reassurance from this management and BOD team in the very near future, rather than they simply continue to issue themselves another bazillion free shares, options, and pay raises to support the illusion of success - all the while turning a blind eye and deaf ear to shareholders.

  • $$$$
    OK. So here we are...And, we can agree upon a few things - those being that toxic financing has a stranglehold on shareholder value, and perhaps also that - given the competitive strength of METEOR results - EXEL fundamentals are more derisked than ever before. Anyone disagree with these statements?
    Good. Now, according to the terms of the 2012 offering and CV structuring "Under certain conditions, Exelixis can redeem some or all of those notes on or before August 15, 2016. No need to go into the details here - suffice it to say it been done endlessly on this MB and elsewhere...
    Doesn't MMM have a commitment to share his Death Spiral exit plan with shareholders? After 8/15/2016, can't we insist that he share said plan? In creating the 2012 structured financing, did Exelixis completely "sign away" it's fiduciary responsibility to shareholders? Commentary invited...
    Anyone see light at the end of this tunnel? How's this work?

  • wilderguide wilderguide Apr 26, 2016 8:48 PM Flag

    $$$$
    ....continued...
    In a nutshell, I don't expect to hear of any serious buyout offers till a debt management plan is revealed and acted upon.

  • wilderguide wilderguide Apr 26, 2016 8:38 PM Flag

    $$$$
    The upcoming maturity of the 2012 convertibles should be addressed by MMM in the coming months, as the earliest published company action date for conversion of those notes is Aug 15 of this year. Given the ongoing high short interest in EXEL, the continued SP stranglehold made apparent in the wake of METEOR success, and the potential for a large upward shift in near-term revenue potential - it wouldn't surprise me to hear MMM field this issue in the coming months as Cabometyx sales are realized. If an immediate clinical uptake in RCC becomes apparent, a 25% conversion of those notes might actually be a "best use" of the remaining $60M payment from Ipsen pending European approval of Cabo in RCC.
    That would be a piece of confidence-inspiring management, though I expect it's still a bit premature to be considered anything but wishful thinking. JMO

  • wilderguide by wilderguide Apr 26, 2016 12:20 PM Flag

    $$$$
    Nothing more, nothing less...
    Trading around 6.5X normal daily volume...
    They can put the price wherever they want...
    Anyone else think we're seeing a bit of stealth short covering today?

  • Reply to

    11 million Cotellic Sales from Roche Q1 report

    by hum14jbird Apr 22, 2016 11:40 AM
    wilderguide wilderguide Apr 23, 2016 8:35 PM Flag

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    "Just my opinion, but their notion of a head to head comparison strikes me as a waste of resources..."
    I absolutely agree, I only posted this study because I figure a reputable published perception of non-inferiority is better than a poke in the eye with a pointed stick. Won't help, can't hurt...

  • Reply to

    11 million Cotellic Sales from Roche Q1 report

    by hum14jbird Apr 22, 2016 11:40 AM
    wilderguide wilderguide Apr 23, 2016 4:03 PM Flag

    $$$$
    "J Clin Pharm Ther. 2016 Apr 15. doi: 10.1111/jcpt.12390. [Epub ahead of print]
    "The relative clinical efficacy of trametinib-dabrafenib and cobimetinib-vemurafenib in advanced melanoma: an indirect comparison."
    The Indirect comparison of these two combination indicates no differences in efficacy nor toxicity, but suggests a head-to-head trial be planned for confirmation.

  • wilderguide by wilderguide Apr 22, 2016 6:53 PM Flag

    $$$$
    "MET Expression in Prostate Cancer Progression" Esther Verhoef, et al. Published in Oncotarget 4/18/16...
    Interesting study from the Netherlands. Cabo is mentioned a few times - an excerpt below...
    "Despite the lack of increase in overall survival of Cabozantinib alone, its combination with other treatment modalities such as Abiraterone could potentially optimize treatment outcomes."

  • Reply to

    Liposome-encapsulated XL-184

    by wilderguide Apr 21, 2016 9:33 AM
    wilderguide wilderguide Apr 22, 2016 7:40 AM Flag

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    "First, you have to ask the question about whether there is an advantage to a timed release or sustained delivery formulation"
    I was using the sustained release concept simply as evidence that Ipsen has displayed some interest in alternate drug delivery. They also are partnered in peptide delivery. Their recent partnering w Dassault accesses the high-end 3D Experience molecular design program - an excerpt from their sales pitch: "For instance, the Biologist role enables R&D biologists to design & simulate biological pathways; virtual experiments can be performed to mimic pathological perturbations or drug effects."
    "...the liposome somehow improves drug efficacy by preferentially delivering it to the tumor site." In the PMIL experiment using orthotopic xenografts, they would irradiate at optimum tumor drug concentrations to break down the photo-reactive linkers - delivering Cabo right where you want it. I like it conceptually without really knowing how practical it may be in the clinic.
    Like you said - a great experiment to try...

  • Reply to

    Liposome-encapsulated XL-184

    by wilderguide Apr 21, 2016 9:33 AM
    wilderguide wilderguide Apr 22, 2016 12:14 AM Flag

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    "I'm not aware of any other work with liposomal encapsulation of a TKI."
    I've reached the same conclusion. Ernie, please look at "Building a Better Liposome" J Duffy, Oct 2015. The premise of Duffy's thesis addresses liposomal instability. Premature failure of the bi-layer carrier lipid membrane most often results in a missed delivery of the targeted agent, further resulting in an undesirable side effect profile.
    Questions: Once Cabo is approved in RCC, how great a clinical leap to a revised delivery system? Ipsen has several trials in progress addressing sustained drug delivery platforms, some are actually experimenting with Q'trly dosing schedules.
    Do you see anything in the Ipsen portfolio that might suggest a compatible delivery platform for Cabo? Their recent collaboration with Dassault suggests they may have acquired the tools to enable this very concept. Any thoughts?

  • Reply to

    Nice to see for a change

    by itssofine2 Apr 21, 2016 6:34 PM
    wilderguide wilderguide Apr 21, 2016 6:59 PM Flag

    $$$$
    "Nice to see for a change..."
    There was no reason for this to drop below $4...and now...
    Without any real justification it is headed back to $5...
    Probably just the Season of the Witch...
    Chinese fortune cookies...or Hubba-Bubba bubblegum wrapper stock-scoping analysis.

  • Reply to

    Liposome-encapsulated XL-184

    by wilderguide Apr 21, 2016 9:33 AM
    wilderguide wilderguide Apr 21, 2016 2:40 PM Flag

    $$$$
    I took a look at the NCBI for patent references in liposomal drug delivery platforms, and found this publication posted in Nov 2013 by JL Arias - "Liposomes in Drug Delivery: a Patent Review (2007 - present) " Apparently, there can be large challenges in up-scaling liposome-delivery production to required commercial volumes. The small volume requirements of lab research are relatively easy to overcome. My take is that even if the Cabo-applied technology were to succeed in human trial, there might be problems in ramp-up and GMP to commercial volume requirements. To my knowledge, no other TKI has yet made this techno-leap...
    "Liposomes have received great attention given their biocompatibility, biodegradability and targetability. From 2007 to present date, patent publications related to their use in drug delivery have shown the move towards more stable structures with optimized drug delivery capabilities, further combining passive and active targeting concepts to gain control of the in vivo fate. However, the introduction of all these liposomal structures in the disease arena is still a challenge. Two key aspects are the difficulty of identifying easy and economic synthesis conditions which can be scaled up in the pharmaceutical industry, and the need for complementary investigations illustrating risks of toxicity/immunogenicity."