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Inergy, L.P. Message Board

wilderguide 262 posts  |  Last Activity: 1 hour 25 minutes ago Member since: Jan 13, 2011
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  • Reply to

    Exel management

    by holderstock Jul 4, 2015 2:24 PM
    wilderguide wilderguide Jul 4, 2015 6:16 PM Flag

    $$$$
    "...Any ideas on when Meteor results come our way?"
    Any day now is surely possible, but I figure closer to Labor Day for the presentation dynamics of an ESMO LBA. Using Cabo history as a guideline to PFS, I expect the Meteor primary endpoint'll be met with statsig result, and I also expect those results to warrant a priority review filing in RCC - with an approved sNDA successfully floated by Q2 2016. In that same timeframe, I'm also expecting that we'll start to see publication of NCI studies definitively tying MET expression to poor prognosis in post-Sunitinib treatment pops - which I feel will work favorably for commercialization of Cabo in the kidney space.

  • Reply to

    Exel management

    by holderstock Jul 4, 2015 2:24 PM
    wilderguide wilderguide Jul 4, 2015 2:56 PM Flag

    $$$$
    There are a variety of reasons for shareholder discontent wrt management, but the main ingredient lies behind MMM's continued refusal to reveal the identity of his hair stylist. This missing key ingredient appears to lie at the crux of shareholder dissatisfaction. Simply put - we "get off" on his fine coiff...

  • $$$$
    The PCF has compiled a list of 18 questions to be addressed in future research allocation.
    Question #10:
    "What are the mechanisms of bone pain resolution and vanished 99 Tc uptake with “HGF-1-cMET-ness-multiple kinase inhibitor” treatment?"
    Alongside this question on the PCF website is a "before & after" bone scan of a patient's complete response after treatment with cabozantinib - a compelling reminder of the bone phenom controversy that has surrounded Cabo these past few years. As the clinical community differentiates between the neuroendocrine and adenocarcinoma variants of advanced CRPC, I am increasingly convinced that Cabo stands to make a relevant contribution in the prostate space, though this remains dependent upon advances in assay technology. Also on the PCF website: Check out the research presentation by Dr Himisha Beltran on assay development in post-ADT PCa.

  • Reply to

    Seymour & Hensley: Master Goat Ropers

    by wilderguide Jun 29, 2015 7:17 PM
    wilderguide wilderguide Jun 29, 2015 9:23 PM Flag

    $$$$
    "After all, you've done so stellar..."
    Yup. Same investment thesis...same # of shares I had back in 2010...same YMB handle...
    Changing handles and creating new aliases is a bit like hiding behind Mommy's skirt...
    Isn't it, Nomad...??? Don't you feel a little foolish - a Dydee strapped to yer butt...another around yer head...another two at the ready in case either blows up... Buddy - yer a train wreck...
    Slow down. Have a beer. Find a gal with kissadapeepee lips and enjoy the day...
    Life's too short...

  • $$$$
    Sure glad you guys are on board for continued guidance. Makes me feel safe.
    Your treasured inputs are invaluable tools. Anyone that would ignore y'all are mistaken.
    Y'all are my heroes... Truly... I mean it...
    Cyber hugs, my brothers...

  • Reply to

    VooDoo Medicine defined...

    by semanresu Jun 28, 2015 1:50 PM
    wilderguide wilderguide Jun 28, 2015 3:52 PM Flag

    $$$$
    I'd simply like to take this opportunity to tell you once again that I feel it is pretty darned presumptuous of you to insist on telling others what to do. Keep your opinions wrt how others act to yourself. Do what you do without attempting to overtly influence others. Your advice is no better than anyone else's - your opinion and a buck would buy an embarrassingly weak cup of Joe with no refill. Stick it where the sun don't shine...

  • Reply to

    VooDoo Medicine defined...

    by semanresu Jun 28, 2015 1:50 PM
    wilderguide wilderguide Jun 28, 2015 3:31 PM Flag

    $$$$
    Ain't that nice...
    And - all this time - here I was thinkin' VooDoo medicine was something the Kahungamalunga Tanewby Tribe of French Haiti grew with their Good#$%$#$%$ Spleef. Thanks for the education. We may yet find value in your inputs... Maybe... Someday...
    But not today...

  • Reply to

    SA Article

    by semanresu Jun 28, 2015 1:07 AM
    wilderguide wilderguide Jun 28, 2015 11:31 AM Flag

    $$$$
    "...fling snot till something sticks."
    Sounds a bit like your personal strategy on this YMB as a perpetual disruption.
    Bagdad Bob, VooDoo medicine, zero shareholder equity...
    Now deploy offsite and your other aliases for a few thumbs-up...
    Blah...blah...blah...yada...yada...yada...
    Certainly sucks to be you...

  • Reply to

    SA article

    by tm171717 Jun 25, 2015 4:40 PM
    wilderguide wilderguide Jun 26, 2015 5:32 PM Flag

    $$$$
    "Great work! Meep! Meep!"
    More words of wisdom from the hare-lipped pudd-puller...
    Thanks once again for your valued contributions, Drizzlebritches...
    Down to the wire...best be on board...

  • Reply to

    Why so much attention?

    by account_1999 Jun 26, 2015 12:39 PM
    wilderguide wilderguide Jun 26, 2015 12:52 PM Flag

    $$$$
    Controversy loves company, and EXEL is piled high with controversy.

  • Reply to

    SA article

    by tm171717 Jun 25, 2015 4:40 PM
    wilderguide wilderguide Jun 25, 2015 10:47 PM Flag

    $$$$
    The fact that the SA "fishing" release addresses only the Comets' failed endpoints speaks to the authors obviate agenda. At the very least, without mention of successful secondary endpoints of PFS, BSR, & CTC redux being met...he is guilty of skewed omission. The additional observations of improved OS in post-cabazitaxel and visceral mets subset groups are an important part of the overall equation as well, yet get no mention. It's very one-sided reporting, and - I for one - cannot trust the anonymous author's sincerity.
    JMO - SA is a useless rag. You are better off high-grading the ramblings on a YMB.

  • wilderguide wilderguide Jun 25, 2015 7:23 PM Flag

    $$$$
    This topic has been broached in the past, and I cannot improve upon erniewerner's response, so am reproducing it here - with credit to EW...
    "The German trial specifically limited patients to a single VEGF prior treatment. This selected for a less advanced population. In other trials with PFS endpoints that allowed multiple prior lines of treatment (like Meteor) the Everolimus resulting median PFS has ranged from 4 to 5 1/2 months. Even the lenvatinib trial which also limited prior lines of treatment had an Ever median of 5.5 months. The German result is clearly an outlier and likely for the reasons I listed."
    JMO - In specifying a "less advanced" & "specifically limited" trial population, Everolimus was made to look better than it had presented in prior - less stringently targeted - trial scenarios. The importance of patient selection and prior therapies cannot be overlooked when attempting to compare trial designs. Thanks, Ernie...

  • Reply to

    Reading the chicken bones

    by wilderguide Jun 24, 2015 10:29 PM
    wilderguide wilderguide Jun 25, 2015 12:01 PM Flag

    $$$$
    "Keep up the great work..."
    You too...
    BTW - I signed you up for a clinical trial that is attempting to correlate excessive pudd-pulling with euphoric omniscience and control mandate. Right away, I knew it was about you. Whaddya say - ready to put on yer game face, cubicle zit?

  • wilderguide by wilderguide Jun 24, 2015 10:29 PM Flag

    $$$$
    As Franca mentioned in his post - "Cobi in Europe" - there's a chance that we could see the published CHMP meeting highlights on Friday, and those highlights could reflect a positive recommendation to the European Commission for a Euro marketing authorization. You fellers that are good at reading the tea leaves - why not give us an idea what we might expect if we get such a press release on Friday? I figure it's good for at least a pop to the $4.50 area, but I'm talking thru my hat here - and still carry the remembrance of a SP trouncing when Cabo got MTC approval. Any chance Cobi approval is "baked in" at $4...??
    Hard to believe, but this stock has never acted like any other in my BT portfolio...

  • wilderguide wilderguide Jun 23, 2015 9:18 PM Flag

    $$$$
    Just one more point to make here, as I feel it to be of import. The study of correlative value between MET expression and PSF/OS that is being conducted in the frontline NCI CABOSUN trial may provide the most prized info of all for Cabo prescription in mRCC. The globally-oriented, expanded access trial of sunitinib in frontline mRCC has just published in the BJC - and though I'm not done assimilating the numbers - I think there may be a chance that Cabo can exceed the overview of expectation. I invite commentary here, as I'm just getting started in this review of a trial where the n= 4300 (my ballpark) so there's a lot of data to look at...and a lot of subset groups to consider. I need to defer further comment here, but invite y'all to join in as you can...

  • wilderguide wilderguide Jun 23, 2015 8:15 PM Flag

    $$$$
    "...needs a biomarker..."
    This is a growing consideration industry-wide - particularly where so many therapeutic choices have manifest. Not only will clinicians be most comfortable with the prescription process, but insurers will be best served when the results are not only predictable, but confirmable in a post-treatment setting. In the end, most appropriately targeted therapeutics best serve patients, save money, time, and payors will pay without contest.
    It's a win-win scenario - and it's not a pipe dream. Major strides have already played out, and many, many more are in the works. JMO - the lung cancer biomarker consortium is leading this cutting-edge endeavor - and, if you are truly interested in learning more on this, check out the work being conducted in LC by Dr Mark Kris of MSKCC. For my money, his work is amongst that furthest advanced...and most productive to date.

  • wilderguide wilderguide Jun 23, 2015 6:49 PM Flag

    $$$$
    "...the science is not rapidly evolving with the changing needs."
    Look at the numbers of drug approvals in the past few years - there is unprecedented progress being made. Despite that progress, mechanisms of treatment-induced resistance and tumor escape remain relatively under-explored...and the much anticipated "silver bullet" remains under-quantified. I've long-contended that Cabo needed a prognostic biomarker - and never more so than now. There are many effective TKIs in the mix, and Cabo truly needs to be differentiated from the mix to be commercially successful. This is not a new venue for me, as I have explored this position at length in many prior posts. Cabo needs a biomarker of predictive response like never before.

  • wilderguide wilderguide Jun 23, 2015 5:08 PM Flag

    $$$$
    "...did you stop drinking or what?"
    Interesting that you should ask. Took a swim in the hallucinogenic pool this past week, and am trading in my liquor cabinet for an Ayahuasca production and processing system.

  • wilderguide wilderguide Jun 23, 2015 4:45 PM Flag

    $$$$
    "...does cause me concern, should it?..."
    My greatest concern is that - across the spectrum of cancer indications - the treatment algorithm is changing faster than Cher ever thought to change husbands. It's a fast-moving landscape, and though I try like hell to pay attention to whassup w/ the competition, I always have concerns that Cabo may not make (and keep) the grade in a changing tide.
    In addition, absent a CDX to optimize patient selection, Cabo's therapeutic value has shown to be notoriously susceptible to its own pronounced toxicity. Every trial to date has displayed dose reduction in a high percentage of the treatment group. So - yes - I'd have to tell you that your concerns are justified - at least as justifiable as are my own.
    The fact that there are outliers in the data pool that display undeniable benefit suggests to me Cabo will find its place, but that consideration alone may not satisfy any definition of commercial success. It's a risky bet with a high reward potential, and I'd recommend that you invest accordingly. GL

  • wilderguide wilderguide Jun 23, 2015 2:44 PM Flag

    $$$$
    Like most of the expedited access programs, breakthrough designation status must be applied for...and there must exist unmet need or evidence that the sponsors' product significantly exceeds the benefit of existing therapy. In either case, though I am anticipating approvable results, I really don't see METEOR producing breakthrough results.