Recent

% | $
Quotes you view appear here for quick access.

Inergy, L.P. Message Board

wilderguide 255 posts  |  Last Activity: 3 hours ago Member since: Jan 13, 2011
  • Reply to

    Scuzzbucket traffic is up...

    by wilderguide Jun 15, 2015 7:02 PM
    wilderguide wilderguide Jun 16, 2015 12:34 AM Flag

    $$$$
    My bad, doc. The hellgrammite is the larvae of the Dobson fly.

  • Reply to

    Scuzzbucket traffic is up...

    by wilderguide Jun 15, 2015 7:02 PM
    wilderguide wilderguide Jun 16, 2015 12:18 AM Flag

    $$$$
    I've fished the Kern, and done well baiting with the local hellgrammites - the aquatic larvae of the Stone fly. Past experiences have prompted me to carry a 12x24" 1/4" galvanized screen in my fishing pack. If you prop it up between two creek stones in a fast water flue, go upstream and turn over some of the bottom rocks - it'll temporarily muddy the water, but it'll feed your capture screen.
    A large, hardy hellgrammite has caught up to 4 fish for me before it was exhausted...
    They are nearly indestructible, and some of the best fish bait I have ever witnessed. GL doc...

  • Reply to

    Scuzzbucket traffic is up...

    by wilderguide Jun 15, 2015 7:02 PM
    wilderguide wilderguide Jun 15, 2015 10:38 PM Flag

    $$$$
    Hi neers87,
    If you recall, Cobi was also on the Jan 15 PRAC agenda. If there were outstanding issues, I feel they'd have been addressed by now. I have no real further evidence, just a gut feeling based on the timeline relative to the known 9/14 filing. Without information regarding "stop clock" scenarios, we can only guess at a date for EC opinion. No doubt we are very close, and the great data presented at ASCO makes for good early review conjecture. Inasmuch as I'd like to see confirmation with this coming weeks' CHMP meeting, we may have yet to wait as their plate is very full. Interesting times lie directly before us, and toying with the cubicle monkeys fits my pistol, so I'm playing their game. Beats dominoes...

  • Reply to

    Scuzzbucket traffic is up...

    by wilderguide Jun 15, 2015 7:02 PM
    wilderguide wilderguide Jun 15, 2015 9:30 PM Flag

    $$$$
    Stay ready to bend over & grab 'em, Nomad...
    Yer about to get your optimal quarterly fix of sorassenib...
    If it hurts a bit...be sure to grunt for us...
    Just like the last time yer Daddy drove you home...

  • $$$$
    There may be improvements ahead...

  • Reply to

    This is MANIPULATION!

    by semanresu Jun 15, 2015 10:06 AM
    wilderguide wilderguide Jun 15, 2015 11:02 AM Flag

    $$$$
    "Look who's talking!"
    Biblical scholars and ancient alien astronaut theorists recommend against finger-pointing as a repetitive defense mechanism, lest you are willing to reveal to the masses where that finger has been... In yer case, I'd rather not know thank-you-very-much.

  • Reply to

    This is MANIPULATION!

    by semanresu Jun 15, 2015 10:06 AM
    wilderguide wilderguide Jun 15, 2015 10:28 AM Flag

    $$$$
    "What does the bible say about this?"
    The King James Version suggests that we pay no heed to the endlessly foolish man spouting endless foolishness - and also suggests that the loudest voice be the one most often of highest choice to ignore.
    Put a sock in it for a week or two...

  • Reply to

    1 Drug Will Make or Break These 3 Biotech Stocks

    by wilderguide Jun 14, 2015 12:40 PM
    wilderguide wilderguide Jun 14, 2015 2:00 PM Flag

    $$$$
    "But I will say this. I think the reason the testing has gone on so long is because the Afinitor arm is doing so well."
    Thanks for taking the time to pony up with your expertise, Dr Seymour Shortcakes.
    If the everolimus cohort of METEOR greatly exceeds trial design assumptions, I wouldn't be too concerned with any change in clinical perspective. Wall Street expectations vary significantly from clinical expectations, however, and the stock would likely take the hit for any Afinitor PFS greater than 6 months, should that number actually make a statsig difference. Cabo's greatest attribute is its ability to elicit benefit in treatment refractory populations. I have no concerns regarding Cabo prescription in mRCC. JMO - but I believe the CABOSUN trial results will paint a more accurate picture of Cabo usage in renal cancer. No worries...

  • $$$$
    More "spot-on" reporting by (obvious) short-side analyst Brian Orelli of Motley Fool...
    Wrt Comet-1 he writes: "(Cabo)... showed no effect in prostate cancer..." - completely ignoring statsig PFS response, CTC reduction, extended time to 1st reported SRE, noteworthy bone scan improvement, and pronounced survival benefit in patients with visceral mets.
    Great cognitive reporting, Brian...good job making MF one of the least credible rags around!!
    Good thing statsig PFS won't matter in METEOR, huh??
    C-ya in the funny papers...

  • wilderguide by wilderguide Jun 13, 2015 12:07 PM Flag

    $$$$
    Published in Oncotarget, April 2015. Cabo also inhibits AXL, and is currently enrolling with Panitumumab in mCRC. If you recall, in early xenograph work ups, Cabo response was 12 for 12 in transplanted tumors. Cabo capacity to inhibit AXL was not noted at that time as the source of response.
    "...foretinib treatment caused significant inhibition of tumour growth and peritoneal metastatic spreading. AXL and GAS6 overexpression by immunohistochemistry (IHC) were found in 76,7% and 73.5%, respectively, of 223 human CRC specimens, correlating with less differentiated histological grading."

  • $$$$
    "MET inhibitors for treatment of advanced hepatocellular carcinoma: A review"
    Published in World Journal Gastroenterology, 5/14/15.
    Solid review, previews competition... includes Cabo...freebie...

  • $$$$
    Reported by Moffitt CC 6/3/15, PMID: 26039542
    Have a good weekend...

  • Reply to

    COBI NDA

    by saltydog711 Jun 12, 2015 12:25 PM
    wilderguide wilderguide Jun 12, 2015 3:10 PM Flag

    $$$$
    Not the same compound, but the same treatment program. Here's one example of rationale from PlosOne. Feb 2014. Google it, there are lots of others.
    "MET protein expression showed no correlation with G-alpha protein mutation status. Combining MEKi with METi treatment has added benefit to either treatment alone in reducing G-alpha protein mutant UM cell growth. Combining METi with MEKi treatment adds the effect of limiting uveal melanoma cell migration."

  • Reply to

    COBI NDA

    by saltydog711 Jun 12, 2015 12:25 PM
    wilderguide wilderguide Jun 12, 2015 2:51 PM Flag

    $$$$
    At this juncture, I wouldn't hesitate to assign a higher speculative value to cobimetinib upon approval in melanoma. Genentech has initiated a recent (just this past May) trial combining Cobi with their ERK inhibitor GDC-9440 in advanced tumors. In addition, there are a host of MEK "signal - searching" trials in progress. Of interest to me is that Moffitt CC is conducting a trial of selumetinib with sorafenib in advanced HCC. If you consider the rationale for this trial, it's not too great a stretch to consider that Cabo and Cobi might make a valuable clinical contribution in combo. I see Cobi as a potentially "vastly" undervalued asset, particularly if it can effectively be combined w Cabo. In addition, Cobi may very well follow Vemurafenib into the BRAF-driven NSCLC space - more potentially unrecognized value.

  • Reply to

    June EMA PRAC agenda

    by wilderguide Jun 10, 2015 2:48 PM
    wilderguide wilderguide Jun 11, 2015 6:15 PM Flag

    $$$$
    Guys...this heads-up wasn't meant to infer any indication of anything except to enable the sense that Cobi is indeed in EMA process. A Sept 2014 MAA filing interpreted to result in a EC opinion within the 210 day window of due process is what we can expect. The point of my post is not to necessarily celebrate false successes - nor raise false hopes. It is simply to enable the sense that business is on schedule...we aren't "lost in process"...and perhaps simply that some semblance of encouraging progress is being made. For my money - anytime a drug on "watch" for approval receives listing on any committee agenda, it puts us one step closer to that approval. Simple...no biggie...the process must cycle it's designed course. Which, in this case...it is...

  • wilderguide wilderguide Jun 10, 2015 8:56 PM Flag

    $$$$
    Puhleeeeze...
    Lemme be the one (whose credibility you most admire) to point out to you, Seymour, that you don't have much of a case (ie: there's no weight to your words whatsoever) while EXEL is trending upwards.
    Which, it certainly seems to be...So, the way I see it...
    You have two options.
    Get on board this train...or catch the next one...
    ...which - by the way - is the last train to Dydeesville...
    JMO - but yer starting to smell as if you've already missed that train too...
    Best of luck, drizzle britches...

  • Reply to

    June EMA PRAC agenda

    by wilderguide Jun 10, 2015 2:48 PM
    wilderguide wilderguide Jun 10, 2015 5:32 PM Flag

    $$$$
    Google "EMA PRAC agenda" it'll take you to an EMA site where all agendas - past and present - are logged. The most recent PRAC agenda is the one dated this week - click on the "documents" tab...
    On either Friday or next Monday (the current PRAC meeting ends tomorrow), the site will update to include not only the agenda...but also the minutes of the meeting.

  • wilderguide by wilderguide Jun 10, 2015 2:48 PM Flag

    $$$$
    I've been paying attn to some other things this week. My paint mare foaled just this morning, and we have a baby mule! But - wanted to post a heads-up...
    According to Sec 5.1.6 of the June PRAC agenda, Cobi is up for RMP consideration and Committee advisement wrt MAA to CHMP this week. If history is any guide, we may know more next time CHMP meets, and that'll be within the next 10 days. We're getting close...GLTA

  • Reply to

    Hey Tokyo Schmoe...

    by wilderguide Jun 10, 2015 12:49 PM
    wilderguide wilderguide Jun 10, 2015 1:39 PM Flag

    $$$$
    It's good to see you becoming increasingly caustic.
    It usually means your being forced to reconsider your position.
    Cobi approval any day now... And I think a METEOR is about to fall on you...
    Keep an eye on the sky, cubicle chimp...

  • wilderguide by wilderguide Jun 10, 2015 12:49 PM Flag

    $$$$
    Don't you mean "Tokyo Rose"?
    "Tokyo Joe" was a vintage WWII Bogart flick...
    Are you lost in time and space again?...floating in the toxic void?
    Not knowing which way is up? Here's a hint:
    Up is the direction EXEL is headed for the coming months...
    Get used to it...