Recent

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

Inergy, L.P. Message Board

wilderguide 180 posts  |  Last Activity: 20 hours ago Member since: Jan 13, 2011
  • $$$$
    ...the market maker prepares to move his money from his left pocket...
    ...to his right pocket while the SEC looks the other way... What a clever boy Mama raised...
    Happy Turkey Day!! One of these days we'll hit on some news no one thought to bake in...

  • wilderguide by wilderguide Nov 24, 2015 5:21 PM Flag

    $$$$
    EXEL is soon-to-become biotech Eye Candy...
    That's my decision...And I'm stickin' to it...
    You can Martinize your dry cleaning...
    You can Martinize your birdhouse...
    But if you Martinize your investment portfolio...
    You are gonna regret it...
    JMO

  • wilderguide wilderguide Nov 24, 2015 9:57 AM Flag

    $$$$
    "It is totally plausible that FDA has communicated the intent to get an approval out as soon as they have reviewed the OS analysis"
    This makes sense...and when taken into account with the recently revised EAU RCC guidelines, it appears reasonable that the accelerated assessment filing may have generated a similar positive EMA response. Thanks, Ernie...
    BTW, in case you were unaware - the CHMP agenda shows a request for an accelerated review of Lenvatenib in RCC. I'm assuming in combo with Everolimus...

  • wilderguide wilderguide Nov 23, 2015 7:33 PM Flag

    $$$$
    "And couldn't this also be a positive sign that approval for Cabo in RCC will move much faster than the market is anticipating?" Great point, Duck...
    Makes me wonder if MMM's commentary regarding a commercial ramp-up goal of April 2016 might be considered a "tell" of some predictive magnitude. The support of an acknowledged KOL like Doc Choueiri would undoubtedly carry weight, and Meteor PFS speaks for itself. Cabo could easily be said to step into the equation at any time and replace any of the existing approved TKIs - with perhaps the exception of sunitinib - and that's another story gotta be told. At this time perhaps it's noteworthy to embrace the fact that Doc Choueiri -Meteor PI - is also PI of the CABOSUN trial. If anyone has a "feel" for how the direction of the RCC equation is evolving - I'd have to say he's most likely one of the "go-to guys" FDA would consult for an early Cabo approval.

  • Reply to

    Is this it for this year?

    by account_1999 Nov 23, 2015 2:58 PM
    wilderguide wilderguide Nov 23, 2015 4:26 PM Flag

    "If you were to handicap the chances of a JV announcement..."
    I don't expect to see a JV announced this year. MMM's decisiveness in announcing EXEL efforts to be RCC commercial-ready by April 2016 have convinced me that we won't see a hint of outside support till revenue is queued up. In addition, there are too many points of Cabo potential that have yet to report, so an overview of clinical valuation is a bit premature. I'm hopeful we see a glimpse of HCC and pancreatic updates at ASCO GI in January, as Celestial recruitment appears to challenged - no update since last May & P2 pancreatic is complete. JMO, but I think the jury's still out on the $$$-values of whatever deal eventually gets struck...and some delay might be for the best. A premature deal might give away a boatload of potential as lots of data reporting is about to be tabled.

  • Reply to

    Is this it for this year?

    by account_1999 Nov 23, 2015 2:58 PM
    wilderguide wilderguide Nov 23, 2015 3:58 PM Flag

    $$$$
    "Is this it for this year?"
    I expect we'll get an EC decision on Cobi in the next couple weeks, and I think chances are good we'll see P2 TNBC results at SABCS in mid-December. The Dana-Farber study updated to "completed" status on 11/17/15. There have been several positive preclinical studies published - the most recent just this past October from the Van Andel Institute.. The import of c-MET expression wrt BC survival has been highlighted by several recent work-ups, indicating solid rationale for Cabo use.
    I guess we'll know soon enough...

  • wilderguide by wilderguide Nov 23, 2015 12:18 PM Flag

    $$$$
    ePub ahead of print in journal Cancer 11/20/15 Schiff, et al... Phase 1 conclusion excerpted below...
    "Cabozantinib at a dose of 40 mg daily with RT plus TMZ and post-RT TMZ for patients with newly diagnosed high-grade glioma was generally well tolerated, and demonstrated no pharmacokinetic interactions with concurrent TMZ. Given the strong theoretical rationale for combining anti-VEGF and anti-MET activity with standard therapy, cabozantinib at a dose of 40 mg daily warrants evaluation in combination with standard therapy for patients with newly diagnosed glioblastoma. Cancer 2015. © 2015 American Cancer Society."

  • Reply to

    Shorting EXEL is like wearing a speedo

    by scrotum_harden Nov 22, 2015 3:46 PM
    wilderguide wilderguide Nov 22, 2015 4:52 PM Flag

    $$$$
    Don't they make you go downhill faster too?

  • wilderguide wilderguide Nov 22, 2015 7:42 AM Flag

    $$$$
    "What does this mean for the stock price?"
    Difficult call in a fickle market. Importantly, Cotellic is a proven safe & effective MEKi and CoBRIM has served as an important approval entry point. In the end, it may not matter - at least not in melanoma. Next generation "paradox breaker" BRAF inhibitors are nearly upon us and will not need MEKi co administration as they do not activate the MAPK pathway. Trials underway may eventually prove otherwise, but I feel comfortable saying Cobi will find additional clinical utility beyond melanoma.

  • Reply to

    If Roche is pleased with the data...

    by wilderguide Nov 21, 2015 5:08 PM
    wilderguide wilderguide Nov 21, 2015 9:39 PM Flag

    $$$$
    Joe, what's yer take here? What do you expect come Monday market open?
    Ernie - please chime in if you are paying attention... Regardless of the bullish perception of CoBRIM success based upon trial design and chemistry, I think the market will not like the result for reasons I've already addressed - including the "me too" perception. As a result, I feel Cotellic paired with Vemurafenib may not be a comm success in melanoma. This thought doesn't preclude future trial successes, but IMO we as shareholders are weakened by today's presentation - at least in the near term. What's your read..??? Anyone care to share?

  • $$$$
    ...I'd expect a PR in next couple of hours. After all - it's a form of free advertising...and they've already committed to a development program for cobimetinib - regardless of the commercial success realized in melanoma. In this regard, developing a drug is a bit like raising a child...a costly process that occasionally must be reinforced by ongoing maintenance - but eventually must stand on it's own merits. Good luck all, and have a great weekend!

  • wilderguide wilderguide Nov 21, 2015 11:48 AM Flag

    $$$$
    It's always a bit worrisome - having the competition present news releases during the market week (as in the case of Nivo and D&T) - while EXEL maintains the market version of radio silence till after market close. It all smacks of Black Ops to me...those in the know keeping big news from those that don't... Ever get that "left out, neglected, last-to-know" feeling..?? Welcome to the Wide-Wide World of EXEL investing...

  • wilderguide wilderguide Nov 21, 2015 11:22 AM Flag

    $$$$
    Plenary Session 11 of SMR Congress 2015 is the presentation venue, scheduled from 1:30 - 3:40pm. Late breaking abstracts available after 5pm. All times are PST. GL

  • wilderguide wilderguide Nov 21, 2015 10:13 AM Flag

    $$$$
    "I think it will have little effect on commercial competitiveness..."
    I doubt that Monday's opening market will give a hoot unless we see results that not only satisfy the science, but also support a market perception of notable clinical superiority. Otherwise, I fear the V&C combo will be viewed only for it's perceived "me-too" potential. I hope I'm wrong, but EXEL can't seem to cop a break. The Stifel opening remarks at the last CC bear this out - re: the joke about filing a restraining order against BMS. If there is as yet a treatment space relatively uncrowded by competition, I wish MMM would make quick strides for it. JMO, but Mr Market may not perceive commercial success till Cabo has it's own TV ad campaign. From my vantage, that's just the way it seems...

  • Reply to

    JV announcement

    by wilderguide Nov 20, 2015 4:40 PM
    wilderguide wilderguide Nov 20, 2015 6:52 PM Flag

    $$$$
    "...anyone care to venture a guess?"
    I think the CABOSUN trial is being monitored very closely. It has updated some 10-12 times a month for several months, and my gut tells me it may prove critical to the final contract wording of the promised JV for Cabo. I think we'll hear something by ASCO 2016.

  • Reply to

    JV announcement

    by wilderguide Nov 20, 2015 4:40 PM
    wilderguide wilderguide Nov 20, 2015 5:17 PM Flag

    $$$$
    Hey Joe,
    Today's just not the day. Inevitably, such a post will be made, and. The nature of the deal will determine the future of Exelixis - it's share price, intrinsic valuation, and market perceptions.
    Today's just not the day...tho it ain't over yet.

  • wilderguide by wilderguide Nov 20, 2015 4:40 PM Flag

    $$$$
    My grandson - a freshman in high school - just got bumped up to Junior Varsity soccer middle halfback...
    He's a frickin monster....
    Made ya think if you sold today tho...
    Didn't I...??

  • Reply to

    Stifel comments

    by erniewerner Nov 19, 2015 4:55 PM
    wilderguide wilderguide Nov 20, 2015 9:06 AM Flag

    $$$$
    "Why such a slow accrual?"
    It's a dose-escalation trial to determine best R2PD. The primary endpoint is safety. Combining Immunotherapeutics can prove tricky business. Toss Cabo in the mix I'd advise slow and steady as she goes. I think there are existing cautions in the literature regarding combination of Nivo & Ipi...

  • Reply to

    Stifel comments

    by erniewerner Nov 19, 2015 4:55 PM
    wilderguide wilderguide Nov 19, 2015 6:47 PM Flag

    $$$$
    I went looking for protocol revisions, and feel like i hit the jackpot, as it's not often you get hints regarding trial expansion & intended accrual rates - this excerpt is from the Cabo/Nivo/ Ipi 11/14/15 protocol revision:
    "Once the safe starting dose for the maximum tolerated dose (MTD) or RP2Dl has been determined for CaboNivo, a separate, small expansion cohort of up to 12 eligible patients with bladder cancer will be evaluated in order to obtain preliminary estimates of efficacy in the intended population which will help guide development of subsequent trials. Additionally, once the safe starting dose for the MTD or RP2Dhas been determined for CaboNivoIpi, a separate, small expansion cohort of up to 12 eligible patients with bladder cancer will be evaluated in order to obtain preliminary estimates of efficacy with this combination in the intended population which will help guide development of a subsequent trial.
    3 to 4 patients will enroll per month on this trial; thus, 1.5 to 2 years is anticipated as the accrual period."
    This is bit more transparency than I'm used to finding...

  • wilderguide wilderguide Nov 19, 2015 2:30 PM Flag

    $$$$
    Thanks for the reminder, Ernie...
    Today's SMR presentation on PD-1 in adv melanoma is apparently stealing the show, though that same presentation also acknowledges the notable efficacy and survival benefit of combined BRAF/ MEKi in BRAF driven disease. The data is part of a compelling meta-analysis maintaining PD-1 superiority to all other therapeutics. I'm hopeful that Saturday's Cobi presentation gives us some grounds for redemption of the upward trend we've been seeing...and perhaps some perceptions of market share for V&C.
    Your inputs are always appreciated...GL