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New Technique: Pressure Pickle and the Cucumber Martini
Roll the bags up and put it in the ISI whipper. Add water to the fill line (this makes the venting procedure more gentle on your product.
gin  isi  whipper  nitro  cocktails  technique 
april 2019 by joshre
Fwd: BMY: lung cancer trial update
Begin forwarded message:
From: "Umer Raffat" <umer.raffat@evercoreisi.com>
Date: September 3, 2018 at 14:25:06 EDT
To: "sally@icarusconsultants.com" <sally@icarusconsultants.com>
Subject: BMY: lung cancer trial update
Reply-To: "Umer Raffat"<umer.raffat@evercoreisi.com>
Checkmate-9LA is a v impt 1L lung study underway for BMY (due 2H:19). Unlike CKM-227 (investigating PD1+CTLA4), CKM-9LA has 2 rounds of chemo along with PD1+CTLA4 combo … the idea being that the chemo induction may help with early progressers (recall ipi+nivo underperforms chemo on PFS in the first 3-4 mo).
It appears that Checkmate-9LA has had some stat changes recently … the exact nature of which is not fully disclosed.
Here’s what we’re seeing:
- Clinicaltrials.gov is now showing that the sample size of CKM-9LA has been increased from 420 pts to 700.
- On the 2Q earnings call in July, BMY’s Tom Lynch hinted: “accrual has gone from about 500 patients to about 700 patients”
This change obviously increases the power of the trial.
Question is: why would BMY decide to do that all of a sudden?
It’s our understanding that the the primary motivation behind this change may have been to add statistical optionality. I can say that with confidence because BMY dropped a hint on 1Q call regarding potential for optionality on stat plan:
we’re not going to comment on the physical plan of CheckMate-9LA at this point. As you know, we have committed to collecting TMB in this patient population, and we look forward to seeing how TMB plays out in this patient population. We have announced that overall survival will be an important endpoint in CheckMate-9LA. But as you know, we do have optionality regarding and around that statistical plan as we move forward.
But what exactly would this “statistical optionality” mean?
It’s impossible to say with certainty … but here’s a theory: we noticed that the primary endpoint remains OS. However, we also know that there was a secondary endpoint for OS specifically in patients with certain tumor mutation burden threshold. Perhaps this increase in sample size added statistical optionality around taking a primary endpoint read in a sub-population (TMB+). But again, that’s my theory – and certainly not confirmed with the company.
For reference, notice how a BMY slide at a broker conference this year described the key populations in CKM-9LA, and notice the PDL1 and TMB selection optionalities:
You may ask: is timing also pushed out?
Doesn’t seem like it.
BMY previously mentioned CKM-9LA should report by 2H:19.
We also noticed that BMY gave an update on enrollment timelines (500 pts already enrolled as of of July 2018 earnings call) … and more importantly, BMY reiterated “end of next year” timing on that call.

Last point, don’t forget that CKM-227’s Part 2 is fully enrolled and has NOT reported out yet … that’s the PD1+chemo trial (no PD1+CTLA4 in part 2) – am pasting the trial design below to jog our memory:
Exhibit: BMY’s Checkmate-227
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september 2018 by maverickny
A Thinker You Should Know: Wilhelm Röpke | Intercollegiate Studies Institute: Educating for Liberty
“Appalled by all forms of monopoly, Röpke considered the economic power of colossal corporations almost as dangerous as the political might of collectivist governments. Always a cosmopolitan, Röpke favored untrammeled free trade, regional liberties, and respect for traditional peoples and ways of life. (For instance, he was an outspoken advocate of allowing Japan to retain her monarchy after the Second World War.) Ever a foe of nationalism, Röpke pointed to the eighteenth century as the zenith of European civilization—before ideas were branded by their country of origin and yoked to the service of intolerant nation-states.

“On the other hand, suspicious as any Swiss peasant of imperial governments, Röpke opposed attempts to abolish borders and concentrate power in the hands of transnational bureaucracies. Just as the market economy had been built by small businessmen, farmers, inventors, and entrepreneurs—at the expense of monopolists, mercantilist kings, and rationalist philosophes—so Röpke saw international order and liberty as arising from free regions federated within nation-states, whose relations must be governed by written or unwritten standards of international law and enforced by a balance of power.”
WilhelmRöpke  ISI  Economists  JohnZmirak 
january 2018 by cbearden
10 Books You Need to Read Before Graduation | Intercollegiate Studies Institute: Educating for Liberty
On the list is Frederick Douglass's autobiography.
“Those who profess to favor freedom and yet depreciate agitation, are people who want crops without ploughing the ground; they want rain without thunder and lightning; they want the ocean without the roar of its many waters. The struggle may be a moral one, or it may be a physical one, or it may be both. But it must be a struggle. Power concedes nothing without a demand. It never did and never will.”
BookLists  ISI 
january 2018 by cbearden

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