Provectus Biopharmaceuticals Inc (PVCT)

[vorlon1966]

A watched pot never boils


I am getting contacted daily by investors trying to find out whats going on with things. Indeed the PR out of PVCT is scant. So, as far as I can gather they are still working on the protocols....there are three sets....melanoma, liver, and combo. PIII on melanoma will start when protocols are deposited with the FDA, a China and India deal is waiting on the liver protocols I think. How much longer? I cannot ascertain that. I do know that each protocol will likely contain several thousand pages with more detail built in than you can imagine. These protocols, once finished, get sent out to several doctors and groups to be audited. Any changes adds a few weeks. The good thing is that when this is all done then the trials can begin that will be run by CRO's and compared to this, it will seem all down hill. Do I think these licensing deals will happen....yes.......plenty of upfront money?.....yes. A pain in the ass watching the pot until it boils?....yes.

Now back to the combo protocol rumor. If true then we will be seeing a combination trial with an immunotherapy to address the stage four patients that the PIII trial will miss. While a China and India deal shows the market that PVCT mgt can produce and a rise in sp surely follows, I am way more interested in combo work.

Over a year ago, I posted on yahoo that PV-10 will end up saving the immunotherapy market. I was laughed at by some....no matter, I have thick skin. Well it looks like I was right. Someone got Moffitt to do a combo mouse study.....those results to be published at SITC (http://www.sitcancer.org/) in early November. There is the human combo study rumor floating around and that PVCT is working on those protocols. There are indications that major pharmas are waiting with baited breath for that Moffitt data. Rumors, indications and heresays.....to be honest, that is all it is until we see evidence. If PVCT announces combo protocols then we will know all the speculation is likely true. So what does that mean? Big pharama looking for PIII data for the end game?....maybe. They did their own mouse studies with rose bengal and know it to work. Are they more interested in the combo data? I think so.

So to wrap this up. A China and India and other regional deals are important to shore up the bank account, demonstrate that others believe in the drug, demonstrate to the street that mgt can execute and to finally provide the capital necessary to purchase a roll of duct tape to silence all our bitching.

BUT.....the bigger stuff comes from the combo arena. Big pharma, like lemmings, all went diving over the cliff of immunotherapy. Now at best, they get to divide up, amongst ten or so drugs, the very small stage four market. They will be seeking that one drug to combo with them.

One drug to rule them all
One drug to find them
One drug bring them all
and in the market bind them


The Blog goes into more detail on this subject:

October 23, 2014
More of Better > More or Less of Worse

http://provectuspharmaceuticalsinc.blogspot.com/