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H2R

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Alias Born 07/17/2014

H2R

Re: H2R post# 180

Friday, 01/20/2017 11:35:19 PM

Friday, January 20, 2017 11:35:19 PM

Post# of 1990
What do you guys think of the following argument? Any merit? Just a short wanting to convince others?

What do you guys think the chances for a positive read-out in Feb is and for what reasons?

http://seekingalpha.com/article/4036640-argos-therapeutics-significant-unrecognized-value

Underadar2017
Comments (10) |+ Follow |Send Message
Game Changer is completely brainwashed and/or must have significant ties to the insiders in this Company.
ARGS is going to implode if their phase 3 study doesn't readout next month, as the time of follow up in their phase 3 study will be somewhere between 18-48 months for all patients. If the expected survival for the standard treatment arm in the ADAPT study is between 15-18 months, that means the needed survival difference would be readily apparent at present. If the data committee and company indicate study will simply continue with no changes and they will review the data again once it's mature (100% of events) late 2017 or into 2018, that means there is simply no difference in survival at this stage of the study and the data committee will not stop it because the ARGS product is safe and not toxic based upon past studies and reports.
Game changer needs to remind everyone of the incredible risk with this company. They have one product, one randomized study and no back ups. If this study fails, so does the company and it will soon be a penny stock.
Be cautious and wait for the DMC review next month. If it's vanilla and the trial simply continues, this vaccine study will mimic what we've seen recently from NLNK (pancreatic vaccine failed, trial took way longer to readout and their was no difference in survival, in fact the control arm in that study performed better than the vaccine arm), DNDN and NWBO.
Significant upside potential only occurs if they potentially have a successful phase 3 study. Time will tell and next month will be a huge sign of positive versus negative outcome. Don't be fooled by the inexperienced management team at ARGS if they indicate longer trial follow up will suggest better survival. They should have noted the difference by now. They will be telling the same story as NewLink did and look where their phase 3 pancreatic vaccine study ended up with much longer follow-up.



Kind regards

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