Spectrum Pharmaceutecals Inc (SPPI)

[Ville]

I see this in the Rolontis BLA submission delay to the end of 2018. Based on the last pt dosed in beginning of September of 2017, in my book, it seems like they delayed by a year submitting the BLA. I have my reasons on why but I won’t get into it since it’s all speculation on my part but I can tell you it’s not based on the Spectrum CMC group being incompetent as someone on this board speculated.

Would you please share your reasoning if it is other than mine? For me it is clear that they need a second phase III to file. So they have to wait for the results of the second trial. This is in opposite what Raj stated all the time.

Another example is Dr Raj, when asked at a recent CC on the status of the EGFR compassionate use patient (on compassionate use because Her ECOG performance level was 4 whereas you needed to be 0 or 1 to enter the trial), said ‘Good’. Yes, the drug showed positive benefits but we also know she succumbed. Can’t he just state that.

Yes, when he said that, i recognized it and at that moment i thougt: "what a liar" and "what an a*****". Sorry it is not appropriate to say or think like that. But i hate it when someone isn't able or willing to learn from his mistakes.

But where I differ with you is at what price to sell at. If Ariad was bought by Takeda for $5.2B and at the time analysts were predicting Inclusig sales at $500M at peak I can easily see Spectrum going to $40 per share in a couple of years just on Poziotinib alone. Add Rolontis to the mix and perhaps apaziquone and revenue from existing drugs and I see the share price easily surpassing that. So as long as the news on Pozi continues to br positive I will do most of my selling above $40. Will sell some shares to live on but that’s hopefully not much. What I am counting on is the P3 NWBOs DCVax-L trial, with news possible occurring any day to the next 6 months, is positive (I’m down 85% on the stock at the moment) and if so, look at other stocks such as the ones you suggest. But in the meantime, I’ll keep a couple of those on my watch list.

I wish you the best luck with this pennystock NWBO i never heard of. I am very careful when it comes to cancer vaccinations. They often have great phase II results that couldn't be confirmed with phase III. I saw Galena blow up (I was not invested). But i was invested in Bavarian Nordic when suprisingly their PROSTVAC failed in Phase III. The reason why cancer vaccines fail lately is that with immunotherapies available there is no additional benefit from vaccines anymore. Cancer vacccines only work if you add an immunotheraputica, a checkpoint inhibitor like PD-L1 oder CTLA-4. So i don't know how it is the case with NWBO, but i would be very careful there.