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Here is the presentation from Dr. Bosch on June 3 at ASCO.
Simply take a look how many tumor associated peptides that the MHC Class 2 molecules on the surface of dendritic cells can present to the immune system. Go through these cancer vaccine companies using neo-antigen technology or mRNA technology. Will these companies be able to present huge number of peptides so that t-cells can have fully comprehensive data to identify which cell is cancer cell and which cell is normal cell? None of them can.
These cancer vaccine companies at most can only present less than 50 tumor-specific peptides to the immune system. More importantly, at best they can only activate CD8 t cells which will not trigger immune memory.
Read the story about Owain who had 50% of GBM tumor removed and who tumor tissue was only enough to make three doses of the DCVax-L vaccine. But as his doctor, the world renowned neurosurgeon, said, three doses are enough to reprogram the whole immune system. Owain scanned results showed that the rest of 50% of the tumor shrunk into a small cyst and it keeps shrinking four months after the last shot.
https://www.justgiving.com/crowdfunding/owainjames
You want to know why? The reason is that DCVax-L can activate CD4 t cells which play a critical role in the formation and maintenance of immune memory. The MHC Class 2 molecules can only be found in antigen presenting cells which are only few types in human, such as dendritic cells, B-cells, macrophages. Only these molecules can activate CD4 t cells. Read what Dr. Bosch said in the present in June.
It presents peptides from both known GBM-associated tumor antigens, and tumor antigens which have not been reported in GBM before. And the presentation of these peptides, not only through class 1, remember important for cytotoxic T cells, but also through Class 2, to CD4 T cells, suggests that we also get T-cell memory responses in vivo. Something of course, that we believe is incredibly important in a chronic disease like GBM, where you can't just eradicate it at once. You needed ongoing response that continues to hammer away at the tumor. You need to set up that battle in the brain, where the immune system can continue to eradicate tumor cells, because they will continue to replicate otherwise. So this immune memory is actually critical for the, for the potential success.
Is the glass half full here? Or totally empty? A few objective data points to ponder:
• $1B in cash. To borrow from Jay-Z, NVCR may have 99 problems, but cash ain’t one.
• $500M/ yr GBM business that sustains itself, generating more cash that it consumes
• Every human clinical trial NVCR has ever run has succeeded at hitting its primary endpoint with statistical significance
• 3 ph3 trials will report results over the next ~15 mos: Ovarian, Metis, Pancreatic. All 3 of these trials have straightforward, simple design in cancers with little competitive therapies. If even one of these trials succeeds, it should become a multi-billion dollar blockbuster business line
• In the biotech world, delivering successful clinical trials is hard. Even if NVCR management is weak, if NVCR delivers successful trial wins, somebody will see the value and NVCR might become an acquisition target.
NVCR retailers should be very careful. The CEO has emptied 94% of his position and made over $240m among which $160m was made after the publication of the first paper on the blinded results of p3 DCVax-L clinical trial on May 29 2018. Take a specific look at what he did after the JAMA paper was published on November 17, 2022. Did he sense something? Does it look like he still holds confidence in the company?
https://translational-medicine.biomedcentral.com/articles/10.1186/s12967-018-1507-6
https://jamanetwork.com/journals/jamaoncology/fullarticle/2798847
Absolutely. Right now sp is completely supported by optune. Once DCVax-L has approval, NVCR will be in tail-spin mode. This pattern of CEO selling his shares since the publication of the first paper on the p3 trial of DCVax-L in May 2018 happens to every member of the C-suite of NVCR. It couldn't be more obvious.
I don't think you got the facts correct.
Clearly TTF + SOC delivered the results even worse than SOC. Likewise for the case of TTF + ICI and TTF + DTX except the case PD-L1 expression less than 1%.
The trial was a total failure!
https://www.novocure.com/lunar-phase-3-clinical-trial-demonstrates-statistically-significant-and-clinically-meaningful-extension-in-overall-survival-for-patients-with-metastatic-non-small-cell-lung-cancer-after-platinum-based/
Consider please...
-- The LUNAR trial is the first study in more than seven years to show a significant improvement in overall survival in metastatic non-small cell lung cancer post-platinum chemotherapy.
-- How is NSCLC treated in China? In China, platinum-based chemotherapy is standard of care for treating stage IV NSCLC patients, unlike the USA, where checkpoint inhibitors are the dominant choice in first-line.
-- Novocure and Zai Lab Announce Strategic Collaboration with a License Agreement for Tumor Treating Fields in Greater China
United States
Lung cancer incidence (overall): 35.1 per 100,000
Lung cancer mortality rate: 27.8 per 100,000
Smoking prevalence (male): 14.4%
Smoking prevalence (female): 11.7%
Outdoor air pollution: 7.4 µg/m3
Indoor air pollution: 0.2% of the population
China
Lung cancer incidence (overall): 35.1 per 100,000
Lung cancer mortality rate: 36.2 per 100,000
Smoking prevalence (male): 44.8%
Smoking prevalence (female): 2%
Outdoor air pollution: 53 µg/m3
Indoor air pollution: 32% of the population
** The stock price reaction to LUNAR is based ENTIRELY on comments made by US physicians and US ICI standard of care.
This happens to a MB when the Hyped Technology keeps underperforming IMO..
Way lower it goes IMO
I recall he was bragging that he emptied his position on NVCR above $200.
Posting BS against NWBO is no use. The reason is simple. He is against science and science always prevails.
This abstract was published five years ago on DCVax-L + Poly-ICLC. Five out of nine patients are still alive over ten years after three doses of the combination. This is extraordinary considering the fact that maturated dendritic cells can only live one week after reaching lymph nodes. After one month, all the original dendritic cells loaded with tumor antigens were gone. But because of the involvement of MHC Class 2, the anti-tumor immune response keeps going and there is why there is no recurrence.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6216157/
LOL - If any wearable wave devices would have any meaningful effect on health, mom & pop shops would have been offering them long ago imo,,
Just not worth the time as so far data has been as good as placebo effect imo..
Still have hope? If patients just take at minimum three shots of DCVax-L, they have very high probability cancer free, like what happened to Alice and Dan.
Will they wear something like this for over 18 hours a day? All the investors just need common sense to know the answer.
Dendritic cells after be activated and maturated by poly-iclc have maximum seven days life after migrating to lymph nodes. Three doses will be administered within 28 days. After 35 days, all the primed dendritic cells loaded tumor antigen are gone. Yet the anti-tumor response continues. How is that? Dr. Bosch said the following.
It presents peptides from both known GBM-associated tumor antigens, and tumor antigens which have not been reported in GBM before. And the presentation of these peptides, not only through class 1, remember important for cytotoxic T cells, but also through Class 2, to CD4 T cells, suggests that we also get T-cell memory responses in vivo. Something of course, that we believe is incredibly important in a chronic disease like GBM, where you can't just eradicate it at once. You needed ongoing response that continues to hammer away at the tumor. You need to set up that battle in the brain, where the immune system can continue to eradicate tumor cells, because they will continue to replicate otherwise. So this immune memory is actually critical for the, for the potential success.
Joels frozen tumour was only big enough to make 4 vaccines. Some of his tumour had already been sent to Heidelberg for analysis as part of the ipilimumab clinical trial he was part of. So they could only make 4 although 5 were given in the clinical trial for DCVax. Prof Ashkan said that 3 is enough to reprogram the immune system and the other doses are maintenance doses. This treatment is really expensive and we have had to crowdfund for it as you know. It’s probably cost around £190000. We did explore the German option with IOZK but decided against it for various reasons.
And the "NoCure, Not Good Enough Therapy Concept" gets more Reveals imo!!
Ovarian Ph3 data should be soon.
LOL - Going No Where & Relative Strength is only a Distraction from Reality - SMH
NVCR has failed the expected performance exam imo..
Way down is the way out imo....
Time for trolls to look elsewhere! Going much higher from here! Hold your shares and enjoy the ride to come!
It is the writing on the wall.
Here is the sell record of the CEO. The left part is after the publication of the blinded results of the DCVax-L p3 trial. The right one is before the publication.
Even since the first results were published on the P3 trial, he sold $176m. Before the total sell was just $24m. Does it look like the captain is about to abandon the ship?
NVCR started as a convincing therapeutic hype because of its theoretical mode of action on cell division imo..
Then the trial data did not confirmed the expected hype, having little to offer to Doctors/patients who have been desperately looking for a truly game changing alternative imo..
Knowing that, insiders kept selling as data kept disappointing imo
And now it has turned into dead money & will keep bleeding to nothingness imo
I don’t come here to hate on nwbo just because I’m recently invested in nvcr. I don’t know the stem of the animosity between the two among its investors, but I hope both do well.
600 GBM patients already received DCVax-L treatment. Hundreds of them went through compassionate use program.
Has anyone heard a story like this?
Is GBM the sole target of DCVax-L? Not at all. DCVax-L can conquer all solid tumors. Read the story. See the guy with the dog. One of his dogs got cancer and was treated with DCVax-L and the dog was cured.
However long they want to keep it down they can have at it, because I’ll still be here to take my big profit when they decide to let it off the mat! End of story!
Clear path to nowhere, but DOWN imo....
Yummy! God bless all and have a good weekend!
It seems like the CEO lost confidence in his company too.
Smart money is buying here.
This Balloon Has been finally Deflated imo
This is a good setup. Sellers are clearly getting exhausted now. Bodes well for a nice technical bounce. I think near term upside resistance might be around that $60 level. Some of the gap is going to get filled. If they release something positive, short covering will easily break through that upside technical resistance level bringing $75 to $80 back in play. Either way looks a very comfortable swing from such depressed levels imho. God bless and have a great day all!
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