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Hearing rumblings of a big move coming in the short term. Move supposedly due to potential buyout. Anyone hearing similar. The company has a nice technology with some nice data to date. Looks like a great candidate. Don’t know enough to invest heavily but took a small position. Need to dig a bit more.
Now that made me laugh.
I think we will hear something today.
Hi, i have been a little out of touch. Are they scheduled to present at ESMO?
I agree it could hit 40. Someone has got to start this though. I wish I had the dough to do it myself.
I wish people other than a few could see how close this short is to folding. I think one 100,000 share day day and this can gi to at least 20 bucks before it settles back down. He is a margin call just waiting to happen.
Exposure is an issue. The PR’s are not getting enough eyes. The firm they are using is not a good one. Most likely they did not spend for a PR firm that can get news to all the major platforms. It is so unfortunate because the website is just so impressive. Something needs to be done. I informed management but not sure what other action is possible. Hopefully they will agree with me and hire a firm with broader reach. Well, even basic reach, lol.
What else is important to know is the more recent private placement are restricted for the next 6-12 months. Of the placements from 2018 most all of those shares are not been freed up yet. The total float is 1.3 million, the minimum required for them to remain on the OTC QB. There is a naked short of over 1.3 million at an average of about 2.40-2.50. This keeps going up the shorts are in huge trouble. Margin call is a real possibility.
New article, well written, explains things in a simple Manner.
https://insiderfinancial.com/fingermotion-otcmkts-fngr-enters-big-data-space-solving-huge-inefficiencies-in-insuretech-like-ipo-darling-lemonade-nasdaq-lmnd/180148/
I will just say I am happy and waiting on the EUA. They should get it, but have learned nothing is done till it is done.
I appreciate your posts. Yes they had kits here for all the testing(In house and FDA). Just not the big order yet from what I got from our conversation. Again I reiterate, not for the negative reasons some believe.
Getting the kits to the US. I personally am quite confident they will get here and am also quite confident the delay in getting them here has not been just because of what the naysayers say. When I discussed the process of bringing medical supplies from another country for the first time with an acquaintance in the pharma industry, t is not like trying to get plastic toys here. Then add in Covid.
Just to let the board know since there is so much wrong information out there, I am a shareholder and our institution is placing an order with the company. I am quite certain the EUA is coming very soon if not within days. We talked with a sales manager and expect a shipment to be sent within about a week from now. I was told the NIH/NCI had to go over a few things with them last week. With the halt of non EUA test kit sales this is huge for all the companies that have been granted it. Pred’s test is unique among the other tests since it is point of care. It does not require lab equipment purchase or use which adds cost. The test still will only be done initially at places with an accredited lab since they want professional making sure the tests are done correctly.(e.g. hospitals, accredited independent labs). At home use is down the road a ways for everyone. I have no impression that the kits won’t get here. I am actually quite certain they will and money for the company will never be an issue again. They will sell all they can produce(many of the companies will) and I know for sure it is in the millions per week.
Actually even with a vaccine antibody tests will still be needed. Multiple tests on each person at that. The first vaccines more than likely will not be as effective as later vaccines. Also no one knows how long a persons antibodies are gonna last. Testing will go on for the next 1.5 to 2 years at least to help gage immunity. The approved tests will all make a lot of money. No one will be able to produce enough. PRED’s test is extremely high quality and point of care which is HUGE. I can tell you with the hospitals here in LA there are a few that are waiting for the EUA decision on PRED. Our institution is using labcorp now(patient per patient basis)and is ready to place an order for PRED’s test upon approval. Anyone with any link to medicine knows how much these tests are needed. The demand will be unreal. It does not matter if this stock is in the grey’s for a while, more than enough people who understand will want shares. I am not even considering stems cells and endometriosis. I think the SP could explode with positive feedback from the FDA. I don’t know about PRED’s tests, but I do know of another company that got tests out of China recently. So I think in the end we are gonna be OK there too.
Hope that helps some of you on the board who wanna see success. GLTA
I am a surgical oncologist and work in Los Angeles. If Pred gets the EUA our system is gonna start buying the tests. For now they are sending patients to Lab corp. My old job was in Northern California(Bay Area) and they dumped the Abbott system over a month ago because the results were poor. They are waiting for the EUA. It is painful to watch the SP right now but everything changes with an EUA. It will be the only antibody test on the market with an EUA not requiring a lab. Every hospital employee, every doctors office will want it. Businesses will love it. It won’t just be one test for person. You are talking multiple tests for most. I think anyone who wants a good outcome for PRED should just focus on the EUA and I expect an answer before the end of next week.
I am hearing from solid sources that they will stay on the Grey’s and have to reapply to be put back on the exchange which takes months. It is a technical issue when on the OTC. Look up the historical data of companies that go to the Grey’s, It looks almost impossible to get relisted. The very few who have, never regain worth again. If we were not on the OTC that would not be the case. I want to be proved wrong. I just cannot believe with the people involved with this company how it came to this. Unbelievable.
To have an accurate test you need to accumulate a lot if validated samples with serologic tests that have been developed for the specific virus you are looking at. That in a nutshell takes times. A few months for a probably low sensitive and specific test and longer for a high sensitive and specific test. I believe China let WHO know what is going on in December. The had probably been working on tests way before that. PRED’s test comes from an established Chinese lab. It makes me believe the accuracy of the test will be quite good as they claim. I am hearing numbers in the high 90’s. Other companies serologic tests are touting those numbers. Unless they also collaborated with someone who has had a huge head start like Predictive has(I don’t know that much about the other companies) their real accuracy, not what they say, should be quite a bit lower. The people who are looking at the data will know that.
People also need to know it is very important that there are two types of testing. quantitative tests for viral loads and tests for immunity/exposure. Both are gonna be used.
That being said I would love to be a fly in the wall in Washington DC or at the FDA.
On top of what you said Pred has an anibody test. It is important in my work setting because it will give you an idea if you are immune or not. It can tell me even if I am asymptomatic if I have active disease and may be shedding the virus. If the test shows I may have active disease I can get the PCR test. I may take the test every 6 months until it is deemed things are under control. This could be as ling as 24 months. The Abbott test should not interfere with Pred’s course.
Well the hope is they will be partnering/using predictive labs in the US. To scale this they are gonna have to work with multiple labs.
It does seem like there is some news coming. I had a question if anyone would be willing to give their opinion. ELGL is not a clean shell at this time. There has been talk of it merging into a clean shell that has it’s financials up to date. Wouldn’t you expect that to be announced first so you have the desired effect on SP from announcing the purchase of a soccer team or value of the tailings?
Thx
Audencel patients started treatment 1 week after chemoradiation So about 9-10 weeks after surgery(surgery-2 weeks recovery-6 weeks chemoradiation-rest 1 week-vaccine).
DCVax patients started the vaccine 12-13 weeks after surgery.
Difference less than a month.
Survival Audencel 18.3(all treated)
Survival DCVax 23.1 blended(over 40 placebo, crossover and noncrossover). Also over a year old and when looking at the enrollment curve for the trial I expect blended numbers to be at least a month and a half better. Then we have the tail.
The vaccines are different. They activate the immune system differently. I thought the point is that the one we support is the one that works?
Everyday a group of certain posters tries to find something different wrong. It is so transparent. I just keep buying a little more every week until we get the overdue news we are all waiting for.
I really don’t have time to go back and forth. People can chose to ignore my opinion or shoot them down, that is fine. I know there are at least a few posters who appreciate it. I believe this is now a single arm study. I don’t believe there will be a big difference between treatment and crossover. Patients who recur in this trial and cross over will have very small volume disease. They are followed very closely being in a trial setting and they are naive to the vaccine. Not like the real world where most patients recur with symptoms and larger volume disease. As a single arm study I think they will compare to patients who have been through chemoradiation only. That is why I believe data is from the time of surgery like the publication. At some point during enrollment they stopped with the crossover. Eventually they lifted the clinical hold. The FDA has said it wants to do away with placebo patients. I see a relation to these events.
I have said before, I am as frustrated as anyone for the waiting for both selfish and patient reasons. I got burned at the beginning of my investment for not understanding the financial side enough. I have taken some serious risk to make up for that. Every week I see at least one patient I operate on or can’t that I would love to offer DCvax to. Right now I would offer it to those who are out of decent options or could not tolerate toxic treatments anymore. I hope to say down the road I am offering it because it works the best.
I can’t argue that I am right anymore than anyone else. I use my life experience and my D&D to make my opinions.
In the translational medine paper all of the data was measured from the time of surgery, not from randomization. I would think the authors are going to be consistent when giving the final data. 36 months would be August not November. I believe the SAB said to get ready to unblind and they have been collecting and scrubbing the data for some time. Once complete, hopefully very soon, the data will be locked and unblinded. I expect data before the end of the year, hopefully in time for SNO. It also makes sense to me what is going on with NICE. NICE needed data 45 days before the Nov 8th meeting. The CRO had not had it to give yet. Hopefully by the December meeting deadline it will be ready. This makes most sense to me.
Sorry Doc, I looked through the program. I could not find where Linda Liau is speaking for one hour. I saw where she is chair of a 1 hour session and is presenting for part of it. That does not hint to anything though. Could you post where you got she is giving a one hour talk? That would be a big deal.
Thx
Inept is being way too kind. This will only get approved IMO because the science is so strong. I cannot articulate how poorly I believe the way shareholders have been treated since I have been invested. The past 4 years have been of the most difficult in my life because of this investment. I take some responsibility if course. But what I have been led to believe in my direct contact with management and what has played out in reality are not in the same universe. I am not here to argue with anyone. I am just tired of this and their complete denial of having any fault for our situation. If there is a financing like posted earlier today, it is another example of how misleading they are. If things start to go good I personally won’t give them so much credit. We should have never been here IMO.
They forgot file a form. It has now been submitted. That is what happened. I gotta get back to the OR so I can’t reply.
Stupp was there for Optune. I know that for sure. That kinda stuff happens more than you think. If you read the article he says something that actually hurts the company he supports.
Ex,
While driving home I actually had a better idea. I thought we could record our discussion. I can try and answer your questions on the science and try to refute your concerns about it. I do wish the company was more transparent about where they were in the trial at times. I got burned on that. I was actually quite angry. Instead of just being angry and wanting to get even I did more research and made my self whole again. I kept up with dilution and am in a good place. I am admitting I have not been happy about every move. In the end I understand completely why the have kept the trial blinded until now. So I would love to discuss this with so it could help others come to more informed decisions/conclusions. I am asking you because you are obviously quite intelligent. I feel I will be challenged to prove my point. If I am at fault, I think you of anyone on this board could convince me. I would accept that.
If you are willing to do this please do send me a private message. We can then record the conversation and upload it on to youtube and put the link on ihub. I think it would be a great resource. The only person I would like involved is Mr. Chow. He is a brilliant tech guy and could set this all up.
The only condition I have is it would have to be at night. I am operating basically everyday this week. I would think that is OK with you since you seem to be on the board at all hours.
Great, hope we can connect. Will wait for your message. If you feel uncomfortable messaging me directly then I know Kab, Basin, and Sentiment personally so you can get me through one of them
Thx
Dan, I just think things are finally starting. It has been to say in the least very hard. I just want to create as honest envirnment as I can. Some of may be wrong at times, that is different. It is the intention that matters.
You obviously don’t know very much about the different types of immunotherapy. Send me a private message with your phone number. I will be more than happy to discuss this with you. If you are so confident in what you say I will be more than happy to debate this with you. Just send me the message and I will call you before I am out this evening with my kids.
Thx
A meta analysis of prospective and retrospective studies, really???????
By the way I worked with one of the authors in the NEJM paper. He would completely agree with me.
Also, to help you out when you are refuting the next person. Peptide vaccines don’t work. We knew that a long time ago.
10% tail for ipilumimab. Let alone it is pretty miserable to be on if you are lucky enough to get through treatment.
You are out of your league.
What we may see here is unbelievable. People will figure it out.
IMO the time it takes to unblind the trial will not matter. I am not concerned if they want to wait. All I want is numbers from the March refresh this year. The coming publication will give us a little detailed breakdown of patients. How many were treated right after cheo/rad and crossed over, vs how many weee not able to crossover. Comparing those two groups is meaningless because they are so different. What is important to me is how many are alive at the refresh of data this March/April. If it is anywhere above 80 this is rarely seen gamechanger. Patients and care givers will see that. It will be demanded by them I would bet in it. Northwest will have to do nothing IMO, things will be done for them. So many possibilities at that point including buyot oppurunities.
I think there will be a buyout at some point. It is a major reason I think Cognate was able to be sold. Linda probably needed to seperate herself to get the SEC to back off some. But someone still had to buy it. Cognate is a failure without NWBO succeeding. The people who bought it know fully well if NWBO is bought out they need Cognate to make the vaccine. To reproduce what Cognate has would take years, Cognate knows that. They will not only get rich from stock. Would those who bought Cognate do it if they thought Northwest would fail.
All that matters now is data on L that can be interpreted with some certaintly. D should be in the background. I personally can’t wait to see what D can do. I look forward to not have to do so many fruitless surgeries.
I am gonna stop. I could write about 50 more posts but I end up just getting frustrated and don’t have the time to respond. Good luck to those who believe.
A
I wanted to make a few simple points because some of the posts about survival are so off.
5 year survival is not the same as the tail.
The tail is the benefit of immunotherapy
The classic example of that is Yervoy. It has a tail of about 10%.with melanoma. That is why it is approved. One of my specialties is operative managment of metastatic melanoma.
There is no tail in any approved treatment for glioblastoma period. No matter how many treatments someone gets(multiple surgeries or drugs) there is no tail. If you followed a hundred patients for a full 5 years 5-10% would be alive. Again that is different than 5 year survival on a KM curve. Neurosurgeons know that. My uncle is a neurosurgeon at Henry Ford Hospital and my best friend is a neurosurgeon at University of Washington. They can’t wait to see results. They believe in it.
If there is a blended tail above 20% this is gonna be a grandslam. I think once unblended the MOS of the treatment arm will be impressive anyways.
The publication is just a taste. It is with not fully mature data.
Wait until they hopefully update the blended data
If over 80 patients are alive, wow
I don’t really care what anyone else says. This is for people who know me. I never read this board anymore because of the ridiculous statements by a lot of people who are either lying or think they know what they are talking about when it comes to the science.
I am 100% confident we get approved.
No one wants dilution but you are right.
If you are worried just call him directly and ask.
The 12 million deal is the preferred A deal they just did with private investors. The same terms .17 cents a share. That is the 12 million he is talking about.
It is the same deal talked about in the 10q. Not additional to that.