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Timing of the placement is also important. The company has plenty of ways to raise that amount of capital for the quarter ahead. They’ve been raising just what they need, just when they need it to keep it minimal. The recent loan had a specific purpose to build out C suites and purchase FlaskWorks machines. Why would a Healthcare speciality HF invest right now? I’d say there’s more beneath that surface. When you look at the Q and Quarterlies the company has laid out the plan; in-licence IP from others that fits with their product and manufacturing capabilites, engage in new trials both in combination and for new indications, grow the manufacturing according to demand at time of MAA approval. I’d be willing to bet SIO has had a look at what else is coming that will need financing when announced. I don’t think that’s too hard to figure out.
Canada will follow rather quickly also. Could add in another 1000 cases/year. Remember recurrent is a bigger market. Effectively one could more than double your market cap estimates. The MAA in the UK is for new and recurrent.
Well, I’m not saying it’s rational. But if someone’s immune compromised and it’s a smoldering infection it can keep moving throughout the sinuses in theory or become bacteremic. Plus GBM/Astrocytoma have a nutrient rich hematoma that can become infected via that bacteremia but that’s all just speculation. My only point is it can occur outside of the area of the sella even though that’s the most likely spot from the sinuses.
I was simply trying to point out to more seasoned investors and others in the field (I’m an Emergency Physician) that this guy’s stuff doesn’t add up well and just trying to avoid the hyperbole that’s rampant here at times.
He’s making very serious remarks and this is a critical time for this company. Many people read this forum and don’t respond in any way but become scared by such BS. I barely come on this sewer any more but this guy needed to be confronted in my opinion. I may not say another word, but I wanted any investor who comes on here looking for real insights to see there’s someone who understands the workings of the things he’s putting out and will meet it head on.
I’m a bit late to this game but I’m quite confused as to how a person with a brain abscess that was found to contain a tiny bit of calcified GBM (now re-classified as an Astrocytoma wild type) who started on this forum only a few days ago, and who’s first postings suggested he had no postulations as to the outcome of a filed MAA has worked his way into a position that he actually now IS making a claim that said MAA will be rejected at the coming CHM meeting based upon testimony he gave to the MHRA and NHS. How am I doing so far?
First, am I correct in asserting you’re upset that you’re still alive 9 years after a diagnosis of GBM because you feel you were misdiagnosed? Is it your contention that if you really had a non methylated GBM by today’s WHO classification you’d never have made it this far without any treatments beyond the surgery and some chemo?
Second, just so we’re clear; while rare, brain abscesses are indeed found in GBM and Astrocytoma, among other types such as Meningiomas (Meningiomas are outside the blood/brain barrier so not so unusual). And when found they’re usually extensions from sinus infections, which can be extensions of erosion of a deep tooth abscess into the maxillary sinus, then further extension from there. So I’m not sure if you’re claiming that you never had cancer in the first place because you had a simple abscess or if you’re claiming you’ve had a fantastic recovery from an Astrocytoma without ever having much treatment beyond the original surgery and chemo/rad?
Third; I’m confused as to what damage you’re claiming that would have sent you to do a series of interviews with regulators regarding the DCVax clinical trial? What part, if any, played a role in your current perspective? Are you claiming the Nurse administrator of the trial coerced you to join the trial that you claim you didn’t join? Or is it that you claim that King’s College was so eager to get you into the trial because of what you call a “favorable presentations and overall genomic profile”? What I see from 2015 you didn’t have a favorable genomic profile in the non methylated status of your tumor at least. Are you claiming you were part of a “cherry picking” of trial participants? Further, I’m a little confused that you were diagnosed in 2015 (must have been before May because the partial hold would prevent any screening of new patients after that) with a GBM4 and were the “first person in the world” be be reclassified under the new WHO classification in 2021, but it was 9 years later; which would be now, correct? It took 3 more years to be the first in the world to have a reclassification from the original pathology? Interesting for sure
Fourth; You were on Lamotrigine for seizures. Were you on a steroid regimen at that time? There’s some developing evidence some anti seizure medications, especially with steroids (but also without) may inhibit brain tumor growth
What I’m seeing makes no sense; you’ve got some axe to grind but it’s not clear what precisely it is. Any clarification on the above points would be appreciated
For the life of me I can’t comprehend how these bathers spend as much time as they do here day in and day out. The amount of money made as a legal short cannot be that significant compared to us longs who stand to be very wealthy. Now, if they’re being paid by the naked shorters that might make sense but still seems a lot of effort for small reward when you can pick up tens to hundreds of thousands of shares for 50 fucking cents.
Yeah, I got burnt out after almost 3 years of COVID in the ER. I couldn’t take listening to these people who drone on with regurgitated and reconditioned disinformation.
What does how long the trial went on have to do with anything? You’ve either not read enough about how and why a trial would take this long or you have and are just trying to make something appear a certain way because it fits what you’re trying to accomplish. Al Boynton started the company because he knew Dr. Liau was ahead of her time and saw what she had. He didn’t have the connections business wise to take it quickly forward. Linda Powers saw he was struggling and took over and got the trial moving more quickly. Patients with GBM don’t want to waste time on wondering if a treatment is promising so it took time for the results of the P1 to gain enough momentum to get the enrollment they needed. The money started coming in and the trial grew. The events of 2015-16 where there were enough patients enrolled to see a trend of survival but also a trend of progression and that the two were not matching required continuing the trial. Now, that’s a complex and interesting conundrum that anyone who was truly invested, truly happy to know a promising treatment was emerging, or truly interested in science would consider and dig into to understand those complexities. On the other hand anyone who wasn’t invested but worked for short sellers to sow disinformation and confusion, we’re short sellers themselves, or simply trolls enjoying watching other people become anxious by their words would dismiss all that complexity and reasoning and just imply the whole thing is a sham. And, boom, there you are
Pumping for 20 years for a stock trading at .52 would be a little odd wouldn’t you say? How about this: those of us in Medicine and Science who see what this technology really is are here to inform people. I’m a stock holder, for sure. But I quit coming here for the most part because it’s so damn obvious that shorts have had a lot of success over the past 7 years and so why speak to people who either don’t believe me or are too scared to believe me, or who can’t come up with a real argument that I can’t successfully debunk? This is generally a futile space full of people like yourself who have no reason to be here unless you’re a short seller or some weirdo who has some sort of psychological make up that drives them to feel being a thorn to people’s side is somehow some sort of wonderful character trait. At least those of us who’re long say we are
Great response!
What in the actual F*** are you talking about? PFS from the treatment arm was mostly PseudoProgression. Progression after chemo/radiation + Placebo was true progression. Once a treatment arm patient was deemed to have progressed it’s marked as a PFS event and cannot be undone later after it was discovered PsuedoProgression was occurring. Further PFS was a marker used in cancer trials to prevent having to run all cancer trials until everyone died. The reason is in most solid cancers the time from progression to death is fairly certain and well documented in vast literature data so the practice and hypothesis is that if you delay progression, and time to death after progression a given, you should be able to use PFS as a marker for OS. Even then PFS was considered a very controversial endpoint and there’s tons of literature on that also.
1. Dr. Liau famously stated that ‘Everyone appears to be living longer than expected.’ This was because true progressors who crossed over and got their DCVax were living longer after true progression as were those PseudoProgressors. They were all now mixed into the same batch of patients and no one knew who was who because of the blind.
2. The treatment arm patients with PseudoProgression actually did better than those who truly progressed in the treatment arm because the PseudoProgression represented massive T Cell invasion into the tumor void meaning the Vaccine was having a greater effect.
So you’re going to try to tell people that comparing true progressors from the placebo arm to the PseudoProgressors in the treatment arm gives the “more accurate conclusions”? You can’t be a serious person who “really understand the trial results”. You’re going to tell us that miraculously the 30+ people from the placebo arm who crossed over did better because they progressed one month later than the PseudoProgressors in the treatment arm? Progression is totally and completely dissociated from Survival in this trial and has no importance what so ever
We’ll, one of these days I’ll be correct haha
Almost there
Imagine a modern cutting edge Regulatory Agency approving the treatment of a deadly disease because they’ve seen enough evidence of efficacy to allow it.
The FDA allows DCVax to be exported to the US from the UK and given by a licensed Physician to a US patient as long as the treatment is started in the UK. There is a stipulation that they can not ship any more than a 3 month supply. However, because DCVax can be sent for each individual shot, this doesn’t really apply to DCVax.
Gary, so sorry to hear of your friend, that’s terrible.
But I’m glad you’re doing well
Haha, I absolutely have to give you credit for continuing to find a new and innovative/creative way to make it appear there’s something amiss with NWBO. First, if they were cashless where’s the dilutive raise you and your colleagues are counting on to make your short position pay? How long’s it been now?
Trying to imply some sort of Chinese connection and then relating it to the Biden situation is absolutely genius; IF you’re counting on idiots to be scared by such a silly concept. I simply gotta hand it to you, you’re the best.
Oh, and by the way to those who get spooked by LC’s stuff; NWBO owns everything that Advent uses and therefor profits on the use of their equipment if Advent wants to do some manufacturing for non competitive technology. Oh, and, there’re some smaller DC based companies that more than likely are looking to NWBO to help them advance that tech in other fields than Cancer because NWBO owns all the patents to the manufacturing of DCs…not Advent. Just so you’re clear from a Physician and Manufacturing Engineer that understands this stuff better than random anonymous people on a chat board. Cheers LC
Sorry to not get back to you on this, I haven’t spent much time here lately because of all the nonsense. But, in regard to antiviral properties DCs themselves are very important in the viral spectrum and so there’s been a lot of science done regarding DCs as a treatment for viruses and for the autoimmune diseases thought to stem from them. The fact they found CMV and Epstein Barre viral proteins in the lysate of patients in the trial and who’ve been treated under compassionate care it raises the question of both a antiviral vaccine as prevention as well as a treatment after the fact to rid patients of chronic infections like herpes, CMV, Epstein Barre, and COVID to name a few. Viruses age us even when they don’t make us that sick and if we never got a virus we may all live for hundreds of years.
Regarding Mad Cow that’s a whole different matter and is a disease caused by defective proteins that misfiled and end up in the brain causing neuro degeneration. There has been some concern of these coming recently after long COVID infections but the disease itself is not one of a virus directly; but possible chronic inflammation from a virus. That’s horrible though.
As far as blood cancers certain lymphocytic leukemias can come from HTLV-1 virus infection and there may be links to others that have not been completely established yet so that’s an area of study right now also
When this platform hits the ground running in directions most can’t even imagine, let alone comprehend, it’s going to be a shock to the world, not just the medical community. These bashing mouths are so scattered at this point they’re starting to shudder and shake as they start to implode.
1. Anything from 2014 is no longer significant, especially Buzdar’s complaint that NWBO shouldn’t be sharing ANY data from a study not yet concluded. It was pure hyperbole that Feuerstein went fishing for after being denied any quote from any other researcher.
2. Buzdar is now on board and has discussed being part of future trials
3. Nobody cares
4. Nobody cares
No one’s going to hate you friend.
However, you totally miss the boat here. There’ll be no need for a sales force to the Oncology world. The translational nature of what’s about to happen will be quick and forceful and Physicians as a whole will be told what to do by the Hospital System they’re in and CMS/Insurance. And the evidence will be swift and accumulate over the next 3 years while DCVax is introduced and seen as the effective “too good to be true” treatment it is.
This isn’t the accumulation of a BP’s marketing frenzy with a catchy tune and happy appearing people living life as if an a Hallmark card. ASCO is a place where industry meets cutting edge science and the Oncologists are just there for the tote bags, food, and CME so they don’t have to go to other conferences throughout the year.
Also, remember, 60 of the top Neurosurgeons in the US signed this paper and had patients in this trial that for the first time actually saw a difference in survival. That’s real world shit, not some packaged brochure. Those 60 Neurosurgeons all have active and busy practices that will be using DCVax as well as their Institutions. Smaller hospital systems from mid sized Regional Medical Centers to Critical Access rural Hospitals will follow suit immediately when they realize they’ll be reimbursed and the treatment can be given in small outpatient settings such as a Primary Care Provider’s office or even Urgent Care systems (they already do infusions for things such as Lyme Disease, chronic infections, blood transfusions, and Rabies vaccines. Also, pharmacies, especially CVM, have been actively figuring out how to be infusion/vaccine centers since they came to prominence and profit during COVID.
So, I think you’re not seeing the slides through the correct perspective. The slides show some very simple things:
1. This shit’s effective
2. It could be used for all Cancers and given in the community setting
3. It could be used as an antiviral
This is the shot fired that’ll change Cancer from a devastating horror into a treatable condition that requires only going to the Doctor or the Pharmacy a few times every few months with no side effects.
The shorts have and continue to miscalculate. Bigger retail keep the price right. Don’t sweat a thing
If my aunt had nuts she’d be my uncle
I totally agree Dan, especially that the MHRA has seen almost all the data already and I believe the approval upon MAA submission will be swift.
Haha! Oh boy. Well Ex, let’s make a bet. I’m thinking MAA approval in June 2023. I know I’ve been wrong on a lot of timeline predictions, but when in life new information comes to light most intelligent people reserve the right to change their minds and create new views based upon that new information
Creating an individual IND is how compassionate use is done for the most part in the US. You have to have an institution with an IRB and a pharmacy review that allows the treatment to be given within a health system. However, as I said, I’m looking further into this right now because the new MIA may have changed something. I’m helping with the logistics as we speak for a patient with recurrent GBM here in the US (free of charge on my part, it’s voluntary and I’ve given full disclosure I’m an investor. I did not instigate this patient’s pursuit of getting into the Special Program, it was on their own. They reached out to me for help with the planning, etc. and I’ve spoken to their Neuro Oncologist who is excited about this).
So, I’m not going to say for sure what the next steps are for importing vaccine to the states and giving it. However, this patient is going to go to the UK and at least get things started their. The Neuro Onc is willing to create an IND, he’s done it many times in the past
Well love, this “turd” is on a slow burn to cure some really horrible disease. I’m sorry you’re so upset about that
As a practicing Physician I’ve done my research on this and what I can say is that NWBO has a way to import cells to the UK (i.e. a tumor and/or leukapheresis) and to export cells (vaccine) globally. Whatever agreement or proprietary means they have with FDA and other RAs is covered at this time by the Specials Program. As long as I am working with my patient in conjunction with a “treating Physician” in the UK who I coordinate the treatment with the FDA appears at this time to have no issue. Whether there’re other things I’d need to do regarding a specific per patient protocol I don’t know yet. However, it’s apparent NWBO used the language in the PR specifically because they have done the work that will allow this to occur. I believe, but have no confirmation from NWBO, that the delay in the MIA was regarding something the FDA wanted as far as an addition to the GDP certification
No clue, not me
I personally don’t believe NWBO will sell, never did. And I agree with all you just posted, completely
I’m glad you’re continually amazed by me.
No, it’s that they cannot imply they’re making “revenue” from an unapproved treatment in another country that’s allowing them to use it under a special compassionate use program. Of course certain people find a way to find sinister motives and propagate it on message boards for some reason
First, I never said anything about NWBO purchasing Oncovir. However, look at the slide from Dr. Liau and you can see the other TLR agonist in the trial which targets a different receptor did not do remotely as well as Oncovir’s. In that same vein why would Merck need to buy NWBO if I can simply prescribe the two in combination?
Well, you’re so sure of yourself you tell me why you know that so confidently
Whatever you say, you’re obviously on top of everything up to the moment, by the minute, and in discussions with NWBO about buying a large chunk.
Sure is
The slide shows DC vaccine plus placebo, plus Poly ICLC, plus Resiquimod (also a Toll-like-receptor agonist like Poly ICLC, just different receptor ligand). The graph shows 50% survival at 100 months (8+ years). Dr. Liau would like to obviously expand these trials using different dosing, etc. and go on to a registration trial with NWBO for approvals
First, I’m not going to speculate on revenue because it’s difficult to tease out from the financial statements. They can’t show it as revenue and so it’s hidden within other things I believe. However, and I know you’re being a bit snarky, I do believe there’s some new issues regarding how the Specials Program can be expanded beyond the UK sometime soon. I am not going to go deeply into that because it should be fairly easy to figure out for anyone here if they want to look. But you can start by looking at what a top consultant in the Good Distribution Practice (GDP) arena was doing for 8 weeks at Sawston from December to February before another meeting was held with the MHRA regarding manufacturing. Then look at the wording of the last 8K discussing ongoing operations