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Great! So no more dilution before we get to the finish line? Thank goodness they only had to add about 900 million shares and warrants dilution before selling the only asset actually worth anything. Maybe this will actually wind all the way down in 2019.
And you likewise on this stock!
Anyone remember all of the posts over the years about BMY partnering with NWBIO? lol
It's time to face the music.
A BP buyout/ partnership was a certainty just a few short weeks ago, and the evidence used was a loosely worded PR. You were leading that brigade. What happened?
Yes, I feel great. Thanks for asking.
R.E. definitely has a place in trial results when data needs to be mined and certain associations need to be concocted. This isn't your first rodeo, right? Important to keep trying until the right story line emerges.
LMAO! Okay bud.
Heart warming. https://www.cnbc.com/2018/12/28/biotech-billionaire-philip-frost-agrees-to-proposed-judgment-in-sec-case.html?__source=yahoo%7Cfinance%7Cheadline%7Cstory%7C&par=yahoo&yptr=yahoo
A little slappy slappy on the wrist is all. These are the types of actions that unscrupulous CEOs must find solace in. Not much of a deterrent if this is the worst that will happen when you get caught.
I say pick and choose whatever info best fits your intended narrative. No reason to change course now. Happy New Year!
We've sure come a long way from the only viable explanation of the hold being a regulatory agency forcing AA.
Do you think this was the cause for the hold? "Refining" a treatment in the middle of a trial?
Another year in the books old friend. Trial data is still under wraps. More retail money down the drain. More profits for the Island Boys, warrant flippers and those shorting against warrants. More $ and a huge increase in options to the pockets of the BOD. No new patients treated. It's been a very successful year, wouldn't ya say?
Uh maybe because they said the same thing a year ago. Or maybe just because of their general lack of credibility on many fronts . I can't imagine how anyone wouldn't be skeptical of every word out of their mouths.
"late stage parallel negotiations with different unrelated third parties in regard to substantial alternative potential financings"
Can only mean buy out or partnership with BP. LOL!
How many tens of millions of dollars have been pocketed over the past few years?
DL are you sure $100,000,000,000 isn't the number of naked shorts?
How about NOOB? It has a certain ring to it.
13,836. The only rational explanation I can come up with is AI and the use of bots. Maybe this is a testing ground. I can't think of any other theory that makes any sense.
Let's see how many combinations we can come up with for final data of the long tail.
Initial treatment arm + more dvax upon progression
Treatment arm + other treatment upon progression
Treatment arm + 2nd surgery upon progression + more dvax treatment
Treatment arm + 2nd surgery upon progression + other treatment
Treatment arm + 2nd surgery upon progression
Placebo + dvax treatment upon progression
Placebo arm + other treatment upon progression
Placebo arm + 2nd surgery upon progression + dvax treatment
Placebo arm + 2nd surgery upon progression + other treatment
Placebo arm + 2nd surgery upon progression
Of course other possible factors would include patient demographics and disease classification characteristics.
Feel free to add any others that I missed. Seems like the above might complicate the pathway forward, no?
That's fine. Let's talk about other treatments that could have been prescribed upon progression like lomustine, carmustin wafers, radio therapy, bevacizumab, TMZ, or Optune. And of course there are other clinical trials too. I'm not saying any of that stuff is an explanation for extended OS. Maybe it's all due to dvax. I'm only wondering if it would complicate the effort of trying to prove treatment effectiveness. What if there are patients who simply opted out of further treatment in the trial after progression thinking it wasn't working and are still alive? How do they factor into the final data?
Flip, I'm not implying that other treatments are an explanation for above average OS of the remaining survivors. I'm spitballing that it might be a complication that the company is aware of and one reason they would make the recent cautionary statements about the pathway to approval. Others are looking for you to say impossible and nothing to worry about. Your turn.
What do you think, Flip. Is it possible patients who progressed in the trial opted to receive other treatments either in addition to dvax or in lieu of? Could this be at least a partial complicating factor of the "pathway"?
Great post! Something I would add. What other treatments have the surviving patients received? How many tried other treatments when they progressed in the trial? You want to talk confounded data, let's throw in a mix of other treatments into the bag, shake it up a little, then dump it out and compare everything to historical data if the trial endpoints are not stat sig. Sound good FDA? Maybe I'm wrong but it sure seems that is a valid question/risk with the way this trial was conducted. Anyone who thinks this is a lock has their head in their sand. There's only one thing for certain with this stock. More dilution and more stay tuned. Maybe we get a R/S for Christmas.
Will you explain a "volume play" to me?
I think there's a chance the tech does something in a patient sub-group. My reservations aren't as much with the tech as with other facets.
I just don't understand how anyone can jump to conclusions with blended blind data. Evidently, the market doesn't either. Best wishes. I hope this is your lotto ticket.
Flip, will you help me understand how there is no "well established pathway" for unblinding a trial with stellar results?
Smokey what was your original purchase point and size of investment? How much more have you had to layer on to get down to .35 average? Sounds like quite the commitment.
That's a very rosy hypothetical, Flip. Here's another scenario. Zero BP interest. Another financing sub .30 with warrant flippers. Let's see who's right in a few weeks, shall we? I hope you are.
Please help me reconcile this:
American Greed.
Speaking of insinuating things, maybe you can provide a little more color on what you are trying to insinuate with this
The real question is, how much of the personal money invested here was really just money that was made by building out a private manufacturing facility and then selling it? Is that what they call playing with "house" money?
No that was not insinuated in the post you reference. What you could insinuate, however, is that it seems there has never been a sense of urgency to accelerate the scientific discovery of this treatment. Totally out of the question to partner with other entities who may have been able to support such efforts. There is no evidence that such an opportunity ever existed, but if it did, that door had already been slammed in the face of those willing. Folks who claim this is simply an altruistic endeavor of goodwill ignore the public comments and actions of those running the show. As for the rest of your post, I'll just say that I look forward to the day when the truth is unveiled, if that day ever comes. I am doubtful. I think it is far more likely we will never know how much money was pocketed by the hedge fund CEO. I think I'll go back to silent mode. Hope you make a few bucks for your efforts here.
"Go big or go home" Such an altruistic ring to it. Oh and don't forget my 20% option coverage.