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DCVax costs of patient care for many cancers should be significantly less than the overall costs of patient care for current cancer treatments.
The current cancer treatments are costly for the actual treatment plus costly to address all the recurring labs, emergency room visits and hospitalizations, and drugs and doctors visits to address the debilitating and dangerous side effects.
DCVax is benign and low overhead for the overall health system, requiring a well defined schedule of shots in the arm, not relatively more frequent trips to the cancer center for labs, infusions, doctor visits, nausea/gastro/skin and mouth sores, increased susceptibility to blood disorders and clots, and infections, that can debilitate and possibly kill the patient.
Cancer sucks and the prospect of treatment that doesn’t damage healthy tissues and organs, and while preserving normal and healthier feeling life including being able to eat and taste normally, etc., is a major advancement. And it stands a better chance of survival and a memory effect that might prevent recurrence/mets!
DCVax might not only be a threat to BP, but might also impact the whole ecosystem of expensive health care imo.
Post 703870
Includes link for audio and the transcript
Yo y’all,
I thought I had fully heard and digested and comprehended LP’s very long and detailed ASM update.
Just for good measure I made it a point to replay it and give it a most careful and attentive listen.
It was time well spent and I recommend you commit the quiet uninterrupted time to relisten carefully.
Overall LP provides an indication of the comprehensive nature of their planning and activities to build the franchise for dendritic cell (and complementary) therapeutics.
This includes growth regionally, by cancer indication/combination opportunities and partnership opportunities, with intent to capitalize on the “toolkit” and multinational IP protection that was intentionally established to support such growth around the world.
Even LP’s manufacturing discourse and the importance of closed system manufacturing, and the nuances around coming up with new variations that address issues with the original Flaskworks implementation.
The future looking portion of her presentation is also rich in detail and importantly based on continuing to build intrinsic value, that should ultimately be recognized and realized.
You can’t listen to LP’s detailed summary across the important activities and objectives and give credence to all the FUD that is thrown at the proverbial wall!
Look, I have always been characterized as paying attention to detail across projects and work, and it is readily apparent to me that LP is fully intimate with details of everything nwbo is doing and has a comprehensive framework and plans for the development of nwbo!!!
Highlights:
MAA approval is lynchpin for every thing
Management must greatly build out (to handle commercialization and growth vectors)
DCVax L and DCVax Direct (highlighted)
Roswell inlicensing re enhanced DC, tumor environment, enhancing and complementing elements tool chest
The thundering herd is on its way but not here yet and nwbo positioning for it
Nwbo is quite open to partnerships and some are in the works
Share price manipulation and stopping it
Market doesn’t yet reflect intrinsic value and nwbo will continue to build intrinsic value
My opinion after listening is more bullish than ever however it all hinges on MAA approval in the UK, the rest should follow, and I believe the intrinsic value is much higher than the artificially suppressed current share price.
Like LP says, these are forward looking opinions and there are no guarantees, however I’m feeling very good about the near future and that nwbo is in good hands with the present CEO and team.
Could be tomorrow morning, or another day this coming week! Or the following week. The tingling sensation is increasing!
The sun will come up, tomorrow!
We are very likely exceedingly close with the MIA change to Human from essentially trials.
That’s why I did one more meaningful buy at $0.332 instead of trying to catch the move just right.
That’s it for me (famous last words )
I’m way longer than I expected to be and more than enough to feel good about the results if and when the true value of nwbo shares is even partially realized imo.
Yes indeed! We are far from being a household name, but we will be!!!
Hey, HBO series using DCVax in an episode is a baby step.
Don’t forget the value of the Big Data database and tissue banking potential!
My last work was related to Big Data, which goes hand in hand with a lot of opportunities, including AI, Assisted Reality, discovery, advertising, monitoring and prediction, etc., etc. !!!
All sorts of other things besides GBM/rGBM treatment, which is important itself.
Extend to all solid tumors/tissue agnostic and dcvax direct for inoperable tumors!!!
The end game is many innings away. Heck, the opening pitch hasn’t even been thrown yet!!!
Use of Eden could be another revenue stream and barrier to entry for interlopers!
Thanks for reminding me!
Time to chill the magnum again and I think this time for good for the celebration!!!
All the best!
Flip,
Exactly!!!
Dstock,
Your forensic due diligence skills and frictionless pursuit are remarkable!!!
A lot of us talk however taking action without procrastination is a lot less common. My father, who I don’t believe went beyond elementary school if that in Sicily, nonetheless became a licensed deisel motor specialist for commercial boats. He would effortlessly and fearlessly start executing his ideas and tasks.
I didn’t take after him, and am more like my mom, studying and planning what I would do. Then I might actually start to execute something. A long time after the initial goal.
Needless to say but my dad got a lot more stuff done per unit time.
You remind me of his unhesitatingly productive nature.
Nwbo via dcvax may very well become a king maker, in that it’s looking like dcvax in combo with iCLC and other BP products, yield higher efficacy than without iCLC and dcvax, such as the early promising indications with Keytruda imply. But the same likely applies to combination with BMS’ analogous oncology product. Etc., etc..
So nwbo can play with any and all BPs, as BB once or twice stated.
In fact, it might be too limiting to only collaborate with one BP and possibly impeding the overall progress against a greater variety of cancers.
There may also be a similar approach against non oncology diseases.
From a moral perspective wouldn’t it be too self serving to have a Chosen BP get the secret sauce and control who and how it is applied towards greater potential or not?
Dcvax/Hiltonil may become the new oil that many BP engines will need, so to speak.
Its shenanigans every day until Tharrr she blows!!!
It’s coming very soon imho.
In the words of Gomez Addams, “Trish, I love it when you speak French”
Here’s to great news coming real soon!!!
I just picked up another bunch of shares at $0.332 due to the tingling feeling that we are extremely close to big positive catalysts being reported, not the least of which would be MHRA MAA Approval!!!
Is this the weekend before “Tharrrr she blows!!!” ?
This is probably the last addition I make since I have gone way beyond planned position, but I’ve stated that before only to keep adding.
Time for an intervention or time for a partee ?
LP is an expert on IP
Yes, MHRA LEADS the rest follows!
The paper claims a follow up phase 3 comparing dcvaxL to SoC has been in progress.
I don’t remember anything about such a trial and it would seem inappropriate to condemn trial participants to a placebo arm without benefit of dcvax.
M a n i p u l a t i o n imho
Maybe trying to keep a lid on things?
Maybe covering at suppressed sp while still can?
But whatever, the combination of high volume and no significant sp movement up or down this morning should be a flag.
Kenneth, what’s the frequency?
Nothing trades billions of shares a day, so I don’t understand your post ???
Suddenly I’m hearing the Flash Dance music in my head. The music just prior to approval (acceptance into the dance academy)….you know,
What a feeling!
Thanks!
Thanks I will be checking as well!
Yes that was my first thought, however wouldn’t a simple update have retained the Investigational indicator instead of Human (which I think I remember seeing other treatments updated in the MHRA MAA changes reports go to Human upon approval.)
Tharrrrr she blows!!!!!
Could we be reading a new PR and/or SEC filing of material new information regarding MHRA Approval tomorrow morning?
The sun will come up, tomorrow!
Will the sp follow along?
Am I putting the cart before the horse?
In my opinion and simplified logic I would assume the MIA change to Human correlates to MAA approval!!!
Can you feel the higher energy and anticipation of imminent news?
I feel something tingling !!!
Any day now, “Tharrrr she blows!!!!”
(Referring to Moby Dick, and shame on those who are thinking gutter stuff )
The reported volume has been steadily higher over the last few weeks, or so it seems.
One doesn’t know how much is manufactured by shenanigans trading back and forth, however it seems the average level has risen.
Short covering? Whispers spreading about imminent catalysts? Continuing shenanigans?
Could be any combination, however the sp continues to hover and change in tenths of a penny, which imo indicates continued suppression/control of the sp.
What to do? You do you, whatever that is!
For me, I see the risk reward still compelling and I keep adding at the low prices. If I’m wrong my damage has been done and the additional cost of $0.30 shares amounts to a low single digit additional loss. If things go well the additional investment stands to gain 10:1 even at $3 sp.
Again, you do you! Just my opinion and not investment advice. I never bet the ranch, just the north 10
You’re giving a good bread a bad name!
Would you consider changing your handle to Sir Bleached and Nutritionally Stripped White Bread
Ok, it’s all good
Hey, watch it!
Me and many others here are at least as mature as management and we’re not ready to be talked about in the past tense yet!!!
The various prices are not out of line, in that they all will be achieved in time.
It’s just how much and what trajectory at which time.
Various scenarios can play out that could result in drastic overshoot and we might have a short squeeze or even just a fomo episode, that could launch the sp way ahead of current valuations based on near term prospects.
I keep mentioning that Brooklyn biotech stock that was nowhere near approval nor big funding, yet it caught some press and fomo propelling the sp from about a buck to something like $40-$60 bucks in 2-3 days!
Of course the sp didn’t hold but soever briefly it rocketed 40x-60x !!!
Nwbo has the science, efficacy, and MAA submission behind it, as well as an artificially suppressed sp imo.
While a good case can be made for short term sp in the $3-$5+ area, I would not rule out good press, real analyses, and possibly fomo, breaking the sp out to $10-$30+ per share, and even higher.
I could feel good if the sp initially goes to $2 or more, expecting that to be a value that would be temporary on its way much higher.
Of course the cabal could win (cheat) their way to burying nwbo, however I feel that is less than 10% probability versus 90% of success imo.
So let us cultists enjoy our wait and you can tell us you told us so if we’re wrong
Fwiw I still have a Crazy Eddies baseball cap in my garage. Remember Crazy Eddie?
His prices are insaneeeee!!!!!!!!
Reminds me of the Adam Sandler line near the end of The Wedding Singer movie, where he’s explaining the situation about Julia and the philandering cheating boyfriend Glen Gulia (who happens to be a junk bonds trader with no qualms about his deceitful behavior) :
“Billy Idol gets it!”
Seems so clear and obvious who the FUDsters are and their MOA and motive.
Sky,
Excellent post that establishes with details why we so called fans are fans of the science, technology, and yes, the management!
There is still respect for honest discussion and differences of opinion. This has not changed. What changed was the invasion of mercenaries who are compensated to aid and abet those orchestrating and benefiting from shenanigans against nwbo and dcvax!
You can’t read this board consistently and not observe the FUD by those who are here 24x7x365 collectively throwing distortions and untruths that have been debunked repeatedly with facts, not opinions.
Those who honestly take issue with management and/or their actions and lack of action are heard out and for the most part debated with decorum.
Even the fudsters when they put forth an interesting argument are engaged vigorously but fairly, and keep everyone on their toes, like competition in business and sports does.
But when you get down to the fundamental issues, the lives of many cancer patients and families are directly impacted by efforts that would postpone or kill the promise of dcvax based treatments for the sake of ill gotten financial gains. Blood money in my opinion and I couldn’t live with my conscience if I got it by knowingly keeping even the hope of a promising treatment from those facing terrible prognoses!!!
You Viking are well versed in the markets and are not a fudster and imo open minded, so the above is not aimed at you, just a general opinion about what has happened to this board over the years.
I’m having a senior moment so please what does OT stand for?
Tyia
I hadn’t yet put you on ignore but will now.
Have a nice weekend
I just ignored 5 FUDsters as a start to see how much impact this has on cleaning up the posts and streamlining the reading process for the board!
I will not identify who I ignored, at least for now.
Thanks again!