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Have been watching progress of POET for a few years now, think that the company has some truly market disruptive tech.
What is holding me back from any real accumulation is the fact that they now have over 300 mill O/S. At some point are going to have to implement a R/S, and that would in all likely hood have to be at least a 1 for 10.
Most likely a 1/12, or 1/15.To get it into 15/20 mill O/S.
Has anyone heard rumors of R/S and/or a big tier listing application[ie NASDAQ]?
Any more educated replies to those close followers would be appreciated.
Think the company has a bright future
GLTA
I am now Phantom...sorry thought I already was.
Thanks
Phantom Could you also ask Peter on your call how he feels about BPTH as a threat to MRKR.
Thanks in advance
BLU
PhantomLord BPTH in the last two days rocketed up to nearly $70 per share from $4.65 now back down to mid thirties. Because of AML results. Could you please do DD and let me/us know if we need to be worried.
I am still very long here, but don't post because of no new news.
Hope all my friends here are well.
There pipeline is sparse, and will do my own DD and get back to board with whatever I uncover.
BLU
Did you listen to the call? He said much more than that.
They have first mover advantage, production, legal, financing, distribution, sales etc...very methodical.
Docklight's existing relationship, distribution 40% upside.
Company is focused, and executes well, looks like massive rollout March/April timeline, huge commitment from ASIA, BW says 100% more sales than North America.
75/100 buyer commitments over multiple regions, approx. $250 per store 15,000 outlets [small portion of market] to date min $37,500,000 mill...no debt.
1'st 2'nd quarters could be huge. Just mentioned a small portion of catalysts.
GLTA.
BLU
Safety profile of Yescarta Kite approved product, read the dangers, which would you rather receive Marker's product or Yescarta?
https://www.yescarta.com/wp-content/uploads/yescarta-pi.pdf
BLU
We'll here's my 2 cents, Micro if the message you just posted was for humanitarian purposes only. Then why do you post it over and over again, do you think that we are all idiots. And cannot figure out how to navigate the markets ourselves?
You have well versed this board on taking profits off the table, but people on this board's agenda may not be your own.
Throughout my life when someone has to repeatedly drive a concept into my head, they often have their own agenda.
Like have people's stop losses taken out, so you perhaps, and others can continue to do a wash and rinse.
We are well aware of your position, but I for one who is very well versed in investing, am tired of it, in the world of credibility, when someone tries to push something down one's throat. It is rarely for the good of others...once is enough.
BLU
Thanks Lady Luck, and to you also Hanscott. We should all be proud to be a part of this incredible new science, that may change/save countless lives.
Still long, and within the next 2 years, those of use who have invested many years, first Tapimmune now Marker may be handsomely rewarded.
Blu
Not sure if posted:
https://markertherapeutics.com/wp-content/uploads/2018/11/Evercore-HealthConX-Transcript.pdf
Good luck to all Blu
He said I was full of shit!!
BLU
WELL SAID!...Burr
Thanks for the note Burr, we are doing well, always something going on with the "now" 25 grandkids that I have taken under my wing.
Hope that all is well with you and yours, wouldn't it be something if Tapimmune really is on to something, our family has lost so many to Cancer.
Am always here just don't post to much any more, am hoping for the best over the next 18 month's.
Best to you and your family.
GTLA
BLU
Believe what he meant was that Tapimmune would have much greater bargaining power, once we see the initial Phase 2 results...a good thing to wait.
If the Phase 2 are good/great, and I believe that they even did a mock scenario to that effect [521 day to recurrence] then they will have multiple BP's looking to partner/buyout or substantial cash infusion.
Hoang seems to really believe that _Phase 2's will mirror Phase 1, that is my take from previous 3 conference calls. And his wife I believe was a principle on the one approved drug, I am sure she has given him some input on the data to date.
We will know in max 18 months, and possibly by year end/1st quarter 2019.
If DoD is looking to give yet another grant, then they have seem preliminary data, and are still encouraged.
I believe that this is going to heat up greatly once a sniff of Phase 2's get out.
Dilution will come, lets hope it's existing holders of warrants, and remember, even if all warrants are exercised we should still be under 20 mill OS, and that is a small number, if they truly have the goods.
GLTA
BLU
IF...and I state if! Phase 2 trials are similar to the Phase 1, then 1 billion would seem to be very undervalued, in the eyes of BP's like Roche.
I'm not saying that it will be by the end of next year, we have already seen over the past 3 years 2 or 3 companies bought for more than 1 billion, with not nearly the potential Tapimmune might have.
The market will pay the multiple, the market is all about speculation of what may be...not what might actually be at this moment in time.
It is by no means out of the realm of possibility, as people have already paid that much, and more.
GLTA
BLU
Remember what Glynn Wilson said back in 2014, also mentioned in one of last conferences that they may have a 3rd grant with Herceptin [Herceptin is 6/7 billion per year]
So why would Tapimmune sell out for anything under 1 billion, also mentioned that licensing Polystart, could be worth more than all trials put together. Conference call is on Tapimmunes website
Could This Emerging Drug Developer Really Be Worth A Billion Dollars In Five Years?
Los Angeles, CA / ACCESSWIRE / November 17, 2014 / Chief Executive Officers of publicly traded companies are often warned not speculate about the future valuation of their firms and that's precisely part of the reason investors are looking more closely at the recent "on the record" statements made by TapImmune's (OTCBB:TPIV) Dr. Glynn Wilson to the Life Sciences Intellectual Property Review.
In a new article published by the U.K. based magazine that tracks intellectual property in the rapidly evolving world of life sciences, the otherwise conservative Wilson states that in just five years, he estimates the Seattle-based company will be worth more than a $1 billion.
Wilson, who lost his own wife to breast cancer, has been quietly building an impressive pipeline and surrounding himself with a scientific leadership program comprised of individuals from major industry and academia including the Mayo Clinic, the Fred Hutchinson Cancer Research Center, GlaxoSmithKline and others as he seeks to solve a very difficult and complex puzzle using multiple approaches.
Oddly enough, TapImmune now stands out as the cheapest house in the exclusive and expensive neighborhood of companies developing innovative drugs to combat deadly cancer cells. In fact, a quick look around the block sees multiple billion dollar deals in 2014 which include names like Kite Pharma (NASDAQ:KITE), and Seragon Pharmaceuticals.
TapImmune is scheduled to enter Phase II clinical trials at any moment and that would be welcome news for a biotech firm who had already announced a possible uplisting after seeing shares trade as high as $7 during the past 52 weeks.
A push of their development pipeline into Phase II for not one, but two indications simultaneously, would likely create an inflection point in prices and finally start boosting the value of the firm's inexplicably downward trading shares.
In a recent quarterly filing, officials noted that they planned to initiate the two pending Phase II studies in Q4 of 2014:
"The first of which will include a novel Class I antigen in a Phase Ib/II study, providing a vaccine for HER2/neu breast cancer that can stimulate both killer T-cells and helper T-cells. The second Phase II trial is expected to include our folate alpha receptor epitopes and will likely focus on ovarian cancer, which we believe will allow us to proceed with an orphan drug application pending discussion with the FDA."
Already the company has recently reported impressive data from their two Phase I studies conducted at the Mayo Clinic (Rochester, MN). Those studies were designed to evaluate the safety and immune response(s) on the same a set of proprietary HER2/neu antigens for a HER2/neu breast cancer vaccine and Folate Receptor Alpha for breast and ovarian cancer respectively.
While TapImmune has a number of unique and broad product opportunities in both cancer and infectious disease, none may be bigger than these two potential treatments and this was further augmented recently by a THIRD phase 1 clinical trial in ovarian cancer using TapImmune's optioned epitope, sponsored entirely by a multi-million dollar grant to Mayo.
Every step that gates them closer to the successful development of those immuno-therapeutic vaccines, represents a push for the kind of valuation Dr. Wilson has been proudly hinting at during recent interviews.
For example, when compared to Roche's (OTCMKTS:RHHBY) $7 billion Herceptin- a drug that treats only 18% of breast cancer patients- doctors and biotech analysts feel that TapImmune's drug candidate would most likely capture an even bigger market share with its ability to treat upwards of 50% of those patients. Some simple valuation techniques adjusted for risk and stage of development would have just their Her2neu drug candidate valued in the hundreds of millions and that would only account for the US market. Add the European market and the numbers get silly very quickly and well beyond his projections.
Their second urgently needed therapeutic targets Ovarian Cancer and also reflects its own blockbuster potential since no other ovarian cancer immunotherapies are currently available.
"The promising data on safety and immune responses are tremendously encouraging and provide a clear scientific rationale for progressing to a Phase II Clinical Trial," said Wilson recently. "In addition to the primary Ovarian indication, this set of antigens and our approach fills a significant need for treatments for difficult to treat cancers for which targeted therapies are not available, for example Triple-negative breast cancer."
Significantly undervalued and poised for significant organic value in the near term, TapImmune is not without its own set of risks as a company.
The company had to complete a significant restructuring of outstanding debt and equity instruments into equity and like most other firms in the biotech space, additional capital will be required to expand their programs in the future. Recent grant funded programs like the one at Mayo are also expected to continue to augment the clinical efforts as more money starts to flow into the growing immunotherapy space from both public and government sources, not to mention the every product hungry big pharma who are snapping up earlier stage promising technology platforms for big numbers, and TapImmune has multiple platforms that could fit very well into their criteria.
We can't help but feel that we are seeing a bottom for share prices and that there are just too many significant catalysts built-in for both near term trading and long-term investment success.
We look to be positioned quite well at the moment.
GLTA
BLU
- - - -
Not true, first DOD funded Mayo trial is up and recruiting patients, two separate awards were given to Mayo to facilitate trials on Tapimmune's behalf.
The money's are for the trials, not to wait and see if trials are successful, trial[s] are fully funded by DOD.
Nearly 18 million in DOD grants, c'mon do your DD...not misleading... a fact.
BLU
Welcome to investing, 30/40 million shares...where do you get that number from? another misleading number. A company needs to price shares/warrants at price that the market dictates not the company or shareholders.
I have not been screwed.. actually I have been very "shrewd" and am almost flush on my investment. If you spent 1/100th of the time doing DD on your investments, and understanding the markets, opposed to daily rants against Tapimmune you may be in the same situation.
I own a significant amount of shares, and have bought and averaged at prices that were in my favour..."How" by being intelligent and patient.
Understanding how the market works, and how institutional investors manipulate stocks is first and foremost.
For you to constantly tell people that Tapimmune is in terrible shape at this point is simply a lie.
To all investors follow the facts, and their heart, what your disposition can handle, one must feel comfortable with ones investment.
Tapimmune's science will either be vindicated, or not...whatever the outcome it will not be because Tapimmune has not worked tirelessly to make success possible.
Cancer has not been harnessed, and may never be, but Tapimmune may have found an unconventental way to circumvent Cancer's way of attacking cells.
BLU
How has the stock been decimated?
Company has no debt, flush with cash, Fast track designation, Orphan status, successful Phase 1 trial, numerous Phase 2 trials up and running, DOD grant for nearly 18 million [yeh those guys are usually wrong about doling out money], great partnerships, and had a prestigious company MAYO do the Phase 1, Polystart which looks like it will be a cash generator, and even at 20 million OS low share count.
Yep, completely decimated!
Follow the facts...not fiction.
Once again 10/11 million shares offering is nothing, 20 million OS at that point. Who even says at this point that all warrants or shares will be issued?
If they do the offering at 3 or 4 dollars, they end up with 30/40 million enough to fund all trials until commercialization.
The float is way to small right now, if the Phase 1 data is good, or the initial Phase 2 then they will most definitely need the extra shares.
If you are any kind of investor, you know the need for large sums of cash in the Bio Tech world, and on any given stock you know that 20 million shares OS is miniscule.
Anyone here that has any intelligence knows that to sell now, anyone who has held Tapimmune for years {much less 13/15 lol] knows that it would be ridiculous to sell at this point.
Tapimmune and it's management have done a great job to date, accomplished everything that they have needed to this point.
Cash is king in the market, and Houng, I believe will get a fair market price.
Do what is right for "YOU", don't be swayed by those with obvious, negative agenda's, that are only meant to further their needs.
Contrary to negative posts, Tapimmune is poised and ready to take off, with any kind of positive news.
BLU
I am in no way opposed, to any upcoming capital raise, having a surplus of cash on hand is never a bad thing. And the miniscule dilution is of no consequence, they will still have under or close to 20 million outstanding shares.
That is a paltry sum, and will when positive news hits about possible licencing of Polystart, Phase 1 final data possibly showing extended disease recurrence, or initial news on first patients treated in Phase 2’s. They will be needing those shares to affect liquidity in the market.
Contrary to any misleading posts, Tapimmune has delivered on all milestones that they have initiated to date.
Anyone with any knowledge of the Bio Tech industry, is fully aware of the timelines to execution, Tapimmune has garnered, then executed on everything that they have set out to accomplish to date.
Tapimmune may finally be on the cusp of something special. Why would anyone at this point in time [especially those who have sat around for the past 13/15 years] sell now that they are so close to showing the fruition of their hard work.
It would be very irresponsible for long term holders, to sell now when there are so many upcoming catalyst’s.
This is it, 2018 will in all likelihood be the turning point for Tapimmune, positive or negative. They have multiple Phase 2 trials initiated, and by the end of 2018 we will have enough data on those trials to determine their long term success.
Polystart, may be a strong revenue stream in the future [per licencing]. And if by some act of God all of Tapimmune’s trials turn out to be negative, Polystart may be directed towards infectious disease, and it is not out of the question that they will be able to attract partners and/or a Government contract in that sector.
I myself am confident in the DoD, Mayo clinic, Keith Knutson, Edith Perez and Mr. Hoang, I have watched as Tapimmune has set the stage to finally, become successful. There Phase 1 trial data was stellar, and with the initiation of yet another peptide, which I believe is incorporated into the Phase 2 trials. I believe that the Phase 2 data is going to be positive, and may be enhanced by Polystart as well.
Tapimmune “has” executed everything that they have promised, and I for one support them for taking the additional time up front, to cross all their T’s and dot their I’s. Rather than try to rush for the sake of shareholders appeasement, and be subject to the FDA denying or delaying when Phase 2 data is submitted.
Anyone who is not excited about 2018/2019, in regard to Tapimmune’s platform, and its chances of success in some regard, does not understand the science moving forward.
Tapimmune has garnered, in the past 2 years albeit quietly, some strong partnerships, and once the final Phase 1, if positive will change the landscape for Tapimmune. And if the initial Phase 2’s are positive, then we all know that this stock [with such a low float, even at 20 million OS] will take off.
A company with substantial cash in bank, multiple ongoing trials, low debt, tiny share float, great partnerships, strong management, and possible life saving product [s] all add up to what may be a very successful company moving forward.
Do not be swayed, by listening to negative, unfounded allegations, against the company. There are those of us that truly do our DD many of who are regular posters on this board, who I am indebted for their invaluable contributions per the science.
I agree it has been a hard fought battle to date, and there were times that I myself have had reservations, as to Tapimmune’s ongoing success. But I personally, fully committed to holding my position through 2019.
And will state on record, that I believe in my personal DD in regards to
Tapimmune, and fully expect to be rewarded in the near term.
We will see.
To all positive contributors on this board, may all your families have a safe and 2018 Happy New Year…
The best is yet to come.
BLU
There has been no 2.49 past 52 weeks and certainly no 2.15??
Please clarify, how they have wasted shareholders money?
By positioning Tapimmune, in the immensely competitive field of Immunology as a viable participant, by structuring the company to date too succeed [if data is positive]
You have not offended me in any way, I have no gripe with the company or Glynn for that matter.
I also hate to lose money, therefore my indulgence in substantial DD on all my investments, TPIV no exception.
How do you make statements/predictions, that they have wasted shareholders money, when they have positioned themselves to be successful. If they had spent all this time and money and still had no viable product, than I may agree upon your reasoning.
Do you think that completing the manufacturing process, was either easy or without cost, do you think that acquiring the licencing for multiple vaccine candidates from Mayo, was fruitless and costless?
Do some DD and get actual costs as to what it takes to bring a drug to market, the costs, and timelines then see if Tapimmune falls within those guidelines.
I think you may be surprised.
Clarify what commitments TPIV has made, and which ones that they have not delivered on?
Throughout the years, TPIV has made certain statements, of which many if not all have been accomplished, their technology is new, unique, and possibly game changing, thus the fact that they have had a hard time to make believers of many, especially big BP.
Give me examples of statements made that they have not executed? And I will give you my rebuttal.
Really "numerous" commitments, no execution.
Tapimmune never had $150 million, and squandered it! Any monies have been through series of financings over more than a decade, that kept the company afloat.
Same as any other Bio, the difference here is that Tapimmune, now has a viable product, where as, many have spent mill/bill's and in the end still found out their technologies were mute in the end.
Glynn cannot will the science to succeed, you do a great disservice to him and his late wife.
How could one possibly bring a lawsuit, against a company that has accomplished as much as Tapimmune, and sits in such a enviable position, if the science holds true in Phase 11's.
Lawsuits may only be brought if there has been an outright plan to deceive shareholders, how would any lawyer contend that TPIV and Glynn have not been forthcoming with any and all news to date.
It is laughable that you think that Tapimmune, is worthy of a lawsuit...timelines to execution are no basis for suits. Loss of investment monies are no basis for suits, when a company has been as transparent as tapimmune.
After all it is not as though, the stock went to 30/50 on pumping , then crashed to our price now, we are a tiny company, that may hold great promise.
That has done whatever has been needed to, to remain a viable entity.
Instead of berating everyone, you should look at the glass half full, as we may be on the thresh hold of something remarkable...or "NOT".
If you feel their is no hope, get out while you have money left, for if the science holds no merit, than you will indeed be left with nothing.
But it is unlikely you will be able to sue, because the science fails in the end.
I will refrain to make another post in your regard, as I do myself a disservice by even letting this become an issue to debate at this point.
Once again best of luck.
BLU
Well respectively... I don't need any of your money, I worked hard for 40 years and have my own, I am not panicking because I never invest with money that I cannot afford to lose.
Have you?
Yes very "fishy" that Tapimmune and Glynn, have not been able to produce to date, data that shows that they have "cured" or at the very least harnessed the possibility of eradicating or delaying Cancer.
Since giant BP's have also walked this path, with little to show for the 100's of billions, that have been spent over decades to find the "Holy Grail".
I do believe that Tapimmune will find a place in this puzzle, do I think that TPIV has a cure for Cancer "unlikely", but I do believe that they have science that through collaboration, may/will contribute to Cancers eventual demise.
Once again we will know the status of Tapimmunes hard work within 18 months, most likely by end of year, if you truly think TPIV is going under $1.00 sell, take your tax write off and move on.
I would much rather Tapimmune take a long time, and get it right, than be invested in the likes of GALE, who by anyones measure knew that they were a terrible investment from the outset, through DD.
It is never too late to make back one's money...unless you have no money.
BLU
Welcome to Bio Tech, and the actual amount spent over the years according to 10Q deficit from inception approx. -[150,751,112] million.
Quote "Bernie Madoff, deal here at times, trading manipulation has been discussed as well"?
By who, no one but yourself!
Please give facts on both fronts!
What hole are we in? We have numerous vaccine candidates for approval, have the validation of DOD [per 13.3 million funding, then another 3.5 million just allocated. [Through Mayo] Cash in bank approx $10 million, no debt other than approx. $1,561,000 accounts payable) great partnerships.
Explain how Glynn or the science for that matter has no credibility?
And as for the past 13 years, if you truly were a long time investor, then you would know that they have only really had a viable path forward since 2012/2014 at the earliest. As per peer reviewed and published data, in journals documents. Suggest you go read the data in Journals.
And do you think that any BP would enter into agreements with Tapimmune if their was no possibility of success down the road?
Yet they have accomplished that, explain to us why the DOD gave approx. 17 million towards a vaccine that holds "ZERO" promise?
Show you real data "LOL"...this is where we are now, we are all waiting on the validity of the data, Glynn has no control over the execution or timelines of Phases or data, and the Mayo clinic is famous for poor execution of timelines.
So once again give facts on why everything is Glynns fault?
Broken record, Bio Tech stocks are the most volatile and the most dangerous to invest in, you either have a winner or you don't.
Tapimmune is in the unique position, to have multiple paths forward, of which I have already stated.
I am continually trying to understand what you expect to accomplish by continuously trashing your investment, instead of looking for a solution.
Bottom line this may go to zero, if data pans out to be absolutely useless, I am willing to bet that is isn't. That decision is on me, and I will except the fate of my decisions.
As you should as well.
But they will be my decisions, and not based on the rantings of an anonymous internet poster.
I do wish you the best, for no one, and I am no exclusion, likes to lose hard earned cash, but we are here now, we will find out much [I hope] at the Annual.
BLU
You have constantly stated that Tapimmune is only worth cash value, .50/$1.00, I would appreciate you giving a lengthy breakdown of Tapimmunes science [all aspects] that would let us believe that Tapimmunes science is of “ZERO” value.
I know you have stated that you are a large investor, and yet you seem to have no knowledge on the actual science, the only reason that most of us are still here. So we all welcome [and await] your breakdown and analysis of each of Tapimmunes vaccine candidates.
For it is the science and the science alone that makes TPIV a valid or “scam” company as you often refer to it. I realize that you are much more informed in regards to Tapimmune than the Mayo Clinic [Edith Perez, Keith Knutson], the DoD, Astra Zeneca, FDA and many others, myself included.
But I am sure that we would all appreciate your “in-depth” analysis of why we should abandon our collaborated DD, and go with your ridiculous daily rants.
If you truly were a believer in Tapimmune and its science, as you claim, than I would think that you would be trying to persuade us through an actual breakdown of why you have given the science no merit.
Do you really think that your daily rederick , is going to persuade investors on this board to abandon our positions, most of us here have sought out every article[s] written on TPIV and have dissected every possible scenario as to why the science may or may not succeed. I know that I have.
If you truly have been around TPIV for 13 plus years, than why have we not heard from you in the past “13 years”?
You show up on this board, daily berating “your” stock of choice, TPIV using scaremongering tactics, and then wonder why the share price is declining each day.
You claim that you are not a short, hold a massive position, that you are ready to pull the trigger on and decimate the existing share price, there’s a great strategy, hold a position for 13 years. Never say a word for 13 years, through all the RS’s, dilution and wasted time, than when the actual outcome of the science’s potential is at hand...sell your massive position.
I have been in Tapimmune for many years [8] plus, and in that time have watched the company “morph” from a tiny upstart with only their TAP technology with no real validation. To a company that “Glynn “ and Glynn himself has positioned Tapimmune to “possibly” be a force of which to be reckoned.
Have I been happy with the share price erosion in a word “NO”, but I feel at this point that we have a real chance that their science will pan out on some level, due to many factors of which I am aware, yet will refrain from rehashing, instead let you do your own DD.
You obviously have your own agenda, but I worked in the marketplace for over 9 years, and am fairly versed in the progression of how Bio Tech’s work. The progression to bring a Bio to market is at least 11 years, and it takes 100’s of millions of dollars to achieve that endpoint. Thus why every Bio is so volatile and requires such dilution over the years.
So tell us why is Glynn any exception to that rule of Bio’s?
Tapimmune is now positioned to either be a leader in the industry as it claims, or it will be like 100’s of others that have tried and come up short!
But it in no way will be Glynn’s burden to carry, why would you mock someone who has lost a loved one to Cancer, and then spent the best part of his life to eradicate that which took his loved one from him?
Why would we at this point, bring in someone who is not familiar with Tapimmunes science, the FDA process in regards to Tapimmune, not to mention that he has fulfilled all that he has said over the years [albeit] with a delayed time line.
The majority of shareholders are most likely not going to vote him out in August, now if you really have the power/control to change that outcome go for it, but I for one with stick with the girl that I brought to the party.
Best of luck to all.
And thanks for all your negative posts, because at every decisive decline I do more DD than add to my already “robust” position.
BLU
I get that, my take also, not panicking. But always like to see our investment from as many angles as possible, since I do not fully understand the deep science, I must make sure that the fundamentals do not change adversely.
Thanks for your input, I still believe that there will be a place for TPIV moving forward, just trying to judge how much worth the sum of all parts will be.
Thanks Tom for that very quick response, it was much appreciated and thank RK from when you next talk from me...her input is most welcoming.
God bless to all.
BLU
Thanks lasers for your reply, although I am referring to these last two paragraphs of that same url/press that dyp posted.
In March, AstraZeneca announced that Lynparza delayed the recurrence of ovarian cancer by more than two years compared to placebo in a Phase III study. The study demonstrated a significant improvement in progression-free survival (PFS) in germline BRCA-mutated (gBRCA), platinum-sensitive, relapsed ovarian cancer. The AstraZeneca drug is expected to line up against rival Tesaro’s niraparib, also a PARP inhibitor as a maintenance therapy for ovarian cancer patients.
Not only has Lynparza wowed with ovarian cancer, in February the company announced Lynparza in tablet form met primary endpoints in a Phase III trial to treat patients with HER2-negative metastatic breast cancer harboring germline BRCA1 or BRCA2 mutations. If approved for this type of breast cancer, Lynparza will be the first PARP inhibitor for that type of cancer.
And also thank for all your input over the years also...much appreciated.
BLU
TomP1, since you seem to have an in to Glynn, and he responds to your emails, could you possibly cut and paste the url Dyp just provided #21126 [press release] and send an email to Glynn, asking him to explain and how it affects Tapimmune's trials neagatively or not.
RK would be also a great one to ask, as I am not a scientist and do not know the particulars in how certain trials interact with one another.
Is that possible?, any feedback would be most welcome by everyone on this board I am sure.
Either way I would still believe that because TPIVs cost to produce/manufacture would still be a much sought after vaccine, even if they are not first to market.
Thanks in advance, and thank you for your input over the years.
BLU
Exactly, well put, different Cancer, different application.
TPIV has multiple platforms for multiple cancers, Ovarian and TNBC where there are little no promising treatments marketed at this point in time, that do not have serious side effects.
TPIV has purposely targeted Ovarian, TNBC and HER2NUE [better than Herceptin?] just for those reasons, and even if we are behind the industry [timeline wise] if TPIV has a vaccine that treats a broader application of people, at a much, much cheaper cost, with little side effects.
Whoever is at the party, or on their way will have to better that platform, or TPIV will emerge as the optimum treatment.
BLU
Not coaching just common sense, as to what gets us to $30, Glynn made a prediction Nov 18/2014 in a public interview [unprecedented] that TPIV would be worth "1billion" within 5 years. Look it up.
But I am simply doing the math "realistically", within the past 2 years a number of companies have been bought out for in excess of 1 billion dollars. With technology not as compelling as ours, and not nearly as well structured or having our pipeline.
A buyout/merger if the science pans out in early Phase 11, is in no way out of the question, and as per Glynn's comments, a buyout will not be entertained under a billion.
So do the math on OS, existing warrants, then do the math as to what gets us minimally to 1 billion, once again Herceptin 6.7 Billion annually, and only treats 15% of population, opposed to TPIV 84% broad based coverage.
And to my understanding Herceptin may only be administered for 1 year at a time, combined with negative side effects.
TPIV needs these initial Phase 11's to validate that price tag, once again we are in a state of flux here, everything hinges on the initial Phase 11 data.
I have looked at every possible negative scenario, fundamentals look very strong here, data will confirm or decimate this ticker.
Once again if we have the goods, many will try to undermine to get their hands on technology before this ends.
BLU
Simply read their press today, as you should everyday, since they are our partner, DD should never be constrained to just one investment, but to ones entire sector to make fair evaluation.
They are our partner after all.
AZN had less than favourable news on trial, but that may fall into our favour, makes them more desperate to succeed, and the fact that patents have run out on at least two 0f their drugs.
If TPIV shows any promise they may be the first to acquire.
Thanks everyone for kind words, just trying give fair evaluation.
BLU
Marv, I and others have been on this board for years, and in TPIV for years and have engaged in constructive and factual banter.
I am trying to figure out your agenda, because as a seasoned investor for many years, I understand that rarely if ever an investment will deliver on given “timelines”. You do not seem to appreciate the science [which is the crux of our investment]
I like yourself and others, am not satisfied with the delayed timelines in execution, but most of it is not due to Glynn.
The Mayo clinic has most of that power, and they are notorious for not meeting timelines. TPIV is not their only project, and they have much red tape to maneuver . They held up the initial Phase 1 data, and are now holding up the final data as well. Glynn has no power over those decisions.
I am trying to understand your obsession with his removal, for in my 7 years as a TPIV investor although the timeframes seem to be delayed at times, I for one appreciate the fact that he is true to not pumping the stock, and lets the science speak for itself.
I understand your frustration but believe that it is misguided, Glynn has taken TPIV from a speculative entity, and transformed it into a viable company, with a very viable product. Anyone investing in Bio Tech [albeit the traders] knows that the time line to bring a new drug to market, falls into the 11 year range. We are at about , at the longest 7/8 years of an actual real company.
And we will know if TPIV holds a viable vaccine within the next 18 months, within that timeframe, they will either be bought out, or merged. Do not see them going into Phase 111 alone, and there will be more dilution, that is just the nature of a Bio stock.
There are only approx 9 million shares OS, and warrants...so lets say they have 15 million OS all in, that is still fantastic, with little to no debt. Once again Herceptine is 6.7 Bill per year, lets say there is more dilution to the tune of 20 Mill OS. 20 Mill OS x $10 200 mill cap,
I personally think that 30 per share would be a fair valuation, if the science continues to show efficacy in initial Phase 11 data. And 30 per share would only with lets say 20 mill OS give us a 600 mill valuation, far short of a billion, so believe that it will be worth much more than that.
Glynn has executed, everything that he has promised over the years, I am trying to understand how you fail to see all the good that he has brought to TPIV. He has no power over whether the science will pan out in Phase 11/3, but to say that he is not completely invested in TPIV’s success is just not true.
He has attracted good management [considering the science is still an unknown entity] their approach to immunology is completely different than other platforms that have been tested, therefore what I believe to be such speculation in its final success. Their technology is breaking new ground in immunology so we may be 50/50 at this point to find success.
But they have a 3 pronged approach to move forward, Cancer, Infectious disease, and their new Polystart, so we have a much better chance of success if hiccups occur along the way.
If in the next 6 to 12 months, the Phase 11 start to show promise, we will attract the best minds in the industry, Glynn has done much to this point at least it seems that there should be no reason why initial Phase 11’;s won’t be positive.
There will be no Phase 111...they will simply be acquired.
It does seem incredulous that they may have found the holy grail, but if they have indeed found a way to harness the immune system and manipulate it to ones “individual” favour, at such a low cost, it will be invaluable.
I am also nervous at this time as am heavily invested, this is bust or boom at its greatest level, but once again they have various paths moving forward.
Give Glynn some slack, if nothing else he is quite honest, and has got us to this point, I for one would not be anywhere else, he has executed and we now hold the promise of that dedication. And if we lose everything that is simply the nature of investing. But to say that he is unfit is morally and technically not sound.
Once again it is the “science” and not Glynn's execution that will ultimately make TPIV a success!
Best luck to all, as they say “hold the line” the best may yet be to come.
Remember you are sitting on an investment, that holds real promise, embrace the ones that got us here, not ridicule, greater minds than ours, seem to have faith. Look at the glass half full not half empty, that goes for all endeavors in life.
No guarantees in life...no guarantees with investing.
BLU
WELL PUT PHANTOM...also my sentiments! Something there is not right there.
BLU
To all on this board: My name is Blu Marlin, I have not posted on this board for many months, but the recent rash of illogical posts warrant my input.
I am still a long holder, and although I am also quite disappointed in the past years developments [price wise] I am compelled to point out that you all seem to be up in arms, in regard to one or two negative posters. Of which you have no credentials of their validity or motive.
Although one has brought up a few compelling points, [share price decline, lack of news on Phase 1 final data, delayed start of Phase 2 her2nue in breast cancer from mayo]
I feel that I must interject here, that you should not rely on posters on this board for [real news] but instead should rely more on the fact that TPIV has progressed significantly over the past year 18 months. And now is a viable company on the NASDAQ.
Low float, very little debt, promising product and cash in the bank.
Although discouraging in the stock price, and some execution of trial timelines. One must remember that the FDA has granted both Orphan status and fast track to one of TPIV's vaccine candidate's, that the DOD has ponied up 17 million, after looking at data.
They have attracted the likes of AZN and Sloane Kettering, and others once again after having vetted the data to this point.
I am also frustrated at the lake of execution, on some fronts, but Cancer is not an easy task, and it is better to go slow, than to move quickly and have problems arise down the road. [Phase 111]
Who's word should be taken anonymous posters, or MAYO [Keith Knutson, Edith Perez], DOD, FDA AZN, Sloane Kettering and others.
Although I am from Canada I am now thinking strongly of attending the Annual meeting, to ask some tough questions, if my schedule permits.
Wilfred Jefferies of UBC was one of the first scientists in the development of TAP, and the science way back in 1991 seemed sound. Since then the company has morphed into what may be a substantial player in the Immunology field.
Do we have the right management in place, who knows, but the science has been vetted by many individuals smarter than us. The Bio-Tech sector is boom or bust but to this point seems to have strong validation.
TPIV has various fronts on which to execute, Merger, Buyout two very real possibilities [if science holds through initial Phase 11]
It is all up to the science at this point, and none of us will know the outcome until too late, bust or boom. I for one will stay put and put my faith in the Mayo, DOD and AZN and others at this point. Whatever the outcome we will be the last to know.
So if you feel that their has not been enough validation to date, than you have the option to sell, but I am going to wait it out and let the science prove out, one way or the other.
If their science is as good as it seems, than it would be plausible that BP and others may be trying to scare or inject doubt into shareholders. Manipulation is just part of investing. If TPIV has the goods, than Roche that markets Herceptin [6/7 Billion per year] and others would have just cause, to make it difficult to execute TPIV's plans.
Remember they have more than one path moving forward, multiple cancers addressed, Infectious Disease and their newly in-house Polystart which may have many significant applications for generating revenue.
All in all, at this point their still seem to be many more positives, than negatives with TPIV at this point in time, the Annual will give lots of insight moving forward.
Either way with all the big investors and lack of liquidity, at this point we are going to be the last to know, and last to get out, unless you deem it in ones best interest to do so at these levels.
I myself still think that the science has merit, and the fundamentals seem to be unchanged to this point [negatively]
I am a buyer at these levels, for me it is more than the money but the fact that the science may drastically change the lives of millions.
Best of luck to all, TPIV will either bust or boom, but even the management will not be able to curtail it's success if the science is sound. If sound they will be bought out and the price tag will be monumental.
BLU [AKA SHAWN]
Hey everyone; Looks like there is quite a bit of nervousness on the board at this time.
Here is a summation of how I see the company at this time.
First and foremost, remember why you bought the stock in the first place “the science” and the world renowned scientists that believe in the platform. Has everyone forgotten about the Mayo Clinic, Keith Knutson, Edith Perez, the 13.3 Mill grant from the DoD, Dart, Aztra Zeneca the FDA’s confidence in granting Fast track status as well as Orphan Drug designation?
Tapimmune’s science is in an area that has been unproven, but their initial Phase 1 study data in 2 indications were nothing short of spectacular, that data secured the confidence of both the FDA and the DoD no easy task.
To those who are trying to comment at this point that Tapimmune is a “scheme” or in some way not a legitimate representation of an up and coming Bio are simply not looking at the complete picture.
Once again I say to anyone to try to find a company that has as much potential moving forward as Tapimmune, in the Bio world, I completely understand how the lack of news regarding Data breeds uncertainty.
But like any great investment time is the equalizer, and at this point despite the lack of any material information the story is in the little details that have been constantly added to Tapimmune’s portfolio.
20 out of 21 patients had “robust” immune responses, if there is even a hint that the initial Phase 11 data responses are even close to those Phase 1...then look out. Does anyone on this board want to miss out on that possibility?
Their Polystart Platform construct, may make the presentation of Antigens even more potent [FOUR fold] in the Phase 11 trial Data, and may be used for infectious disease as well. Which has the potential down the road to be spun off as a completely separate company to shareholders, if there appears a potential suitor.
Their patent portfolio if the science proves out will be worth substantial monies.
The R/S to the up-list has both positive and negative contentions, but at this point is mute. People are throwing out possible R/S numbers at 1/20 1/16 which in my mind are to aggressive. I would think that 1/10 may even be too high.
Once you are up-listed on a major exchange you must have liquidity at 1/10 with let’s say min 100 mill O/S company would be left with 10 mill O/S at number leaves very little liquidity.
Not to mention how small the float would be with dart’s holdings. I believe that 1/10 will be excessive, but not out of the realm of possibility. Once again I am sure long standing investors who kept the company afloat may have some concern if the R/S is too aggressive.
I am a long time holder and long time future holder, if the R/S is very aggressive then I would look for a forward split down the road if the Initial Phase 11 results are stellar.
For the demand will far out way supply/available stock at 10 mill,for a major exchange.
I would think that the price [compared to other’s in the space] should be more in line with 20/30 or possibly more. Albeit that would be some years out [3] more.
There approach has yet to be proven, that is why there is so much skepticism at this point, but much more intelligent person’s than our selves have looked at and concluded that the potential is there...case in point DoD, Aztra etc.
Most of us here are committed to Tapimmune, and I still personally believe that the Phase 11 combined with their Polystart construct will also render strong results, is there the possibility the science will not produce the desired results...of course, that is the nature of a Bio.
But at this point all indications point to a favourable outcome, I for one will continue to add Pre and Post split.
There has been no evidence at any point in the companies history to comment that the company is a “scheme” as the company has constantly moved their science forward, and have accomplished many milestones. The company at this point looks very solid and a very attractive buyout candidate.
Other than the stock price [once again most probably noted to their unproven platform] there are very few, if any negatives to the science moving forward.
Do not let one or two disparage Tapimmune’s future, those people obviously have not done their DD, or think they have more intelligence than Keith Knutson, DoD, Dart, Aztra Zeneca and others.
Benefit’s include off the shelf application, very low cost, injections available at physicians office and potential to combat both Metastasis and a range of cancers, and infectious disease applications.
At this point with all the positives Tapimmune continues to offer great returns moving forward as well as bringing relief and possibly life saving potential to mill’s of cancer victims.
I do not have the time to post at this point, as my place is with my family/Grandson lost his leg to infection and my family is and always will be my first priority, but I continue to do DD on Tapimmune constantly.
Tapimmune will either be a monstrous success or simply a combination application that may prolong quality of life.
But it seems hard to assume that it will be a dismal failure with all prior Data and confidence instilled by scientist and corporate to date, I will accept consequences either way.
At this point I am still a long time holder and an acquirer of the stock, best of luck to everyone and God Bless.
BLU
WOWWW...Thank You from the bottom of my heart "everyone" Carson is only 9 and when I showed him the incredible heartfelt responses you put on his tiny little face the biggest smile imaginable from such a little guy. He is very small for his age, the doctors think that is why the breaks were so bad.
I personally have no words...but all of you brought a tear to my ear reading, then watching his face.
We now pray that they have got all the infection, they had to remove his leg 6" above the knee, I would have given my own life to have saved him such a life changing memory.
Personally I would like to thank each and every one of you for your much needed prayers...it is a testament to me and all my family that read the posts, that the world although seemingly in disarray at times. Still holds the beauty within peoples hearts what makes the world such a diverse and wondrous place.
God Bless
NOTE: Please show patience to each other on this board, for your display of empathy toward my son, shows that despite how tough life sometimes seems. Our health, although until tragedy strikes sometimes allows us to become complacent, should never be taken for granted.
Most of us have been touched by "Cancer" lets think of those that we have lost, or are in the midst of such a terrible battle. Together everyone on this board has and is contributing to changing the lives of millions.
Whether you are in Tapimmune simply to reap the benefits monetarily, we have/are playing a part to change the way "Cancer" affects the world and people in it.
Have patience, by the end of 2017 God willing, lives will be saved, future generations will look at what Tapimmune is trying to accomplish and reap the reward.
By the end of 2016 first half of 2017 this company may be one the most sought after stocks, Glynn has performed everything and more than he has predicted to date.
Don't get caught up in the day to day fluctuations.
BLU
tpizzazz, investor_cmz, Rk and any others who have expressed concern of my whereabouts.
First would like to thank you for any and all thoughts.
As I posted a few months ago one of my adopted kids, had a very serious break in his femur [leg] consequently to that injury, infection set in and he lost his leg.
A devastating course of events, and at this moment family is broken, I will contribute to board again when I we are in a better place.
Once again cannot thank all of you for concern.
God Bless...am still long and strong, faith has been tested in last month, have not sold a share and yes end of 2017 was my target. Things have shaped up beautifully as of late in TPIV.
Also looking to break the $1 mark after BP and trials are up and running.
Thanks
BLU
Can anyone who has access, post the SA article in it's entirety don't have access...don't wish to join can't stand Adam F...LOL.
If we don't get update tomorrow , look for 10Q year end usually post latest by 14th/16 of month Fri or Mon.
BLU
RK: Once again I and I am sure the rest of the board thanks you, as you know I am a fundamentals guy and has served me well over the years.
But your knowledge of the science is invaluable to everyone, thank you for the response greatly appreciated, alleviates to a great degree any concerns I entertained.
Your input has been invaluable.
BLU:
Thanks 123...but I'm really interested to know about the two competing sciences not chart comparison [in my prior post] TPIV and IMGN"s Ovarian/her2Nue collaboration with Merck and Keytruda combination.
Should we be concerned?
RK or anyone else would be appreciated.
BLU