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No problem.
I think you forgot to mention the other one.
2024-03-20 - Viking Global Investors Lp has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 58,651,170 shares of Standard BioTools Inc. (US:LAB). This represents 15.3 percent ownership of the company. In their previous filing dated 2024-01-09 , Viking Global Investors Lp had reported owning 29,106,365 shares, indicating an increase of 101.51 percent.
Should the NWBO longs have one more reason of getting excited?
On March 21, 2024 - ARKG - ARK Genomic Revolution ETF filed a NPORT-P form disclosing ownership of 13,415,701 shares of Standard BioTools Inc. (US:LAB) valued at $30,453,641 USD as of January 31, 2024. The current value of the position is $30,319,484 USD.
On April 18, 2024 - ARK Investment Management LLC filed a 13F-HR form disclosing ownership of 13,042,440 shares of Standard BioTools Inc. (US:LAB) valued at $35,345,012 USD as of March 31, 2024. The current value of the position is $29,475,914 USD.
Truthfan,
I think you may have known what I am about to say. But I suspect it is no hurt to repeat.
A full proteomics analyses of antigen-presenting cells like DCVax-L is very time consuming, which is understand given that there are so many peptides bonded with both MHC 1&2 molecules. According to ChatGPT, it will take several months to do the analyses. I recall NCI once ran a massive trial on rare cancers which include 94 types. Assume on average it takes 2 months to implement proteomics analyses for just one, finishing 94 types of rare cancers alone will take 200 months which is over 15 years.
That's why BPs are hiring people with expertise in proteomics analyses like crazy. That's why there are M&As in the field of proteomics analyses.
Guess what is the largest position that Cathie Wood opened in the last quarter. She currently owns 4.5% of Standard BioTools, a company developing proteomics technology. I assume you know which companies are among the largest shareholders of Standard Bio.
Everything is about to converge. We need to get our champagne ready.
In Dude we trust.
Thanks Dude for the great post!
That dude is a typical doublethink.
Withing approval being so imminent, I never thought before voting Yes could be an issue.
Do you really believe what you said? If you are so confident in your BS, why do you need to roam around this board 24/7? You can sit on the sideline watching us heading for the free fall.
How long have you been in this business trying to bankrupt the company? 10 years?
Why not use the good time of your life doing something you can be proud of yourself in the end? Is it hard to do something that most likely benefit you and your loved ones? Cannot you see it? We all are at risk getting cancer at certain age.
Ludicrous post.
Let me give you a better version so that you can understand.
Assume there is only one contractor on this planet who can design and build a palace better than the Louvre for sure and we want to hire the contractor. Should we front whatever the contractor asks for? Absolutely.
Ralph Steinman won the Noble Prize for the discovery of dendritic cells and he was also the first who found that dendritic cells can trigger antitumor immune response. He himself was the person who developed the first DC vaccine. I consider him a contractor who built the Louvre in immunotherapy.
Now LP and her team already showed us unequivocally that the new DC vaccine is the earth-shattering breakthrough that professor would dream about to invent and LP and her team are going to build a magnificent empire in immunotherapy. It is no brainer the true NWBO long would give whatever she asks for.
Such a clown. Are you the one who joined that crazy woman holding a couple of shares to file the lawsuit against NWBO?
That dude is still trying to set up NWBO longs. Last time he simply took a look at his Bloomberg terminal and made the claim SIO had no short position. He is such a joke!
Are you quoting Adam Fraudstein? You hold that POS in high esteem? Shame on you.
Truth well told!
I wish there could be an index devised to measure desperation level. I almost sense your desperation from cyberspace. Is it really worth it spending all your valuable time and energy pushing a company which is trying to save lives to the verge of bankruptcy? You do know each of us has the chance of getting cancer, don't you?
I know you have nothing else to brag about except pretending to be an English teacher.
Language is just the tool to express thoughts. Everyone who read my post knows well what I want to convey: you have no brain.
Well, keep having fun while you can. I guess ever since the application package was filed, you along with your buddies have been roasted slowly. Just look how you all have become increasingly agitated with each passing day.
When can you talk like homosapien with brain?
Absolutely.
I doubt it. Had LL reached out SIO, SIO would have asked for C-shares. It seems SIO came to LP and bought shares with some discount.
IMO, the big investment companies which have big positions in proteomics business would have a great interest in loading the shares most likely after the approval. Seriously, are there any other treatments that need more proteomics analysis than DCVax-L? The answer is no.
You still think you are able to spread BS in August?
Well, good luck.
MesoPher did not show improvement in overall survival in patients with pleural mesothelioma.
Does SIO disclose in sec filings and/or on its website all its public and private holdings ?
We don't need to wait for SIO's filings in mid-August. I can tell you now.
The board has been talking about the significance of SIO investment. What I am really curious about is what could possibly bring SIO to NWBO. I read the dissertation of the researcher in SIO, the only one who has the Ph.D. in in Molecular and Cellular Pharmacology. The gentle man is an expert in the field of small molecule inhibitor related to the modulation of t-cell function which may explain why SIO recently opened a position in Tyra in the past first quarter, a company trying to develop small molecule drugs, like FGFR inhibitor. Is it possible that when he was doing DD on Tyra and reading peer-reviewed publications on FGFR and its inhibitors he bumped into DCVax-L?
For instance, papers like the following which mentioned about both DCVax-L and FGFR. I think the answer is highly possible.
https://pubmed.ncbi.nlm.nih.gov/31106606/
https://www.spandidos-publications.com/10.3892/ol.2022.13632
https://www.mdpi.com/1422-0067/23/10/5351
https://www.mdpi.com/2072-6694/15/17/4279
Do you still think SIO is not a serious player? I can guarantee you SIO is a very serious player. Every share they are buying now will turn into a gold bar later.
Here is something from ChatGPT on FGFR inhibitor. You may read it for fun.
FGFR inhibitors can help overcome immunosuppression in the tumor microenvironment and enhance anti-tumor immunity through several mechanisms:
Reduction of Tumor Cell Proliferation and Survival: By inhibiting FGFR signaling, FGFR inhibitors can reduce the proliferation and survival of cancer cells, making them more susceptible to immune cell-mediated killing. This can decrease the overall tumor burden and potentially expose more tumor antigens to the immune system.
Modulation of Cytokine Production: FGFR inhibitors can alter the production of cytokines and growth factors within the tumor microenvironment. This can lead to a reduction in immunosuppressive cytokines (like TGF-ß and IL-10) and an increase in pro-inflammatory cytokines that promote immune cell activation and infiltration.
Reduction of Immunosuppressive Cell Recruitment: By disrupting FGFR signaling, FGFR inhibitors can decrease the recruitment and activity of immunosuppressive cells such as regulatory T cells (Tregs) and myeloid-derived suppressor cells (MDSCs) within the tumor microenvironment. This reduction can relieve immune suppression and enhance the anti-tumor activity of effector immune cells.
Enhanced Immune Cell Infiltration: FGFR inhibition can lead to changes in the tumor vasculature and extracellular matrix, improving the infiltration of immune cells into the tumor. This increased infiltration can boost the effectiveness of the immune response against the tumor.
Synergistic Effects with Immunotherapy: FGFR inhibitors can be combined with immune checkpoint inhibitors (such as anti-PD-1/PD-L1 or anti-CTLA-4 antibodies) to enhance their efficacy. By reducing the immunosuppressive environment, FGFR inhibitors can improve the responsiveness of tumors to immunotherapy, leading to better clinical outcomes.
Downregulation of Immune Checkpoint Molecules: FGFR inhibitors can decrease the expression of immune checkpoint molecules like PD-L1 on tumor cells, making them more susceptible to immune attack. This can enhance the effectiveness of immune checkpoint blockade therapies.
Overall, by targeting the FGFR pathway, FGFR inhibitors can help remodel the tumor microenvironment to be more conducive to an effective anti-tumor immune response, thereby overcoming immunosuppression and improving the efficacy of cancer treatments.
I am an investor that recognizes an opportunity, and I want management to have all the support and tools that I can give them to see this across the finish line.
Gary,
You are being humble. You know a lot more than I do.
I agree with you for now the main focus should be cancer. But as you can see that RevImmune has something very special which is IL-7 (CYT107) well tested in plenty trials. Only a south Korea company has rIL-7 which only has p1 trial now. There must be a reason that LP bought this company over ten years ago. I think the acquisition price was either 1 Euro or 100 Euros. I forgot about the exact number. CYT107 is a valuable asset. I don't think LP will let it sleep.
Gary,
I am a layman on medicine. It seems to me the process that NWBO owns can educate and train dendritic cells to swallow any pathogens, digest them in a form that immune cells at different levels can recognize the pathogens and attack them.
I can see there are research and clinical trials on dendritic cell vaccine study related to the fields I was talking about.
You must be very depressed knowing that something you have been trying to knock down over the past many years is about to take off. I suspect you are so worried that the shockwave created by the take-off of the sp can and will engulf all the wolfpack.
If you were so confident in your BS, you would not have registered an account using my user name at ihub to make stupid comment on the Nature article.
I really feel so sorry for you. I really do.
Horse,
Here is the clinical trial on prostate cancer with Oncovir as collaborator. The trial was done and the results have been reported. Here is the title of the trial. Horse, I think you would agree that this intratumoral administration of poly-iclc can be combined with the Direct right away in the prospective trials.
Phase I Study of In Situ Autologous Vaccination Against Prostate Cancer With Intratumoral and Systemic Hiltonol® (Poly-ICLC) Prior To Radical Prostatectomy
https://clinicaltrials.gov/study/NCT03262103
The reason I was talking about HIV as a target in the future trials is that there were clinical trials on HIV using the product CYT107 from the company called RevImmune solely owned by LP and the results were published. We can also see Oncovir and RevImmune are actively involved in the funded project in France which is about infectious diseases.
Randomized Study on Multiple Cycles of Interleukin-7 in HIV Patients Immune Non-responders (Inspire 3)
https://clinicaltrials.gov/study/NCT01241643
Study on Interleukin-7 (CYT107) in HIV Patients (Inspire 2)
https://clinicaltrials.gov/study/NCT01190111
Repeated Cycles of Recombinant Human Interleukin 7 in HIV-Infected Patients With Low CD4 T-Cell Reconstitution on Antiretroviral Therapy: Results of 2 Phase II Multicenter Studies
https://academic.oup.com/cid/article/62/9/1178/1745261
A platform of vaccine candidates has been developed within VRI (Lipopeptides, DC based vaccines, Pox virus (MVA)) or in collaboration: NYVAC (CHUV, Eurovacc, Sanofi Pasteur), DNA (Eurovacc, Fit Biotech), new flavivirus (Replivax vector Sanofi Pasteur), Ad26/MVA Ebola (Janssen), VSV Ebola (Merck) & adjuvant/immunomodulators: Poly-ICLC (Oncovir), GLA (AAHI), IL-7 (Cytheris, Revimmune). In the last twelve years, several HIV programs have been moved from preclinical to phase I/II clinical trials (Light, VRI01&06, EHVAP01).
I can only imagine the fun of playing with something on the scale defined by the diameter of an atom.
Spent one month at The Hague during Summer several years ago. Fantastic place!
Thank you for the kind words.
I am all in this one and have been laser focusing on this one over the past two or three years. English is not my native language. So I had to use dictionary a lot. I still do.
Several binary events have happened. Therefore doing extrapolation about NWBO's future based on the past history is not working.
NWBO may have a series of phase 2 trials based on the targets which can be categorized according to their dominant immunosuppressive characteristics.
Did Les say that seventeen types of solid tumors had been successfully treated?
If Moderna can file for approval based on the results of a phase 2 trial, I see no reason why NWBO cannot do the same.
https://pharmaphorum.com/news/asco-moderna-may-file-melanoma-vaccine-phase-2b-data
Beartrap,
IMO, the way they handled the two things is to make sure the results authentic and rule out the doubt about any potential conflict of interest.
Take a look what happened around the same time the combo trial was started. NIH gave funding to AMRI which had two of its employees listed as inventors of the new poly-iclc patent, to CRL which used to manufacture DCVax-L for the p3 trial, to Rutgers State University for genetic analysis, and to The Emmes company for statistical analysis and clinical trial management. Are these funding related to the combo trial? There is a possibility, isn't it? There is no coincidence in biotech.
newman,
So sorry to hear about your friend's son. It must be devastating for the family. I hope he will recover soon.
I read something about DC vaccine in anti-fungal field.That's why I mentioned about the potential value of DCVax-L in fighting fungus.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3401965/
I was once pondering about the possibility that LP would use DCVax-L to fight AIDS. Never in a million years would it occur to me that LP already did some trials by RevImmune using CYT107. My impression is that LP is going to build an empire and make NWBO "the next Amgen".
BTW, software design on numerical analysis is my job. I am a completely lay person on medicine and I feel fortunate that NWBO longs haven't laughed at me.
Eagle8,
I really appreciate your insightful posts.
Great moment is coming. I can almost hear the drumbeat.
Great post, KIPK
Has the human immune system been evolving over millions of years? Who knows our immune system better than the commander of human immune system, the dendritic cells?
I strongly suggest every NWBO longs should download the data Dr.Liau uploaded. There are over thirty thousand genes. All those overexpressed ones have significant changes after the administration of DCVax-L plus poly-iclc.
Now I think I know why all the BPs are hiring people with expertise on computational biology like crazy.
https://www.ncbi.nlm.nih.gov/geo/query/acc.cgi?acc=GSE237562
As for BO, I really don't think there will be one. The reason is simple. Merck cannot afford it. We can use Prometheus as an illustration. Merck paid half of the market cap of two rare diseases. The market cap for solid tumors could be $300b. Can Merck pay $150b? I haven't included infectious diseases, autoimmune diseases, antifungal field and I haven't included the possibilities on all the mammals. Oh, I haven't included the value of newly found peptides from the DCVax-L platform which can be used for neo-peptide vaccine.
There must be a reason that UCLA is ambitious to build a bio Silicon Valley!
https://s21.q4cdn.com/488056881/files/doc_presentations/2023/04/Splash-Investor-Event-Slides-FINAL-1.pdf
beartrap,
No need to spend time on this. All in all NWBO has the sole ownership of most patents related to DCVax-L. The current combo trial is using the technology licensed from NWBO.
There is something we should be curious about.
See this analysis on the tissue samples from the p3 trial which was done by NCI scientists and Dr. Liau with no NWBO employees involved. Ask yourself why Dr.Bosch was not among the coauthors.
https://www.ncbi.nlm.nih.gov/geo/query/acc.cgi?acc=GSE249282
Then take a look at the combo trial. The same question: why NWBO is not among the collaborators?
https://clinicaltrials.gov/study/NCT04201873
Both have NCI involved, both are related to DCVax-L and yet NWBO didn't show up in both.
https://clinicaltrials.gov/study/NCT02834013
beartrap,
No need to spend time on this. All in all NWBO has the sole ownership of most patents related to DCVax-L. The current combo trial is using the technology licensed from NWBO.
See this analysis on the tissue samples from the p3 trial which was done by NCI scientists and Dr. Liau with no NWBO employees involved. Ask yourself why Dr.Bosch was not among the coauthors.
https://www.ncbi.nlm.nih.gov/geo/query/acc.cgi?acc=GSE249282
Then take a look at the combo trial. The same question: why NWBO is not among the collaborators?
https://clinicaltrials.gov/study/NCT04201873
Both have NCI involved, both are related to DCVax-L and yet NWBO didn't show up in both. Why is that?
Note that NCI knows very well about DCVax-L since it has been funding Dr.Liau over the past many years. Here is a clinical trial initiated in January 2017 and run by NCI. It has 94 types of rare cancers. Guess what? GBM was not included.
https://clinicaltrials.gov/study/NCT02834013
They all are going to buy you beer when sp goes to the moon which can happen soon.
One of our most tenacious campaigners made an enquiry to BioNTech about the likelihood of these trials being extended to brain tumour patients and the company replied that: “Unfortunately, we have to inform you that BioNTech is currently not conducting any clinical trials in the indication of brain tumours. At this stage we cannot provide any information about the potential expansion of the study program."
I forgot you could be the one that made up this BS.
Are you still bragging about your 20 years of pharmaceutical experience?