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No salaries?
But what’s their cash burn rate?
I agree photonics however I have had fairly substantial buy orders at .24 today that were filled instantaneously.
So there does appear to be a very large quantity of shares for sale at this point in time. Literally I put in 100 K order and it was filled immediately at .24. No market hesitation.
Just saying there’s got to be someone very big selling.
At the very least, I think the design of the new UCLA trial, is a manifestation of
LL’s confidence in the DCVax data results being positive.
Otherwise she wouldn’t have done the effort of writing a protocol and study utilizing DCVax alone as the control, to begin this summer.
Clinician scientists are very busy and would not waste their time writing a protocol if they didn’t believe that it would further the science.
Longfellow you are correct. It was late last night when I did that post.
I finally got around to viewing LL UW video.
Very interesting.
The most important slide, in my opinion, is towards the end when she identifies the new study that is going to open at UCLA this summer
She identifies in that new study it is DCVAX plus or minus a PARP inhibitor. So, DCVAX POST OP is the new standard of care control arm for this study and the experimental arm is adding the inhibitor. Just saying, a scientist would not Ethically, be allowed to put DCVAX as the control arm Unless it was proven as a standard of care.
Also he did say that the only reason NWBO still exists now is because of LP and her toughness and that many other companies would have already failed Without her kind of leadership.
I know some on this board do not like LP
However I’m not sure anyone else could have traversed the waters as treacherous as they have been for this company any better than she.
Also Cofer did say and I think it needs repeating, that he wouldn’t be involved in this if it was a scam or if it wasn’t legit.
Great review photonic
I enjoyed meeting all of those people. All were very nice. Overall no one at the meeting looked worried and all were actually quite positive.
My favorite moment however was when Cofer stood up to shake our hands and he looked at you and said something to the effect that ”hey you are a two punch man!”
That guy is funny.
SAP approval I believe. And unblinding.
I know he was joking about the dinner. But still I think he does believe it will be done by September. But I don’t think he or anyone in the company actually knows how long this will take.
I am hoping for November with the society of Neuroncology meeting.
Also after the presentation as Photonic and I were leaving, DI came up to us and asked us what we thought of it.
Photonic and he were saying that they thought it would probably be September and when he asked me, I was somewhat disgruntled at that time after hearing the presentation because like all the rest of you I was disappointed in the pace of the SAP and the fact that they hadn’t even yet submitted to the four regulators.
So I told him I didn’t think they were going to have this done until next ASCO. I kept thinking on how much time a government can take to do anything and I just couldn’t see it getting done by September.
After verbalizing this to DI he said to me that he would bet me A steak dinner if this goes past September.
So at least he thinks it’ll be done by September.
We will all have to be a little more patient I guess.
Yes.
Talked a long time with him. Main thing I learned from him was that he confirmed that Les had done a lot of work for Trump in real estate deals in the past. And knows him very well. Which I thought might come in handy in dealing with the FDA. As long as we can get this deal done before 2020.
More importantly I had a long talk with the UK neurosurgeon who is giving this therapy off study at King’s College. Main question I asked him was in his non-study patients if he is seeing efficacy in his opinion.
He said that he believes there is substantial efficacy with this. Obviously he couldn’t speak to anything with the blinded patients on the trail. But I just wanted to know his opinion of the patients that he has given this to off study and he stated there is very limited low side effect profile.
He said it adds about 10 minutes onto the surgery. To appropriately place the tumor tissue and ready it for freezing.
He has defined protocols for Neurosurgeons on how to handle the tissue.
AVII.
Nope he wasn’t a lawyer because he had a ASCO industry membership badge but I could not read which company.
I didn’t want to seem too obvious in my desire to get information.
Yes there were. Please see my prior post.
However, I might add, that I have been in Medicine a long time and I have never met an oncologist that had even one personal assistant.
Yes I agree. I think you might be onto something.
Where I was sitting, I noticed an executive appearing middle aged man who had 3 or 4 young personal assistants with him come in and sit in the front row.
Once he sat down, before the talk, he immediately got up when he saw Linda and it was fairly obvious that they knew each other and he went over and briefly talked with her and shook her hand.
Since he was sitting close to me I asked him where he practiced because I initially thought he might be an oncologist. He said that he worked in Philadelphia.
Tonight after reading your post, I did a Google search and interestingly there quite a few Big Pharma in Philadelphia including Merck and Glaxo And Johnson and Johnson among others.
Also I noticed that he took a photo of every single slide that was presented. And his assistants were actively taking notes.
After the talk he spoke with Dr. Bosch so I assume that he had a research type background possibly.
Just my observations and speculations.
Was out the talk and spent a lot of time at the booth.
Overall the feeling was very positive. Much more positive then the presentation would suggest. I think we may need to read between the lines.
I was told that they are seeing a lot more demand for research collaborations from other institutions and other investigators.
I wouldn’t be surprised if the new direct trails with Mayo would be funded by Mayo research funds.
Very very positive on the recent Cognate manufacturing agreement and it’s impact impact on the direct trials.
At meeting. Very well attended.
Welcome to the board RadOnc!!
Just want him to pick your brain about what your take is on the statistical models that have been presented on this board and the statistics that have been presented by the company. It seems to me that these all point towards a positive trial results.
Are we missing anything?
He’s calling everyone in order to figure out who the shareholders are. I think it might be related to the Cofer investigation in someway identifying who has shares.
Thanks abeta. I am not sure if I can link the abstracts as I have to login to my ASCO account in order to access them.
I apologize for the negativity of my prior post, however given my own and yours and others such as leprechauns analysis and modeling, there is a very very high probability currently and there has been for a long time that we have a positive result with the current randomized trial.
I believe that Linda is getting some very bad and very poor statistical advice at this point. I fear that she is thinking about this like a lawyer would think about a case going to trial and wants to leave no stone unturned No matter how long it takes.
The thing that I believe she’s not considering as much as she should, is the recognition that there is also a significant risk also to waiting to long. It’s a risk in terms of financing for her company, but more importantly a risk to patients who have the disease and cannot receive this therapy that would help them. In addition NWBO has lost the opportunity and marketing advantages of being able to Present Their data, at a major meeting such as ASCO with a late breaking abstract At the plenary session to 1000s of oncologist in attendance.
Clearly the cost benefit ratio now would favor Unblinding And releasing top line immediately. Further follow up for patients will only produce very minuscule Statistically insignificant changes from what is currently available with the current follow up.
With as much follow-up as they currently have now for their patients in the trial, continuing to keep the trial from being unblinded will only yield very very minimal improvements compared to what is already the results of the trial with the Lengthy follow up we currently already have.
2019 ASCO abstracts are now out.
There are no abstracts for NWBO. There were 297 abstracts with Dendritic cell as a search term. There were 97 abstracts for search term Dendritic cell immune. So it looks like this is going to be another ASCO with nothing from NWBO.
As an aside just typing in the word Stupp gives you six abstracts Which really torches me given how unethical, and egocentric that dishonest jerk is.
Looks like nothing will be presented for us at ASCO. Maybe the industry theater thing will be another nice dog and pony show for us however.
I am very disenchanted. It looks like another Linda head fake with her idea of petal to the metal Means just spending Millions per quarter even though they don’t have really an active ongoing research protocol at this point in time.
What in the hell are they spending all the money on???
So it’s probably gonna be another year. Get ready for New Lows and more significant dilution. Save up some money and maybe you can average down after ASCO.
Sorry for being so negative but I thought at least with their 68 Authors the Tranlational article they could’ve gotten at least one abstract at ASCO.
What is their stupid medical officer Bosch doing? Doesn’t he know how to write?
Umib
In keeping with the sandwich analogy, they should say
“Stay Tuna . . .d”
But did it help the hemorrhoids?
Abeta No would not preclude your hypothesis
Also, I was reviewing some of my older posts, specifically post 134913.
Even though I created that nearly a year and a half ago it still rings true at this time as well and I am not aware of any additional data that would refute it.
The tail Survival data is overwhelmingly and completely positive
I suspect that you are correct, and I would bet that the reason there were so many early censors in the Optune trial, was because of patient intolerance to the device.
Remember, these patients have to put this thing on their head for 18 plus hours a day essentially seven days a week. Some people, a lot of these people, just cannot tolerate doing that.
So a higher number of these patients were censored out early. Or they hated putting on the device so much that they ended up going on different treatments which cause them to censor out.
So yes I agree with you that the remaining patients that are highly motivated to continue with the optune device, are the patients that form the bulk of the remaining KM curve. So hence these are likely patients,because of their highly motivated status, which may actually translate into them having better progression free survival compared to those who censored out early.
It is a significant potential bias that may not be totally recognized by the data And by the overall KM survival curves.
My votes for Questions
5,20,1,6,9,21,25,18,28,13
I am part of the Alphaphotonic consortium of which combined the consortium owns approximately 1% of the outstanding shares.
Doc
You said. I believe Linda has a plan to demonstrate the financial damage done to all shareholders and get some of it back.
What?. She has a plan to Demonstrate financial damage she herself has done to the retail investors?
I don’t think so.
Retail is off the radar.
Re: Pyrrhonian Post# 197034
Pyrr
Corrections for my last post. Stupid voice recognition will always get me.
I could’ve saved myself a lot of headaches by listening to you a little more back in 2014 so this time I am going to take you up on your offer to provide information.
Please advise what you know regarding the hold, why it was placed, why it was lifted, and if Linda was correct by saying that it was something that was “a good thing”.
Thanks I would be interested in knowing your perspective on this aspect.
Also I am wondering if you could enlighten us a little more why you know that the Trail failed PFS and overall survival. All of my models, indicated that PFS was going to be significantly improved in the treated group. My models were limited and were based on few data points. I was hoping you could enlighten us about how You know this information. From your responses you seem to indicate that this is completely credible and is “fact”.
Report TOS
Pyrr
I could’ve save myself a lot of headaches by listening to you a little more back in 2014 so this time I am going to take you up on your offer to provide information.
Please advise what you know regarding the hold, why it was placed, why it was lifted, and if Linda was correct by saying that it was something that was “a good thing”.
Thanks I would be interested in knowing your perspective on this aspect.
Also I am wondering if you could enlighten us a little more why you know that the Trail head Vail van PFS and overall survival. All of my models, indicated that PFS was going to be significantly improved in the treated group. I’ll be at my models were limited and were based on very few data points. I was hoping you could enlighten us about how You know this information. From your responses you seem to indicate that this is completely credible and is “fact”.
Senti. Hang in there. Be strong. Blessings to you and you family.
Thanks again on all the work you did dissecting out those KM curves. If I had More time I would put those into my spreadsheet to see how close we are but I haven’t been able to get the time to do that. I really like how you were able to blow up the curves to identify the censors better. I was physically counting them with a magnifying glass. But I wasn’t as sure about the double ticks and I think You’re counting was much better than mine.
At any rate again blessings to you and your family.
Ex. I think the term you’re looking for is a quantum patient.
Just like in quantum mechanics theory for particles, a quantum patient can be both alive and dead at the same time.
That’s probably what we’re dealing with.
Unfortunately flip it is because they’re sloppy and lazy both management and their medical director.
Just look at the lawsuits they “forgot” to do a filing for and the regulatory deadlines that they have been on “accident” missed.
It’s not intentional, it’s just sloppy and lazy.
That’s all.
Google NBC news GBM or glioblastoma. Primetime review of a GBM immune therapy out of Duke, phase 1, published in New England Journal for recurrent disease. Very positive coverage. Little ol NWBO cannot Beg, borrow, or steal any type of positivity coverage it seems.
Funny. Exactly
Flip
Given what you have analyzed. Is there any rationale that you can conger up that provides a reason for the company continuing to keep the trail blinded and not reviewing the data? Aside from just keeping the gravy train going?
Even my own modeling and analysis has strongly suggested that continuing the blind is Not needed.
I’m just trying to wrap my head around why Linda and Dr. Bosch seem to strongly think that is very important not to Unblind at this time.
Yes very disturbing I agree. It seems AF is a buddy to the FDA Commissioner. How can NWBO get a fair shake? If that is the case???
AF hates NWBO with a hate that goes beyond science.
Man the Leprechaun is one smart little man. Excellent work.