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Strangely, amidst all the back-and-forth here concerning rs, preferred vs common, no public post-Sunrise autopsy, etc., a very bland comment you made last post affecting me greatly. It was that most if not all our sifted news comes via iHub. The attitudes and forecasts we take to bed every night come via this board. What you say here respecting trial I/O complexities, MSK attention and the like are rooted in fact except when noted by your IMO disclaimers - much more so than the wild west comments made by many here, especially the more Tustin remains entombed on Franklin Ave. So thanks for that rather obvious but pertinent statement.
Remember then, accumulation theories are ONLY debunked here, on this board. These rumors are not discarded in the WSJ or anywhere else, but here!
You will get many amens CP for this statement but honestly how most of us yearn for just a peep from the good doctor. And to be fair, we have waited so long for ANYTHING to be disclosed, at all.
Looks like full court press against our bird. She will fly again. Not selling.
CP, here is a two day old endoc post which you may have missed while sunning on the South of France...
methinks the handwriting on the I/O wall has been fully comprehended as it applies to advanced NSCLC. Actually, all these trials provide us with valuable information, but the incremental good vs. expense, and the possible negative PR for both products, could easily be judged to not be worth the price of admission. Imagine Durvalumab/Bavi combo being worse than SOC, etc. etc. I think the next thing for bavi is to find a stall in a well-financed stable that can afford to be in the race for the very long run. If PPHM continues to sit on Bavi, and if PPHM can move forward with Avid, Bavi will either emerge in the distant future with a role in chronic inflammatory conditions and early cancers, or be shelved for some long time.
BTW, good to have you back. Been pretty rough here last two weeks or so. Pounded pretty good by...well, you know.
Having never worked for BMS, I wouldn't know.
Care to comment on stoneroad's interesting post?
Well Wernaaa you've earned your salt today!
Thanks for reply bio. I could never match your background work or knowledge concerning PS targeting and the rest. You certainly have given of yourself here for cause.
The one strategy that keeps me going is logic.
One thing I think we, most of us, would agree on is that given Avid's numbers, the sp should be at a buck or so. It is not. Why? Why hasn't the sp moved in months? I sleep at night because just a couple of weeks ago we had a flood of posts supporting accumulation. Makes sense then and still does to me. I'm sticking with accumulation, especially since the Sunrise numbers are now backing up the 2012 results, confirming bavi. Accumulation could only begin when those numbers came out. Yes, yes, assumptions here but that's where I am at - holding on and waiting.
PG, what's CP up to? Vacation or no news, like us? Thanks.
We could all handle this so much better if Tustin would just throw us a bone once in a while. IF we are in accumulation, then their behavior would make sense. But that's a guess too! I'm just a retired school teacher - I didn't sign on to become a stock annalist or biochemist.
Okay. What I'm saying and not doing that well at it is that our present eternal sp does not make sense, period. I agree with you, Avid SHOULD put us higher, even with Sunrise stoppage. So why doesn't it? The sp is acting, has been acting, weird for many months. That's all I'm saying. Of course what I want is accumulation chey and that's, happily, the only theory that makes sense. To me.
Thanks endoc. Actually IO does complicate things, although for patients it is so much more hopeful. Understand the SOC barrier. What I don't get is this constant sp when you'd think that it should be around 10 cents after February. And if Avid was in play, it should be higher! What's going on? I take it you don't subscribe to the accumulation theory. Always appreciate your hanging about, feeding us reality without the bombast.
If God is your only hope, then you are in very good shape, PG.
I'll take that jake. Thanks. Makes sense.
Endoc, any insights as to Durvalumab/Bavi NSCLC trial being officially withdrawn before enrollment? Thanks.
Wow down one cent! Big impact! Looks like any other day. What does keep this bird flying?
Love it 4Our! Like exosome, so much here out of the blue.
Masshysteria. Come in please. We need another one of your fact-checks. Haven't heard from you since June and the long hot summer is taking its toll! Thanks.
Seems a waste not to re-post what I take to be really informative posts from knowledgeable contributors. Yes, they support PPHM big-time but deal with it. From sulaco two weeks ago:
THE ESSENTIAL SCIENCE HAS NOT CHANGED
A few thoughts:
1 - Yes, the stock price is bad; so are the vagaries of biotech. The delay is painful for all. No doubt.
2 - But the science has not changed from day one. Nor from the first day of SUNRISE suspension post first look-in. PS is still a highly immunosuppressive molecule. Bavi and betabodies still cover up PS to turn the immunological lights back on. Nothing has changed on that front. Nothing.
3 - Chemo is poison. Bavi doesn't work well in a poisonous environment apparently, despite the fantastically weird super efficacious Doxi control arm. So are the vagaries of biotech.
4 - BMS, Merck, Roche, and AZN have invested BILLIONS in the anti-PD1, anti-PDL1 mabs. Only BMS and Merck are raking right now because they were first in line. But the others aren't giving up. Why?
5 - Well, how 'bout combo therapy. It is a phenomenon well-known to the alternative/complementary medical field for decades. In fact, the whole Wall Street biotech immunotherapy racket is a rip-off of what natural holistic doctors have been saying for years.
6 - You don't treat breast cancer with just DIM (diindolylmethane, an anti-estrogen supplement); you add beta-carotene from natural sources (usually 8-10 blended organic carrot juices per day, plus duneliella algae food carotene - often to the tune of 200,000 IU daily), plus massive doses of Vitamin C, plus a no-sugar diet, plus alpha-lipoic acid, plus selenium, plus extra zinc to improve the zinc/copper ratio, plus Turmeric, plus Holy Basil.....etc.
Well, you get the idea. COMBO therapy. Plus, if someone has sizable, advanced breast cancer, it's probably a good idea to cut out as much out as possible. The tumor burden changes bio-electromagnetics throughout the body, thereby stressing it greatly; this is also why Bavi can't kill it.
But chemo and radiation stress the body even more, to the point that most cancer patients in this country die from chemotherapy. The researchers know it. The doctors know it. The nurses know it.
The only one who doesn't know it is the patient. They're just the wallet paying for it all despite ever more deaths from cancer over the past 50 years (cancer is soon to pass heart disease as our nation's #1 killer).
7. So why hold on to your shares. Well, Warren Buffet always says, "Buy and hold...forever." Yeah, I know, it already feels like forever, and that's disappointing for us long-suffering longs, but "c'est la vie."
8. I like the post on Avid being PPHM's lifeboat, otherwise Tustin would be packing boxes. True enough. Well, doesn't the BOD get any credit for thinking Avid through and pursuing it. NO small biotech out there has what PPHM has. Not one. Think about that.
9. I'm still adding when I scrounge up dry powder. That's my choice. You may not agree. Fine. I don't care.
10. My view is that someone will buy the PS platform sooner or later. For the grumpy bears, I know that is little consolation. But in my view, it's only a matter of time. The combos will demonstrate Bavi's critical role, and then it's just formalities from there.
Best regards always,
Joe "Six-Pack" Sulaco
Thanks for clarity Arch. There are such things as disgruntled ex-employees., but when you are hanging on ANY news regarding PPHM, chey's post was a real bummer. Not any more thanks to you.
I know this chey. I do. It's the disingenuous here that get my goat. But those who own shares have a right to gripe. Last February was almost as bad as Sept 2012. What was so wrenching was no supporting news from Tustin. I feel that deeply. Cp, you, sunstar , MH, etc, have kept me going with honest evaluations.So I hang in there, waiting on MSK, AZN, someone to get us off the 30-something dime. Now accumulation theories have helped me sleep nights. On and on it goes. If I were 50 or thereabouts, I'd relax more but the waiting isn't helping at all. Only God and my wife know the trouble I've seen and the silent drumbeat seems endless except for Avid. Nothing new in this...just Sunday afternoon watching the PGA and staying sane.
Thanks for your reply. Enjoy your short reports and the digging you do for us.
No, I'll hold on, thank you. Of course, one can only "hold on" if they own. Get it?
Just post anything close to supporting PPHM and watch out! Sure doesn't take long for the sky to start falling! More buying come Monday.
Nice north, but any PPHM dots to connect from your part of the world?
Your post had the impact of a photon torpedo!
Nice bio, but he doesn't care. Who knows who had their fingers in 2012.
Spoke too soon! But really well expressed Geo.
What a great opportunity to buy before accumulation is over.
Sulaco, there is a significant "silent majority" here that applaud your efforts. Thank you.
Well PG, good to see your call sign up there! Missed your comments. (Losing Krak makes me gun shy about losing others whom we haven't heard from in a while.) But then about the only topic after February seems to be accumulation. It's the thing that keeps us rolling along. Avid does not explain this treading water at 40 cents for months and months. And months. You're a bright guy. What do you think? Do not mind at all the anger from geo or any other honest long here. The silence from Tustin is maddening and inexplicable. Unless behind curtain number one is a partner et al and the accumulation theory proves correct. But we don't have much else that clears the fog from this interminable waiting.
GP, love your confidence!
Nice GP. Thanks. Another unexpected biotech play from our little bird of a company. They do have a knack for surprises, don't they!! BTD? Approval? Partnership? Who saw exosomes com'in?
Thanks 4Our for msg. I always turn to your posts as I respect them for their even-handedness. I do wish the BOD was more sensitive to the shareholders, but what can I do? Like many others I've experienced paper loses I'd rather forget, but still the science beckons. I'm hoping for jake's accumulation theory. His linked article was quite compelling. Take care.
IFU, yes, may longs hang in there. I am NOT happy, however, with the less than clear way we are treated by management. But I don't see how my protestations are going to help and besides, the science is very compelling. You don't agree and that's fine. Thanks for listening.
I meant buy, buy, buy for honest longs. Sorry.
Buy, buy, buy!
It amazes me how sad I can get for losing someone I've never met. I will miss not seeing his handle and his cheerful ways. Wish bavi could have helped him. Makes me so frustrated to think that there are probably self-absorbed powers out there that care less for the Kraks of this world.
No, not losing hope. Just trying to look through all the fog of misinformation going on concerning PPHM here.