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Buy at $5 tomorrow AM and wait for it to double?
Short squeeze will be ON tomorrow and we could see long rise over the day of at least a double to $10.
Wondering if I should buy more in AM...
Hmmmm...
Merck's $6 Billion drug would make Bavi/PPHM $35/share
If Merck's anti-PD1 drug beats BMS Yervoy (and it looks like it already has), and is worth $6 Billion, then what's Bavi worth?
Well, if Bavi is worth $6 Billion,, that puts PPHM at $35 bucks a share, + Avid, + Betabodies, + imaging, + Cotara. Add your typical multipliers and forward earnings in , and you'll see why folks can get a little animated around here.
When analysts say a Merck immunotherapy drug looks like a $6 Billion dollar drug, that should catch EVERYONE'S attention.
Bavi turns on the upstream lights for the downstream "anti-XYZ'ers" (as CP calls them). Merck will need Bavi and the anti-PS platform.
Their diabetes and cholesterol drug proftis are tanking and they're missing profit forecasts.
Merck's Big Earnings Miss
Their shareholders are best described as an unruly drunken mob.
Merck is an incredibly proud company with a very long history. But they've been slipping. They're like the Yankees. When they don't make the playoffs, (earnings) they then go out and pursue every talent out there to make sure it doesn't happen again.
I'll go so far as to predict that MERCK will be the partner for Bavi.
Why? Because they're winning the downstream anti-XYZ war. But they need the one upstream player out there: Bavi.
That's my call: MERCK
Best,
Joe
Sunstar, one quibble - the flu shot isn't worth much
The flu shot does not confer "long-lasting" immunity; if it did, you wouldn't "need" a shot every year. The strains that circulate in the community are very often different than those in the vaccine.
Basically, the flu shot is over-hyped. Many unbiased studies don't show efficacy at all, and in fact, may predispose you to actually GETTING the flu. This led to the discontinuation of the H1N1 flu shot campaign in Canada during the so-called "pandemic" a few years ago (2009)
Check the link:
Canadian research suggests flu shot increased risk of H1N1
Vaccines very often need "boosters" which, by definition, rule out "long-lasting" immunity.
Even the chickenpox vaccine wanes over time. Interestingly, though, infection with "wild-type" chickenpox in childhood does confer life-long immunity.
So the immune system is as slippery as a greased pig. Bavi's safety really can't be underscored too strongly. It appears to reactivate the immune system against PS-bearing tumor cells, without inducing auto-immunity when addressing apoptotic cells.
Good stuff.
Best,
Joe
Right, WH, adaptive immunity is MEMORY immunity
It's the immune system remembering what the cancer looks like due to the production of memory cells.
That's the (very) simplified difference between innate and adaptive immunity.
Best,
Joe
Actually, Rev, we've traded 86+ MM shares this month
(including the 11 MM traded today)
Sweet. And yes, you're right, that comes close to ALL of the trading last quarter.
Of course, this is child's play compared to what's coming. We can trade 60-80 MM in a SINGLE DAY with the right news.
Hold your shares for the long haul and things could REALLY go your way.
Best,
Joe
PTL, we traded 7.7 milj shares in the 4 days before Fast Track
(January 6)
We've traded 15 milj in the last 4 days.
The consensus is in: SOMETHING is coming....soon.
best,
Joe
BioBS2012, you're right
As Warren Buffet would say,
"My preferred holding period on stocks is....FOREVER."
GLTAL!
Best,
Joe
Abe, for once, you and I agree.
77 million shares in the past 2 weeks, up after-hours, and pushing $2 bucks after languishing for MONTHS at $1.37
Someone knows something...
Last 11 days = 77 million shares
with usual volume for that time period at 22-25 million shares.
Someone knows something.
GLTAL,
Best,
Joe
Yeah, but talk about beating a dead horse...
The BOD stuff got REAL old after a while. I mean, everyone just got SICK of it.
Thankfully, folks have chilled out (finally.)
GLTAL!
Joe
Right on, PTL - the "BOD-sure-sucks" crowd
has been oddly quiet as well over the past couple of weeks.
Blissful silence.
GLTAL!
Best,
Joe
Stock, clearly in Bio's context, if Steve is reporting
another great quarter, that means the stock is in high demand, and thus, would need to forward split to provide more shares to potential investors.
It's a great scenario for those on the train early (as in us, now).
After a few splits, just quadruple the number of shares you have now and and 10-bag the price. Chances are, this would not make you unhappy.
GLTAL!
Best,
Joe
Good post, Bio - Bavi will be crucial
You can't destroy your target without turning the lights on.
You can't have tactics (anti-XYZ) without strategy (Bavi).
You can't fire up a bulldozer without a starter.
Bavi. Bavi. Bavi.
It's all in the killer MOA video.
Bavi MOA video link
GLTAL!
Joe
Anti PD-1 antibody is a Merck product
And don't count Merck out as a potential partner.
They're on the warpath for immunostimulatory Mabs, and they have ultra-deep pockets.
You better believe they know all about Bavi, and are figuring out, as we speak, how to control it or buy it.
GLTAL!
best,
Joe
Hope everyone has seen the killer Bavi video
Super summary of the MOA - click here for killer video
Repolarization of immunosuppressant M2 to tumor-fighting M1 macrophages.
Critical knockout of MDSCs, with promotion of dendritic cell maturation.
Firing up of immunostimulatory cytokines such as TNF-alpha and IL-10, with suppression of TNF-beta and IL-12.
It's ALL there, brothers.
I've been studying the immune system for years, and we remain in the cat. bird. seat.
GLTAL!
Best,
Joe
Gloomy dooomers strangely absent
Amazing how that works....
Fast track designation has really silenced a lot of the noise on the Board.
The realization that the emerging immunologics NEED Bavi so they can work effectively is starting to dawn on the Market.
GLTAL!
Joe
Buffet's preferred holding period - "FOREVER"
I think that may the key with PPHM; hold, hold, hold it.
Hold it through partnership.
Hold it through AA.
Hold it through FDA approval.
Hold it through the splits.
Hold it through commercialization for SOC NSCLCA.
Hold it through breast commercialization.
Hold it through beta bodies applications.
Hold it through anti-viral appliations.
ICPT was $19 pps not at all long ago. As CP mentioned, a retailer may have sold his shares 2 days ago at $72, thinking he had a nice tidy profit. And he did.
Whoops. The stock peaked at $485 and change this morning.
If the retailer really believed in the drug, he would have held.
And had a 24 bagger in his pocket...instead of a 3.5 bagger.
A word to the wise....
Best,
Joe
CP, your exact plan on THE day
Does it refer to partner announcement? or when SUNRISE is looked at early with a subsequent need to stop the trial?
Either way, you're right, it would be good to have a plan. ICPT closed last night at $72, opened at $231, peaked at $303, and is now at $260. Interesting stuff.
Following volume velocity would seem to help. Retailers don't have bots to do this for them, but getting an idea of the peak based on volume acceleration/deceleration seems to fit today's ICPT pattern.
Thanks in advance.
Best,
Joe
Sulaco Returns...with Bavi in high gear.
Congrats, brothers.
Congrats for resisting the naysayers with THE SCIENCE.
Congrats for resisting the gloomy-doomers who are strangely absent from the Board today.
I have returned from my South American hiatus to this awesome news (which in fact is not really all that surprising.)
GLTAL!
Best,
Joe
CP, here's your money quote from that article
American Association of Cancer Research 8/19/2013 article (Thorpe)
AACR Thorpe 8/19/2013 link
The Wistar Institute "clue"
ALL the rumor on YMB...that some sort of "clue" is hidden in the Wistar website regarding Bavi.
Ridiculous, I know. But here's my guess. This KOL is screaming Bavi in this article. Bavi WIPES out MDSCs. The KEY to everything.
Check the author's name....a KEY KOL!
Myeloid-derived Suppressor Cells as a Critical Element of Tumor Microenvironment
The Wistar Institute, 3601 Spruce St., Philadelphia, PA
Myeloid-derived Suppressor Cells as a Critical Element of Tumor Microenvironment:
Biological Role and Target for Therapeutic Intervention
Dmitry Gabrilovich, M.D., Ph.D.
H. Lee Moffitt Cancer Center & Research Institute
Historically, the main factor limiting the success of cancer immunotherapy was felt to be the inadequate tumor-specific immune responses generated in cancer patients. In recent years, however, advances in the development of novel methods of antigen delivery and the blockade of checkpoint proteins responsible for negative signaling in the immune system as well as the generation of antigen-specific T cells ex vivo with subsequent transfer of these cells to patients after lymphoid depletion, have changed this situation. It is now possible to induce tumor-specific immune responses in most patients treated with various types of cancer immunotherapy. However, despite these successes, the proportion of patients who benefit clinically from these treatments remains small.
(Yeah, anti-XYZ won't work well...without Bavi!)
Why has our ability to generate tumor-specific immune responses not translated into a clinical benefit?
(see above!)
We investigated a concept that failure of cytotoxic T lymphocytes (CTLs) to eliminate tumor can be independent on inhibition of T-cell function. Inflammation plays an important role in the development and progression of different tumors. In the context of an inflammatory response myeloid cells are the primary recruited effectors. In cancer, these cells are represented by activated macrophages (MF), granulocytes, and myeloid-derived suppressor cells (MDSC). Major feature of tumor infiltrating myeloid cells is a production of large amount of peroxynitrite (PNT). In mice, myeloid-derived suppressor cells (MDSCs) were a primary source of PNT. Pre-treatment of tumor cells with PNT or with MDSC inhibited binding of processed peptides to tumor cell associated MHC, and as a result tumor cells became resistant to antigen-specific CTLs. This effect was abrogated in MDSCs with a defect in the production of reactive oxygen species or after treatment with the PNT inhibitor.
As a model of tumor associated inflammation, we used Lewis lung carcinoma (LLC) cells overexpressing IL-1ß (to promote myeloid cell accumulation) and ovalbumin (OVA). Adoptive transfer of antigen-specific CTLs after total body irradiation significantly reduced growth of LLC-OVA tumors. In contrast, the therapeutic effect was completely blocked in LLC-OVA-IL-1ß tumor-bearing mice. Therapeutic failure was not caused by more profound suppression of T cells in IL-1ß expressing tumors. Inhibition of PNT dramatically enhanced the effect of adoptive transfer in different tumor models.
Our data suggest a novel concept that may contribute to our understanding of the mechanisms of tumor immune escape. The tumor-infiltrating myeloid cells can induce nitration of MHC class I molecules on tumor cells, making them unable to effectively bind and retain peptides and thus rendering the tumor cells resistant to antigen-specific CTLs. This suggests that tumors may escape immune control even if potent CTL responses against the tumor-associated antigens were generated. The escape occurs because tumor cells may not express specific peptides that were used to generate CTLs. It also suggests that this escape can be diminished by blocking the PNT production using pharmacological inhibitors of ROS or RNS.
(Gotta get rid of MDSCs. Enter Bavi!)
OK, I'm done for the day.
Best,
Joe
Seeking Alpha post: Paradigm shifts catch the vast majority
of people by surprise because they can't believe change can come so quickly.
Well, it can.
Just ask Blockbuster. They never saw Netflix coming.
Just ask the CD recording industry. They never saw MP3s coming.
And now, we will soon see the cancer chemotherapy industry wondering what hit them.
Answer: It will be cancer Immunotherapy.
(now, I'll add a proviso: some chemo is actually immunostimulatory, like docetaxel. Put Bavi and Docetaxel together and expect great synergy. Phase III is underway this month.)
Patients have to hang in there. Help is on the way.
OK, I'm done for the day.
Best,
Joe
Nice quote, CP - really the key
Yes, Ku, but the announcements can come at ANY time
That's the whole point.
Joe
Don't understand your post, abe
You make a plea of pure emotion for the families, for the children, for the Brian Piccolo's of the world dying in agony of cancer...
And then tell us to have the "clarity" to listen to AF.
Thanks for the humorous send-off for the weekend.
Joe
Right. PPHM did not have DOX nor placebo.
So how is this PPHM's fault? I'm flummoxed. LOL
Best,
Joe
Excellent point, Threes
PPHM did NOT have access to DOX, and therefore, could not have mislabeled it.
Case closed.
GLTAL!
Best,
Joe
Squabbling about pennies
on NO news. **Sigh...**
GLTAL!
Best,
Joe
Right on, Bio - you got it
PPHM and Bavi's story as the KEY upstream immune checkpoint is just getting to be told; As KOL's pick it up and spread the word...
LOOK OUT!
GLTAL!
Best,
Joe
Cloaked, yes, the unresolved event
in PPHM's gestalt is the loss associated with the sabotaged NSCLC trial. There is an irresolution there that has generated significant tension.
While this may sound esoteric, it is, in fact, what drives this Board. Posters are trying to resolve the tension, and complete the Gestalt.
Disappointment in the original loss drives the weeping posters, while hope for gestalt resolution and justice drives the seeking posters.
It all really comes down to that.
The perspective you're coming from determines your worldview right now at THIS moment.
Now gestalt therapy tries to get you to see this. It tries to enable you to see WHY you're thinking what you're thinking RIGHT NOW at this moment.
Because those thoughts, while often divorced from reality, often constitute reality anyway.
Now, an injured weeping poster will say, "Well, my reality is a $1.37 stock price, and that seem pretty real to me."
Sound familiar? Oh yes.
And it's true enough. To a degree. But where is that worldview coming from? It's coming from loss. It's coming from "How come the stock price isn't $5.40 like it was on Friday, September 21, 2012?"
So remember. Every comment made by injured weeping posters is most likely based on that gestalt.
Now let's take seeking posters (like me, ) Their gestalt includes loss, certainly, but they seek resolution because that loss does not appear permanent, nor logical to them.
In other words, they are back to Monday, September 24, 2012, not the Friday before. But they see INJUSTICE there instead of LOSS.
So we have "weepers for loss" and "seekers of justice."
In short, weepers and seekers.
You want a gestalt for this board? That's it.
Thanks, CP, for an interesting conversation.
GLTAL!
Best,
Joe
Lemmy, the gestalt suggests accumulation
I don't have technical precision for you. If all of us here did, the price would rise, because EVERYONE would know it's under accumulation.
No no. What's unusual for PPHM is this $1.40 mark that we've traded around for about 8 months now.
BIG V-dips on no news,
Millions of shares traded on NO news,
Drifting down 10% only to recover ump-teen times,again, on ABSOLUTELY no news,
Dozens of closes on the EXACT opening price,
ALL point to manipulation, slow buying and shorting, and quite possibly, quiet accumulation.
So, no, I don't have "a precise technical" indicator for you.
Which is exactly the point.
What's being done is being done quietly.
Oh yes, and institutional holdings have most DEFINITELY increased as well.
GLTAL!
Best,
Joe
Right on, CP - 200 million shares in 3 days
is possible once the connection between the science and revenue potential is made.
The PPS is UNCOUPLED from the science at this point and is thus drifting in the wind.
We longs who have identified immunotherapeutics as the next great salient in oncology, the next great wave, have confidence in the science (much of it peer-reviewed) and realize the incredible potential of phosphatidylserine blocking as a critical upstream checkpoint in the immune cascade.
Your post explains the past as a prologue to the future. When PPHM receives 3rd party confirmation of its science (such as a third party loan), the stock can 14-bag (and in fact did so) in a matter of weeks and months.
Now what do you think the stock will do when a major BP partners with it?
Answer: it will MORE than 14-bag....
GLTAL!
Best,
Joe
At $5, retail will just begin to jump on
No way do I sell at $5 - that is not the end. It is only the beginning.
Many retail investors will jump on PPHM at $5, as well as 'tutes.
For all the doomy gloomers, nay-sayers, and gutter snipes out there, WE'RE JUST ONE PR AWAY, BABY.
Best,
Jo0e
Dad "never stoppped fighting" for cancer drug
Man fights for anti PD-1 drug
Uh-oh. There's immunotherapy hitting the mainstream again. First, a commercial for Provenge with the slogan "Helping you help yourself."
Now, a Yahoo story on a man dying from Stage 4 melanoma trying to get anti PD-1 from Merck.
Wow. What if he could have gotten it with Bavi? Answer: he'd still be alive!
GLTAL!
Best,
Joe
The stock is under accumulation
WEIRD trading patterns as the stock runs up WITHOUT news = accumulation.
Shorted back down, and then run back up = accumulation.
Someone is doing it quietly.
GLTAL!
Best,
Joe
"Helping you help yourself"
The new motto for immunotherapeutics -
Anybody seen the new commercial for Provenge with the slogan "Helping you help yourself?
Check the link here
That's Bavi, too, my friends. Immmunotherapeutics are entering the mainstream as of NOW!
Exciting times indeed.
GLTAL!
Best,
Joe
If Brekken, Garnick, and Wook are "11"s...
Well, then, so am I.
Wish I had more dry powder at this moment.
Biopharm's great posts about the realignment of BPs toward immune-oncology show staggering potential
BP knows which way oncology is going. And BP is running right at us with a HUGE warchest.
Thus, "11." (as in AT LEAST 11 Billion)
GLTAL!
Best,
Joe
Since then, Merck KGaA has refocused its research efforts and is limiting its scope to oncology, immunology, immunotherapies and neurology, high-growth spaces the company believes can help spur an R&D turnaround.
Read more: [url]Merck KGaA says big M&A could jump-start stilted pipeline - FierceBiotech http://www.fiercebiotech.com/story/merck-kgaa-says-big-ma-could-jump-start-stilted-pipeline/2013-11-
[/url]
GLTAL!
BEST,
JOE
Geo, you didn't go wrong
King notes that there are cancer patients who probably wouldn't do as well with just anti-CLTA-4. Why? Because there are just too many MDSCs toning down T-cells, cytokines, macrophages, et. al.
Bavi DECREASES MDSCs and improves the immunostimulatory milieu, thereby acting synergistically with downstream agents.
Conclusions readily drawn from peer-reviewed science.
Best,
Joe
I agree, Bid, Steve did an excellent job
The posters criticizing King's performance at Credit Suisse, obviously are biased fanatics.
The presentation was professional, organized, and thorough. The confidence he has in the science was obvious.
Any reasonable person would be pleased with his presentation. But of course, the word "reasonable" doesn't apply too much around here.
GLTAL!
Best,
Joe