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INSTITUTIONAL HOLDINGS CONTINUE TO INCREASE
FROM NASDAQ.COM (PPHM)
GLTAL!
Best,
Joe
Well, I see your point, but we really
don't know much at all.
I really think legal has a death-grip on IR. You've got to admit - up until last week's pre-clinicial, it's been eerily quiet.
And frankly, I don't blame them. They have to get their ducks in a row, before breathing a word. If Fate were to go against them one more time, no one would ever trust them again.
Everyone wants the PPHM church mouse to sing, but I don't see it happening. You will not get FART ONE from IR.
Therefore, without that investor perspective, we've GOT to lean on the science. And the science is clearly getting stronger. Do I expect the Street to reward that?
No.
But we know that sooner or later the train is poised to pull out of the station. And we're on it. The vast majority of the Street is too busy chasing green shoots to involve themselves in some boring research done by a tiny biotech that happens to have the anti-phosphatidylserine patent locked up.
GLTAL!
Best,
Joe
Paul, true, Bavi is sitting smack dab in the middle of emerging
immuno-oncology agents. Which is FANTASTIC.
As an aside, those who are critical of King's performance in the CS webcast 11/12/2013 are officially NUTS.
King's performance was down-to-earth, direct, and organized. You could sense his optimism and confidence. The general sense from him was,
"Hey, a lot of this is settled science. We KNOW Bavi decreases MDSCs and gets macrophages and dendritic cells going again. We know it supports the production of immunostimulatory cytokines. This is accepted science. We know how to pair Bavi up with the right agents now. It does well with docetaxel and paclitaxel. It does well with radiation. It does well with ANYTHING that is immunostimulatory. We won't pair it up with anything from here on out that is immunosuppressant. We know we need the type of patients that will live long enough to see the separation of the KM curves that is so indicative of immunotherapeutic agents."
My take is this is why Pancreatic data didn't pan out well. The population didn't have a good baseline immune system. They didn't live long enough to give Bavi time to work and to see the KM curves extend.
In my view, good progress lies ahead for the cancer patient, the company, and shareholders.
GLTAL!
Best,
Joe
King: Bavi reduces MDSCs which correlate with mortality
The synergy with downstream agents lies with Bavi's ability to turn off MDSCs which are often still high in downstream-receiving patients.
THAT correlates well with the recently published Yervoy mouse study.
GLTAL!
Best,
Joe
GEO, they'll take 'em away from you before
they take 'em away from me. Which means for both of us, NEVER.
I know what a game-changer the anti-PS platform is, and I realize it's going to take time to work out the details about how this is going to be introduced into immuno-oncology.
The cell membrane is where the action is. Scientists have known this for more than 100 years. The cell is in constant communication with its environment, and first and foremost, its protector, the immune system. Phosphatidlyethanolamine and phoshatidylserine are KEY players (as in KEY opinion leaders) in cell communiciation.
We're sitting smack dab in the middle of that communication network.
Always remember that.
GLTAL!
Best, Joe
Geo, yes, there is an opinion
that Figure 2A of the recent study with anti-CLTA-4 (Yervoy) versus Bavi in mice with melanoma shows Bavi's impotence vis-à-vis Yervoy.
I've tried to discuss the pathology slides that show a clear synergy when both agents are combined, but have pretty much been shouted down.
I like the synergy i.e. the zero tumor growth when both agents are working together, but other have zeroed in on Yervoy's singular performance, which, for them, bodes ill for Bavi.
I would point out, that we're still talking MICE here, not humans, and what really matters is the synergy and what's occurring at a cellular level.
Obviously PPHM thought the results were impressive, and we've taken a nice little bounce from $1.17 to $1.35, but others seem to think that, well, Bavi sucks.
GLTAL!
Best,
Joe
microbe, SAFETY, SAFETY, SAFETY
YERVOY (ipilimumab) FDA BLACK BOX - microbeman
Before we all go GAGA over BMS' anti-CTLA-4 ipilimumab activity in the now infamous Figure 2A of the just-released preclinical PPHM study, check the BLACK BOX FDA warning on the drug:
"YERVOY can result in severe and fatal immune-mediated adverse reactions due to T-cell activation and proliferation. These immune-mediated reactions may involve any organ system; however, the most common severe immune-mediated adverse reactions are enterocolitis, hepatitis, dermatitis (including toxic epidermal necrolysis), neuropathy, and endocrinopathy. The majority of these immune-mediated reactions initially manifested during treatment; however, a minority occurred weeks to months after discontinuation of YERVOY (ipilimumab). Permanently discontinue YERVOY and initiate systemic high-dose corticosteroid therapy for severe immune-mediated reactions. Patients should be assessed for signs and symptoms of enterocolitis, dermatitis, neuropathy and endocrinopathy and clinical chemistries should be evaluated, including liver function tests and thyroid function tests, at baseline and before each dose."
Microbe, small sample size and Black Box Yervoy
with a 5 week trial course make your contentions severely weak.
The combo pathology slide tells a different story, and you deserve credit for acknowledging that.
GLTAL!
Best,
Joe
Killer Yervoy beat Bavi...after 5 "whole" weeks!
Yervoy (anti-CLTA-4 BMS) has SERIOUS AT TIMES FATAL side effects.
See my previous post HERE
It beat Bavi after 35 days of treatment, an incredibly short time period, and yet folks here are wringing their hands that anti-CLTA-4 beat Bavi.
Don't count out our SAFE, non-lethal "upstream" checkpoint inhibitor yet!
GLTAL!
Best,
Joe
YERVOY (ipilimumab) FDA BLACK BOX - microbeman
Before we all go GAGA over BMS' anti-CTLA-4 ipilimumab activity in the now infamous Figure 2A of the just-released preclinical PPHM study, check the BLACK BOX FDA warning on the drug:
"YERVOY can result in severe and fatal immune-mediated adverse reactions due to T-cell activation and proliferation. These immune-mediated reactions may involve any organ system; however, the most common severe immune-mediated adverse reactions are enterocolitis, hepatitis, dermatitis (including toxic epidermal necrolysis), neuropathy, and endocrinopathy. The majority of these immune-mediated reactions initially manifested during treatment; however, a minority occurred weeks to months after discontinuation of YERVOY (ipilimumab). Permanently discontinue YERVOY and initiate systemic high-dose corticosteroid therapy for severe immune-mediated reactions. Patients should be assessed for signs and symptoms of enterocolitis, dermatitis, neuropathy and endocrinopathy and clinical chemistries should be evaluated, including liver function tests and thyroid function tests, at baseline and before each dose."
Uh-oh. So while it seems Yervoy can be a SHERMAN TANK against melanoma, apparently crushing Bavi in the competition, it can also crush patients...FATALLY. That's not an easy side effect to overcome. Thus, the BLACK BOX warning on this anti-CTLA-4 agent.
Veterans of biotech investing have seen this too many times to count. A new drug shows very good efficacy at destroying its target, yet also carries the potential to destroy the patient as well.
Be careful with Mother Nature. The human immune system is FAR from fully understood, and firing up T cells by blocking the inhibitory CTLA-4 may have hidden dangers and already has proven risks. Multiple patients died after receiving the drug in the initial study.
Don't count Bavi out quite yet.
GLTAL!
Best,
Joe
BMS anti-CLT4 and Bavi collaboration coming
Pretty darn obvious.
The COMBO pathology slides show DEVASTATION of the tumor.
Buyout?
GLTAL!
Best
Joe
IMMUNO-ONCOLOGY: Bavi front and center
Yesterday? Dark clouds on the Board. Today? SUNRISE.
TO WIT:
We believe the encouraging preclinical combination treatment data are due in part to the ability of bavituximab to facilitate an increase in tumor-specific cytotoxic T-cell activity, a function that appears to expand and broaden the potential of immunotherapeutic agents including anti-CTLA-4 and anti-PD-1 which prime and sustain T-cell mediated killing of tumor cells in our pre-clinical models. We are continuing to explore these and other immunotherapy combinations and look forward to reporting additional results as they become available."
Read more: http://www.nasdaq.com/press-release/data-presentation-at-society-for-immunotherapy-of-cancer-annual-meeting-supports-potential-of-peregrine-pharmaceuticals-novel-immunotherapy-bavituximab-in-combination-with-anti-ctla-4-antibodies-20131108-00390#ixzz2k51QHJlx
Thanks, Bio, the science strengthens every day
Appreciate all your posts and DD, BP.
I was NOT AT ALL concerned about our recent "dip" because I knew it occurred with NO NEWS and that the science continues to looking better than EVER.
In fact, as I posted, I ADDED during the dip and was lambasted by the Board for it.
Oh well.
All I can say is....
GLTAL!
Best,
Joe
Well, well, well
Peregrine presents data on bavituximab combined with anti-CTLA-4 antibodies
Peregrine Pharmaceuticals announced the presentation of data showed that phosphatidylserine-targeting antibodies reactivate tumor immunity at multiple levels and that these antibodies, when combined with an anti-CTLA-4 antibody, yielded enhanced anti-tumor activity in a pre-clinical model of melanoma. Peregrine is planning to initiate a Phase III clinical trial in second-line non-small cell lung cancer with its lead PS-targeting antibody bavituximab by year-end. In the presentation, scientists examined the anti-tumor response of a PS-targeting antibody equivalent to bavituximab and anti-CTLA-4 combination therapy in a mouse melanoma model. Results showed that the group that received the combination resulted in superior tumor growth inhibition than with either antibody alone with no additional toxicity following multiple treatment doses. In addition, histopathological analysis showed the combination produced more inflammatory cell infiltration and tumor destruction than anti-CTLA-4 alone. The company said, "These encouraging data further support the potential of giving bavituximab to enhance the potential of other immunotherapies such as anti-CTLA-4 antibodies."
GLTAL!
Best,
Joe
DRIVIN' OUT RETAIL - bye, bye
All in a day's work.....LOL
GLTAL!
Best,
Joe
Yeah, you're right. They're not tight-lipped at all
They've been singing the praises of Bavi to the four corners of the earth.
We know every single detail of their strategy for PIII.
GLTAL!
Best,
Joe
Stock price drifts, science remains ROCK solid
What's all the huffing and puffing about?
FACT remains: Nobody knows ANYTHING about where PPHM stands in its partnership negotiations.
Zero. Zip. Nada. Zilch.
Legal has a stranglehold on IR, and with very good reason, whether folks here like it or not.
Huffing and puffing about IR is tilting at windmills.
It just makes no sense.
Legally, they can't even blow a fart in our direction, what with the tedious, tough negotiations going on behind the scenes. How do I know? Hey, read up on oncologic immunology and get back to me.
BP KNOWS they need the upstream lightswitch to knock out MDSCs (myeloid-derived suppressor cells). PPHM has it. The price is being worked out.
GLTAL!
Best,
Joe
Wook, EXACTLY, it's a liquidity question
Retail holds too high a percentage of outstanding shares, with consequent lousy liquidity.
Retail remains ornery and cranky, but refuses to sell
(Exhibit A: this board, **SIGH** )
Big players can't get what they want without driving up the PPS - which they definitely do NOT want to do.
So we languish, and the weak hands will sooner or later cave.
GLTAL!
Best,
Joe
IFU, Brekken begs to differ
I call BS on your BS.
The new understanding of the MOA and its position in the emerging field of oncologic immunotherapy, blows away your "same ol', same ol'" argument.
If Bavi were not recognized as the critical player it is in upstream checkpoint inhibition of PS, there's no reason to be here.
But there is, so we're here.
GLTAL!
Best,
Joe
Welcome to biotech, EBS
You also probably think the diabetes industry is trying REALLY REALLY hard to cure diabetes.
GLTAL!
Best,
Joe
EBS, you misunderstood
The percentage of PPHM stock in retail hands is simply too high.
I don't think this is a bad thing, but, all too apparently, somebody wants us OUT.
Thus, we languish.
When you have a game-changer, everyone wants to get paid. And that usually does NOT include the little guy.
Thus, you have legal putting a muzzle on IR.
You have a languishing stock that drives this Board insane.
I fully expect a continued drift down, and I'll be buying all the way and lowering my average cost.
Take your emotion about cancer patients out of it, for a second (although I agree with you).
The market doesn't care.
BP doesn't care.
Most retail doesn't care.
This is business.
The deal will be made in due time.
And not a second earlier.
GLTAL!
Best,
Joe
We didn't know then what we know now
10 years ago, there was NO CLUE that the anti-PS platform would constitute the SOLE upstream checkpoint for oncologic immunotherapy.
We know that now. BIG difference, my friend.
If Bavi were not the critical upstream immune checkpoint that it is, I wouldn't be in the stock.
But it is, so I am.
GLTAL!
Best,
JOE
RETAIL MUST GO
No WAY do big players want to mint many retail millionaires.
NO WAY.
So drive them to be impatient, impatient, impatient. Let them get bored, angry, and indignant.
Have legal put a muzzle on IR.
Utter not PEEP ONE.
Above all, let them finally lose interest and sell.
I don't think this plan will work. Too many die-hard retail stockholders. Yes, frustrated, indignant, and impatient retail stockholders, but shareholders just the same.
And too many are NOT selling.
Therein lies the problem.
GLTAL!
Best,
Joe
Retail MUST be driven from this stock
And based on the comments here, THEY ARE SUCCEEDING
GLTAL!
Best,
Joe
Again, gamble vs. calculated risk
If you think PPHM is a straight Vegas bet, no offense, but clearly you need to be posting at the Bellagio site and not here.
GLTAL!
Best,
Joe
Players in Vegas don't have 1400 back-ups
Most biotech stocks are gambles, no doubt. (Look at Amarin, for heaven's sake)
And then there are calculated risks. Based on my reading and DD, Bavi makes sense as THE upstream immune checkpoint in the emerging field of oncologic immunologics.
If you feel PPHM is a straight Las Vegas gamble, no offense, but you would do better to sell all your holdings TODAY.
GLTAL!
Best,
Joe
Please go down, I want to buy more
"When everyone else is panicking, that's the time to buy..."
- Warren Buffet
GLTAL!
Best,
Joe
BOTS in control. We close at $1.38
Talk about a lid... (OK, OK, if we don't close at $1.38 today, we'll close at $1.38 tomorrow)
GLTAL!
Best,
Joe
BOT selling/buying is hitting the stops
Nice call, CP -
The trading pattern for the last few days looks AWFULLY automated, people.
Watch your stops! (Or just don't have any....)
GLTAL!
Best,
Joe
Kinase inhibition and estrogen therapy against cancer??
You're kidding, right? ENMD is shooting into a sea of kinases hoping to win the golden ticket for anti-neovascularization in cancer.
Of course nobody wants them.
Let's see. They're also using ESTROGEN therapy to inhibit angiogenesis.
A cursory look at their science makes a penny stock look great.
Your DD needs serious work.
Best,
Joe
Nobody is saying Bavi will cure lung cancer
Give it up already. The data just point to real synergy when combined with other chemotherapeutics and possibly downstream checkpoint inhibitors.
Stop setting up strawmen!
GLTAL!
Best,
Joe
EBS, read Brekken's profile again
to have more confidence. The Sydney conference is the LARGEST in the WORLD for lung cancer. Brekken knows Wistar scientists and H. Lee Moffitt Tampa scientists.
He's not going to be on the dais with those heavyweights passing out bubble gum.
He's there for a reason. Bavi is GLOBAL.
GLTAL!
Best,
Joe
Celgene could drop $10 B for PPHM in the blink
of an eye. I know that CELG is one of the smaller BP's, but it's had a nice run from $40 to $155 over the past few years.
Interesting that they have the smaller room next to PPHM's in Sydney.
GLTAL!
Best,
Joe
IFU, remember the old saying -
90% of life is just showing up.
Nice one-liner, Stone. We could be that close.
GLTAL!
Best,
Joe
Post of the day, EBS -
Great stuff. The picture is becoming more and more clear.
I'm glad Brekken's comments are starting to be hashed out here on the Board.
I mean just transfer his words for a minute to another industry:
Well, our product here, that's been developed by our genius at UT Southwestern, can make YOUR product work 200-300% better. This surprising advantage should confer to you a very dominant market position in a very lucrative industry for years to come. Consumer demand for this product will be tremendous. In fact, multiple marketing analyses project staggering growth in the industry over the next 5 years. Major industry publications predict $40-80 billion growth in sales. Are you interested in our product?
Bio, we are in the right place at the right time
Think how much the discourse has changed in just 6 months!
Bavi, the "global" player; Bavi, the "upstream checkpoint"; Bavi, in combination with Roche, BMS, and Merck's "downstream" checkpoints; Bavi, now in "collaboration;"
My oh my, how it's all changed in 6 months...
GLTAL!
Best,
Joe
In my view, PPHM will trade 80 million shares in one day
once the terms are announced. Up until then, expect silence from PPHM, and silence from the Market.
GLTAL!
Best,
Joe
Paul, your patience will be rewarded
Remember, we're working off a new model. The understanding of Bavi's MOA as a "global" "upstream" checkpoint has changed everything dramatically, and it's all for the better.
Go back and check the posts here from 6-7 months ago. NOT WORD ONE about Bavi's awesome new position as THE global upstream player in the immune cascade.
There is no debating this. The anti-PS platform is supported by a general, peer-reviewed consensus referenced in thousands of scientific papers. Every other micro biotech out there would be ecstatic to have anywhere NEAR that kind of backing.
The science is advancing and it's playing right into PPHM's hand.
GLTAL!
Best,
Joe
Breakfast symposium 10/28/2013
insert-text-here (Click on this...it does work!)
What does this tell me? Other scientists are probably buying PPHM stock!
In other words, how would you feel about PPHM if you knew other scientists, from other institutions, were buying PPHM stock?
What if the word in the scientific community were to quietly accumulate?
In my view, it's most very likely happening.
GLTAL!
Best,
Joe