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Glad you asked...Yes, because it would still be the same stupid mistake that would be keeping the price from being $30. A bad business decision is a bad business decision. I don't care what the price is (I keep saying this), I care that Linda is not handling the PR strategy as she should.
Nobody is "getting into my head". I am making a call on what NWBO is doing wrong, in my opinion, as a business strategy...plain and simple.
I don't consider, or frankly care, what longs or shorts think to make their individual choices for investing or trading or whatever you want to call it. I invest based on the companies ability to run a good business, in any vertical. And, as I've stated, NWBO and Linda are making some missteps that I outlined at the beginning of this discussion.
My motive is to call it as I see it...not despite the fact that I am an investor, but because of it. EOM.
I'm sorry Bio, but if someone has even one dollar invested in a company and doesn't care about the share price, then they aren't a trader or investor...they're a charitable benefactor.
I 100% agree with you here, except MD Anderson ISN'T talking about DCVax at any conferences and seminars (and they even have one coming up: https://www.regonline.com/builder/site/tab2.aspx?EventID=1477794 )...so your really adding a nice underline to my point about NWBO failing to get the medical community to add any support.
"Now we are at the cusp of being successful"...yes, that is very obvious to all the shareholders looking at a 9-month low.
Good for you...I'm sure the people who are already all in and tapped out are simply giddy about this so-called "buying opportunity".
Wrong. There are unblinded parts of both trials (direct is completely open and -L has the compassionate use arm) that NWBO has been quick to talk about and share in the results publicly. With due respect RK, there is nothing you have said in the last comment that addresses what I said: Where are the doctors in ANY of the PR's about the open results? I am not missing something here...I have read these PRs 2-3 times each.
Linda is releasing news without the right support. It is a misstep on her part for whatever reason.
Right now y'all should be pretty pissed at Linda and NWBO. Frankly, she has failed in one critical area: Getting the MEDICAL community to support - publicly - either of the DCVax programs. There are parts to both -Direct and -L that are open to the public and in both cases, NWBO was the one to talk about the results...not MDA for direct, and not UCLA for -L.
In both cases, there was not one comment from a doctor...think about it! If the results are so "striking", why aren't they willing to go on record with the data?
I'm not doubting the results, but I am stating the LP has failed to understand what the investment community really needs to hear and, more importantly, from whom. You all bash AF for his articles, but the fact is they are easy to write because it's her word against his in every case.
That's Linda Power's fault...period.
Starting at 17:30
DCVax at 24:20
http://seniorvoiceamerica.com/2014/08/29/healing-neuropathy-fighting-brain-cancer/
So my post gets deleted asking to keep the discussion around NWBO, but Dok gets to say I'm full of crap. Excellent. I'm out of here as well. Flipper...wait up.
Don't worry Dok, I won't let the door hit me in the arse. I'm sure my ability to find all these things none of you seem capable of finding - including 3 people actually in the DCVax Direct trial - matter very little to you.
Oh, and I never told you about these three because I didn't want you vultures harrassing them, but I have found info through them which I have freely shared.
Wait, I better make this relevant to NWBO: Seeking Alpha and Yahoo aren't in a relationship anymore. NWBO is going to the moon now.
LOL - We already had that PR...and the lack of NWBO making sure that MD Anderson at least commented in any way on the results in the PR itself caused the stock to drop 40% in about 2 weeks.
Lord PLEASE do not let Linda put out an unsupported PR like that again!
UCLA: DCVax-Direct Abstract
http://sttp.healthsciences.ucla.edu/abstract/sttp-abstract-current?abstract_id=2455
Interesting from ABTA (sorry if posted before):
Tomorrow's presentation at ABTA Event
The presenter has no immunotherapy trials under his ownership at MD Anderson, so I am assuming this is an overview of what's out there. A discussion around NWBio DCVax-L would be appropriate considering they have a relationship with the company (sure would help to heal the wounds from that last episode with them as well).
American Brain Tumor Association - Patient and Family Conference
July 25th - 26th
Event Presentation:
Chemotherapy/Immunotherapy Mark Gilbert, MD
MD Anderson Cancer Center
Houston, TX
Presentation of the promising drug
therapies and new devices available to treat
brain tumors.
Worth following? NWBio seems to think so...
http://twitter.com/NorthwestBio/status/492346991892889600v
They have 24 patients on an open trial, Direct, that could be publically talking about their experience. DCVax-L is restricted in this Phase (III), but what about the 4 patients (of the 20) from the Phase I/II DCVax-L that were still alive as of last year?
I'm actually NOT suggesting NWBio put out PRs to pump up the stock (because that is a bad foundation for value growth) as much as I'm suggesting they create awareness in the right communities to create organic support (and increase chatter about it), which is a much stronger/sustainable basis for value appreciation.
First off, NWBO should only release PR that is supported, in the PR itself, by the doctors/organizations that are part of the study. That should go without saying.
Second, NWBO should be creating awareness, as they did last year, by promoting survivors of the DCVax treatment.
Not a SINGLE analyst would dare to talk smack or challenge a reputable cancer treatment organization or rip into a cancer survivor...ever.
They are not material until they have triggered a belief by management that the event is reasonably assumed to a) materially change (+/-) the business and/or b) mislead inventors and other financially interested parties by not revealing the information.
Let's put it this way: If every open trial piece of information was considered material and required a notification to investors, you'd know it.
Yes! They would have to because it is listed as a risk factor, and therefore would be materially significant to shareholders...finally something I can comment on with MY background. All this BioTech stuff is really not my bag.
I know some of you post/monitor cancer compass, and someone is looking for information. Maybe point them to NWBio site?
http://www.cancercompass.com/message-board/message/all,78521,0.htm?mid=578264
Sounds familiar? NWBO has good company!
SHAREHOLDER ALERT: The-law-firm-of-levi-korsinsky-llp-launches-an-investigation-into-puma-biotechnology-inc-regarding-possible-breaches-of-fiduciary-duty-2014-06-09
and yet, somehow, today..."(PBYI) Puma almost tripled to $169.48 in extended trading at 5:35 p.m. New York time after closing at $59.03"
Here's a fun one:
John Kimelman wrote the piece for Barron's that somewhat supported the RP's Seeking Alpha article, which we all know called out Andreas Spiro as a fake.
*insert sound of brakes squealing*
But wait a minute...John went so far as to openly praise Andreas Spiro, the person called out as fake, in his OWN article from Feb. 6th...see here (and make sure to read the paragraph just below the highlighted section):
http://twitter.com/MattBerry01/status/488108545166958592/photo/1
What a piece of work. Please feel free to call him out on this. I've already done so, but he placed me on ignore. If he knows a lot of people have seen it and are calling him out on it, he might pull the piece.
Your point restated: At $100k/treatment, you extend life by a number of months using Provenge, so to extend life 3 years (theoretically) would cost hundreds of thousands of $.
DXVax is $100k for 3 years of treatments.
Maybe that's the way I should have framed it, since my point - which I did not express well - was that the DNDN business model failed because people basically said "not willing to spend $100k for a few months".
Now you have to ask if cancer patients will pay $100k for the chance to live 1, 2, 3 years (or possibly more based on some of the earlier patients results).
I stand corrected...but even at that $, DNDN is more expensive than other solutions out there for treating the same cancer. DNDN was $100k for a single treatment...and per treatment.
LTT and others....
I've always been a "tell it like it is" person, so here's the way I see it, stripped of any agenda for stock investing.
1. Linda is the wrong person in charge. Yes, she owns half the figgin' company, but she is unprofessional and frankly not a leader. She doesn't inspire confidence. We need someone at the helm, a CEO, who acts and honestly looks like one. That has BIO background, not just business background. Let her be Chairman of the Board, and let a natural leader be CEO - think Oracle with Larry Ellison (Chairman) and Mark Hurd (CEO).
2. NWBO does do PR too much and frankly in the wrong way. Doctors and medical professional, unpaid and unconnected to the research, should be talking about this, not paid interviewers. Plus, where are all the friggin' people apparently surviving because of this vaccine? Forget Linda, AF and other pundits would never attack testimony from a REAL doctor or cancer survivor.
3. People need to stop comparing NWBO therapy to IMUC. That is like saying olive oil would work as well in your car engine as motor oil. NWBO solution is made to target the specific cancer, IMUC was not. Period.
4. DNDN's only problem was that it was too expensive. That's it. so once you take that away, it is actually an argument in support of this type treatment. With NWBO being $35k for 3 years, that's <$1k/month. No comparison to DNDN. Again, comparing the situations for the two and calling them the same just means you don't understand NWBO...or DNDN for that matter.
5. I think, as an investor, we've been plenty informed on information as it becomes available. I've done plenty of my own DD to know what I've invested in here. Others should do the same.
6. Finally, the "silliness" of the recent events were created by pundits with something to gain. Talk about pushing their own agenda...NWBO looks like it's run by altar boys by comparison.
That's my take. If anyone has something specific they would like to debate, let me know.
The Full Article: DCVax-L
This digital version was published on 7/8/2014.
Better news: The printed version is scheduled for November 2014. Why is this better news? Because the folks at KC wouldn't submit a paper for publication later in the year on a trial that see failing, because it would have already stopped.
Best line of the report: "Final approval of DCVax®-L will await the outcome of the phase III trial although if interim analysis results are favorable, then an early approval of the product may well be achieved."
https://www.landesbioscience.com/article/29276/full_text/#load/info/all
No, I'm referring to Novartis:
http://finance.yahoo.com/news/novartis-ctl109-gets-breakthrough-therapy-150008643.html
Don't touch KITE. Let it settle in before trading it.
Me thinks we green because of the article on Novaris, proving FDA is giving immunotherapy an honest look and opportunity to succeed:
US regulators fast-track novel leukemia therapy
AFP
Washington (AFP) - US regulators on Monday put an experimental immunotherapy agent on the fast track to market approval, after 89 percent of leukemia patients in early trials saw their cancers disappear.
The personalized immunotherapy known as CTL019 was developed by the University of Pennsylvania and was designated a "breakthrough therapy" by the US Food and Drug Administration.
That means the experimental therapy will benefit from a speedier than average review process and will get extra attention from the FDA toward development for market.
It is the first cancer immunotherapy to receive the breakthrough designation, and only the fifth biologic agent so far.
The approach works by extracting a patient's T-cells, then genetically programming them in the lab to target cancer cells that produce a protein called CD19.
The altered T-cells are then re-injected into the patient's body, where they multiply and attack cancer.
Researchers reported last year that of 27 patients, including 22 children and five adults, with acute lymphoblastic leukemia, 89 percent had a complete response to the therapy, meaning their cancer became undetectable.
The first child to receive the treatment, Emily Whitehead, in May marked two years of being in remission, and the first adult patient has been in remission for one year.
"Our early findings reveal tremendous promise for a desperate group of patients, many of whom have been able to return to their normal lives at school and work after receiving this new, personalized immunotherapy," said the Penn research team's leader, Carl June.
The university in 2012 teamed up with pharmaceutical company Novartis to develop and license personalized chimeric antigen receptor (CAR) T cell therapies for the treatment of cancers.
In addition to the ongoing trials for acute lymphoblastic leukemia, trials using CTL019 began in the summer of 2010 in patients with relapsed and refractory chronic lymphocytic leukemia.
It is also being tried in patients with non-Hodgkin lymphoma and myeloma.
More research is also under way into CAR therapies for mesothelioma, ovarian, breast and pancreatic cancers.
Wait...immunotherapy works?!?
I was told by a number of people that these types of treatments are going nowhere?!?
US Regulators Fast-Track Novel Leukemia Therapy
Washington (AFP) - US regulators on Monday put an experimental immunotherapy agent on the fast track to market approval, after 89 percent of leukemia patients in early trials saw their cancers disappear.
The personalized immunotherapy known as CTL019 was developed by the University of Pennsylvania and was designated a "breakthrough therapy" by the US Food and Drug Administration.
You shouldn't waste this in a comment section. Submit it to SA or, at the very least, send to Larry at Smith On Stocks so he can use it. This deserves it's own write-up. People who read it are giving money to RP!
No. Mouse reposted a Google search method to get to my post calling out the doc (which got deleted because I included a link). I am bjwitcher over there.
I also sent to link to Smith On Stocks.
The article that everyone is talking about...
I was the one who found and posted it on Yahoo (but my original post was deleted...no surprise since it had a link in it).
The date on the doc I think autopopulated, so I think while it is 2014, I don't know when.
http://informahealthcare.com/doi/pdf/10.1586/14737140.2014.921571
Dr. Buzdar releases results early on paclitaxel...but that's unacceptable for Northwest Bio.
Paclitaxel Seems Equivalent to FAC as Neoadjuvant Chemo
March 01, 1999 | Breast Cancer
SAN ANTONIO?Preliminary results from an ongoing clinical trial suggest that neoadjuvant chemotherapy of breast cancer with paclitaxel (Taxol) alone produces response rates comparable to those achieved with the three-drug FAC (fluorouracil, Adriamycin, cyclophosphamide) regimen.
Speaking at a satellite symposium held in conjunction with the 21st Annual San Antonio Breast Cancer Symposium, Aman Buzdar, MD, expressed optimism for neoadjuvant use of paclitaxel, but he cautioned that the 23-month follow-up is too brief to draw definitive conclusions. ?With longer follow-up, we will know the true value of paclitaxel in neoadjuvant breast cancer therapy,? said Dr. Buzdar, a breast medical oncologist at M.D. Anderson Cancer Center.
The current trial has its origin in an M.D. Anderson study of 25 patients with metastatic disease treated with paclitaxel. The treatment led to objective responses in two-thirds of patients, including complete responses in 12%. Only one patient failed to achieve at least a minor response, Dr. Buzdar said.
If you flip the coin and the trial results were negative, do you think the company would be disclosing this type of information? --Dr. Buzdar
If you flip the coin and the interview with MD Anderson was positive, do you think Adam Feuerstein would be writing an article about NWBO? -- Brendan Witcher
Captured before AF could delete. Note who is copied on the tweet. http://twitter.com/Brendan_Witcher/status/479732827945455617/photo/1
If you'd like to ask your own questions of Dr Buzdar, like since when did "No Comment" stop becoming the standard response for ongoing trials, give him a call. If he can talk to AF, he can talk to us. If you do nothing, you are accepting that AF is willing to more than you about your investments.
MD Anderson Medical Center - Texas: Main switchboard: 713-792-2121
Here's who you're asking for:
Dr. Aman U Buzdar
VP, Clinical Research Admin, VP Clinical Research
The University of Texas MD Anderson Cancer Center
http://www2.mdanderson.org/app/peoplefinder/person.cfm?id=3D5FDCDBCD1E
I can't even imagine the MD Anderson/Linda Powers discussion today....I mean really. That's gotta be something.