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All I can say Geo is the Bollinger Bands are just about
ready to EXPLODE
GLTAL!
Best,
JOE
Geo, that would clearly be the best scenario for PPHM
Imaging may prove to be an incredible cash cow. Sure would like to hold on to it.
NAVB's lymphoseek sure has taken a nasty dive this week. The message boards are in a rage.
PPHM's PS-imaging of cancers would incinerate companies like NAVB for good.
GLTAL!
Best,
Joe
True, CRs in breast are a good start EOM
Still think surprise buyout is in play
Acquisitions are on every BP's agenda for the next 12 months. The leading salient in oncology at this juncture is immunostimulation.
Bavi is the only upstream "global" player out there. Roche, BMS, Abbvie, et. al. know the landscape ALL TOO WELL.
As Brekken stated, all of his slides at the ASM were constructed from GENERALLY ACCEPTED peer-reviewed immunological conclusions.
There is no debate on this. The scientific community KNOWS that the cell membrane is a crucial messenger in the immune cascade.
Other micro biotech firms are shooting in the dark with their various new drugs, backed up by comparatively flimsy data.
The Anti-PS platform and approach have been confirmed repeatedly, and referenced in thousands of articles.
Partnering may just be too complicated given the breadth of what we've got here. No, it isn't the cure for cancer. But it remains a MAJOR light switch to turn on the immune response.
Don't be surprised if Roche or BMS throws some "pocket change" PPHM's way. $10 B, give us the platform, thanks, goodbye.
PPS $60-70, possibly more with multipliers.
Could happen in the very near future in my view.
Best and GLTAL!
Joe
But pdb, Bavi DOES work well alone
It most likely works even BETTER with downstream players.
The FDA obviously had confidence in PPHM's data set for second-line NSCLC, or are you one of those who thinks any company can run any PIII they want on humans just because they feel like it?
(Remember, docetaxel was paired with Bavi due to its immunostimulatory nature, which played right into Bavi's hand.)
GLTAL!
Best,
Joe
Brekken shows where PPHM is going
The CTLA is very important for T-cell binding and activation. PD1 is an important break on T-cell receptor function. So when you inhibit these, you're inhibiting one spot and one checkpoint. PS, on the other hand, influences many different steps in the regulatory response data driving an immune response. So we think that combining an anti-PS program like bavituximab with another entity -- another immune checkpoint inhibitor would be quite powerful.
I'm adding based on Brekken's comments
We're now like -- I think that adding in an anti-PD1 or anti-CTLA-4 could be incredibly powerful. But instead of having response rates from patients that are 10% to 15% to 20%, you might double or triple those response rates and it would be immune therapy, productive immune therapy. So that's essentially what's going on in the lab right now, but we are looking at combining bavituximab with agents, such as the anti-PD1 or anti-CTLA-4, to see if we can model this in relevant preclinical models. And then work with clinicians to drive forward into clinical trial, okay?
Thinking about adding another 5-10k shares this week
Thinking about adding to my position before Australia news.
Brekken's "global PS" comments at the ASM have not been given their due in my view.
We're sitting on a powder keg here and the matches are starting to come out.
Best and GLTAL!
Joe
Amen, Geo. EOM
Goat, I'm with you and Tek
Can't crack this nut with a jackhammer. When they short this thing back to $0.19, I'll still be here.
Because the day after, it'll be $45
LOL
Best,
Joe
Jim, biotech partners flash out of nowhere
Well I guess the market in general doesn't think we have a partner...
Tek, don't despair. "Loose lips sink ships"
The science is more compelling than ever. The applications continue to broaden.
Ask yourself:
Is Bavi a bigger player in the immunomodulation space than last year at this time?
Are there more or less big conferences and venues for Bavi and its MOA?
Are scientists taking more or less about upstream and downstream modulation?
Do we have more or less evidence that BP is interested in Bavi? (hint: Abbvie)
Ask yourself those questions and then ask yourself where PPHM might be right now.
How 'bout QUIETLY negotiating....
Best,
Joe
Volgoat, I agree. They're legally tight-lipped
For a company under so much criticism for talking a big game and then losing it over the Fargo fiasco (clearly not their fault), it's a miracle they give the public a single word.
Throw in serious, very complex negotiations with a pending partner, and I'd be quiet as a church mouse, too.
Best,
Joe
There's laws of molecular physics and there's
a 60% improvement in second-line NSCLC (unprecedented).
Guess we're coming at it from different angles.
Best,
Joe
John, I like your emphasis on the electromagnetism
of the cell membrane.
From my reading, when PS is extroverted (i.e. in cancer), the electromagnetic charge on the membrane changes. These electromagnetic changes place the cell OUTSIDE THE GRASP of the immune system.
Once PS is "covered" i.e. "hidden" by BAVI, the electromagnetism is restored, and the immune system kicks back on.
So I think we agree. If you want references to this type of reading, I'll be happy to provide them.
Best,
Joe
Jim, when things start to happen for PPHM, it'll all pass
in the blink of an eye. Poor volume day after poor volume day, up a few cents, down a few cents, and then WHAM! 70 million shares traded in 6.5 hours.
In my view, it's just a matter of time.
Best,
Joe
Single agents are rarely used in oncology
It's all about combination chemotherapy, especially with immunotherapy.
Combine Bavi with docetaxel and get the best OS out there in 2nd line NSCLC.
It doesn't matter HOW you get to SOC (single, double, or triple agents for that matter). The key is to GET to SOC.
GLTAL!
Joe
Reports of Bavi's death have been greatly exaggerated
Anti PD-1...ho-hum. BMS....ho-hum. They're ALL downstream immunomodulation checkpoints.
Race against Bavi all you want.
Beat Bavi to the marketplace ALL you want.
It won't matter.
Because UPSTREAM is UPSTREAM. And downstream is downstream.
You can't make a downstream drug into a upstream-killer.
ALWAYS REMEMBER:
A bear stationed downstream can't catch salmon at an upstream checkpoint.
Period. End of Story.
Best,
Joe
Someone different is posting from CP's account today
The English is FAR too good and the vocabulary is decidedly different. (No offense, CP, but you've been hijacked today.)
OBVIOUS.
Joe
Baviblast, Bavislam, Baviflip, Bavivita, Bavimmune, Bavi-onk,
Baviphil,
Phillybav,
Thorpobavi,
Thorpoflip,
Thor-slam,
Thorp-o-matic,
Thorpedo....
hahaha....
Best,
Joe
Buyout possibilities come from patent lock on PS
As long as we hold the intellectual property of external phosphatidylserine binding to induce ADCC (antibody-dependent cellular cytotoxicity) you will NEVER, repeat NEVER convince me to sell.
All of our buyout possibilities, in my view, will have 10 zeros simply because we have the IP for the only upstream inducer of ADCC. That's it. Whoever managed to keep that IP and not sell it is THE MAN.
Because that IP is the key to EVERYTHING.
GLTAL!
Best,
Joe
WE'VE BEEN BEATEN DOWN FOR SO LONG
PPHM has been so badly hit, misunderstood, and maligned for so long....yet the situation may be starting to loosen up.
I thought Chris' SA article was accurate. I supported him in the comments section. PPHM has a diamond in the rough. And I think BP knows it.
The tide is turning...
GLTAL!
Best,
Joe
ROCHE's ECC immunotherapy page screams....BAVI
check it:
www.roche.com/media/roche_stories/ecc-2013-overview/ecc-2013-story-3.htm
The entire text just SCREAMS Bavi.
As Sunstar often says, "Cat. Bird. Seat."
Hang on, forget about the stock for a while, and just let the science keep coming back to Bavi.
In my view, our time is coming!
GLTAL!
Joe
Hayward, marketing is automatic if Bavi approved
NSCLC is a multi-BILLION dollar market. Every BP out there will be tripping over themselves to get in on the action. Of course, the way I see it, it will be all played out and settled LONNNNNGGG before then.
Best,
Joe
Ku, here it is
From the CC: (SK)
"So I think we're in a good position to execute on the clinical study, continue those partnering discussions and hopefully, out of the right deal terms be able to bring those 2 things together."
"RIGHT DEAL TERMS" They're holding out for the "right deal terms." This barnyard of clucking hens wants the deal now, of course, and I, for one, am damn glad PPHM blows them off.
Best,
Joe
Paul, don't underestimate BP's ability to see the future
They know very well which way the wind is blowing. And immunostimulatory pharmacology is it. A big move could come at ANY time.
I've been burned before (pretty badly) by selling a biotech too early. In other words, I missed its buyout. It still hurts.
I'm not going to miss this one. And a nice guy like you shouldn't miss it either.
For heaven's sake, in my view, stay away from the sell button and just forget about the stock for a while.
Best,
Joe
Sun, great point. I've been banging this drum
for what seems like ages now. The Board, however, remains a barnyard of hens clucking over a few pennies.
Thanks for your sanity. Immunostimulatory pharmacology is THE NEW SALIENT in oncology. Undeniable.
And PPHM and Bavi are in the (upstream) catbird seat.
Best,
Joe
Thanks, Wook. Just trying to stick with the science
....instead of all the unscientific whining around here, that as you know, bothers me.
Best,
Joe
I agree, Biopharm, nice analogy!
The evidence just continues to pour in for Bavi and the PS platform.
As Seagull always says, get on this train before it rockets out of the station...
GLTA!
Best,
Joe
Long-timers, continue to trust your DD
GREAT ARTICLE in AACR
Not to be underestimated; We're talking WORLD-CLASS peer-reviewed oncology journal, here, and NO, this is not a PPHM press release.
Let's break down the abstract a touch, shall we?
AACR
Research Article
Phosphatidylserine-Targeting Antibody Induces M1 Macrophage Polarization and Promotes Myeloid-Derived Suppressor Cell Differentiation
Yi Yin, Xianming Huang, Kristi D. Lynn, and Philip E. Thorpe
Cancer Immunol Res Published OnlineFirst August 19, 2013; doi:10.1158/2326-6066.CIR-13-0073
Multiple tumor-derived factors are responsible for the accumulation and expansion of immune-suppressing myeloid-derived suppressor cells (MDSC) and M2-like tumor-associated macrophages (TAM) in tumors. Here, we show that treatment of tumor-bearing mice with docetaxel in combination with the phosphatidylserine-targeting antibody 2aG4 [...]
(That's our combination, isn't it? You bet.)
potently suppressed the growth and progression of prostate tumors,
(Did they just use the word "potently"? Think so.)
depleted M2-like TAMs, and MDSCs, and increased the presence of M1-like TAMs and mature dendritic cells in the tumors. In addition, the antibody markedly altered the cytokine balance in the tumor microenvironment from immunosuppressive to immunostimulatory.
(Did they just say "markedly altered"? Uh, yeah.)
In vitro studies confirmed that 2aG4 repolarized TAMs from an M2- to an M1-like phenotype and drove the differentiation of MDSCs into M1-like TAMs and functional dendritic cells. These data suggest that phosphatidylserine is responsible for the expansion of MDSCs and M2-like TAMs in tumors [...],
(Oh yes, and do 1400 other scientific papers agree? That would be a "yes".)
and that bavituximab, a phosphatidylserine-targeting antibody currently in clinical trials for cancer, could reverse this process and reactivate antitumor immunity.
(Can we just have a "HOT DAMN" here, instead of whining?)
BOTTOM LINE:
DD stronger than EVER.
Bavi stronger than EVER.
PPHM stronger than EVER.
Cancer Immunol Res; 1(4); 1–13. ©2013 AACR.
Received June 9, 2013.
Revision received August 6, 2013.
Accepted August 10, 2013.
©2013 American Association for Cancer Research.
Best,
Joe
Sunstar, don't hold your breath with "honest" Abe
He blows hard with accusations and feminine emotion, but will not work to contribute to the Board.
Save your typing for others. Move on.
Best,
Joe
Encouraging news? 1400 articles-encouraging news!
It's called "the-sole-upstream-checkpoint-out-there."
GLTA!
Best,
Joe
Wook, take a screenshot of the star and post it
please. I don't see where you're looking. Thanks.
Best,
Joe
I agree, Paul. Science is stronger than ever
I wish everyone on this Board would just ask themselves one question: "Which way is the science on Bavi going?"
Yeah, sure, we don't have a partnership yet, but which way is the science on Bavi going?
I haven't heard much "upstream" and "downstream" chatter over the past year, but suddenly, over the past month, it's everywhere.
WE ARE THE ONLY UPSTREAM CHECKPOINT. WE HAVE GARNICK. WE HAVE PHASE III COMING WITH KICK-BUTT DOCETAXEL.
Paul, you're right. Confident longs who don't sell at $5 will see their lives changed dramatically in my view.
Best,
Joe
Great PRs, stronger than ever, but whining continues...
Below are my preferred Wedbush quotes, which longs may find of interest, and which may initiate a search for more dry powder. The bitter crowd will surely blame the quotes below on the BoD.
Quote:
--------------------------------------------------------------------------------
We have tremendous amount of data supporting each and every step in this process again this was data presented at the American Association for Cancer Research for the first time. They really delineated the very nice mechanism of action for bavituximab . So I think what has really generated a lot of excitement about this discovery is the fact that in general there is a lot of interest in immune therapies for cancer.
--------------------------------------------------------------------------------
Exactly. Immunostimulatory and immunomodulatory chemotherapy is THE new salient in oncology. If you haven't clued into that, you're in a coma.
Quote:
--------------------------------------------------------------------------------
So if you look at our mechanism of action again which is mediated through a very upstream process, it actually fits in very well with other immunotherapies that are in development because typically they are acting here in the final stages by keeping the cytotoxic T-cells alive so these are approaches such as PD-1, PD-L1, CTLA-4 and what they are doing is promoting again these cells continue living.
--------------------------------------------------------------------------------
Ah, synergy. So much better than entropy. Bavi plays nice with others, in fact, VERY nice, which makes it all the more attractive. As I've stated many times, oncologists are a conservative crowd. They don't want to upset the apple cart. They want additional therapies in their armamentarium that potentiate established therapies. Bavi fits this philosophy like a GLOVE.
Quote:
--------------------------------------------------------------------------------
So again PS a very attractive target as an immunotherapy, is present in multiple solid tumor types and it's really a growing body of scientific literature that is pouring there. -
--------------------------------------------------------------------------------
Ah, so much unlike VICL.
Quote:
--------------------------------------------------------------------------------
So for the last few years there's been over 1400 publications highlighting the role that PS plays in modulating immune responses. So our lead indication is again second line non-small cell lung cancer in combination with docetaxel. Historically we've always seen very intriguing and promising results with docetaxel across the board.
--------------------------------------------------------------------------------
Of course Bavi loves immunostimulatory chemo. How can it be expected to fire up the immune system if a 5,000 pound immunodestructive Chemo Gorilla is suffocating it? Pair Bavi up with docetaxel, however, and you've got cancer in a phone booth with a p*ssed-off bobcat.
Quote:
--------------------------------------------------------------------------------
Publications which are underway and the potential for a combination with one of this other immunotherapies could be initiated even by the end of this year. All of our pieces are basically coming together very quickly.
--------------------------------------------------------------------------------
My, oh my. And so many gloomy-doomers just aching to save us by having us sell.
Quote:
--------------------------------------------------------------------------------
Again identifying the key drug combinations against immuno-stimulatory mechanism of action, if it's chemotherapy you want to make sure it's the right chemotherapy we want to make sure it's the right type of chemotherapy that's actually stimulatory and not one that's going to wipe out the immune system decreasing the probability of activating it.
--------------------------------------------------------------------------------
See bobcat, cancer, and phone booth comment above.
Quote:
--------------------------------------------------------------------------------
Well I mean we have very active partnering discussions, I mean again around our two lead programs, our stated goal is to ideally have a partner for both programs, for Cotara I mean really for all the activities around bavituximab is going to be necessary we're the position is Phase III for bavituximab and to run that study ourselves if a partner doesn't come on Board or if the right term's on the table.
- See more at: www.earningsimpact.com/Transcript/82836/PPHM/Peregrine-Pharmaceuticals---Wedbush-2013-Life-Sciences-Management-Access-Conference/Page/9#sthash.Qswl83cj.dpuf
--------------------------------------------------------------------------------
That's right, sucker. We know what we've got and either you're with us or you're out. Period. End of bob-friggin'-cat story.
Best,
Joe
Abe, it takes 10-12 years for fruition
of a NDA. Your patience will pay off. It's the key to everything in the market. (Not my quote - WB's)
Best,
Joe
SK Wedbush observations
Personally, I thought the presentation was very, very good.
Below are my preferred quotes, which longs may find of interest, and which may initiate a search for more dry powder. The bitter crowd will surely blame the quotes below on the BoD.
We have tremendous amount of data supporting each and every step in this process again this was data presented at the American Association for Cancer Research for the first time. They really delineated the very nice mechanism of action for bavituximab . So I think what has really generated a lot of excitement about this discovery is the fact that in general there is a lot of interest in immune therapies for cancer.
So if you look at our mechanism of action again which is mediated through a very upstream process, it actually fits in very well with other immunotherapies that are in development because typically they are acting here in the final stages by keeping the cytotoxic T-cells alive so these are approaches such as PD-1, PD-L1, CTLA-4 and what they are doing is promoting again these cells continue living.
So again PS a very attractive target as an immunotherapy, is present in multiple solid tumor types and it's really a growing body of scientific literature that is pouring there. -
So for the last few years there's been over 1400 publications highlighting the role that PS plays in modulating immune responses. So our lead indication is again second line non-small cell lung cancer in combination with docetaxel. Historically we've always seen very intriguing and promising results with docetaxel across the board.
Publications which are underway and the potential for a combination with one of this other immunotherapies could be initiated even by the end of this year. All of our pieces are basically coming together very quickly.
Again identifying the key drug combinations against immuno-stimulatory mechanism of action, if it's chemotherapy you want to make sure it's the right chemotherapy we want to make sure it's the right type of chemotherapy that's actually stimulatory and not one that's going to wipe out the immune system decreasing the probability of activating it.
Well I mean we have very active partnering discussions, I mean again around our two lead programs, our stated goal is to ideally have a partner for both programs, for Cotara I mean really for all the activities around bavituximab is going to be necessary we're the position is Phase III for bavituximab and to run that study ourselves if a partner doesn't come on Board or if the right term's on the table.
- See more at: www.earningsimpact.com/Transcript/82836/PPHM/Peregrine-Pharmaceuticals---Wedbush-2013-Life-Sciences-Management-Access-Conference/Page/9#sthash.Qswl83cj.dpuf
epc, I agree. Loof gets a waiver
LOL
Best,
Joe
Bidrite, I agree with your post completely
CP, sunstar, bio, geo, cjgaddy, ex, Paul, wook, goat, you and a few others are the only posts I read.
The rest is 8th grade chatter.