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As release of topline has been extended to establish the long tail and reaching 48 months after last patent enrollment, could there have been some thinking/hope within NWBO that NW may have to bail and not be able to capitalize on the anticipated success of DCVAX-L.
Yup. Twisting into a pretzel is his form of daily exercise.
LG is known to have worked for/on behalf of DJT, on some Virginia real estate deals. Recent messages have shown a cordial twitter relationship between Feuerstein and Gottlieb. LG's relationship MAY be useful to NWBO in overcoming any potential road blocks within FDA.
He is probably the counterfoil as "what not to do"
The print edition link is:
http://www.bbc.com/news/health-44288503
I doubt if NWBO would have been mentioned favorably, if at all, if AF had written that article.
The current financial health (or lack thereof)is well known. Not much to discuss there or short term options in that area. We also all have our opinions, some held very strongly, on what management is doing and why or why not. Those have been discussed pretty thoroughly as well.
Then, since, IMHO, most of us longs believe that the future of GBM care, the financial health of the company and our investment depends on the results of the trial, it makes sense to discuss the trial.
Have a great weekend.
I don't think so. I believe the ASCO presentation was a shot across the bow - based on postings by many on this board who have diligently followed, analyzed and commented on the science - the numbers presented by Dr. Bosch say that the science not only holds up, but is positive.
While LP has made a few mistakes, I suspect by underestimating the ferocity of the opposition, thus forcing NWBO into a defensive posture, I believe there will be additional developments over the next few months to get this company moving in the right direction.
Going to STAT.
Agree. The positive news in this case is definitely a game changer and the SP will respond sooner rather than later.
Nope, not AF. But if I am in the vicinity of his plans, then by putting this out there, may prompt a re-think or a change in the plan of attack.
BTW, I a few years ago, I was invested in another development stage biotech that had completed a P3 and was up for approval. an ADCOMM was upcoming and AF was very clear that the ADCOMM would recommend that the FDA reject the application. The ADCOMM meeting was live blogged and right till the end, AF insisted that it would be rejected. Placed a tremendous downward pressure on the SP. He Was wrong. But the positive news did not have near the effect it would have had without his adamant stand that it should be and will be rejected. I see a similar strategy here.
I agree that this a very positive development.
However, I believe if this news had broken in the absence of the bear attack, it would have sent PPS higher. As someone, I think Flipper (?) suggested, Pyrr et al. may have gotten wind of it and launched a pre-emptive strike to depress the PPS as well as dampen the positive effect for some time. This may mean there is a mole in the org and Mr. Black needs to ferret him/her out - classic spy vs spy stuff, that I think should be right down Mr. Black's alley.
LOL. Many thanks Senti for that clapback and your detailed knowledge of all things NWBO.
Something to the effect that the company is in dire straits, cannot get anyone else to loan them funds, LP has given them a personal guarantee to repay them after the company declares bankruptcy, etc.
Bio,
Your comment stated that the company has misled people into believing that it cures cancer. As far as I am aware, the company has never made any hyperbolic statements that would even remotely imply that they have cured cancer. If individual posters/investors get carried away in their zeal or other motivation, it is their personal opinion. You can take it with them.
Secondly, you state that there is no reason to believe that they will succeed. The final results are not out yet. Analyses, opinions and commentaries on this board represent individual posters' efforts, DD or plain opinion. You may or may not agree with positive opinions, but even that is your opinion. Is the PPS in the toilet - sure. Has the company wrapped up the trial - No. Until that happens, the jury is out. The PPS represents sentiment and not scientific facts. Several examples have been pointed out on this board of companies that were literally left for dead, based on PPS and then miraculously came back to life. So, the PPS and opinions on a MB are not the arbiter of failure, only the trial results. For many reasons, I prefer to wait until trial abandonment or results are announced.
Thirdly, you talk of the money lost on NWBO. Clinical trials are expensive and most do not result in success. So, billions are lost on testing out new drugs and therapies. But perhaps you are questioning the science and saying that it would have never worked or the trial was botched by incompetence? So, if BP had done this and the trial was a failure, that would be OK?
If you are saying it was a bad investment for you - well, we all have some of those.
correction "as he is not a journalist, but an opinion writer."
I agree that if AF is so convinced that this is no better than grapefruit juice, then just as a good journalist would, he should sit down with Dr. Liau and Dr. Prins to discuss this therapy to get validation for his views and live stream the audio.
I suspect that will not happen, as he i snot a journalist, but an opinion writer.
If so, then why was the Placebo arm section shown with three color-coded categories and the 14% had the gray color assigned to it? Perhaps you are not processing all the information in that slide and just focusing on one information element - the text.
Sharpie could be right, so could you, but you respond as if your interpretation is the only correct one. I have noticed this tendency with the naysayers - they are just so sure that they are right, even vehement about it, even though there are significant information gaps that many people on this board are waiting to be filled in.
I think shorts hate a news vacuum and so they have to gin up some issue or controversy to earn their paycheck.
It is just his opinion.
So, it can be dismissed just as airily as ex dismisses others' opinions and posts.
CV = Curriculum Vitae a.k.a a resume.
Found this in a Barron's interview with Joseph Edelman:
"One area that has been disappointing is cancer vaccines—using antigens to treat cancer by stimulating the immune system. They just aren’t powerful enough. One cancer vaccine was approved—Dendreon’s. That turned out to be a commercial failure. Interestingly, using the immune system to fight cancer is enjoying a renaissance. One company had a seemingly promising drug that stimulated the immune system to attack cancer. But the thing about cancer is that you can be 99% effective, but if there are remaining cells, you still have cancer. I won’t name the company. Some attempts at cancer vaccines that failed last year came from Celldex Therapeutics [CLDX], Aduro BioTech [ADRO], and NewLink Genetics [NLNK]."
Wonder if the unnamed company is NWBO.
Xena, Perhaps you are thinking of the Commonwealth of Nationsaka the British Commonwealth. I believe Australia, Canada and New Zealand are three countries that are commonly associated with the UK because of their membership in the Commonwealth.
Agree that it has been a good couple of days - and a very long time coming - in what all of us longs hope is a long line of good days. I also see from the posts that some permabears are starting to hedge their bets and sounding supportive.
That the trial has failed and they are covering it up.
Or executing a plan of 'a death by a thousand cuts' to all the permabears followed by a coup de grace of AA or full approval. I seem to recall that in one his posts recounting a conversation with Les, he mentioned that a set of PRs was planned.
I found this reference to a story from yesterday. It doe snot explicitly mention DCVax-L, but sounds like it, including the reference by Dr. Black to three injections.
Experimental vaccine shows promise against aggressive brain cancer
I thought it was a pretty good percentage. So, even if initial approval is for this subgroup, DCVAX-L would still address a large percentage of the ndGBM patients population.
Thanks eagle8.
Meant to type 'sure' and not 'sue'.
Apologies.
Senti,
I am pretty sue this has been discussed before on this board, but do you happen to know the percentage of mesenchymal subtype GBM patients?
Thanks.
Nailed it! Specially your point that any PR that is not definitive will be relentlessly spun to the Company's detriment.
John1045 - I believe the PR langauge is meant to indicate that the session is 65 minutes from 4:30 to 5:35, but NWBO is only presenting for 25 minutes.