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I too think the moment they unblinded, the moment they saw overwhelming efficacy, they ran to the FDA, showed them everything, and sought their advise. Why waiting? Recall DI kept saying they are determined to take it to the patients. LP said similar wordings on that ABTA presentation or something she did if I remember right. See long investors will definitely like this approach: approval and TLD/Pub in two different but parallel tracks as that would be the best way to handle the wolf packs, imo. Who knows we might see a flood of PRs in the coming days, or weeks but not months, imo.
The rGBM patient population is almost 5 times the nGBM population all over the world. We are going to do a heck a lot of manufacturing if we are approved for both nGBM and GBM indications, imo. And for the off-label for all solid cancers of course. Interesting times ahead, imo!
We are holding almost 25M shares to date. Like Reefrad, we are planning to hold till the end and we will be adding on dips too.
There is no improvement in the SOC for nGBM and rGBM for 2 decades. Here we have a very good chance that DcVaxL outperforms SOC, imo. The proof is already in the 2018 JTM paper; the blended data. You slice it whichever way you want, the new primary is a slam dunk while the mOS is 23 months when the SOC ECs are 17 months. And you take the crossover assigning somewhere in the middle of the 23months mOS from the JTM paper worst to the half say 12months, the SOC for rGBM ECs are 7 months. So, bingo we got that rGBM population too. Why not wait and give all the time to the Company until they get everything as to their plan. I will and my minions will.
also troc, Padzure wants to see manufacturing readiness before he gives out approval these days. And LP says they are accelerating both here and in the Europe. What does all these mean? They are scamming teaming up with Padzure??
because the data might be speaking for itself, imo. Otherwise, why spending 50M dollars on manufacturing.
well, you want to run with the bank today and then what is tomorrow for you? Just wait. They won't dance to your whims. If you can't wait, sell the fxxxing shares and move on. Don't come here asking everyday. When they can give, they will give. Period. If you believe the new primary and secondary endpoint that we have a 1000% chance of hitting it, I will wait any longer. They have been reading and experiencing the shorts for 10s of years here. They will get everything before they give them any chance this time, imo.
Thanks doc, it is very reassuring! Plus, I think you are in the same field as a Radiologist if I remember right and you can understand better than me how well DcVaxL could work. The other doc here iwasadiver is very optimistic too. My daughter is a young new oncologist clinician who is giving Keytruda and is waiting for DcVaxL/D to her patients some day. She is very optimistic too. Where is our HopefulSurgeon these days. He used to come here in the past.
Sojo's 'tacit blessing by the FDA' might already be taking shape I bet. Lets hear from Sojo again now.
Correct. when was the last time LL spoke? She is maintaining her silence. If Dr. B speaks on the 19th, it means the Quiet Period was over prior to his presentation. Otherwise, they cancel it like they did before on LL.
We are buying to day as well; it will continue ever until TLD or buy out. It is a ardent process in us.
My minions are loading shares all day today. We have quite a conviction in this stock. Thanks to Sir P et al for the cheap shares!
yep, they deserve it for the cancer cure they are giving to the world.
you are assuming shorts will keep on shorting; you are assuming they won't cover. You are assuming the year end tax loss sellers won't buy back; but you did. As each day is moving closer to big news, you are still assuming there won't be buyers; so, MMs will walk down every day to create volume. Why can't they run or race down millions of shares to 14c in 5 days?? No one is going to buy all those shares? Why are they not doing it?
SirP, Ex does word gimmicks you know that. He wanted to fud LesG has only under 100k shares. What a lie. More than half of the posters long here has more than 100k shares I bet. Ex does NOT have conscience. MHRA Cert is a milestone in their book. DI said that. I bet they got option awards when they met that milestone; we will see in their SEC filing 10K or the subsequent Q1.
where is the role of shorts in your MMs play when they start covering? Joan might pop a PR that would trigger fear in the minds of the shorts. There are hundreds of millions of naked shorts do exist. Can you run a math that how many days it would take for them to cover all those naked shares. The ticker is not going back to 14c and the Company is not going to bankrupt. It seems they are holding a highly positive material info.
Viking, we never know what is happening behind the curtains in this so called Quiet Period. If what Daniel suggesting is true, then we might see an RA approval all on a sudden. Read the discussions between Daniel and Gary last night. Shorts have been successful all the time in the past, but not this time, imo. It could be very painful for them if we get approval from one RA or all 4s all on a sudden, the pps goes thru the roof. The shorts are burnt by the FFS' volcano bursting out; it is fuming right now.
I would gladly give them any many number of shares if what we are talking about is a cancer cure that comes to reality after hundreds of years because of their hard work. They deserve a ton! The entire world will bow to them, imo.
Very bullish indeed the Executives own that much percentage of the Company.
Thank you Biosectinvestor, well said! LP gave away Cognate and kept NWBO for a reason. She knows DcVaxL and DcVaxD both work and she is determined to take them to the patients. May be she is very close now, imo.
Suspended plus they have to give a 60 Days notice to anything to do with their hundreds of millions of their warrants. They know what they got and I think all those will go suspended until a package deal when MRK buys them out.
By the way the sellers are drying up. The buyers are coming in stealth mode but a stampede can come any minute, imo
From Your Lips to God's Ears Doc logic, thanks very much for everything you do.
Scotty, you count the number of days that TLD is yet to come; we count the number of cheap shares we add into our treasure trove and of course will count the millions of dollars soon to come once LP takes this DcVaxL to the patients. Good Luck to both of us!
The helmet study came in the NEJM too I think.
Gary and Daniel, I love both of your discussions that you both are extremely intelligent it seems in your DD on BLA submission, TLD, and endpoints update that needs a trial summary etc etc that are tied to the Quiet Period; very interesting. Also enjoyed the discussion bet flipper and senti on IDH mutant inclusion/exclusion effect. At the same time I watched again the Liau's May 2021 Mt. Sinai presentation that sbnyc linked and like Daniel says that we could see all the TLD there at min 27.39 for our primary and at min 28.08 for our secondary and at min 36 for our CI/DcVaxL combo the proof that it works that the combo patent is a certain. Wish we get RA approval to take care of the naked shorts. Good Night!
Yes, great find and thanks for sharing flipper. Everything is becoming favorable to us. Effectiveness guidance from FDA, WHO redefinition of the GBM, failure of CIs in GBM trials as a monotherapy, and now MHRA's stance on biosimilars everything is more and more favorable to us. The new endpoints is the best.
No no Gary, I didn't mean to bad mouth Keytruda. I meant as a monotherapy CIs fail in treating GBM but in a recurrent setup, as the the UCLA combo dose down Keytruda percentage, if the combo helps the patient better than DcVaxL as an adjuvent, Merck will do the same approach in all solid cancers if MRK buys us out. The UCLA combo trial is a 3 arm trial I think trying to cure rGBM. Thanks for everything you do Gary!
Why don't you bet with John Fife who gave 15M on top of the previous ~20M. Do you think you are smarter than him? Do you think he didn't run his numbers before he loaned more.
I second you. I think DI or Les said that they have patients waiting to enter into the Specials once the Cert is in in the 50s each month with an actual list extending to six months on hand, imo. And Advent has recruited 50s of technicians and staff now and while the operating expenses run into the millions each month, what do these staff do, fiddle their fingers?? They have work to do I bet.
So they approved Keytrudas and what is better there as opposed to DcVaxL Science?? In fact all CIs trigger deadly autoimmune disorders. Ask Longfellow.
When TLD is out, Keytrudas will lose their revenues and the helmet will come to a STOP. How many billions all those CIs from MRK, BMY, AZN, Roche rack, hmmm? All those market caps will kick in here. Watch!
Fantastic C&H fully formed! Thanks Sojo!!
I have 1000s of followers and of course a lot of minions. NWBO is a community wide investment for us. A lot is riding as we speak. We have quite a conviction in this therapy. When TLD comes out with the primary and secondary met overwhelmingly, the share price goes thru the roof, imo. And we are indebted to your charts which is the driving force for all of us that I share your charts with them.
what do you know about how big we go by Sojo. We Trust In Sojo!! He says $1.07 today, we hit 1.07 today. Watch!
Great! I am seeing the Columbine equity firm upgrading NWBO from a 3 to 2 as well. Go NWBO!
All weak hands and tax loss year end sellers are now buying back but there are no shares for them; they have to pay a lot more as each day goes past.
I want to hear from my Sojo now.
like to see the prediction from senti, doc logic, kabu, and biosect. Mine is $50.
I am not sure how Raf thinks it is a possibility now but I think KM should go this Authorized Generic AG route without any further delay. This is the faster way to tackle and remove the generics in due course. Marjacs Rule 60 will finally return the Marine patents which is still good while the US patients can continue to enjoy cheap AG Vascepa. If PFE buys us out, they know how to sell AG Vascepa next to their AG Lipitor, pending only to combo them and sell a one pill a day combo Rx one. I see it can happen but how soon?
Nick, thanks very logical; when was it written.
Also, if ATL or someone else comes up with a comparison table for the new secondary endpoint rGBM like he did for the new Primary endpoint nGBM which is very useful, that would be immensely valuable.
$NWBO: The new #DCVax Phase 3 trial Primary Endpoint is: "compare overall survival between patients randomized to DCVax-L & control patients from comparable, contemporaneous trials who received SOC, in patients with newly diagnosed Glioblastoma". I updated my comparison Table: pic.twitter.com/bzgpUrgN51
— ATLnsider (@ATLnsider) December 13, 2020