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Remember - $1-2 is harder than $5-10
A VERY interesting 2 weeks await us.
Great news coming at ASCO.
Everything is being timed.
GLTAL
Joe
16M shares in morning session
With BP partner announcement, look for 60 M shares for the day.
It's coming. We've touched 60 M shares in one day and we'll be there again.
4ourRetirement, everyone needs to hang on
Then the big boys step in for the big money when Bavi starts redefining the landscape.
I really hope today shows everyone just how FOS AF, Crutcher, and "all the usual suspects" really are.
Do your own DD and then hang on. Is a year or two too long to wait to be able to retire.
I don't think so.
Thanks,
Joe
Javier, we have our VALIDATION
That's what matters - the manipulations and games will continue.
No one believed in Bavi...except the FDA. Guess that's kinda important.
Great post, CJ. What a summary.
Watching these idiots eat their words is almost as sweet as what's coming for us longs.
Thanks.
PPHMowns, right on! Crutcher blew this one EOM
Patrick Crutcher has a migraine this AM
I guess he WAS a fly on the wall at the FDA-PPHM meeting, and got swatted with the VALIDATED data.
Poor pest, he said he wanted to be in on the meeting to hear how PPHM would explain the labeling error.
Well, I guess they did! Phase III here we come!
CP was right all along...WEEK ONE!
The dude was RIGHT. Announcement right before ASCO. He's not here right now, but CP, thanks, brother.
Gull, no one believed us. EXCEPT the FDA
Good luck, brother, and THANK YOU for all your posts!!
Joe
Right on, Wook! That "Beer" was getting stale!!
Bavi came through for us my furry friend!
Well, well, well, just woke up...
Congrats, boys. I've got the day off, slept late, turned on the computer, and what do we have here????
To all my fellow long brothers (including furry beasts), can I just say, THANK YOU FOR YOUR SUPPORT and for believing in Bavi when no one else did!
Best,
Joe
Dog offers a body-slam
Carboat, honestly, you need to do a bit more mathematics before the logorrhea.
Stone, no doubt Celgene is a power player
They could most definitely be in the mix.
Personally, I have NO PROBLEMS with Celgene going after Bavi. It would most likely result in many happy people on this Board.
Thanks, FF. Confirmation after confirmation
keeps coming for Bavi.
Thought #11:
First-line will continue to show efficacy and safety as you note.
Thought #12
Bavi as an adjunct to just about everything plays perfectly into the ASCO/professional oncologist mindset/worldview. Oncology is a conservative field. It likes innovation, but SLOWLY. Bavi doesn't threaten. Bavi helps. EVERYTHING. And it does so safely.
Thought #13
Bavi betabodies are truly an "X" factor and could indeed upset the apple cart. We're not there yet clinically, but be certain that BP knows ALL about them.
Thought #14
Be patient and hang tough. The evidence just continues to pour in.
$5 here we come - my impressions
Thought #1:
The HER2 negative breast cancer study poster is great news for us; 8/10 had either complete or partial response with an EXCELLENT safety profile for Bavi (as usual).
Some may argue that it's only a Phase I trial with only 14 patients, but the evidence CONTINUES to mount across multiple, different cancers: Bavi WORKS and continues to do so SAFELY.
Conclusions: Bavi is a novel vascular
targeting agent that is well tolerated in combination with Paclitaxel. Early results show promise in terms of clinical
responses with 8 of 10 evaluable patients having clinical benefit. Early biomarker results suggest no effect
of therapy on platelet activation but decreases in circulating microparticles is observed.
Thought #2:
The recovered second-line NSCLC study poster showed the Bavi arm to have nearly TWICE the ECOG-2 patients as the control (24% versus 13%), yet still beat the control MOS by 60%.
To boot, once again, Bavi safety = OUTSTANDING (NOT possible to say this enough when talking chemotherapeutic agents; hello, Avastin KILLS patients outright)
Here's the money quote:
ECOG 2 was 13% in C and 24% in 3 mg/kg B+D arms. At this analysis, 54% death events
have been reported in 3 mg/kg B+D and 71% in C arm. ORR is 17.1%/13.8% and median PFS is 4.5/3.3
months for 3 mg/kg B+D/C. Median OS is 11.7 months for 3 mg/kg B+D and 7.3 months for C. The safety
profile for 3 mg/kg B+D was similar to that of C in severity and frequency. No other safety signal was
identified. Conclusions: This randomized, placebo-controlled phase 2 trial demonstrated a positive trend
favoring 3 mg/kg B+D in ORR, PFS and OS. 3 mg/kg B in combination with D was well tolerated and is
the planned dose for Phase 3. Clinical trial information: NCT01138163
Thought #3
The non-resectable pancreatic poster didn't show sub-group analysis, for which we are still waiting. We already knew it has a better ORR than Gemcitabine alone (28% G+B versus 13% G alone).
Importantly, this was a Phase II study with 63 evaluable patients, and YET again, Bavi showed EXCELLENT Safety.
ORR was 13% for G and 28% for G+B. Most AEs were grade 1-2 and typical of
exposure to G. Conclusions: In this patient population with extensive disease burdens and limited treatment
options, G+B was well tolerated and demonstrated moderate activity in tumor response and survival.
Clinical trial information: NCT01272791
Thought #4
Censoring issues regarding the NSCLC 11.7 month MOS are still outstanding and should be resolved with the presentations to come.
Thought #5
I'm not sure people have a feel for the ASCO atmosphere. I highly recommend perusing the ASCO.org website. CP is right. NO WAY do you present failures at ASCO. Too much money, influence, and scrutiny on EVERY poster.
Thought #6
PPHM's bread-basket is the second-line NSCLC 60% improvement despite getting a rotten ECOG poker hand. We'll go to Phase III once censoring and data integrity issues are laid to rest. With partner in place, we're back to pre-9/24 levels.
More to come. GLTAL
Joe
ASCO.ORG in 45 minutes EOM
This nonsense ain't limited to PPHM, bro
No way just PPHM suffers from this "close-of-day" nonsense; it's rampant, and seen in many, many stocks every day.
You, of all people, with all your years in the market, should know this.
Good luck.
Joe
Thanks, WH for the history lesson
Just wondering about that 46 bag bolt of lightning.
Of course, just wondering if lightning could strike twice (??!)
LOL
Best of luck
JOe
PPHM - $1.50 to $70 (12/1999-3/2000)
Yes, a 46-bagger in 3 months. It did happen. Check the graph. Our dear little stock.
Can any oldtimers explain how this stock 46-bagged in 3 months time during the above dates?
GLTAL
Joe
Bio, I agree. The key to cancer is the cell membrane
and that's where Bavi makes its stand. I'm not sure most investors realize how important that is. Cell membrane polarization is an absolutely critical component of its defense. Once PS is "flipped" externally, it changes the electromagnetics of the membrane and renders the cell susceptible to cancer infiltration, attack, and takeover.
I'm a personal fan of the German oncologist Hans Nieper. He was world-famous for his innovative approaches to cancer. He cured Reagan of his colon cancer. When movie stars and royalty got cancer, they never said, "Where do I get chemo and radiation?" Oh no. They simply said, "Go get Hans Nieper."
Nieper used to joke that he knew the heads of Dana Farber, Sloan-Kettering, and the FDA very well. Why? Because they would quietly send their wives, mothers, and children to see him for cancer cures.
Nieper knew that the cell membrane was the key to the cell's defense. Nearly all of his therapeutics focused on cell membrane integrity.
To tell you the truth, this is why I'm invested in PPHM/Bavi. I KNOW the cell membrane is the key to cancer defense and immune system counterattack. The first thing cancer does is CHANGE THE CELL MEMBRANE. Bavi is absolutely designed to address cancer-mediated changes in that membrane.
This is the essence of my DD. You may have your own. But this is where I make my stand.
Cancer is "dug in" like an Alabama tick...
at the cellular level. You need a cellular agent like Bavi to go after it. Extroverted PS neutralizes the immune shovel that digs cancer out. Bavi neutralizes the neutralizer, thus repotentiating the shovel.
As Tek might say, dat durn Bavi can dig that sucker right out of that hole, I reckon.
PPHM2Long, BAVI is most definitely an immune-booster
because by neutralizing PS-mediated immunosuppression, the adaptive immune response is reactivated.
That means CD4 null cells will differentiate into the Th1 arm and crank out more cytokines, IL-2, NKs, and macrophages to go after the tumor and its vasculature.
The cancer microenviroment promotes PS extroversion which is inarguably a powerful immunosuppresant. Bavi fires the immune system back up by "masking" the extroverted PS signal.
Now, you're right, as an imaging agent, Bavi can reveal cancer cells with extroverted PS by lighting them up like a Christmas tree. There's all kinds of potential applications for this dimension of Bavi.
All the best,
Joe
Of course Biotech is full of dreamers
That's like calling a fish wet. It comes with the "turf" (or in this example "surf.")
Look, you pays your money and you makes your choice.
Stop brow-beating us with your scolding. We're hopeful. We've read the science. We're watching our horse.
That's it.
PPHMownsME, a watched pot never boils
C'mon, man, you know how biotech is...months and months of nothing and then Ka-pow a bolt from the blue.
Our turn will come. Always remember: this stock can trade 60 million shares in ONE day, 100 million shares in 3 days, and 200 million shares in a week.
What do you think that will do to the stock price if most everyone is buying?
CP has it right. If the MM want this stock to 14-bag, it'll 14-bag. It has done so once, and IMO will do so again.
Just be patient. I don't think we're far off. We're still off most investor radar screens.
That could change very quickly.
Chemotherapy is a very blunt tool. It burns cancers to a crisp. Unfortunately, it also burns patients to a crisp as well.
Bavi is a novel approach that dovetails perfectly into a powerful trend: let's start BOOSTING patients' immune systems instead of destroying them.
Hey, Murphy's Law is clearly in play with PPHM/Bavi, but it'll bite you the hardest when you give up and sell, and then this sucker goes stratospheric with you on the sidelines.
Exactly, Bio. PPHM's Avid is a huge plus
I don't get the whiners here who dump on SK and the BOD. Yeah, they've had plenty of shortcomings, but what about the upsides?
IP owned 100%? Check.
Global rights in place? Check.
Manufacturing of lead oncology drug Bavi in-friggin-house? (Are you friggin' kidding me??) Check.
Yes, it's EXTREMELY rare that a small-cap biotech firm manufactures its own drug outright. Think of the savings. In-house. They know their lead drug so well they make it.
GLTAL
Remember, Jimbo, it's ultra-skepticism until we break the ice
Then the dam will break; not before. Fortunately, ASCO will be like a hot sun on the ice.
PPHM has had its share of drama and the Market is in "show-me" mode.
Always remember. If we hadn't had the labeling error (whether intentional or not), we'd probably be sitting at $10 pps right now with a partner for Bavi.
But the market being what it is, we've been delayed 8-12 months. Just hold on.
That's the key.
We're GO, Houston, for launch
VERY interested in HER2 (-) breast cancer results. Thanks, FTM, for the Alison Stopeck MD IST the link. If Bavi cleans up and cures some breast cancers, we're sitting on a powderkeg.
GLTAL, especially pre-9/24
Joe
I agree, Goat. And Bavi virus attack is potential GOLD.
The interviews with Thorpe on this are fascinating. He essentially states that the replicating "pool" of virus can be depleted to a point where latent residual virus just "burns out." The trick is to get the virus to replicate, crush it with Bavi, and then there is little to no virus left in a latent state. THIS MEANS CURE.
It is this approach that could be used on hepatitis and/or herpes. HUGE market potential, obviously.
Biopharm's "pocket change" numbers are good
And believe me, it IS pocket change.
They don't call it the "Pharmaco-Medico-Industrial Complex" fer nothin'.
BP is on the warpath this year with all their patents expiring. A $60 billion dollar CASH warchest is conservative. (Forbes)
Keep your friends close, and your enemies closer
Goat, if Bavi is as good as you're saying it is, then the best way to make it go away might be to buy it and shelve it.
If Bavi is a threat (enemy) to Big Pharma, then they'll just buy it and destroy it.
Yeah, I know what you're thinking, political machinations and FDA corruption may play a role in keeping Bavi down, but that line of thinking strikes me as a bit grandiose. Every small-cap pharmaceutical firm out there has the "cure for cancer" don't ya know? Is Big Pharma going to assassinate them all?
Too much trouble. Big Pharma just buys their way out of every (minor) difficulty. They've got oceans of money they can't even count. It's a business. PPHM is a minnow in a sea of sharks. Pocket change will make PPHM disappear.
Big Pharma loses NO sleep with Bavi/PPHM. Because as Bob Dylan says, "Money doesn't talk, it SWEARS."
Why do DD? Everyone freaks out anyway...
Listening to everyone here, you would think all hours of research in the end comes down to a flip of a coin.
Bavi is better than that. Too much whining here and not enough Thorpe.
GLTAL and go get some cheese for that whine.
FUD ruling the board as we approach ASCO
I'm not a believer in goofy yoga, but can everyone just take a deep breath, here?
DrRocker, I was replying to Drumstick, not you
Please review Drumstick's post last night.
Here it is:
drumstick57 Wednesday, May 08, 2013 9:35:49 PM
Re: MazelMan post# 121626 Post # of 121731
I have to review my notes as I recorded what he said.
He made a point of saying that his words seem to get very twisted on the ihub boards. so I just wanted to respect that and express his responses with some accuracy.
He did not say the results were bad. He said that it was not what he was counting in to move the needle as would fda apprival for ph 3 and a partner to follow
Now please tell me if this is a responsible post. It says "RESULTS." It is poorly written. It is confusing. This sort of poor writing sows FUD.
Look, I'm a die-hard long just as you are. We're all on the same team here. I wish you the best. Let's focus on Bavi and share that cocktail together, REALLY SOON.
Best, and GLTAL
Joe
Spot on, RCJ
Third-party confirmation is the KEY to everything. Get an outside party to confirm Bavi, (FDA, Partner, ASCO reception) and we'll won't be on $1.40 pps. More like $14.00 per share.
GLTAL
IR **cannot** give out privileged information
Puh-leez people. Use some common sense. IR is **not** going to tell busy-bee investors "privileged" info about upcoming front-line results just because they happen to call them.
Not only is that an outrageous assumption, it's also illegal.
PPHM is holding its poker hand very close to its chest, AS IT WELL SHOULD.
Wow, after all this DD, I just needed to call IR
Gotta love it. Where a simple call to IR reveals a company's main product as one that "just doesn't move the needle." Why didn't I think of this before?
Well, gosh, I guess all those hundreds of hours of DD were just kinda dumb, huh?
I could have saved all that time if I had only listened to a poster named "Drumstick" on a stock message board.
Wow. Go figure.
Sell at $11? Most will sell at $5
and I think that will be a critical error.
I agree with CP: $1 to $2 is harder than $5 to $10.
Once we get confirmation of what we all already know, the millions of followers out there will jump on board.
PPHM has proven potential to trade > 60 million shares in ONE day, 100 million in 2-3 days, and 200 million shares in one week.
In other words, the interest is most definitely there.
$5 and $10 are the LAST prices to sell at.
Now I know many here have been burnt, and burnt badly by the labeling fiasco, but plan your exit strategy carefully.
It's at $5 and $10 pps that everything BEGINS, not ends.
GLTAL, especially pre-9/24/2012
Joe
Good point, wook. EOM
Either way, if they're linked or not, let's hope a deal gets done soon.
Bavi and Cotara partnerships could be linked. But it's probably good to remember that brain cancer just doesn't have the sheer numbers of patients that the "major" cancers have. The major interest in Bavi is for other applications.
Brain cancer is not a good diagnosis to receive, but it is far less common than say, lung, breast, or pancreatic cancers. BP isn't going to spend gazillions on a brain cancer therapy that may have a decent, but not great, ROI.
However, as most investors do NOT know, Bavi is not just a lung cancer drug. (the summer, 2012 parabolic rise was for second-line NSCLC, as you well know, and led many to believe that PPHMM was a one-trick pony for lung cancer).
It is, and remains, a platform.
"$1 to $2 is harder than $5 to $10"
CP, you're right. $5 is the LAST price to sell at, because that's when the uncertainly is G.O.N.E. The big boys step in at that price and things go berserk.
Excellent point. Thanks
Joe