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Spin. Algorithms come next in discovery. Are you advising Citadel to expose their secret sauce? That comes long before any summary judgment motion by plaintiff or defendant. (My guess is a WB already might know it)
True, but any settlement in the non-crazy ranges of high and low, could allow launch without further near term dilution.
Long enough, perhaps, to get to a more palatable revenue/earnings level.
Continued: I don’t think plaintiff’s attorneys were bluffing. Imho.
Extraordinary claims require extraordinary evidence. Ms. Posner and her associate promised the court they are “fully prepared” to provide what the magistrate already requested and anything else.
There are seven market makers in the case.
If you recall, the investigation went on unbeknownst to defendants for many years.
Then, before the case was filed, NWBO publicly made known they approached several market makers.
Then, a while later, the case was filed.
Apologies in advance to all the magicians out there, but going after egfr antigens with Car-T is, imo, using a million dollar hammer to repeat what was already shown not to be durable with a 100,000 hammer.
Dr. Weller showed egfr cancer cells eliminated with low tech rhindopepimut, but other cancer cells quickly replaced them.
The car-t show is just more spectacular — magical — because it kills egfr more quickly, but spectacular means more side effects. Cytokine storms. The problem is still tumor cell escape.
Theatrics.
No, that was advice. You are asking people to sell. Go to hell.
If so, maybe you should advise the parties, defense counsel missed the boat last time.
How do you know there are no other cases pending. The defendants cited bad out of date case law because they made the same assumption you did. 30 days is not normally
something Ms. Posner allows to pass if it is not necessary. Nor is 30 days a “drag” in any relative sense of the word.
It could be some case is outstanding, it could be settlement talks are going down to the wire, or it could be the regulators are just coming back with their first phase recommendations. We don’t know.
I’m not certain you know exactly how plaintiffs demonstrate this. Like everyone else, you’ll need to wait for the next episode.
No one said anything about waiting to make certain there are no typos. Of course there might be settlement talks, and I’ve discussed that before, but what we’ve seen in the past is that Ms. Posner cites very up to date precedent, and if another ruling might come out today, why not wait to make certain the second amended complaint is correct based upon current case law.
My guess is that they haven’t changed one dot on one i for at least a couple weeks.
My best guess is they want to be able to say no intervening precedent came along and changed matters before they filed.
Just my opinion.
This is only the second time Ms. Posner has waited until the deadline to (likely) file something in this case. We all understood the first time she did it, because both parties had the same deadline back then, she did not want unnecessarily show her cards way before the defendant did.
This time, it is not so clear why she waited, but Doc Logic suspects waiting for the MHRA initial inspection results might be simply a timing matter serendipitously afforded by the timeline. Truth is, Laura Posner is early when she needs to be early, and just on time when she needs to be just on time. My guess is is there is some good reason why there has been no filing yet, even tough they were “fully prepared” to file it over a month ago.
Well, since we’ve moved on from yesterday, I guess that poster on stocktwits made up the substance of his supposed phone conversation with Les. Fortunately most longs did not bite.
I hope Jerry’s health improves. Thanks for his service and bringing his massive expertise in manufacturing.
I said “somewhat early.” I gave my reasons.
Hoffman gave his for being late. The 10k is written for events as they stood by December 31, 2023 — excepting subsequent events, so I think the statements from NWBO’s attorneys from the derivative suit are more timely.
A filing would be late under both Standard and Daylight Savings Time if filed at 1:01 am.
Dimwit.
If it is filed, yes.
It’s Thursday, and the filing deadline is tomorrow by 11:59 p.m.
With regards to 2nd Amended Complaint.
See illustration below.
Sometimes, in cases like Owains, where barely any of the tumor was saved due to the emergency nature of the surgery, they are only able to make two or three doses. Not ideal, because many antigen targets might get skipped.
However, Upon recurrence, Owain now has plenty of tumor material from the new distal tumor. This means comprehensive and properly preserved tissue made into lysate likely carries enough Antigen bandwidth for DCVax-l to work better (hopefully in Owain’s case) and hopefully reduce the chance of tumor escape.
Dr. Bosch gave a different example of a patient dealing with recurrence. They fought and won. Stay hopeful.
No, it just means he’s guessing as opposed to being informed by management.
Smith doesn’t talk to management imo, especially now (with the maa under regulator review) In April he Predicted June for maa submission (It occurred in December). Management would not have predicted June back in April. Imo.
Edit: haha, I meant a well plead maa submission (not complaint)
I must have crossed a few neurons or something. 😅
Thanks for comparison costs ATL.
Very helpful DD.
You made your case. DCVax-l is very competitive price wise, and when you take into consideration the drugs other therapies must administer after treatment to deal with toxicity, DCVax-l is a bargain.
Oh, and
9. MHRA/NICE familiarity with decade old compassionate program.
Some primary reasons DCVax-l might be approved somewhat early are:
1. Recent commercial manufacturing certification for facility, and
Advent HTA license renewal was confirmed granted on December 20, 2023 after September 8, 2023 inspection and Advent corrections. (Note: Prior grant was in October 2021 after an August 2021 inspection).
2. Orphan designation for indication.
3. Months of mock inspection preparation.
4. A well plead complaint edited by two companies.
5. Started working with NICE long ago.
6. MHRA and NICE are in the midst of dramatically shortening review time averages. IRP program frees up national approval resources.
7. NICE gives proportionate review time dependent on safety of therapy.
8. MHRA review is smoother for drugs with low toxicity. (Near zero toxicity for DCVax-l)
CHM not CHMP. They’re two different groups.
Since Brexit, it’s easier to know they are separate. The former is for the UK, and the latter is for Europe.
BTW, even though NICE waited until March to announce progress with the company:
This is what also occurred in “early February” when NICE actually met with the company.
If I were Nice, I’d pay more before Eden comes online, but I’d have a hard and fast deadline for Eden coming online plus therapy price reduction.
Something like,
One (arbitrary number I picked) year higher price.
After one year, lower price regardless if Eden online or not.
BTW, thanks for the DD on Citadel strongly considering going public.
More like if defendants find themselves in a hole, the first thing to do is stop digging.
The tide change could be in the second amended complaint. Could be a revelation heard round the world. Again, there might be some incentive for defendants to resolve by Friday. Or not.
Imo, the next MTD is effectively a known loser for defendants, so why negotiate after filing when they could negotiate before 2nd amended cookie cutter boiler plate filing is shared with every plaintiff’s attorney across the planet (simply because it needs to be filed)?
It’s “hump day” and the filing deadline is Friday (by 11:59 p.m.).
With regards to 2nd Amended Complaint.
Imo.
It seems like we are at an important inflection point for what the business model will become. Either a larger pharma swoops/swooped in, or multiple combo commitments with multiple BP.
If the RFI looks standard, or is not needed, and if, as I suspect, the QALY has already been calculated and informally price an internal known for pre and post closed system automation, then really, we are at a point where LP starts signing the planned combos or we’re bought out before those commitments can be finalized. IMO.
Keep asking myself. It seems like a larger BP would want to swoop in before tens of contracts with other larger BPs likely occur, doesn’t it? Or, are all of them content to divvy up the platform potential combinations?
Retrenching.
You are in my thoughts and prayers. God Bless. You’ve got this.💪