Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
I think there is a limitation on the vets selling this as the approval is still conditional.
Traderbx, your post just validated why I continue to hold.
You win. I came in at "You want to wear your prettiest prom dress" or something like that TM used to say on calls.
Bought some at $.02 back in the day, so quite a while.
I think it is just an enrollment update.
Based on the guidance given by the company to produce NEO for a patient, the first dosing could coincide with ASCO. Double catalyst, perhaps? ASCO really hasn't done much for the PPS in the past but if the combo prostate data is good, we may see a rise. If the hold is released by then, who knows.
The good things are, I believe conditions here are much better than from whence he came. A conditionally approved treatment (albeit canine), A PIII under an SPA, submitting to the EMA, possibly good (oh, please, please) prostate combo data, the start of NEO and probably something else. He has the necessary ammo, now it's time to lock and load up the deals. I've him on YouTube and he's articulate and presents himself well. So, I'm also giving him the benefit of the doubt.
New job opening: Senior Associate, Manufacturing
"The Senior Associate, Manufacturing will perform various biological manufacturing unit operations which includes aseptic cleaning, media/buffer preparation, fermentation, clarification and purification in a cGMP clinical manufacturing facility. Initial job responsibilities will include working with a group of manufacturing personnel responsible for a diverse range of manufacturing related activities during plant start-up from Operational Commissioning/Shakedown through process validation."
I think a similar or the same job has been posted before. Sounds familiar.
The NEO trial has started. There is about a two month gap between the time a patient is accepted and the treatment is produced. If any patients were screened and enrolled in mid-March, then we should see dosing start by end of May.
Can't argue with that.
Isn't this the trial that already enrolled 12(?) patients and they are still following them? I think the endpoints were met.
It appears the ADXS 11-001 Vaccination Prior to Robotic Surgery, HPV-Positive Oropharyngeal Cancer has gone from active, not recruiting to recruiting as of 4/25.
https://clinicaltrials.gov/ct2/show/NCT02002182?term=advaxis&draw=2&rank=10
And yet you still hang around. You must like something here.
runcaly, thanks for all the work and updates!
James, I sent an email to Ken and Big Tony. BT responded in an hour. Haven't heard from Ken yet. Is the silence over?
Leadership page updated. Not sure if this was already posted.
I believe it had more to do with patent protection and lack of market penetration.
You, sir, are the voice of reason...
I'm certainly willing to give him a chance but after seeing what's happening to Rosetta, I'm not quite as optimistic as I was. This may turn out to be the perfect fit for him and all goes well. I very much hope so.
I know this name, Paris Panayiotopoulos, had been mentioned here as an excellent candidate for the new CEO. So much for dreams. Maybe there's something in Ken, that will come out later such as high energy and drive. Some of the catalysts you mentioned are coming soon. I think Advaxis is betting on good enough prostate data to strike a substantive deal. First dosing of NEO may trigger some milestone payment. AIM2CERV has well over a 100 sites open, hopefully an update on enrollment. We just have so much going on the be in single didgits. I expect or at least hope Ken sets forth his plan soon.
As James S. alluded, there should be a few catalysts in the near future. I'm waiting to see how these are handled by the new guy.
James, is there a milestone payment associated with the dosing of NEO? I thought there was but can't seem to find article I thought I saw it in.
Both Tony and Noelle said a new CEO & CMO were coming on board. It should't really come as a surprise that it did, indeed, happen. Perhaps now, the "cone of silence" will be lifted and the new guy will be aggressive about moving us forward.
No doubt about that.
Been that way for days. I would hope, given the imminent first dosing of NEO, we'd be closer to $2.
I'm seeing a fairly big buy in the AM followed by a larger sell in the early PM with smaller buys scattered about over the last few days.
1965 - 1970. Very funny show!
Mine, too...
I always thought she was still there. I'm hoping as things move along the "cone of silence" (anybody remember where that phrase comes from?) is lifted. As others have mentioned here, I do think the next few months will be very telling.
Not weird. I've had several friends post on FB when they change jobs or get promotions. Seems perfectly normal as a way of letting friends know.
Thanks for your astute in-depth analysis. Good luck, dude.
Keith, there is so much speculation regarding the radio silence. I doubt that it is hold related. I think it started around the annual meeting. I normally got quick responses in the past from Noelle and then, right before the meeting, silence. I still believe her silence was imposed by higher-ups as just about everyone is tight-lipped. I sent a few emails and a call but I don't want to bug her as, obviously, she can't reply. As for the past 10 months, this may sound like a conspiracy theory, but I think the shorts had a plan to cover and did what needed to be done to cover their shares. The buyers of the last offering were not disclosed and I think that maybe, the buyers were using the offering to finish covering or reduce their short shares. I can't help but feel the new CEO is part of a bigger change for the company. Obviously, it can't be proven until it happens or not. We have SO much going for us right now, it almost feels like a coiled spring just waiting for the right time to explode (hopefully in a really good way). I believe that, while we might get some mileage out of AXAL, NEO and HOT will be the main drivers of deals and revenue. I've been wrong many times, hoping that for once I'll be right with this company. I really would like to be a part of kicking cancer's ass.
Assuming a patient(s) was screened and enrolled in the trial when it opened for recruiting in mid-March, I would expect dosing to begin around mid-May.
I would think this would be PR worthy.
Somebody seems determined to keep this at $1.76 or below. I don't know what the hell is going on. I'm not sure anyone really does. I would assume the radio silence can't last forever and I hope to be pleasantly surprised when communication resumes.
Considering the EMA application has not yet been approved and I've seen no evidence of an announcement from Aratana that the product (AT-014) is for sell as yet, I'm not sure what revenue you could be referring to, other than milestone payments.
You do understand that a product has already been conditionally approved for canines and an application has been submitted to the EU for conditional approval. Are you even aware what this company had been doing?
I view the abstracts as positive news. Now, whether the market sees it the same way is something else. I feel as though forces are at work to try to hold the lid down on a pot about to explode.
I am leaning towards your point of view.
Can you say, unequivocally, that nothing else is going on with the silence?