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My thought process was the following:
He gets the proxy approved, then a R/S followed by a raise. He gets a big fat bonus, and can enjoy his well deserved vacation!
Any holes in this deductive reasoning?
Tuesday morning tidbit:
Ken's next 5-day vacation is preliminarily scheduled to start last day of February. Sandals all-inclusive resorts are his destination after his 10-months of hard work at Advaxis. His well deserved vacation can be canceled however if some big pharma makes a move before his flight departure. Remember "term-sheets"?
I’m just a street smart, not smart. My IQ is less than this share price as in cents.
Let me see if I got this correct:
Are you suggesting that a wmtgreeter with a GED should educate a Princeton graduate about the pitfalls of a reverse split? What can be more hilarious?
Life, ahem, investment can be a bitch, sometimes...
That's an old and inaccurate report. Period.
Where this "data" is from? The date and source?
It does not list few major shareholders including Amgen and Vangard. It also shows only a fraction of what CVI holds.
Did I not mention I have an impaired vision that's much inferior to yours and CATs?
Tremendous observation, CAT! Your night vision might be even better than any nocturnal domesticated feline, so to speak of. It's admirable you can see through these dark times when this message board is inundated with the negativism by those who are either short or sold out. Your dot connecting skills are second to only those of B.Liu and with a little more effort you might soon surpass her!
Great work, A+ team!
Rapid response team posting non-stop in CAPS.
You are already shouting from the rooftops, B.Liu! Do you mind not using caps-only to express your conviction in this stock?
I'm more concerned about fully diluted market cap than the outstanding market cap as the markets always look forward, not backward. We have lots of shares ready to be dumped into the market, and the markets price that in. Already.
This PR release reminisces me a pumping activity by ADXS a year ago. They released few fluff PRs in late January - early February to raise the share price in advance of the secondary ~2/20/18. There was no new information in the PR this morning, no data -- mostly rehash of what was released before. It boggles my mind that they would be talking about Lm platform at this I/O conference. Their time slot is less than 10 minutes, for g-d's sake!
It's clear they have nothing aligned before this ASM, and we all know what's coming next. I'm frustrated by their lazy attempt to lure in suckers just before the RS and a raise.
The PR worded in a such way to deliberately confuse folks like me.
That's not from NEO, rather from the previous ADXS Lm-based therapy trials.
I did not find anything earth shattering, just some update:
Snip:
“The preliminary clinical data from our ADXS-NEO Phase 1 study demonstrate broad and rapid anti-tumor immunity. We are looking forward to providing clinical data read-outs from several studies throughout 2019.”
Since ADXS generally releases PRs at 8am, I'd expect they'd issue a PR this morning if they had any material news to be presented at I/O-360 Conference. If no PR, then it's all puffery.
Not sure if this was discussed or not, but there are only 2 changes from Jan to Feb corp presentations:
1) ADXS-NEO data readout from H1/19 changed to Q1/19;
2) Aim2Cerv interim data readout from TBD to Q4/2020 (contingent upon FDA approval of the proposed changes).
They might be getting close to some sort of resolution with the FDA re: cervical trial.
The answer whether NEO is dead or alive now depends on how these 2 questions are now answered:
1) What is the estimated cost for the NEO treatment per patient?
2) What is the efficacy of the NEO?
If the costs are exceeding $0.5M per patient, however, it does not show great efficacy, then it would be really hard to partner it now and the program is going to be dead. If the efficacy is superior, and the costs are higher than $1M, then we have good chances of re-partnering this program.
Recall that we have some clinical data now as opposed to 08/2017 when we did not have any clinical data and AMGN jumped in via taking cheap long-term options. If the data is quite compelling, the costs can be reduced if the big pharma decides to take another chance here. They have wherewithals to make this drug viable, and ADXS can argue for a more front-loaded deal than before. I am just afraid there could be something else that is not made public yet -- e.g. low efficacy, or safety issues.
Chances of surviving this NEO program:
Costs: ~$0.5M/pp $1M-$1.5M pp
Efficacy:
so-so low none
great high good
So, tell us how this is related to Advaxis.
Let me get this straight. So, you expect a deal with either BMY or MRK within a week, correct? You give 75% of probability that the deal is with Merck. If the chance of inking a deal is 100% according to you, then we get 25% chance of a deal with BMY, right? Am I missing something, or am I misreading your post?
Voted just now, in all 3 accounts (~18K shares). Against items 1-6, for item 7.
PS. I know our votes will not change the proxy outcome, but just sending some FU to the management.
@wmtgreeter
They also cut the headcount by 37%. I thought ADXS was bad, but think ADRO...
https://globenewswire.com/news-release/2019/01/30/1707565/0/en/Aduro-Biotech-Announces-Strategic-Reset.html
Thanks for educating me, I feel I'm ready for my Physics/GED exam.
It's all illusion as it concerns Advaxis. I hope HFT manipulation is as real as it gets, and those trades are executed at a speed of light. If it's real, then it's an object, right?
I'd be highly skeptical about those claims. Remember, ADXS tried to "position" itself as a company to "cure the cancer", not a long time ago. Not anymore...
Cancer is too tough and too evasive to beat. At least now.
Clinical catalysts for 2019:
https://lifesci.bluematrix.com/sellside/EmailDocViewer?encrypt=369cd86a-be8a-4218-be29-ca28dbf99287&mime=pdf&co=Lifesci&id=deekotak@...&source=mail
H1 2019 Advaxis Phase I NEO - Top-Line Results for ADXS-NEO in Solid Tumors
not that we do not know about it, but good to know LifeSci experts keep an eye on this trial.
I'm not aware of any I/O company (non checkpoint inhibitors) that's currently ahead of Advaxis chronologically for cervical, H&N, PSA cancers. But, I'm not an expert in the area, and I don't pretend to be one on TV or on a message board. I'm just a @wmtgreeter with a subpar sub-education. It does not mean there are not companies that do run clinical trials on those above indications that are Ph2 or Ph3.