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Katie, they are not done with P1 trial for cancer. Per KING who has seen the raw data, "We believe Bavi has the potential to be a major cancer drug." Per King, it is tough to get patients to do the work. Reason to go to India. Per King, he has clinical programs that have the ability to really steamroll momentum. I have always said the viral will lead the cancer for Bavi. That's my story and I'm sticking to it. These lousy stinking options on top of a financing in a crummy market, explains a lot of our PPS. Looks like Kings strategy is to keep rights in US and license the rest of the world. Can't come soon enough. TW
Just in time for the SHM. As I said. management will release data when it fits into their plans. TW
No Katie, I doubt that we would know it. Basis of my opinion, the results of P1a viral. Management will release data when it fits into their plans. One may not conclude that the drug is not showing efficacy. TW
A picture is worth a thousand words. It (the science) is THE reason to own this stock. When we get sellside support, the price will go up. TW
CJ, thanks for the great summary. SK made it clear we are goin' it alone for now which explains the last financing. PPHM just doesn't want to share at this stage of development. Dumbest move they could make now is to sell Avid. I note the HEAVY emphasis on moving the HIV program forward along with flu. TW
Big, excellent post. I particularly like your explanation on why chimeric Bavi may work better in humans. When you are in conversations, can you suggest someone tell SK to come up with a more user friendly name for Bavi? TIA, TW
EZ, this financing was the best televised financing in recent memory. Hedgies all gamed it. If Big knew about it so did EVERYBODY. We work higher through the summer. The big wildcard will be the start(?) of HIV P1b for Bavi. We will go up much faster with that one. Whole new crop of investors and finance guys for that one. IMHO, things will finally change for old PPHM. TW
K.T. agree and it doesn't change one thing about the June 7 PR. PPHM wants to go it alone for now. I would like to get some word on HIV in the next month per Lytle. TW
Microbe, I admire your energy. Some of us have a large position and we are used to getting whacked after one lousy financing after another. On your other successes, did you have as many problems getting off of the launching pad? Our PR firm needs to get it going after PPHM gave them something to work with. TW
If we could get 25 million without dilution, watch out above. A lot can happen before the SHM. After recent results, it is certainly possible. TW
Thomas S, I'm giving a copy of that article to my wife to prove I know what I'm doing. Thanks. If we add a little Bavi to it what happens next? Immunity from hepC? TW
CJ, given the fact that it was a single dose study at escalating levels, IMHO, it showed STRONG signs of efficacy. By the time we get results from the 1b study, the stock will be much higher. People can throw all the cold water they want on the PR but the results were flat out remarkable. TW
Ubuy, we all hope it turns out well. No guarantees, except Terry's 10%. Managements body language suggests we are headin' in the right direction, finally? TW
Katie, I believe that you and I clearly stated that P1 showed efficasy back in February, 2006. <Sound of back being patted.> The posts are there. Boy was that an understatement!!! But it is time to predict the future re financing. Seems like it should be a lot easier now to get an investor to buy 5 to 10 million shares. Still to early for a partnership with big pharma. I'm part of the school that believes that it works and is safe. I can hear VERY fast track coming. As for TA, chart pattern points much much higher. TW
EZ, All I can say after reading all the bunny stuff, is that the lead bunny was "hoppin" mad at some posters responses. However, it is important for all of us to know what's up Doc? So let's hope SK has a few carrots to give out come June. Otherwise, I'm sending in the coyotes. TW
Jazz, have to agree and I expect June could be a lot better than last year with some P1 results to add a little fuel. I won't go into my issues with communication and management, just did, didn't I, but, instead, I am waiting for them to show me they are going to start leveraging some of their technology just a little bit. By the time the stockholder meeting rolls around, the writing will start to appear on the wall. Hope we all enjoy the reading. TW
EZ, I think your thoughts are right on and the 30 hour half life may very telling. TW
Chart is strengthening nicely. A lot of people are following PPHM and are now starting to buy anticipating news. Cheers from a sunny Maui. TW
And EZ, it's my belief that the pill may just slow down our short selling friends. Imagine that. Back to the beaches of Maui, TW
Well Katie, for the first time in a long time, I think that an investor can actually buy the dips in PPHM. As usual, the major overhang is financing. Needs clarity. TW
And, logically, if there were no viral load changes, there would be nothing to assess and no need to worry about other anti-viral indications. TW
Katie, heard the same thing, "evaluating viral load changes." The way he expressed it allows for the inference it was occurring. Their future plans also support that interpretation. I believe they are seizing the current opportunity to ramp up the dose to see if the viral load reduction can be increased while they have this window of opportunity.
CJ, very nice summary. IMHO, one can infer that McHutchison saw something in the data that goes way beyond the fact that Tarvy is safe. And that is efficasy. That's my story and I am sticking to it. As soon as someone from PPHM says it, away we go. TW
Jazz, another excellent post which confirms our belief in 3g4. TW
Jazz, ano
Jazz, thanks for the excellent post. TW
Ken, have to agree. The move hasn't really started yet. This is the warm up. However, the accumulation cannot be ignored. 2006 will be the year we have been waiting for. The hardest thing for the longs who want to make the BIG money will be to HOLD. Most will sell way too early. The temptation will be especially difficult for those who like to trade. Best of luck, TW
JMHO, the MOA of Tarvy is not that hard to understand. Duke wants in because it represents a big leap forward in hepC treatment. Godofsky took the chance because the standard of care stinks. He get's my highest respect. The hardest thing for shareholders will be to hold on while it happens. Hold 'em close, TW
Maybe if Duke is going to the HIV work(?), he moved on. TW
James, have to agree. Greed is good. Last time I checked, you thought mid-20's was too low. If the science is as good as we think, you will be right. TW
Everbody listen to the Lytle presentation on 12/15/05 at the company website. Slides 28 and 41 state Tarvy is safe and well tolerated IN HUMANS so far. It's in writing folks. TW
Hey Ken, Happy Turkey Day. Hopefully today's the short term bottom. TW
Ez, full agreement about the potential for our little company. I just can't figure out why our share price won't move up. Amazing. TW
Cj, the most interesting part of the story for me was the statement that they have no problems enrolling patients for P1. They clamor to do the phase 1 trials. TW
Ken, I assume they don't want to tell you they are administering Tarvacin for fear that you may ask how it is going or call the centers and bother them. Apparently this is a "stealth" P!. TW
Hey Katie, the silence is deafening. We know they will have to say something by the SHM and I expect some type of Tarvacin update since they want another 50 million shs approved. I will also ASSUME that Tarvacin has been administered and that P1 is progressing well or they would have held off on bringing in a big dog like Lee Rosen. The viral site is top notch and I will again ASSUME that Tarvacin is of great interest to the investigator or he would not have associated himself with it. I have never invested in a company that communicates in this fashion with its stockholders. You can now ASSUME that PPHM will now cause me to have an adult beverage. TW
CJ, great post. TW
Hey Ken, this stock has been walked down for the last 15? days. Looks like 1.05 was the target. With no info from Tustin, they get to knock us down. Hope you are right about a bottom. TW
Sunstar, couldn't agree more. Dr. Godofsky has seen Tarvacin data we have not and there is no reason for him to associate himself with this project if he did not think it would be valuable for himself and his patients. TW
Couldn't have said it better. Hopefully Tarvacin is bigger that the OJT crowd runnin' the joint. TW