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I believe AXAL had previously been tested in mice. It seems to be working well in humans. Certainly the HER2 strain worked well in dogs, which I read somewhere, bodes well for humans. We'll know soon enough if NEO is effective in humans.
After looking over the AACR abstracts, I am convinced that we at at crossroads. Or maybe I mean, regarding Advaxis, BP is at a crossroad. What do they do, make a huge cash investment, buy us now or wait and see? Obviously, Mr. Market and BP have not yet agreed with me or else we would not be looking at our current PPS. That being said I AM excited, frustrated, angry and elated at the same time. Granted, the first person as not been dosed yet in NEO (that I know of) but the prospects of NEO and HOT make me believe that we are worth more, much, much more, than where we sit now. If the combo prostate prelim data is good and the hold lifted soon, we could this rising sooner than we think.
Does this NOT sound good to anyone?
"Conclusion: ADXS-NEO induced potent immune responses against tumor-specific frameshift mutations and controlled tumor growth. Advaxis’ Lm platform is able to target frameshift mutations ≥150 aa and generate multiple neoantigen-specific T cells per frameshift. ADXS-NEO controls tumor growth via multiple mechanisms, including the generation of tumor-specific cytotoxic TILs, by secreting tumor-derived neoantigens directly into dendritic cells and by attenuating the suppressive tumor microenvironment."
"LM is probly nothing more than a vector, a delivery vehicle."
Sounds like more than that to me. "Lm Technology represents an advancement in the field of immunotherapy, as its comprehensive immune stimulation and priming redirects a “pathogen-like” response against cancers. The LM Technology vector, the basis of each of our products, is designed to stimulate multiple immunotherapy mechanisms."
So, do we see a bump from AACR next week?
I haven't really had time to research them. I believe Neon is running or has run a preliminary trial. I think we have the advantage of our listeria platform but there will be more competition as time goes on. Neoantigens look to have a bright future if it all pans out and we're among the first to be trying them and backed by Amgen.
"A handful of companies have recently formed to develop neoantigen-based therapies. Among them are BioNTech, Advaxis, Gritstone Oncology, and Neon Therapeutics, which was founded by Catherine Wu of the Dana Farber Institute, who led the smaller trial unveiled today."
Thanks,Chemist. What a great read! Here's a part I really liked, "Until researchers get better at predicting which neoantigens will generate a response, they need to target cancers with a high mutation rate, says Fred Ramsdell, vice-president of research at the non-profit Parker Institute for Cancer Immunotherapy in San Francisco, California. As well as melanoma, that category includes lung, stomach, colorectal and cervical cancers. “We want to be really efficient in generating these responses before we go to tumours with a mutation load that’s relatively low,” Ramsdell says."
NEO is targeting metastatic micro-satellite stable colon cancer,
metastatic squamous histology head and neck cancer and metastatic non-small cell lung cancer.
This could bode well for us.
Blue, if a sale included both cash and stock in the $1B - $2B range, that might not be so bad. In a way you'd still hang to Advaxis, though under a different name, Amgen, Merck or...
"It is also unlikely that they'll provide oral updates on these data, if they're being professional during the presentation."
Well, gosh darn, I would love to see an update on data after the cut-off point but Hov knows more about this than me. I suppose though they could PR something later if it's really good.
The abstract has already been submitted and accepted. I assume any new information would require an oral update while the abstract was presented. Am I misunderstanding your question?
I would think they could give an oral update.
Also, bad news has to be reported within a certain time frame. Silence (hopefully, too long for that.
Agree!
I always felt she was candid when we talked but she never divulged anything that could be construed as inside info or veiled statements. However, I can see how some people might offer their interpretation of what she said changing the whole meaning.
You are correct. If memory serves, the Indian equivalent of the FDA wanted to see further clinical data. It may have been talked about on a call but has been mentioned here before.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=138490775
He's still listed as employed by Advaxis on Linkedin, though I don't know if it's still accurate.
https://www.linkedin.com/in/tom-hare-19479222
She's a communications senior director. It would be very odd not allowing her to communicate.
I think it's fair to say Noelle has responded in a timely manner to many here. Lately, some of us have sent multiple emails and made multiple calls. I believe something has to be up. It would make no sense for her to ignore requests unless she was instructed otherwise. I think bad material news has to be reported in 3 days and here we are 2 weeks incommunicado. Maybe I'm wrong and we're all going to hell in handbasket but the plot is afoot!
How long could, conceivably, radio silence continue? As a publicly traded company there must be some limits. Anyone?
Of course, there is no guarantee of good news but it just seems there is so much going on with the company, new trials starting, first dosing in NEO, data coming, new CEO, that I hope all this holding our breath pays off.
I always equate Friday news to bad news. Hope I'm wrong.
TC, thanks for the update!
So, who's in the neighborhood that can stop by the office and say, "Hey, I was just passing by and wanted to say hello..."?
Excellent points!
I remember him writing BP knows it will never get approved and it's a dud. I think it was a general statement. I will however tend to take the word of a doctor working to reduce the suffering of cervical cancer patients over an anonymous poster.
I agree. Her silence, I believe, is not of her own volition.
"The results have been pretty spectacular for a cancer that is difficult to treat," said Dr. ElNaggar.
Wasn't someone here saying AXAL is a dud?
I'll take what's behind door number two.
What changes were made, I don't know but Noelle stated (I think this was posted here) that Amgen was happy with the changes.
I seem to recall that, also. However, the data could show some signs of efficacy even in preliminary data. Hard, if not impossible, to believe we are sitting at these levels with so much going on. By mid-year we should know where we really stand.
Accusing a company of killing patients is a serious charge. I expect you can back up your charges.
I could see a large stake taken by Amgen and the CEO and CMO coming from there. The company has pretty much been emphatic about a new CEO coming in so I believe we will actually see that happen.
She could be out. It is Easter break.
I was speaking of previous contacts in the past.
The only person I've ever been able to reach is Noelle.
Thanks.
I saw that, too. Maybe just a coincidence.