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freethemice, nice.thanks.Volgoat,I've written several times here that it is a crying shame PPHM didn't go down that clinical trials path of BAVI combined with irradiation, but I remember those desperate days well when the only flotsam those on sinking ship PPHM could grab was India chemotherapy trials. PPHM took the only path open to it at the time. Today, thankfully, things are different, and the role of cell membrane aminophospholipids such as -PS in apoptosis is coming into sharper focus. The entire technology is a gold mine. Our role is to be certain Roche does not steal it for pennies on the dollar...along with our hard-earned dollars. Courage!
mojo, thanks. It seems that localization of BAVI to tumor is good at 24 hours too, but I share your concern about that amount of time to determine presence or absence of cancer when there are now modalities readily available such as PET scanning, etc. The key to all concerns with cancer is earlier diagnosis and earlier treatment. It is simply asking too much of an MAB to eradicate a large cancer. However, for early cancer, or residual "mop up", MABs make sense. That said, it remains of great interest that an MAB imaging tag is both therapeutic AND diagnostic.
johnnyR, thanks for that Roche post. You know how I love tor read between the lines when it comes to Roche and PPHM, lines which appear to blur more and more as events proceed. PPHM's BavituxiMAB as a diagnostic AND therapeutic tool is endlessly fascinating. If we can't beat whoever is beating down/holding down the price here maybe it's about time to join them.
dew,its hyperbole..."those who criticize such companies are the embodiment of evil"...that renders some positions total non-sequiturs. Loof was commenting on the human condition and contrasting urges of altruism and greed so well illustrated here and elsewhere. Most of us here are in the stands cheering on this particular team, hoping to move the ball closer to a big score against a cruel and baffling disease.
loof!whatta guy.I had no idea...eom
Loof!Best post of the year. eom
cj, fab. thanks! eom
dia,a disconnect. question: you have read his board for many years? why? entertainment?
md1225 some of the redundancy here (mine, at least)is aimed at the new reader who, rightly or wrongly, comes here for a distillate of information, such as the recent excellent post by dia76ca (#72441), which will soon be obscured by, should we say, noise rather than light. Dia76 mentioned R84 in that post, which is IMO, one of the most valuable properties in the PPHM arsenal, and a true darkhorse in the race for the roses. So someone might just "google" R84 as a result of "the same old thing" posted here, and draw some conclusions from that new information to them.
TekNu: hang in there. I feel your pain! But my own antidote is not "korn likker" but a good SonomaValley Syrah. Good luck all!
TekNu, good question,"Where do we stand as investors?" I think we're okay. I just bought 10k shares last Monday in anticipation of something meaningful happening yesterday, and was rewarded by that 50% jump the next day. There continues to be an "invisible hand" in this market, but different from that which AdamSmith was alluding to, and that is not at all bad for long-term share price prospects. I've stayed away from posting because I've "done my time", and my sense of it is that the board is mostly "on point" (now that we have JohnnyRocket back among the control group!), with pretty spectacular and well-motivated talent contributing [and passively reading]...and there has not been so much positive spin here in years. The consensus that PPHM remains very close to go/no-go, right now might be a bit overblown, but maturing data is certainly on the horizon. If, for instance, Cotara were to be dissed, that is hardly a death sentence. That platform has been floundering forward for years. It is difficult to see how the FDA is going to turn down Cotara "cold". There is a wealth of clinical experience about it compared to most potential pharmaceutical agents at this stage of development. The problem, if one exists, is not so much the brain cancer indication (what is there to lose in that terrible disease), but the off-label potential use, and the silence out of China on their experience with Cotara in lung cancer is perplexing. I share RCJonson's concern about the statistical significance of Bavi's observed overall response rate which was just released, but it emphasizes the fact that Bavi DOES have anti-tumor, pro-immunological activity. Bavi will perform better with smaller tumors, and it appears that it will also be useful for early diagnosis and monitoring of cancers. All-in-all, IMO the long-term outlook for PPHM is very good, especially with its MAB manufacturing subsidiary Avid, and its short-term prospects have never been better.
there is a sense of more players... and justifiably so.
alvaroc, interesting about "analists". Wonder what would the analysts say about that?
yearwax, you need an entdoc? I agree entirely with your assertion, "Peregrine management ...is scrupulously honest about the science." That should be nobody's concern. In the many years I've been here PPHM has never once strayed from the thin line of ethical scientific investigative and reporting behavior. The anti-PS snowball growing before your eyes has a very firm theoretical core, excellent lower animal trials, and now confirmation of principle and therapeutic effect in humans. PPHM has a virtual lock on exclusive docking sites, cancer/virally infected cell surface amino phospholipids, and no competition on the horizon.
Garsden...a most coherent and erudite overview. Truly a grain of truth amidst incredible amounts of chaff posted here to confuse those seeking information. Thanks.
this should put a grin on...I thought the earnings report/CC was today so I bought 10000 shares PPHM yesterday afternoon at the ask for .98...and thought myself a hopeless addict. First addition to my core holdings in MANY months.
there are times...when even the most confident of those here...they who understand the science, or think they do...must have taken a hard look at themselves...at their reasoning and knowledge, and wondered if their enthusiasm might have mistakenly led others astray. Days like this are affirming to all of us who have been aboard PPHM instead of an ocean of other investment options...and employment options for those working directly for PPHM. Congratulations to them...those in the executive suites and those on the benches in the labs across the nation and world. Anti-PS science is expanding rapidly, and appears to be here to stay for a good while. Although not a cure, at least in "late stage" tumors, Bavituximab appears headed for the treatment table...and the sooner the better. The earlier Bavi is used in a disease state, the better the results will be. Combined with, say, Cotara, PPHM's MAB that goes to the necrotic core of larger cancers and kills malignant cells in the tumor's center...resistant cancer cells refractory to irradiation and chemotherapy...the results will be even better.
rrdog, your analysis of management BOD weakness does not take into account strengths of those ultimately in charge of managing and directing those figures...and they would be found most likely on the payroll of UTSW.
rrdog: Bavi intranasal? You asked, "If anyone has anything to add re possible conversion of bavi to some oral form, or sub lingual form, or transdermal form of administration..?" http://www.rxpgnews.com/bavituximab/Complete_Inhibition_of_Viral_Replication_in_H5N1_I_4319_4319.shtml
sunstar and rrdog..YES! Happy Thanksgiving all. eom
geo,yes,this about does it,imo. I suppose you have to be a clinician dealing with these problems for years, but the construction of this trial is such that you would have to be brain dead to not accede to the reality that Bavi has an effect on rate of cancer growth. Is it a significant effect? Probably.
Here's the scenario: Early imaging detection (with labeled Bavi), and early treatment with Bavi in combination with chemo- and/or irradiation. The outlook for Bavi in the cancer treatment mix is much better today than ever before. Cheers!
geo, nice post, that.eom
mojo, fab. thanks
Paul, nice post. Cotara, soon to enter pIII, is only one iteration of a huge future tumor treatment technology, and is, after all, an aging and huge construct (missile) compared with tiny stealth MABs of today. Cotara is presently an experimental treatment for brain cancer. A treatment that has shown impressive results. Though missile Cotara is a dated Atlas Agena mab of yore, its technology and concept has greater future value than the prototype Cotara suggests, and that technology is a targeted mab armed with radioactive isotope (I131) targeted on(DNA histone H1 complex) exposed by dead and dying cells found at the center of all solid tumors above 1cm. diameter. Cotara's targeting mechanism enables it to bind to the dying tumor cells, delivering its radioactive payload to living tumor cells farthest from cancer surface, destroying a cancer from inside out, minimizing radiating healthy tissue...and complementing anti-cancer mabs that act on surface receptors (anti-angiogenesis, anti-EGF). Now Cotara is delivered directly to the worst brain cancers, GBM (gliobastoma multiforme) via spinal tap and insertion of a convection-enhanced delivery(CED catheter positioned in or near tumor. Anti DNA histone, TNT, tumor necrosis therapy is here to stay, as is mab delivery of radioactive isotomes. I say this every year: "Because it is so sensible." Before the Twin tower debacle, Afghanistan, and Iraq I wrote here that political realities of "guns or butter" would determine progress here. Hopefully, after stabilizing the military situation, we can get back to biotech progress for the people.
anti-aging, and the law of unintended consequences related to anti-PS-like drugs?
http://bl161w.blu161.mail.live.com/default.aspx?wa=wsignin1.0#!/mail/InboxLight.aspx?n=424194937!fid=1&n=478945544&mid=31a34eca-063e-11e1-86dc-002264c18e36&fv=1
chey,thanks. Random thoughts about Cotara, which has always been a pet [concept] of mine, and the reason I am here: I remain totally flummoxed about its preclinical path, especially the absence of significant information out of China, pos/neg. We have all seen the positive results in GBM. Some reservations: 1)I read somewhere (don't ask for a reference)that Cotara may cause bone marrow suppression when used IV, which might be a limiting factor in wider application and industry-wide interest in it. That possible limitation requires confirmation which I don't have time to do now. As mentioned previously, the inability of the large Cotara MAB to diffuse [backward] through brain/blood barrier into the body is a plus for treating GBM. 2)the "numbers" seem to vary widely from one test site to the other, a red flag for statisticians which must be reconciled, and can provide the FDA with a hedge if they want/need one. IMO FDA will not act in a way to kill continued forward motion of Cotara. The question is how anxious is the FDA to clear the way for rapid approval, and what restrictions, if any, will be placed on off-label use. These are only a few musings...and could be WAY out of touch. This board is now SO replete with experts of all descriptions that I hope this touches off a lively discussion. Thanks for all your great posts Chey!
cj,sunstar,djohn, thanks. Another asymmetry I was reminded of today via email was a picture of the rarest car on earth, the 1954 Olds F-88, a concept sports car which was killed by another GM division, Chevrolet, because it did not want competition for the Corvette. The disconnect between anti-PS technology's future value and its present price is truly an eye-opener. The single surviving F-88 is valued at several million dollars now. That deconstructed car's parts, boxed and stored, sold a few years ago for $3million, and has now been restored.
Friday's last word:an advantage of being on the left coast. The week looks like the same opaque scene except, incidentally, there was an annual stockholder meeting. The opacity, silence,no-nonsense, ho-um lack of hype at the meeting is a good thing, imo, and seems to confirm for those of us waiting for "numbers" that they will be adequate to move us closer to the goal line. The idea of helping the body clean up debris after irradiation or chemotherapy bombardment of cancer (and normal) tissue is just too sensible to deny. We in clinical practice know that to bomb a killer, such as pancreas, lung, ovarian (etc) requires a powerful immune system to help clean up the mess, lest the host be overwhelmed by necrotic debris. The stock price is being held mercifully low for believers, and to date wannabe traders here have not significantly soured the buy and hold crowd, when unable to stir company executives to engage in a bit of harmless hype. Soon the institutional crowd will run out of tricks to get their shares at bottom basement prices, but that also goes for retail trade. Holiday season is looming, so I'll trot out my annual reminder of what a wonderful stocking stuffer PPHM is for grandchildren. Give them some of what you hold now, and buy a few more for your own old age. If your scientific investment acumen is not redeemed in this lifetime, think of how your heirs will celebrate your insight. Omens indicate to me that proper feng shui is in place for this anti-PS space. I have not bought since the $2 level, but will probably add a few thousand shares next week. Good luck all, and have a good weekend.
curious george, heavy duty concept. I was stricken by that idea too, but then weekends are not always dead on this thread. REally, what's there to say when all that everyone is waiting for is results. My take on the latter is that Bavi will be a squeaker statistically, but the underlying technology will prevail and expand...for a number of reasons. It is simply too attractive to abandon...fully humanized Bavi...armed Bavi. The side-effect profile and the exclusive docking site are enormous assets to build on.
wildhorses, interesting post, thanks, eom.
mojo, good post, thanks. eom
interesting CNBC interview with HP BoardChrman about firing CEO Apothetek..."lack of protection of investor and stockholder value, communications with stockholders,decisions made around unstructured data, transparency, key assets not capitalized..." Substitute PPHM, and then wonder..even more. Dog:nice post. thanks
roger1, gawd! eom
good stuff chey, thanks.eom
abe, don't you have the feeling that someone has/continues to beat this stock into submission, and isn't about to let it run no matter what...until the explosion...implosion? We just need to be sure we are locked and loaded, ready for the "multiple" and stock swap that won't make anyone happy (except those dollar cost-averaging in...and who has the resources for that concept any more)...cheers and have fun this weekend.
cj,asalways,goodstuff,tanks,amillionofthem
cloaked,I can buy the reasoning in your last post, and yours too, honest abe. and I can understand the vituperation by others. we have had several "tipping points"[sic] along the way to the miserable level we find ourselves at now. Maybe this one will tip upward for a change. it all leaves me with a sense that there was some urgent need for the capital, whether defensive or offensive. let's hope it's the latter, and aimed at whatever force seems able to constantly have it way with this stock. good luck all. I'm still in...big time.
this has been an expensive education...eom
md1225, welcome, and drats! you were right. what's your specialty?
bio_tech, thanks. this is a real headshaker. all a lesson re-learned about not placing stop losses on a stock you believe in. It would be interesting to see the demographics on the shift in stock ownership in this company since the split. Someone is buying all those shares shaken loose. i have skim-read today's posts, and my take-away is that we must assume purposeful (and lawful [if visible])behavior. A gigantic signal, if you will, that there are institutional players willing to go along with the documented scientific evidence to date. It has been glowingly apparent that some institutional players have been beating this company to a bloody pulp, and hopefully, as suggested by the minority of posters here, it is a "white knight" with some guarantees. We'll see. I'm still glad I haven't gotten stopped out on this wild downhill ride, and would buy a bit more today if I had any money. I remain intrigued, and even somewhat optimistic. Having said that, my disclosure to y'all is that I have not done really well in the market since ImClone!
cj, Affitec is the real deal, and possibly the tail that's gonna wag the dog. I'm VERY enthused about that initiative cuz' "fully human Bavi" is where it's at.