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Almost no doubt about it, but we are discussing if dendritic cell is the way to go.
You mean that someone reported statements in this message baord that have never been said?
I do believe they don't have enough money to run that trial on their own. They need to partner.
Where are the publications???
ASCO 2017 presentation, slide 13, reports publication about data (of PIII L trial) in preparation with our investigators. Where is it?
ASCO 2017 presentation, slide 27, reports publication with our investigators with more detailed information (referring to Direct PI trial). Where is it?
Besides all, I believe most important thing is to match opinions and stock price, and this is valid for anyone. If someone ever told me to buy the stock at 6$ or 4$ or 1$ in the past, right now I wouldn't have reasons to believe he/she has got that right.
Well, it seems the strategy is to use combo where there's an approved CI for that indication and to go alone where it is not, so that should not be a problem. However, please check one example of a reason why the FDA puts a hold on a trial. Reassuring?
I believe you are wrong...I have personal feeling there might be some news within 10 days.
Another great day!
It would IMO be much beneficial to shareholders and potential investors if the co. could update the website with all partnerships and their status.
The most reliable source to ask to would be the co., which, as far as I remember, didn't PR anything about the formal start of these trials. I wonder why, since IMO it would have helped the stock price a bit.
Yes didn't Les tell at least 1 person here that BP partnerships with upfront payments were imminent.
Not June as a deadline, obviously, June (at Asco) as anticipated they (the investigators) were working on it, and as of today still no news. Same for the interim blinded data:
https://www.sec.gov/Archives/edgar/data/1072379/000114420417049289/v475690_8k.htm
First the stock should move and keep steady the .30s. The problem is that the publication was anticipated in June, and after 4 months still no news. The interim blinded anticipated some weeks ago, same.
Moreover, I haven't seen any partnership with upfront payments yet, which is what bothers me most.
At 0.425 wouldn't make too much difference.
Obviously chances are so high that the stock price reflects this probability.
Actually you will get to hear interim blinded data first. And possibly, even reading the article first.
WHY???
Why does the website still mention "DCVax® – L Phase III for GBM Brain Cancer" with "Status: Recruiting" ???
Also, why there's no mention in the pipeline of all of the other combo trials???
Did you know the FDA hates, loathes and despises leaks of blinded data and even hates companies saying they basically think they have Statistical Significance in the bag before unblinding. Celldex did that just before their results failed.
Stock loses 3% right now...
Lol, applying in 4 countries without any final data to support the application? Yeah right. I bet no phone call happened.
I wonder where are those gurus who predicted a 70$ target price or an earlier stop of the trial from FDA for efficacy. Lol.
Serious question: 4 months after the publication was first mentioned, how much more do we need to wait???
Interim blinded data: where is it?
To me this is looking worse and worse every day that goes by.
Because I believe at that time it was clear that:
1) the co. wasn't going to recruit any more patients;
2) if (IF!) they ever had doubts on efficacy, they had evidence of a great safety profile, so no harm for the remaining patients.
Could someone in talks with the co. suggest them to optimize the website?
If you go to clinical trials, then to DCVAX-L it still says:
Status: Recruiting
Moreover, how about adding all of the upcoming and planned clinical trials in the pipeline section?
Martket cap of around 800M now, interesting.
In your assertion the link between immune response and OS is missing. Unfortunately the FDA is not used to approve drugs on "bold claims".
GLTY.
So you believe they went to re-measure the immune response even for all early treated patients?
20 more days to have a reason to be long.
Right, but I do not believe she is necessarily talking about DCVax, it could be CMV vaccine for instance or something else. I hope we'll see very shortly. One thing is for sure, I believe CMV vaccine at Duke is very far from a possible NDA, therefore if DCVax is successful there is high room for growth in the short and median term.
I agree, however my dreaming assumption matches any current odd.
What if...
PFS for the trial is positive (I believe it's unlikely, but let's assume this) and they could not release it because investigators are writing an article about the primary endpoint results and they nor the co. can not comment on results until the article is published, and thus the co. decided that the most it could do at the moment was to release interim blinded data?
Right now anything is on the table in my opinion. By far there are so many things I don't like right now.
Please keep in mind that possessing insider information doesn't mean that the information is necessarily good.
I vote for a R/S soon.
Othernot better look immediately for a sale of the co. or a merger.
Right, but as you can see, it doesn't seem (at least to me), that after so many years, they can share that much of the trial, am I wrong? A publication which will arrive who knows when, interim blinded data (what?!?) to be announced. I believe most investors by now would have wanted to see PFS topline data, and OS events confirmed so that they could have data locked OS, too.
Yes, correct, and then "updated" in September's conference.
And you get the idea why the stock price isn't moving.
Promises don't move the needle.
The thing that surprises me most of this message board is that many people do interpret the silence as good news coming from I don't know where. AA, BLA, and whatever else. You guys are certainly very very optimistic, and that's a good thing.