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34.7 months mOS for methylated MGMT. That’s huge!!! Where is AF to report on these stellar results. This trial is sure to meet endpoints.
This is a great article. 23 months blended mOS? Home run!! DCVax L becomes the standard of care for GBM as soon as it is approved.
Maybe it will. If I were an educated patient, I’d be looking into DCVax.
I do know that in the drug industry, the first thing about getting a product to market is FDA approval. That doesn’t happen without a P3 trial demonstrating efficacy.
This P3 trial is being watched VERY closely in the cancer care realm. If data demonstrates efficacy, demand may quickly exceed supply.
One thing you might notice is that many of the buyers that are longs are associated with the medical or cancer research profession. We’re not financial gurus, but are betting on the science of this technology driving a very large change in the landscape of cancer care. The financial component of that is well known and based on a greater than 100 billion dollar market for cancer therapy, many of us believe that NWBO has the science to capture a small to significant share of that. Even 2% of it is 2 billion dollars.
I’m not sure that the short argument considers the science thoroughly. Their argument is that management is incompetent and will never be able to get a product through trials to market, despite being very late in P3 with exciting data. Right to try isn’t considered either. Shorts are banking on the product and management to fail completely. The only endgame for them is bankruptcy, as if being a penny stock isn’t enough.
I’m still looking forward to seeing some results and will hold through ASCO. Happy Memorial Day everyone. I’m not ready to count this one out.
Radiation selectively targets cells in mitosis, when the DNA is unpackaged and susceptible to damage. Non dividing cells are more radioresistant. Chemo has a similar issue and can’t pass the BBB.
GBM is a tough nut to crack for these reasons...
One of the things I remember learning about certain cancers was that there are master cells that initiate and sustain growth. I’m wondering if the reason that autologous tumor pulsed lysate DC doesn’t cure all patients is because 1. Some patients are immunocompromised and 2. In some patients, the whole tumor doesn’t contain all the antigens of the full range of master cells.
I truly believe that personalized immunotherapy is the future of cancer treatment, although I believe we are in the infancy of the technology. We sure could use that $54 million in outstanding warrant money to help develop it. NWBO is at the forefront of something special here...
I know there is a lot of competition among researchers. The Duke team isn’t going to talk up DCVax when they’re developing a competing technology.
Which means that L isn’t the only option, but Direct would be available to any patient with a solid tumor. Under RTT, this board should be thinking bigger than GBM.
The short side must be scared here. That Turtle Head is popping out.
The publication is late. Not significantly, but still late. I expect it any day.
I think she’d be happy with a share appreciation. Something to bring in some warrant money. How many warrants have expired worthless in the last 3 years? Probably a significant amount.
Couldn’t agree more. Can’t get sued or misinterpreted for silence. But AF has tried....DELAYED, DELAYED, DELAYED.
Science takes time, especially when GBM patients are living longer. Such an inconvenience to investors.
DCVax will be the SOC for GBM within a year.
I like that the SEC is represented well here. But this Wildcat is a basketball fan.
I would imagine that the CEO has great loyalty to her principal investigator on this study and wants to fully give he insight into the tail of this data. This is LL’s greatest lifetime achievement and she deserves a fully mature dataset into how it works.
We’re either on a sinking ship here or strapped to a rocket about to take off. I feel like the alpha puppy. When you get down, remember the data.
Only thing left is to publish it...
Very good insight here. Chemo and radiation both cause significant damage to the immune system. Someday I hope to see a combination on IO as front line treatments and chemo/radiation as follow up. That seems most appropriate to me, but it takes forever to prove these hypotheses out in clinical trials.
LP seems comfortable being able to stay afloat and give this trial the time it needs to demonstrate long term effects. I agree with Alpha that as soon as the data comes out, this will become the standard of care.
The long term data will support DC Direct as well and will help determine more appropriate endpoints for trials moving forward.
Just patiently waiting here...
This says it all.
Patience is a virtue.
You’ll have to share which statement about the phase 1 was incorrect.
I’ll own my misstatements. Donald can only own real estate. He cant own his actions.
Again, I’ll restate...Phase 1 showed it has the potential to work with little to no side effects
I stand corrected. Phase 1 showed us it works. There was no phase 2.
Phase 1 and 2 showed us it works. P3 is going to show us how well it works.
Every month is a month closer to revenue.
Nah...they won’t dilute any more at these levels.
They won’t do everything they can to save him. They’ll recommend everything they can to save him and he’ll do as he wishes. That’s the beauty of medicine. The patient gets to be the boss.
You’re right. Looks from this email like approval is in the bag. I’d expect us to have it shortly. That’s going to really scare the crap out of BP because then trials continue on Direct and for other indications.
I agree. Minimizes dilution at these prices. Once the data is out, the price will jump. We’ll probably repay with warrant money.
10 years into a P3 GBM trial. We’re a decade ahead of the competition
Just wait a couple more years when they have revenue. Then talk MC
Was hoping this horse would cross the finish line before the derby this year. But with patients living longer, I’ll have to ride it out a bit longer. It takes patience to be successful.
Hoping for news by ASCO!
Is called projection. Gaslighting, projection...all tools for those that don’t want to face reality. The reality here is that this security more of a gamble than most, but that the returns could be huge with a successful trial and commercialization.
I’d say the great news was given by our principal investigator a few years ago. I believe she said that the longer this trial goes, the longer patients are living and the better the results would be.
Man this is really dragging out...
What would a 24-30 month mOS mean to the industry? What would be the value of those results?
I can’t wait to find out. Seems our CEO is looking forward to that too.
He should have averaged down.
Underpromise and overdelivering. That should be their goal.
Depends on the BO offer. Time is money to BP. Trying to catch stellar results from a long trial in GBM space isn’t easy and could make this technology VERY valuable. Our management should know that and shouldn’t sell out quickly, especially since the results could be reproducible for many other cancers. On the other hand, we need a partner to get to commercialization. Lots of factors in play here.
I’m thinking it could happen anytime in the next 6-8 weeks. I’m sure LP wanted to lock in her preferreds prior to publication.
I added today too. Not much time left to add before the publication and word gets out.
That’s because she wants to be really rich in 5 years.
If your neighbor was attacking you, it might be prudent to let him know the police are involved.
The SEC could be interviewing NWBO as part of an investigation into a bigger issue.