$CLSN..I remember your trade very well smart move at that time based on then news available. I sold some but riding a whole boat load since then as an investor. GLTA

P.S: your board is awesome..hope to contrbute more

Agree..however that would have been the likely case prior to the results. As I said, if the results are +ve, long term hold is no brainer. Granted some will take profits in the range of $15 to $20. And if the results are stellar, we will see another SRPT for sure, IMHO..

If the results are +ve, the gap will strongly indicate that the stock is de-risked significantly at the fundemental level..this will attract big boys for sure. Such a gap will also be fueled by shorts covering furiously. The market potential for this platform is huge. Results alone are just a tip of an iceberg, IMHO

$heff, are you still holding RPTP ? If not, appreciate your thoughts on getting back in..TIA

The PR for 380 events came in early November. I am pretty positive, management has a good idea by end of December on the progress trend but probably was waiting for the independent DMC to review and confirm.

The insider purchases in December bodes well as the data collection process must be on target and per quality standards expected by DMC.

Yeah on CNN any minute now lol

While I respect Sia I am more inclined now to believe in mgmt for not raising cash before the results knowing failure is not an option for their future. AF and his cronies never had balanced view before and never will.

Yep...lol how could I got that wrong ? ! AF for all being skeptic fails to see any odds based on science. For him research means squat. I bet if the Tdox science were to be invented at Harward instead of Duke, he would not be bitching so much

Great analysis...we should break out significantly upside on Monday or Tuesday next week. The huge bids last few days should have taken out the any weak hands.

How plausible ! The big bids that keep showing up & getting filled, last few days makes me think that way. If that's not a short covering yet, who is buying ?

Just scouted Celsion's career link. While no open positions exist currently, it's interesting there are positions filled as recently as September last year at Director level in nano particle formulation / process development area.

Yep..savy folks are seeing it that way. One thing is to be skeptic but being one-sided riding on a shortie fund manager is simply irresponsible

Yeah..after 350% run-up..lol

EOD, it will be back over 8.50..just traders pinching pennies

Yeah..sell and move on Did you not see huge bids sitting to get filled ?

Huge bids showing up this morning..either shorts are getting nervous and started to cover or some 'distant cousin' of Link Max or MT have got the node..lol

Agree and I am as well.

Two big fallacies on his so called 'short thesis'

1. Trial comparison he quoted is not apples to appls. LTSL beats hands down TTSL or NTSL. The concentrated delivery and impact it makes on the tumors is undeniable.

2. The inclusion criteria requires any DR or exhepatic tumors to be NEW and not existing that's left untreated. The chances of this happening with LR tumors fully killed with no cancer cells left is minimal, IMHO.

Exactly ! Clearly a death call for LR.

Adam F is one big idiot who has no clue between LTSL, TTSL and NTSL and pure DPPC. And how they all behave differently under localized hyperthermia. The Duke researchers have very convincingly shown that LTSL outbeats them all by a wide margin.

The shortie that Adam F**K quoted was referring to TTSL formulation which is much inferior and which was used in Wang et all study.

While others might have pointed out elsewhere, this is a key differentiator which will invariably make the HEAT trial successful.

I would recommend strongly to anyone who still has doubts on TDOX efficacy to this link. Both amount of Dox and timeline it takes to release the payload is remarkable on LTSL formulations which is what TDOX is.

http://www.sciencedirect.com/science/article/pii/S0169409X01002332

Pegylated liposomal doxorubicin vs lysolipid thermally sensitive liposomes aka TDOX




The unnamed source for the 'hit job' story by Adam F, argues that the Thermodox trial will fail because a previous liposomal trial failed.

"A 2011 study published in Hepatology International (Jing-Houng, et al.) showed pegylated liposomal doxorubicin administered intravenously in conjunction with RFA had no beneficial impact on tumor progression or survival compared to RFA alone."

Now from what I understand, the huge difference with TDOX lipsomes is targeted delivery of very high concentrated doxorubicin.

This difference would make or break HEAT trial, IMHO..

Any thoughts from bio gurus out there would be highly appreciated

TD Ameritrade has made CLSN all cash stock ! Shorts are screwed.

One of the reasons chemo like dox works so good on cancer cells is such cells are immature and not as strong as normal cells to do any self repair. Their strength is by sheer large numbers. I suspect Tdox once released from liposomes can travel far enough thru hepatic vines (outside of ablation zone) to kill them all.

Your argument can cut both ways in case TDox doesn't prove to be effective for DR which has been the main concern even now. A lower PFS median for Tdox could be exactly due to that but I doubt though as obviously 380 would have evented long time ago. So as you said succinctly , TDOx freakin works !!

BTW tanks to you, STROND, NDG and other bulls for excellent debate won't be surprised we get a nice bump tomorrow lol

So are you saying we will see much higher PFS for the Tdox arm vs RFA alone ?

Anything over 50% improvement would be considered excellent and I expect pps to react accordingly. Further potential for this platform is with HIFU technology which market will start to price the company as well.

Nice comeback on CLSN this evening..uptrend continues, IMHO

NSP...FDA warning is not good..with Colorectal cancer usually being terminal, the uptake of this drug may not all that's touted. I sold at loss today

o study Gattex’s long-term safety, the FDA is requiring a postmarket study of SBS patients treated with the drug in a routine clinical setting to further evaluate the drug’s potential increased risk to cause colorectal cancer and other conditions. Patients in this study will be followed for at least 10 years.

I have not taken my basis off. Might sound fool hardy but this is not gamble with odds so high for trial success.

It is just profit taking for whoever wants to lock in @ 2012 tax rate. Also calm before the storm will allow the pps to settle down.

FWIW, I am very confident going into jan with my 40k commons and 300 '14 jan calls strike 4 & 3.5. I am not selling single share.

FOLD..While the study might continue, on re-reading the results, I take my earlier comments back. Very little if any chances of this trial succeeding. The placebo effect is really strange to say the least.

FOLD...6-month results cannot be used for primary end-point determination. The results do show positive trend with no adverse side-effects.

NPSP..looks like a mini-bear raid

$NPSP I am holding as well. It should be trading higher as approach 12/30

Great recap. Celsion's management actions speaks the loudest as they have lot of skin in the game. $20 is conservative if the results are positive, IMHO

Can you clarify the last statement ? Thanks ...we believe since the HEAT trial is not dealing with untreated patients.


Per exclusion criteria posted on Clinical Gov website for HEAT trial,

Exclusion Criteria:
•Have serious medical illnesses including, but not limited to, congestive heart failure, myocardial infarction or cerebral vascular accident within the last six months, or life threatening cardiac arrhythmias.
•Is scheduled for liver transplantation.
•Have previously received any treatment for HCC (except for study subjects being considered for completion of treatment or re-treatment).
•Have previously received any doxorubicin (study subjects being considered for completion of treatment or re-treatment may have received ThermoDox previously).
•Have extrahepatic metastasis.
•Are pregnant or breast-feeding. In women of childbearing potential, a negative pregnancy test (serum) is required prior to study treatment.
•Women of childbearing potential who are not practicing an acceptable form of birth control (i.e. diaphragm, cervical cap, condom, surgical sterility or birth control pills. Women whose partner has undergone a vasectomy must use a second form of birth control).
•Have any known allergic reactions to any of the drugs or liposomal components or intravenous imaging agents to be used in this study.
•Have portal or hepatic vein tumor invasion/thrombosis.
•Have INR > 1.5 times the institution's upper normal limit (UNL), except in subjects who are therapeutically anticoagulated for medical conditions unrelated to HCC such as atrial fibrillation. Subjects may be re-screened after condition is treated or anticoagulant is withheld.
•Have platelet count < 75,000/mm3, absolute neutrophil count < 1500/mm3, or Hgb < 10.0 g/dL (unless the hemoglobin value has been stable, the subject is cardiovascularly stable, asymptomatic and judged able to withstand the RFA procedure).
•Have serum creatinine = 2.5 mg/dL or calculated creatinine clearance (CrCl) = 25.0 mL/min.
•Have serum bilirubin > 3.0 mg/dL.
•Have serum albumin < 2.8 g/dL.
•Have body temperature >1010F (38.30C) immediately prior to study treatment.
•Have contraindications to receiving doxorubicin HCl.
•Are being treated with other investigational agents.
•Use of an investigational drug within 30 days or 5 half-lives, whichever is longer, preceding the first dose of study medication (study subjects being considered for completion of treatment or re-treatment may have received ThermoDox previously).
•Have other concurrent malignancy (subjects with treated squamous cell carcinoma of the skin or basal cell carcinoma of the skin may be included), evidence of extrahepatic cancer from their primary malignancy, or ongoing, medically significant active infection.
•Documented HIV positive.
•NYHA class III or IV functional classification for heart failure.
•Evidence of hemachromatosis.
•Have history of contrast-induced nephropathy.

Trond,

Great post and very objective. Your input as always will be highly valued and many of the small retail investors like me thank you for your efforts. I really hope the HCC patients turn out to be real winners come January.

Amen. I loaded more today. Great opportunity indeed

Awesome post. What surprised me is Adam F could write or quote someone who is obviously biased. He should have covered both sides of the thesis when especially +ves outweigh any risks. While nothing is guaranteed 100% there is no mention of probability of success either with odds of success results being high.

The Street always looks ahead. I see in low teens prior to the data and $20 minimum upon positive results. You only have to see SRPT Keep in mind, just as HCC indication is important, the delivery platform for multitude of cancer indications will be validated upon HEAT results.

NPSP..added more today