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Thanks for adding to my argument.
FWIW, I still think the trial is a failure. I have always had on open mind as to DCVax-L actually working.
Thanks Flipper.
A reason DCvax-L might work well in GBM is because the BBB is fairly effective at preventing DCs from entering the brain even though it allows some T-cells in
Flipper, did we already know this? It is huge news to me.
1. Still hoping ECA is an approvable primary endpoint in the phase iii trial. FDA did not object within thirty days of SAP submission, “usually a good thing,” but she just doesn’t know. Very modest and unassuming.
Sorry to hear about your sister.
If you need to find a park bench, let me know.
Frankly, I think it is NOT a good look to take this long to publish even if we are still within the historic bounds to publish. If we have a new SOC and great results and a precursor for treatment to most solid cancers and all with almost no side effects, we should have been able to publish in a top journal at the very low end of the historic bounds for time to publish. The fact that we are still within the very long end of those bounds gives me little comfort.
Meirluc, you posted:
I am not mourning the removal of this group from the trial because those patients would have diluted the survival advantage of the Treatment group vis a vis the Controls.
Thanks Meirluc.
I hear you,
I am guessing that they had a peak at some of the patients who had pseudo-progressed earlier but had survived a long time thereafter and than established their identity as Treatment patients
Meirluc, you posted:
However, perhaps by the summer of 2015 it became clear that the survival of the Treatment group was superior to that of the Control group.
Hi Sojo,
You of course know that I am skeptical about TA in general. I appreciate the tentative and contingent manner you put your thoughts forward accompanied by interesting charts. Which at times come to be, while at others do not. But what I have noticed that more often than not the price prediction is often not that far off - even if it is a week to a month late. and after a detour south. These price levels, so far as I can tell more often than not represent previous resistance points.
Is there a reason why the price level predictions (even if late) seem to be better than the direction predictions?
I like eating my cake!
Skit posted,
I believe that DCVax-L is worth the $20 billion or more that I 've heard that LP wanted for a buyout. Even if she got $25 to $30 billion I'd see it as a steal if DCVax-Direct gained approval in multiple cancers and the FlaskWork device was determined to be adapted to the manufacture of many personalized products.
WHY DOES TOMORROW MATTER?
Within that context, LG has insisted in conversations with me and others I know that the “trial has not failed”. Even DI has indicated in certain conversations with MBers that if the trial had failed they would have had to reveal this and certainly by now.
Can anyone see the bids sizes on level 11? I have a bid in and I want to know what the competition is bidding. Thanks
Thank you for that. it was entertaining but unfortunately
devoid of anything meaningful about the message of Chanukah. Parts of the video, sound like it was the choir in a Southern Baptist Church rather than a choir in a Synagogue. It was full of the latest modern paradigms of music applied to a (relatively trivial) symbol of a Jewish holiday without adding anything meaningful to the celebration of the holiday.
To say this another way BSB, your chart powerfully tells us that the pie had grown and never been this large, but dilution over the same period has caused your share of the pie to shrink more than the pie has grown! That is what the co. has done to survive over the last few years - but good times are ahead.
BSB, This chart makes it really stand out how the market cap is now higher then ever! The plaint by naysayers that the market is not valuing the co is simply false. While it is not where it should be, the argument based on current share price is not the correct measure - market cap is! This chart shows this very vividly. It also clearly shows very graphically the effect of dilution. We all know this - but a picture is worth a thousand words!
I believe the answer is yes to all 3 questions. A bunch expiring now and the next days, some expiring in Dec, and some that are more long term. Mine in particular are good to Nov '22 and some to Feb '23. I have no idea how large any of these groups are. Of course there are also the insiders most of whom have much longer terms.
There are definitely warrants expiring over the next few days.
Sometimes there is a small leak shortly before a PR is released, thus you can have a PR that causes a bump in share price a little while BEFORE it is released. Perhaps that happened this morning?
Your question makes no sense. Why would you think warrant holders could be "squeezed"?
Hi Sojo, I hope I did not contribute to your decision not to post anymore. Though I may be skeptical about the efficacy of TA, I did enjoy your charts, as did many others, and looked forward to them as a fellow long. I am truly sorry you have decided to stops posting. Maybe after a while you will get the urge again.
I sure hope you are right - this waiting is really getting tedious - even for us believers and longs.
With this very slow but regular drop of 2-3 cents almost every day for quite a while now, are we somewhat like the proverbial frog in a pot of water whose temperature is slowly rising very slowly who does not know enough to get out of the pot before he is done?
You do not need level II to see this. I have noticed the same thing just by watching the bid and ask as the trading proceeds during the day. Much of the time (but not always) the current transaction does not move the bid/ask at all.
PM, you missed the Double Ramen being served up on the daily Cheesy all pointing upward for the coming session.
Very cute, puts more appeal into charting.
but once it’s out of line from perceived value, it will self correct.
This is my view on where we now stand with NWBO? I am a long on NWBO, so you may view my opinion as biased, which it might be. Nevertheless, it is totally rational. I believe that we have a once in a lifetime homerun with bases loaded at NWBO and LP wants to make sure we do this as best as possible even if it takes a little more time, this includes the set up for the coming trials for Direct to shorten the lengths needed for those trials. To assert that the delay is to collect a few more months of salary is ridiculous as LP is independently wealthy. Even if you also want to assert that LP is self enriching at the cost of all the other shareholders, this itself implies that this is not a scam as if it is, then all her shares would be worthless - and in any case, now is not the time to deal with issues of self enrichment if in fact there are any. Further to argue that the whole thing is a scam, this is totally ridiculous point of view. First. LP is a good lawyer and knows that if it were a scam, that she would probably spend the rest of her life in court. It would also imply that a lot of others were included in the scam and played along from the exec, the board, LL and all those at UCLA, the 69 authors on the 2018 article, and many more. This is not at all very plausible. LP would not want to end up as another ENRON, as she saw close up what happened there.
The only possible issue is that perhaps the trial results are not all that clear. The alternative that the trial actually failed is not tenable as they would have to report such a clear failure and all the arguments just made about a scam would also apply here. So in the case that the trial results are not that clear, I submit that it is clear that LP's position is that they are a success and that they will continue on to a BLA (or already have started on one). In that case that they continue on to the BLA, the share price will still be quite a bit higher than it is now, so there is no reason to panic now and sell, even if the TLD is not as hot as we all hope. But as for me I still believe in the science despite the deeeeelays which we are all tired of, that this will in fact be a big hit and the new SOC for Glio and eventually for many solid cancers. So I totally reject your opinion.
I guess we are all in the same hot tub.
Les told me something similar a good while back.
Branster, you posted this morning too!
Now $1.25
Bio, you write very rationally, but I think you are missing a couple of basic points.
First, if there are other investors putting money into "Advent" as a company with a future aside from its contract with NWBO, they certainly expect this company to become a worthwhile investment for them.
Second, what is the big picture of funds going into Advent from both these other sources and from NWBO. What is the ratio of their "contributions" to Advent? Are they only putting in a small (token) 5 cent out of every $ that goes into Advent versus say 95 cents out of every $ coming from payments from NWBO? Perhaps it is 30/70 or maybe 60/40 but I doubt highly it is 95/5!
Unfortunately this is info I have not yet seen. Have you? This could put a different perspective on who is really funding who.
I hear what you are saying but ...
NWBO does not have these people on its payroll.
Becoming a CDMO is not worth our time or our capital. They would be diverting our capital to a low margin start-up selling excess factory capacity to start-ups. I would prefer that my capital be used to get DCVax-L to market ASAP.