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Attila, if you missed my response to another post of yours, please read post 669764. It took some effort, as I don’t have the bandwidth and processing speed of some posters here.
ATTILATHEHUNT, your question is:
Do you think Pfizer's 43B acquisition of Seagen is a threat?
Seagen is a leading developer of medicine called antibody-drug conjugates, or ADCs, which are designed to kill cancer cells and spare healthy ones. ADCs use antibodies to deliver small molecule drugs directly to a tumor site, which may reduce side effects and offer greater efficacy, according to Seagen’s website.
With all due respect, I just totally disagree with your take on this Doc.
NWBO and their mostly manual manufacturers have been methodically and painstakingly building the facilities, then expanding them, in order to launch the safest broad spectrum yet targeted anticancer therapy once approved.
Flaskworks, as LP has stated over and over, was acquired in anticipation of massive demand beyond what is anticipated for initial launch. It’s for post-marketing scale up.
This is such a huge moment, and all people can talk about is, “well, just wait, they haven’t recently/currently discussed when Flaskworks is coming on line, oh dear oh dear, let’s all wring our hands and pace the floor.” If nothing else, just think of the moment in the sun for Advent’s (and soon Cognate’s) and NWBO’s forthcoming anticipated achievement to finally implement the sea change into a safer and more promising efficacious way to treat cancer.
I’d say if we don’t see a dramatic outstanding share count increase by Monday morning, then last week’s Monday through Thursdays price decline was a full on bear attack. Just my opinion.
Flaskwork’s/NWBO’s IP success is very impressive. The patents themselves contain a rich source of detail. Clearly they have made advancements along the way. It’s remarkable how fast they achieve new patent grants.
Here is what Linda Powers stated 14 months ago.
Now secondly, there's a whole other picture going on while we're working on all of that. And this is work that I would describe as kind of process development and infrastructure development. These are things that we're doing to be ready for scale-up to solve bottlenecks that will otherwise be encountered when we try to scale up. And I'll just give you 3 examples of this.
One is, you're all familiar that we acquired Flaskworks, a couple of years ago in 2020. And the purpose of that acquisition was to acquire the technology, the system that they had developed to close and to ultimately automate most of the steps of the manufacturing process. And we haven't made announcements recently about this, but the entire team is working intensively on that.
I'm happy to say we feel that we've made considerable progress. Again, just to give you a flavor of it, we've tested multiple versions of the system. We've tested versions that had high rate, high flow perfusion of the culture and media. We've tested low flow or slow rate of perfusion. We've tested static cultures, all of which is to reach specifications about the yield of these products made through the automated system.
And because when we're ready, to ask for approval of this manufacturing system from regulators who are going to have to approve to their satisfaction that the product that comes out is fundamentally equivalent to the product that comes out from our manual manufacturing process today. So we've tested a number of versions of the system. We have a test system established at the Sawston facility. So there are teams working in tandem at Sawston and at Flaskworks facilities in Boston, and that is progressing. December 30, 2022
Good question.
I particularly agree with your last paragraph.
Edit: zero to zero % survivors
(There were a few censors)
No, the likelihood is that because Advent is starting to assist Flaskworks with their efforts, Advent will transition with us but become an easier buyout target. Toucan does not own any part of Flaskworks. Thank God.
Do you realize we won’t need Advent’s manual manufacturing for commercial production once closed system automation is licensed, although I do expect we will utilize their services and personnel, by which time, I suspect we’ll own Advent, unless of course we’re bought out, wherein again, we own flaskworks and all their patents.
No, your timeline from April to July already knew about the page change.
So wearing a different hat, CEO DaveDennis would forgo manufacturing, institutional researchers, contractors for MAA prep and everything but umpteen employees at NWBO. I see. Thanks for your perspective.
Contractors.
Although a mostly well written report, I did not see that discussed, but I’ve taken one snapshot to show you that he ran the trial from time zero to zero survivors (aka no tail). Note: they mislabeled/reversed the “with IT” “without IT”
As you can see, separation but no tail.
https://link.springer.com/article/10.1007/s11060-023-04559-1?utm_source=toc&utm_medium=email&utm_campaign=toc_11060_166_2&utm_content=etoc_springer_20240202
Spoofing incidents have been documented. That is illegal. Everyone knows that dilution occurs in prerevenue companies and effects share price, but leveraging the price lower still during times of volume and/or volatility through spoofing is illegal.
Of course not, but spoofing leverages those periods of funding to drop the price further than it otherwise would. Spoofing is more easily employed during higher volume and volatility. Spoofing is illegal. It is also used to slow share price rise when the stock tries to rebound.
Spoofing is illegal.
Spoofing can negatively leverage periods of dilution caused by financing, warrant conversions, etc.
October 21, 2023, Taken together, our data show that 7 days of PLX3397 (660 mg/kg) in chow significantly reduced CD45+ macrophages, microglial density, and P2RY12 expression in mice indicating an effective depletion of tissue-resident macrophages in the CNS.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10590528/
Makes sense, but still waiting to see if outstanding share count went up. It has not for three days. Still waiting.
That’s the abstract of the overall paper I was talking about in the post you responded to. It was cited in the thread.
Am I misremembering? Doesn’t Dr. Boynton handle NWBO’s part of warrant conversions and issuing new shares?
If so, isn’t he now preoccupied with the inspection process “substantially” all of the time?
On the outstanding share matter, my recollection is that we can even get updates Saturday morning, is that correct?
I bought the 2024 Russian paper. Dr. Rynda does not use freeze thaw to get his lysate, he instead uses gamma radiation and acids, and his dendritic cell exposure to the lysate utilizes electroporation to help assist uptake. Nevertheless, the survival results are quite similar to NWBO’s Phase iii (except that DCVax-l has a long survival tail) thus demonstrating the universality of dendritic therapy to enhance survival. Dr. Rynda’s methods would be more commercially cumbersome, expensive and be more difficult to eventually automate. The trial itself involved under 100 people.
Because it is used for inoperable glioma tumors (including GBM), the blood test might then be a cue to use DCDirect.
International reproducibility is a cornerstone of the scientific method.
The lead scientist appears to use autologous DC.
Here’s an older paper of his on treating various gliomas.
https://www.annalsofoncology.org/article/S0923-7534(20)40489-2/fulltext
I have only read the abstract in both papers, so I don’t know his DC manufacturing method.
Do we have a new outstanding share count this morning?
Correct.
Doc, in 2023 the App got pushed back a few months, but in January 2024 you are b-lining for over six months and the App came in over a month ago, whereas in April 2023 you were anticipating big price moves in three months, and the App wasn’t even in.
Your math doesn’t add up.
Twenty to Thirty days?
1. Response on FOIA/FOIR regarding swift approval process?
2. Judicial decision on MTD?
3. MAA progress? Cement curing/cured?
4. PIP pediatric trials initiating?
5. More news on patients somehow having
tumors frozen after surgery?
6. News on Canada application?
7. Inquirig gets makeup tips from crash override?
8. 10K?
9. ASM notice?
10. FEMike tells his mother he would prefer Irish Spring to wash out his mouth?
11. Combo/collaboration deals announced?
12. Seven MMs withdraw from handling NWBO?
One thing is certain. The MAA is before the UK regulator and the MTD is before the Federal District Judge of New York.
“Crushed” as in “pounded” by manipulators. Unless perhaps Cohen gets some level of protection from this absolute bombardment.
You would not have been able to conceive Regeneron would pay over a 4x premium, because you are a concrete thinker. You are probably still thinking they made that purchase based on the premium of the market cap at the time.
Hi Doc, here is a reminder who you were in April 2023.
Bottom line is that it looks like any major covering and or major new positions being started for any reason are being planned for sometime in the next 2-3 months simply based on the chart trends. The upper trend range, not discussed here in depth, is also in the charts and starts above $12.50 but does not include any massive short squeeze, only looks to be based on projections of partnership or production ramp and demand potential for GBM, rGBM and maybe some off label use. Hope this helps ; ). Best wishes. — Doc Logic
Doc is pounding like crazy lately compared to posts months before.
Poor Mike. Here:
Neuroplasticity, also known as neural plasticity or brain plasticity, is the ability of neural networks in the brain to change through growth and reorganization. It is when the brain is rewired to function in some way that differs from how it previously functioned. Wikipedia
Bullshit. Companies get bought out for tens of billions after phase I in some cases, and/or they get big collaboration deals with upfront payments. You just want cheap shares Doc. OK, so can see I’m fighting traders salivating at these low prices. Over and out.
Actually, you wouldn’t have understood that before Regeneron’s move, because you lack cerebral plasticity.
You can’t get the share price to appreciate when it’s being pounded. The closer we get to approval, the more it goes down. Instead, adults, not you Mike, can determine projected future revenues sales. That’s certainly a better way to determine value, not by pricing a company by its market cap getting crushed prior to and probably after approval.