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Whitebox investment principle #1: "The source of investment return is the efficient reduction of risk."
I like these guys or at least their #1 guiding principle. A little risk reduction would ease some minds here no doubt.
Started reading your reply to BSB and for a second thought you were going to present the timeline whilst avoiding using "ASCO".
Ihub's price quote seems to be functional again and the ads for the Canniabis Report have disappeared.....correlation?
I would agree. Let's not forget that as AVII pointed out Cognate was recently on fumes with liens from contractors involved with the expansion. The Cognate infusion was likely a magnitude greater than today's too. So appearances are players are stepping up with financial backing and will be interesting to see how the note is addressed. Should start an over/under on ihub's static price quote for NWBO.......
I'll stand down and wait for their advice. AVII might be interested in additional searches while I've got the tool. I'll post list ot Nicos' other suite customers as example. Before someone asks tool is U.S only I cannot search Nicos shipments into Germany or UK.
Thought you'd pick up on that point and quicker than I could get the spreadsheet posted. I now think the first 10 shipments are intended for NWBO capacity with the last shipment in December for Conate's new client. Also it's possible not all 16 suites are in Memphis.
It would help if I can get the data from spreadsheet posted. I'm on iPad spreadsheet is in Excel. If I convert to an image I can post on ihub?
I'll put together a spreadsheet detailing and summarizing the shipments. A bit of irony I noticed one of vessels was made famous in film Captain Phillips. And no its not a Somalli pirate gunboat with LP at helm LG on front gunmount and NW as the hostage (joke).
Yes timing is indeed interesting. With the building out of additional square footage one could add 12 months to our timelines to bring the new clean room capacity online - entering that window now. Also parallels screening halt and lifting (production capacity? Flip). As AVII points out they were running on fumes. Perhaps the last shipment from Nicos arriving in December was an additional clean room suite for a new benefactor for Cognate. I'm thinking the suites, due to their specific purpose, are build to order with upwards of a 6 month lead time.
The fun never stops with NWBO. Wish I had more time.
Here a brief snippet of the Cognate Bioservices Expansion shipments over the past year. 11 total shipments with 18 total containers. All containers were 12,000+lbs with one exception a "spare parts" container of 8,000+lbs. Shipments started in April 2016 with two shipments followed by five shipments in May, one in June, two in July with the last one in December. All shipments I've listed were from Italy (Nicos) to Memphis. (I'm on iPad now and site is not as tablet friendly as I'd like. When I get on computer tomorrow, or moreover later today, I hope to be able to filter more efficiently and effectively)
My guess based on number of containers these shipments are the16 (possibly 17) suites for Memphis. I intally searched back to 2010 nothing prior to last April. With capability to search back to basically to start of LP tenure I'll do so when I get on machine better suited (I hope) for the site. Lots search parameters to parse through just a little frustrating on iPad..........
That was my bad. I thought LL was on the next Seattle Science foundation webcast and had wrong date (earlier this month) and LL did not participate..
And today is a market holiday.....wow!
Yes, I did state like most (meaning not all) of you I'm curious what was on the other 9 or 10 shipments.
Additionally we use an import/export service to monitor what our competition is ocean shipping (no air data) primarily from Asia. We also review our shipments to see what our competition may be able to glean from our data. (Incidentally both our competition and us have moved production form Asia to Noth America-Mexico primarily in recent years. Make whatever political assumption you're prone to make depending on which side of fence-pun intended you're on)
Relative to Cognate and the "sample" bills of lading we've seen. The service, or moreover the package from the service we subscribe to, has a limited window of only being able to go back a month or so. There have been no recent Cognate shipments- data is usually delayed a week or more. Apparently the ability to go back years cost quite a bit more per month and we would not use that capability. For this cause I'll bite the bullet and sign up for full search capability which I believe goes back up to 10 years (about same cost as 1000 shares of NWBO). I may use a different service than the one we subscribe to as that will allow me to benchmark the different services. I'm sure the sample bills we've seen are real and like most of you I'm curious to find out what was on the other 9 or 10 shipments. I'll try to get the new subscription going today assuming I can do so without long term commitment.
Since images maybe copyrighted and this maybe hard to find. Here is link to the KBD Group site with the image of the Cognate expansion where it appears they are adding 16 clean room suites (via analysis ot the requisite ducting for the HEPA filtered HVAC systems)
http://kbdgroupusa.com/project-under-construction/
dmb, I would concur (I've not worked in pharma, but suspect we might have some mutual acquaintances or at least know of some of same people) 12 months if starting from scratch. Samsung (yes same Samsung that makes TV's and phones- not for your edification for the board's) recently brought on line an expedited expansion of clean room capacity. From review of images available on KBD group site it appears Cognate is adding 16 suites in the expansion. Be back later with more no time now.
Autologous products.
There were I believe 11 shipments to Cognate on the site Flip found. The preview pane in background showed two shipments last Juiy. I have access (paid) to a similar service. When I have time I'll do some digging I suspect from experience the 11 shipments are real. Whom (Cognate customer) they are for will likely still be debatable, but the sheer volume of shipments would suggest Cognate is covering a lot of bases.
A fine-tuned machine.
Small world. (pun intended.......possibly in more than one way)
Can the technique be applied to existing scans? Or is it dependent to a new scan?
Welcome to the Wild West of the OTC.
I know it was not directed towards you just attempting to add some perspective. As in it was a woman that exposed the boys club at Enron.
Certainly Ex, Koman, AVII, China, and others raise some concerns and I'm giving more latitude here on this investment than I would otherwise. We'll see how this plays out.
Smartest Guys In The Room was a dudes only party. (Lay-avoided conviction with death, Madoff, Shkreli-pending) all dudes. Any woman ever operate on par with this trifecta?
Seems you're starting to warm up to the "six decimal places".
Kat hsd a detectable immune response and I would suspect she was in the mesenchymal subgroup. The other subgroups may not be as easy to detect a response.
Senti nice and interesting.
Perhaps Kings will be used for start up and then move to Sawston at appropriate time.
Mine may have gotten a little singed, but (pun intended) certainly recoverable.
Perhaps one or two data locks was a fluid situation and they were going to pursue AA with PFS until BMY came on board for the combo trial. Just a thought.
Yes treading softly on new turf inside cranium. Think trial is as much about safety as the stated objective. No safety issues we'll see more use of CI combo in trials and possibly a new SOC.
Discussed safety issue of combining CI in cranial cavity with doingmybest a couple a weekends ago. If they are going to experience AE or SAE it likely will be in this trial for recurrent GBM with the addition of the CI. No doubt BMY (BMS) is aware of this concern as "L" has excellent safety profile. So BMY (BMS) is taking some risk in this collaboration. I would think they'd would see early on if issues would start to arise even with small sample size. If no issues then they can expand trial and likely the use of the combo tooxd.
(Suspect they wanted BMY on board for this trial before announcing PFS threshold crossing)
Not too hazy to think this will not be noticed and likely gain some traction.
Doing too many things including day job...... So it was this week and I thought I had picked up from somewhere LL was on the agenda. If I find that info I'll post......and clean up some of my mess.
If talk was this week doubtful. With the date being middle March perhaps we get some clarity on PFS date too.
Agreed. And when PFS threshold was crossed. I'll be happy (happier) with at least one of two. If I was to bet it would be info on the screening hold.
Had a sense the PR would come before LL' s talk on the 9th. Certainly tees it up for LL to add some clarity (transparency).
Using another fowl analogy. They seem to be "getting their ducks in a row" in order to cross the line at the same time.
Nice (good stuff). Thanks