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Prolly just ALL fabrication on behalf of Dr LL and NYAS staff what AF did huh? Wolf Pack big ole' nothin burger.
Crazy to think the extent AF will go to along with others you may know to threaten, tarnish and slander scientists and a Company that they apparently aren't threatened by? I mean, the trial failed right Ex? That's ALOT of time and resources spent on something you're sure has failed.
GLTA
Great letter AEK...appreciate your efforts!!
No sense responding to this guy. He's a typical know it all blowhard!!
The FDA label is pure fabrication, or the NYAS presentation is?
The actual number was about 6,5%
No, and it looks like NIH and thousands of sponsors do not know that either as most all completed trials will show updates after primary completion, and often long after.
https://www.thelancet.com/article/S0140-6736(19)33220-9/fulltext
Wrong again yet stated as fact! LOL
4209 trials were due to report results; 1722 (40·9%; 95% CI 39·4–42·2) did so within the 1-year deadline. 2686 (63·8%; 62·4–65·3) trials had results submitted at any time. Compliance has not improved since July, 2018. Industry sponsors were significantly more likely to be compliant than non-industry, non-US Government sponsors (odds ratio [OR] 3·08 [95% CI 2·52–3·77]), and sponsors running large numbers of trials were significantly more likely to be compliant than smaller sponsors (OR 11·84 [9·36–14·99]). The median delay from primary completion date to submission date was 424 days (95% CI 412–435), 59 days higher than the legal reporting requirement of 1 year.
NWBO doesn’t get a do over because of crappy trial design.
PFS endpoint not feasible due to PsPD. So, SAP focused on OS,
and specified OS as the primary endpoint before unblinding.
This SAP and its Endpoints were pre-specified and submitted to regulators before unblinding.
Needless to say, this year's ASM should be interesting!
Watching it with my whole family as well...beautiful!!
Excellent analysis GermanCol!!
GLTA
AACR looked at the trial registry record and saw that this was a randomized trial with PFS being the primary endpoint.
That failed, and that is what they printed.
Ya kinda sound angry...you mad bro?
Same hair for sure but I can't see LP going "open shoulder."
Thx again for your perspective Flip!! I was with patients all day yesterday so sorry I wasn't able to respond
Agreed, much more data will come out soon ie ASCO that further bolsters the impressive results of the DCVax trial that Mulholland has already presented. Once the landscape becomes a little more clear I expect things with NWBO will progress quite rapidly.
WTBS, my hope is that NWBO has a JV or collaboration in the works b/c I am not convinced our current managment of LP/LG/DI have the wherewithal to handle this on their own. Unfortunately they have proven time and time again they aren't able to fully exectue plans in the best interest of their shareholders as well as mitigate forces that would like to see them fail.
GLTA
Hahaha....you're totally dialed in bro!! Love the confidence
GLTA
Great post Flip!!
Always appreciate your insight.
GLTA
Here ya go Doc!
https://virtualtrials.org/dcvax.cfm
WOW...dilutions are currently being negotiated as we speak. When should we expect these? Any more details or specifics on the dilutions?
Really appreciate you being here as a knowledge source!!
GLTA
Scotty...can you be more specific on the dilutions coming? You seem pretty certain so many of us here would love to know what you know.
TIA & GLTA
If there is some plan, it better show up quickly.
How about those P Values and HR's Ex...pretty impressive huh?
Oh yeah, this was also of interest: This SAP and its Endpoints were pre-specified
and submitted to regulators before unblinding
I'll assume you're still focused on mPFS and not mOS kinda like AF coincidentally
Ike~
Lord knows I have been frustrated to my wits end with NWBO management and I think you'd be hard pressed to find one true long NWBO investors who wasn't sick to their stomach after seeing what happend to the sp after Tuesday.
WTBS, the NYAS venue was most likely where Dr LL wanted to present the data and be recognized by her peers. Word had already gotten out days before the conference that in fact she would be discussing TLD. When she tested positive literally a day before the conference it put NWBO in a no win situation. They could have
a) Called off the conference/presentation due to Dr LL's situation
b) Proceed forward with presenting the data
In both scenarios they would have been attacked and in the case of option B, they were definitely attacked. Given NWBOs recent track record of pulling out of conferences this would have also been devastating.
I truly believe the Company wanted to spotlight to be on Dr LL, have her present the data with the journal publication following shortly after and hopefully we will see the journal by next week. In true NWBO fashion, this plan fell apart and here we are with many longs and true believers such as yourself questioning management and their capacity to execute a plan.
As I have stated before, now that the data is out there in the medical community and being absorbed, I think we will see either a collaboration/JV or a full BO coming soon. I hope all Longs stay patient enough to see this happen!!
GLTA
Now that data is out and contrary to what some would say, the data truly is "landmark" and I would imagine there are some collaborations with monies upfront being discussed that we may hear about soon. This essentially would dispel any financial concerny moving forward.
Obviously being at a higher sp post TLD release would ease everyone's concerns but that can all be dealt with in one fell swoop with a collaboration of JV.
My hope is that LP realizes they aren't equiped to deal with the forces that want to see them fail by themselves. A collaboration/JV with BP should rectify this situation moving forward and will be reflected in the sp while easing concerns for all shareholders.
GLTA
Anybody know abou this?
I heard this too. Did @statnews threaten Linda Liau? https://t.co/FJDkIfR1Ky
— Michael Bigger (@biggercapital) May 12, 2022
The reality is that you have no clue as to what the regulatory agencies will be looking at when approving DCVaxL. And BTW, your Pvalues and HR's were way off base as usual.
You excel in circular arguements from your recliner while real physicians and researchers find the TLD for the DCVaxL trial amazing and it will be approved. You can bank on that!
Honestly...read what was put out at the presentation yesterday. They are embargoed to PR anything related to TLD due to the pending journal publication.
FFS
GLTA
Well Ex, you must know better than all of the actual medical experts in the field b/c apparently to them, the TLD from the DCVaxL trial is a "big win for the brain tumor patient community."
I know nothing about how the stock market works. Especially after yesterday. I used to think good news send stock prices up. But I do know a LOT about brain tumors and we should be focusing on this as a big win for the brain tumor patient community.
— Al Musella (@AlMusella) May 11, 2022
Understand your perspective PQR and certainly agree with some of your points.
Differentiating the "market" reaction driven by false narratives which hurt all of us shareholders is much different than how the TLD readout is being perceived by the medical community.
I know nothing about how the stock market works. Especially after yesterday. I used to think good news send stock prices up. But I do know a LOT about brain tumors and we should be focusing on this as a big win for the brain tumor patient community.
— Al Musella (@AlMusella) May 11, 2022
Great summary Mervnng!!
GLTA
I'm in the same boat with you Reefrad but my initial small position sell point is higher and the rest I will hold for a minimum of another year to watch the valuation truly play out.
GLTA
Thanks for your interpretation Flip!
It honestly amazes me that some (whether they actually took time to look at the slide deck or not) braggadociously clamor on about the trial being a failure. Apparently their vitriol knows no boundaries.
MHRA approval coming soon!
GLTA
So are you also saying that Dr Mulholland's presentation today is advert worthless crap Jerry?
It seems those that are actually in the medical community think the results from this trial are stellar and then there's you and a handful of others who apparently remain in the dark.
GLTA
All I can say is my order for 13K shares filled at .41. TLD was what we were all hoping for and although not reflected whatsoever in the sp today, NWBO and DCVax will be validated soon enough.
GLTA
???
? First Phase 3 trial of a systemic treatment in 17 years
to show a significant extension of mOS in nGBM.
? First Phase 3 trial of any type of treatment in 27 years to
show a significant extension of mOS in rGBM.
? One of the first, if not the first, Phase 3 trial to show
meaningful increases in the long-term tails of the survival
curves in both nGBM and rGBM.
Hell...their gonna take it back down to .14 Loading up
? First Phase 3 trial of a systemic treatment in 17 years
to show a significant extension of mOS in nGBM.
? First Phase 3 trial of any type of treatment in 27 years to
show a significant extension of mOS in rGBM.
? One of the first, if not the first, Phase 3 trial to show
meaningful increases in the long-term tails of the survival
curves in both nGBM and rGBM.