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We know UP and UC are essentially paid for. Both by AS. UP directly and UC Oral indirectly through the upfront payment for UP. BOM and ABSSSI phase 3 ready. To me it means K phase 2 oral and BOM phase 3. Or some type of private placement. Hope to see some clarity tomorrow.
The upfront money is big enough to pay for most of an oral UC trial.
The initial payment from AS covers most of the cost of oral UC. I suspect the added shares is to advance oral form for Kevetrin and start phase 3 BOM...plus extend runway.
Along with IPIX starting P3 of BOM. Or a partner.
I agree. The writing style was lousy also. I'm glad the price is down at the moment so I can accumulate more. The market doesn't yet want to place a premium for whatever reason. But seems to me MultiTAA is showing great signs. Wondering about their other products...
I would like to see some insider buying in light of the sell off and recent shelf. That sould stabilize the price and even reverse the trend.
Strange how small market cap is for a company show some success in pancreatic cancer. More importantly is the impact in both liquid and solid tumors.
I'm glad Alfasigma is paying all the development and commercial cost and are preparing to devote substantial resources to it. Leo has proven to be adept to managing development with limit resources.
I have a feeling we will see other PRs this week and into next week.
I have a slightly different understanding of Arm A, or maybe we're saying the same and I just misread. MultiTAA was applied after 3 months of chemo, which is the typical response period for chemo. Then when they applied MultiTAA and responses occurred.
Arm A: This arm was designed to evaluate the safety and potential efficacy of using MultiTAA cells as part of first-line treatment for patients with pancreatic cancer. These patients in the chemo-responsive arm have completed or will complete at least three months of standard-of-care chemotherapy (gemcitabine/nab-paclitaxel or FOLFIRINOX) – the period during which a response to chemotherapy would typically occur – before receiving up to six administrations of MultiTAA T cells in conjunction with chemotherapy.
Out of the 9 evaluable patients (one patient was too early to be evaluated):3 patients experienced objective responses after administration of MultiTAA cells1 patient experienced a complete response2 patients experienced partial responses4 patients experienced stable disease; 2 patients within stable disease boundaries (+20%/-30%) saw reversal of tumor growth – tumors previously growing after chemotherapy alone showed shrinkage after administration of MultiTAA cells1 patient experienced a mixed response (some lesions increased in size and others decreased for a net zero change in size of tumor lesions)1 patient experienced disease progressionOverall tumor volume shrinkage was observed in six out of the eight patients with a measurable tumor after administration of MultiTAA cells. One evaluable patient did not have tumor measurements for analysis.Of the 9 evaluable patients, over half have survived to or beyond the historical median overall survival associated with their respective chemotherapy regimens, and 7 of the 9 patients remain alive.In patients responding to therapy, significant expansion of the infused MultiTAA cells was observed, along with broad-based epitope spreading, with significant expansion of endogenous T cells specific for other tumor specific antigens.
Not clear. What would be the outcome of chemo only? Attempting to understand what impact multi-antigen had.
In a recent corporate update, the company mentioned this in reference to Multiple Myeloma. Can someone explain the significance?
Correlative studies show significant expansion of MultiTAA T cells, as well as significant evidence of epitope spreading with expansion of endogenous T cells specific for tumor-associated antigens that were not targeted by the MultiTAA product.
Was really hoping no new news would be published until late September. Was attempting to accumulating in the $5 range.
Anyone know reason for drop today?
Sage therapeutics is at $9b.
What kind of market cap could we be looking at by year end?
Right of first refusal and right of negotiations are 2 good signs with our current potential suitor.
I believe the agreement is further along simply because it was communicated by the company on April 9 that a development update on IBD was coming.
Also in the coming weeks, the Company plans to provide an update on its Brilacidin program for the treatment of Inflammatory Bowel Disease.
Exactly. And pipeline.
The word Pivotal comes to mind. I now think pivotal means less stringent requirements to final approval and that it would impact other indications.
I still reflect back to this; I just don't know what it means.
Nov Blog Thanksgiving... In just a few short weeks, we will be convening our Brilacidin-Oral Mucositis End-of-Phase 2 regulatory meeting. Success here not only would help us to complete development of the drug, but also to advance other aspects of our clinical pipeline.
We appreciate your support and will keep you apprised of Company developments.
Either way, both are excellent. I want to say we are due for a solid PR explaining next steps of development.
Thank you Frrol. Not great, but not devastating. I anticipate them starting B OM and B IB.
Seems to be a good entry point here.
Has anyone calculated the pontential share count in light of the new agreement?
Nothing in 10q that's surprising. What shares outstanding does this put us at. Better yet, fully deluged. Thinking we get a PR on Monday outlining plan for B OM and B UC
What's the concern with this company?
I'm starting to like this company
I agree. For other indications also.
Issuing more shares? Was it stated in qrtly report?
Barring some type of trial failure or stock market crash, I believe we have hit the low point for good. As more data comes out there should be more demand. Not sure what to think about the vaccine side.
Hope so. However, I do anticipate a PR soon (Monday or Tuesday) outlining a plan to develop Brilacidin for IBD. Or at least an update on it.
Wonder how / if they are different.
Not sure I understand latest comments on pancreatic cancer. My impression from last company update was that the focus is on AML and t cell vaccines. This seems to be where the company will focus their cash. Meanwhile, Baylor is investigating other areas.
I am accumulating and plan to through summer.
Only area I wish company would do would be reduce size of leadership team.
Some doubters and cautious are accumulating. Dr B is claiming advanced discussions.
I may have missed it, did someone explain the purpose of the Confidential treatment order posting on this site ?
Amazing. A company ready for 2 phase 3 trials would be valued at only 150m if we had a liscence deal?
Not sure I quite understand the pancreatic discussion. Is the company pursuing this option?
And yet the company remains in business to meet European agency. Either they have the goods or they don't. Why plan to meet if they don't have a viable option?
When you say we know why, are you referring to Leo? Or are you also referring to us shareholders? If Leo then I cannot imagine why he and B would be saying some of the things they are.
The comments are being made by mgt in the context of emerging as a leader and opening up enormous "financial" opportunities. Not simply advance partnering discussions and/ or having a signed term sheet. The tone is clear...not at all going out of business or even diluting shareholders further. I'm not saying it can't happen or will not happen; I'm only questioning the character or ethics of a mgt team making statements like that if there is not an impending deal, regardless if statement are qualified with "we believe", etc.