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Nothing quite like Roader Runner Physics for entertainment.
By the time you figure it out, the price will be $15.
My greatest concern regarding DC-Vax-L was not that it didn’t work, but that it worked much better than expected. The crossover patients, combined with fewer control patients than planned, as well as other issues (pseudoprogression, etc) would render that statistical proof of efficacy to be muddled, even though patients were living longer than expected.
I didn’t believe the FDA to take a benevolent attitude in such an instance (mainly because of revolving door BP influence) but instead say “Wow, interesting results you got there but there are too many open questions as to what is really going on. Get back to us with another trial — I’m sure it will work out better next time.”
That, of course, would have killed the company.
With the revised SAP, this concern is gone.
And the stock price is just starting to reflect the new reality.
My guess is word is starting to spread among oncologists and other doctors that NWBO’s revised SAP makes it very likely they’ll overcome the various confounding factors in the trial and have a clean, clear shot at making their endpoints. The onc’s started buying and the daytraders are catching a wave.
Depends on the strategy so I don’t necessarily disagree but big money is made with patience to let it run. The horse just jumped the fence and is running free.
>99% of the market has no idea of what the new SAP means for the likelihood of success. The rising stock price over the coming weeks will reflect all the light bulbs slowing switching on, one by one.
Remember, it’s a late breaking abstract. They tend to be much shorter than a printed page long.
How long does it take to add a few key specifics around “they are all living longer.”
Being short this close to a potential TLD seems like playing with fire. After all the years of possible profits on the downside, going for one more trip to the trough would be more in line with being a pig than a bear.
Interesting...Good to keep an eye on the competition, even if a few years off.
I guess we have to wake them up from their nappy time. They must have Uncle Joe from Petticoat Junction at the helm.
Your logic on why they would PR data lock was impeccable, spot on and admirably consistent with your willingness to form your own opinions independent of the crowd...
(I only indulge in a bit of self-back-patting every now and then. It could get a bit repetitive and monotonous, if I did it all the time.)
and self-restraint as well.
I did notice that later that day (8/19/20, after they gave us an update), you also posted this:
I remember agreeing with your TFF analysis and my reply to ae k wasn’t meant to contradict your analysis. I was basing my “who knows?” regarding TFF on the data presented in the Mayo study — it doesn’t seem like they could have addressed the issue of TFF if the study population was from 2004-2009.
You’re a proud member of the contrary 25%. I used to be a conformist and use my right hand but now I almost always use speakerphone unless I’m somewhere I can’t.
Interesting fact of the study was that tumors on the left side were a factor in 5 year survival. I wonder if that’s because most people are right-handed and hold cellphones on the right side of their heads (68%)?
I hear you. I was nodding off a bit but these new highs are giving me a touch of vertigo. Going to have to find a way to live with it I suppose.
Only if NWBO announces it is going into the electric vehicle business. That should be good for a 1000% rise.
I think the market just topped out... Time to pare back and batten down the hatches...
Yep, Meirluc, we should have the TLD “to see” by roughly the end of the month, ie, in September. Could be tomorrow for all we know, but I wouldn’t be shocked if it went right up to the end of the month.
I’ve been expecting results to be released at some point since 2017 so obviously not happy with the long delay but this is the clearest indication that we’ve had that TLD is to be released shortly (ie, before the end of the month).
Thanks for posting the event — seems worth listening to.
I need some new hobbies...
Welcome abeta— appreciate your contributions to the board!
Sharpie, glad the translation attempt helped. Thanks for posting the original conversation between Allison and Moss — it inspired me to dig a little deeper on checkpoint inhibitors. The whole conversation is very worthwhile, even though it just touches on very promising topics before jumping off on other tangents. A lot of interesting ideas there — I need to listen again and take notes!
The link to Dr Liau where she mentioned DC-Vax turning “cold” tumors “hot” points to the prospect of carefully controlled activation of dendritic cells being a key component of immunotherapy. It’s something that Allison mentions later in the conversation with Moss — ie, some tumor types are naturally cold, for example, pancreatic cancer.
He mentions at around 41 minute mark:
“If you have a cold tumor, checkpoint blockers aren’t going to do you any good because there’s no T-cells there,” although he later mentions that Ipilimubab (CTLA-4 checkpoint inhibitor) does help with getting t-cells into the tumor as well, while PD-1 inhibitors don’t.
However, PD-1 is then upregulated in the tumor that is newly infiltrated by T-cells, so they’re trying to use both types of checkpoint inhibitors together, at lower doses to avoid the additive toxicity. If we used DC-Vax-L, instead of Ipi, to turn cold tumors hot, we could avoid the additive toxicity of multiple checkpoint inhibitors.
One thing Allison mentions is that doctors are getting better at managing the side effects, given all the experience they’ve gained in the past few years. (Cue Longfellow — let’s get the real lowdown on adverse effects!).
There are many paths forward to optimization of immunotherapy. I believe direct manipulation of dendritic cells will play an important role. Long NWBO!
Thanks for the additional links!
Line 15:09 should be
15:09 start to acquire effector (killing ability) functions but
Completely fabricated but I did have a semi-coherent idea in mind based on teratomas.
I should probably add a /justhavingfun tag to my more creative posts. I’ve had issues with that in the past, lol.
The director’s cut of that scene continues:
TYRELL
...but all this is academic...
you are made as well as we could make you.
BATTY
Why didn’t you try a parthenogenic hypermodification of the blastocyst before osteogenesis began?
TYRELL
By the time we realized reversion mutation had begun, it was too late to try hypermodifications. Dr. Whisenstupper tried it back in ‘98 — it wasn’t pretty. The revertant colonies turned into a giant ball of hair, teeth, random bones. My God, it gives me the chills just thinking about it.
BATTY
But my knee bone is connected to my ankle bone! I limp worse than the son of Igor and Quisimodo!
TYRELL
Don’t bring up Y-Y chromosomal insertions to me young man! We scientists have long ago paid for that mistake! Be thankful all you have is a limp and not a pair of testicles under your nose!
Here’s an attempt to translate the garbled audio transcription of the Ralph Moss’s interview with Nobel winner James Allison into English, given below. Bold text is my translation.
First, Sharpie, to take a stab at answering your question:
FATE’s engineered NK cells in trial for covid-19. NK cells fight viral infections, so this is a reasonable new long-term opportunity for FATE’s technology beyond treating cancer. Still very early phase 1 stage investigation but could contribute an unexpected kicker to the stock when results are reported in the next 12 to 18 months.