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Pip11,
Reality check-The cards are not all on the table and many longs are in until they are. Remember Rocky Balboa or JAZZ or the Miami Heat and San Antonio Spurs playoffs or much more recently the Cleveland Cavaliers? Maybe you better think twice about what that pseudo trial means. Best wishes.
exwannabe,
Strange as it may seem the charts were posted by Pyrrhonian on ihub a while back comparing DC vaccination alone to DC plus check point inhibitors. The big pharma report was released last year I believe. I'll try to find it for you later from my notes. Happy 4th of July to you.
exwannabe,
I thought you were made keenly aware by sentiment stocks that the pseudo progressors were obviously dealt with by quiet regulator intervention after they saw what Dr. Prins and Dr. Liau were talking about with regard to the mesenchymal subset and mesenchymal phenotype transitioning that might have something to do with the whole Phase 3 trial group of patients living longer. Could they be waiting on entire group statistical significance what with so many late entries, delayed PFS in the treatment arm and all. That would kind of keep everything about those trials on the down low right? Remember, it was big pharma research that proved DC vaccines improved patient outcomes for those given their checkpoint inhibitors. FDA can't disregard this third party evidence because it's already in the books.
Pyrrhonian,
I have not solved the mystery but others appear to be coming very close to doing so for many types of cancer based on the tools they have access to. Highly conserved protein signaling pathways are important targets and NWBO is not the only company that has been working with those that are most critical. . AVII would recognize the importance of finding these type of targets from the research that AVII the company had been working on with regard to a universal A+B type flu vaccine using conserved and de novo targets. I have simply been watching from a distance while others have been in the laboratory for over 20 years. The number of key targets that researchers are honing in on is becoming much more focused and as Dr. Prins indicated, DC vaccines are able to help activate and then identify T-cells that have determined which targets are the most critical. This is not a pipe dream as you suggest but rather the beginning of a payoff from decades of research. The new NWBO scientific advisory board will have their hands full.
sentiment stocks,
Alas, time is a gift that in it's course reveals the hidden truth.. wherein human weakness lies and evil is brought to judgment except where grace abounds. Best wishes.
exwannabe,
I may have read something wrong but I believe the environmental remediation issue is not considered pressing or relevant to the current construction activity or manufacturing readiness. It is an issue that must be dealt with in an ongoing basis under the ownership. I have not read or do not remember reading anywhere where a final decision was made with regard to projected costs and final remediation deadline.
iclight,
Just call the refrigerator delivery guy. He could tell you.LOL
Pyrrhonian,
We are closer than you think. If you understood the value of CXCR4 and a few other key receptor sites and their ligands you would know this. You led me to do extensive research in this area when you were posting about another company with a product in trials that helped repair and prevent additional heart muscle damage in ischemic areas after a heart attack. Once I realized how CXCR4 levels are regulated by certain gene sensitivity to oxygen levels things started to make more sense. CXCR4 is found on a wide variety of cells including certain very important subsets of cells. Some of the cells are able to act and react in such a way as to modify cellular behavior and or characteristics. The new scientific advisory board will, I'm sure, be sorting through a great deal of information fairly soon about the best next steps for implementation of existing technology but also, to some extent at least by a few, the direction of future research.
In my opinion many of the big biopharmas still have a great deal of pain in front of them but the offset for some of them is that many of the promising small bios can now be bought cheap during the great rebalancing that started a while back in anticipation of upcoming events.
Adam,
I thought we were all in agreement that NWBO is not a 'Normal' company. "Peculiar", "Intiguing", "Mysterious" or "Eccentric" seems much more appropriate. Much appreciated "Game Changer" might be what sticks though. Even for those who consider themselves experts there is only one time when its too late to learn and that time for you has not yet arrived. Best wishes.
Pyrrhonian,
It's not the 32 that might be added back in to the main trial but what happened to the others planned for in that small group that never made it in and went elsewhere. That is the elephant in the room. LOL.
eagle8,
That's "elementary Watson".
Pyrrhonian,
In your entire post only one mean measurement of 1.9 months PFS benefit is discussed. Your post makes sense when discussing those types of numbers. NWBO is looking for a minimum difference of 4 months. At that point the doubts become mute as does your argument. The fact that a separate trial for pseudos can be used to confirm what is happening in the main trial adds an elephant's worth of weight to the main trial. Best wishes.
flipper44,
Reminds me of an old song.. "Do you remember the days of September..?" Somehow I think we will remember will.
Rkmatters,
Better to be blessed than good but both is even better. I am consistently reminded of this and have to smile when I watch a good strategy get decimated by someone who, on any given night, might consistently beat the odds by picking needle dominoes out of the proverbial haystack.
Pyrrhonian,
You know as well as anyone that the specific (not general) activation and maturation is all important. Unless you get the right type of activation response will be limited due to the suppressive nature of immune response by cancer. The fact that NWBO has been more methodical and has a longer connection to DC studies than just about anyone else has kept them in the game while others have steadily shown how easy it is to fall short. There is no comparison because these DCs are not generic they are specifically engaged and activated unlike all others tested to date. Best wishes.
Rkmatters,
TPIV is one I have had on my watch list since before you first started mentioning it because of it's MO and relationship to Mayo Clinic. You have a good eye for potential.
md1225,
I think "Adam" missed sentiment stocks recent "aha moment" post.
exwannabe,
Two things to consider from your post. The first is that you said you believe that the blinded pseudo trial can help with full approval for the main trial. The second is that there are 2 types of pseudo progressors.
With regard to your first point about the pseudo trial helping the main trial I agree. Not only can these results be added into a successful Phase 3 but this can also act as a balancing of subtypes to reflect a non biased patient population which is important to the expected outcome for the general GBM population. This is especially true if most or nearly all patients can benefit to varying degrees based on subtype or changed phenotype at progression with pseudo progressors being those likely to receive the best outcomes but others helped as well.
With regard to the second point about early and late pseudo progressors, the data will be stratified enough to demonstrate how the timing of pseudo progression as it relates to SOC radiation treatment alone vs late radiation response/DCVax response affects outcome. This is because early pseudo progressors would be mainly in the separate blinded study and any late pseudo progressors would be in the main Phase 3 trial. The data from these 2 sets of pseudo populations could be considered confirmatory for all pseudo progressors with enough confirmatory response rates could it not? How do you think this would relate to the old arguments about data mining for subgroup populations and alpha spend reserve built into the main trial? Something to think about. Best wishes.
exwannabe,
You seem intent on ignoring sentiment stocks post about the separate blinded pseudoprogessor trial with more mature data which would appear to be strongly supportive but apart from Phase 3 trial results. Can you please explain why?
antihama,
I do not disagree with your assessment that protocol may be something being looked at as well. I just think that once equipment is installed it will all need to test out to produce product as good as or better than the early patients received. Early vs late and not just treatment vs SOC to crossover. Best wishes.
Maverick 1,
Didn't Goldman Sachs recently receive a cease and desist order and a fine for not acting in accordance to regulations? UBS also had a recent court decision go against them as well if I recall correctly.
maverick 1
I like your assessment and believe Dennis would definately help. It just seems strange to me that the 2 companies recently implicated are both involved with NWBO and would not be cooperating by now with authorities.
DoGood DoWell,
The silence and recent court rulings also leads me to believe that a larger outside investigation may be involved. I hope NWBO hasn't hasn't been asked to remain silent with their own investigation and essentially be used as bait but I have not been able to rule out that possibility. Somebody big has been buying up shares lately which might be keeping NWBO from going bankrupt. This is just a crazy idea but what if these shares were actually being bought and set aside to keep the company from going bankrupt while an investigation is ongoing? Could UBS and others be cooperating with authorities since their own little fiascos resulted in slaps on the wrist for earlier evidence against them that may have led to a wider investigation? Hmmmm.
exwannabe,
This reasoning is one of the reasons I suggested a while back that a BLA for the Phase 3 had probably not been applied for. Linda's MO is to take everything one slow step at a time. What makes more sense to me is that the pseudo trial has been reviewed and a petition to include results into the main arm has been asked for but with eventing being so slow and late rapid enrollment, a determination of effectiveness has not yet been determined. Along with this the test for detetmiming patients most likely to respond, utilized by UCLA, may also be in the process of review with DCVax-L patients to date. Couple this with the manufacturing equivalency issues in preparation for commercial launch, the extensive and time consuming effort required to produce a BLA and Linda's promise not to apply for AA until the end of the trial and you have the makings of a methodical push forward with the march of time not on the side of favorable financing unless Linda does something unexpected. Ethically speaking, regulators will need to make some sort of determination on the pseudo progressors to allow them to get access to treatment if data is overwhelming enough. This decision may hinge on commercial quantity availability both in the US and Europe which is why I have said to keep an eye on manufacturing readiness. We can only hope that at least some patients (pseudos) will have the chance to benefit from this treatment soon. Best wishes.
sentiment stocks,
He knows he is wrong but likes getting under everyone's skin. Not to worry. To be wrong with NWBO is unthinkable as it would be the greatest failure to recognize the potential reality of a paradigm shift in cancer treatment imaginable. He would have to answer how anyone claiming to be a savy biotech blogger could be so blind. That is not a pleasant thought for what the future would then hold so NWBO success is not an option for him. Best wishes.
Rkmatters,
That would be the gold standard answer. Best wishes.
sentiment stocks,
I think TC Trader helped clear up some of the action when he said that the market maker appeared to be matching up buys and sells during the day which is what led to the low volume being reported for about 3 hours. TC Trader said he would need to check further about after hours trading but that during the day it was mainly UBS causing most of the activity. Whether institutions actually held the shares or could lend them out might depend on the actual rules governing where those shares could actually be held. I think maverick 1 was trying to make clear that the brokerages that actually hold retail shares are the ones that can lend them out when a margin account is used. This may also apply, but I am not sure, to institutions that purchase the shares with a margin account but have them held by other brokerages that then might lend them out if this is even possible, which I suppose would be contingent upon the governing rules. If this is possible then reports would show them as held by institutions when in fact the rights to recover them might be all they have because they were lent out by the brokerage, that was their holding agent, to be sold short by a third party. I hope TC Trader has time to bring some additional clarity to this and the after hours trading. Best wishes.
TC Trader,
Thank you for the post and flipper44 for the question posed to you. Best wishes on catching up.
maverick 1,
Might that second option you suggest draw some unwanted attention perhaps with regard to unusual trading activity?
sentiment stocks
A play by play would be interesting to analyze.
Pip611,
Shorts committing to long or just positioning some to long is possible. Don't forget that a premium is often willingly paid for flexibility when guaranteed profits from binary type news is expected. Then again we must factor in the next few days or so for the bigger picture to determine the strength of conviction about financing news vs other possible positive news first.
Pip611,
A Wolfpack would have preferred a price below $.62 methinks.
Laser777,
That is the typical MO for this type of stock that has been pressed down for accumulation and short covering to occur right before a dramatic price rise. Institutions have been accumulating and now the rebalancing has allowed those who have been accumulating and those who have covered to play into each other's hands. Institutions will still have these shares along with the shares recently given back by retail traders. This now allows for strong price movement in either direction created by those who have the money or those who have the shares depending on what news comes first. Best wishes.
TiltMyBrain,
Did shorts make a major move because they saw strong resistance to the down side and potential for some sort of good news? Was this the only point in time for a clean exit for some? The buy to cover makes sense but how do you put in the bid for this many shares early enough to get your after hours order filled without tipping off the rest of the market that this is the plan and cause the price to rise significantly in anticipation or was the order in and this tipped off the shorts? Anyone know how this jockeying during rebalancing typically takes place?
flipper44,
This vote now puts Europe in position to break apart to the point where those that remain will be ready to rally around a single man as leader in the not too distant future and Russia to act more brazenly in the Middle East in the mean time. Care to guess where I read this? Madonna's halftime performance at the 2012 Super Bowl which was an symbolic ushering in of the New Roman Era and, later that year, the closing ceremony at the 2012 Olympics, where every nation symbolically bowed down to the rising red phoenix, were our clues from the dark side. The dark side wants us all to be scared of our own shadows as if they are in control. They are just deceivers being deceived themselves. NWBO is still well positioned with a presence in Great Britain, Germany and USA. Best wishes.
ClayTrader,
You appear to be spot on here. You picked $.62 as the battle ground and sure enough, market makers poured in their buys @$.57 on up to where it went over $.62. Since then the price has stabilized above $.62 so we see if there will be a later challenge at the bell or on Monday. This action points to someone having already made up their mind about the future direction of the price because they want to accumulate in a big way. Has someone in big pharma broken ranks? Best wishes.
Sojourner55,
If you were looking for information what weak links would you try to engage. Might someone know who sends regulatory notifications out? Or perhaps someone knows an investigator is doing some finishing touches on a special project. Perhaps someone knows an inspector or 2. Plenty of guesses. Best wishes.
flipper44,
I would think that the share count up to the required vote limit of 20% would be allowed and the rest converted to cash or cash and restricted warrants which could be used to convert to an equivalent number of shares at a later date, perhaps after an official vote. Just a guess at a possible adjudicated agreement.
longfellow95,
The "gentleman from Roche" that Linda referred to a while back in one of her presentations would be a hint at the nod you refer to. Roche is also heavily over weighted in oncology and would have the most to lose if left out of the new oncology products picture. They need to be part of this type of breakthrough combination technology and their anti PDL-1 is seen as having very good potential, perhaps even best in class.
Turtle65,
You still have those celebration plans in the closet somewhere? You know if this turns good like longs all hope you are going to be famous right? Might even get mentioned in a movie. Everybody knows Turtle65 so make sure you pick a good place out to bury the hatchet. I suggest using a Redwing for the ceremony. Made in the USA. Best wishes.