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Have not had much time to post. I'll try not to read too much into it as well.....along that vein would I be correct in assuming NW investment in Abzena predates his investment in NWBO?
More good stuff, thanks.
Good stuff. Thanks.
Brings new meaning to the gold standard or double standard as the case may be.......
The press release a likely precursor to the announcement of clinical study(ies). BMY(BMS), MRK and???
When Kings was announced last October my initial reaction was it was a stopgap until Sawston was online. But when one gets to reading tea leaves you can postulate many other senerios around Kings.
Might also want to note the number of followers of this board (currently 318) as a correlation. The pace of increase has picked up as of late.
For perspective I posted last June Merck is spending nearly $2B to establish biologics production on two continents. The second of which in Ireland won't come online until 2019. This stuff isn't cheep and takes time.
I'm sure more than a few are envious of your cost position. Welcome back.
Delayed reaction due to revelation of Germany being responsible (for Pearl Harbor)....
Don't have a lot of time at moment forgive if already posted. Argos is also partnering with Adaptive Biotechnologies.
Defiantly in some respects to getting L across the finish line (would help rationalize last couple of financings) which should open up doors. I sense the already sizable Gilead war chest will grow larger at Merck's expense. Is Gilead large enough to be considered BP?
Not to disparage my gender but normally it's the dudes who try to pull off this type of crap (or should the BS acronym be in play?). LP gets more than her share (no pun intended) of accusations. Wolf kind of a flyer in that respect.
Partner with BP?
http://www.latimes.com/business/hiltzik/la-fi-hiltzik-merck-gilead-20160608-snap-story.html
(Captain there is a picture of Shkreli, where he looks half human, adjacent to the article)
I don't recall Genentech having a speaker at this conference in recent history? (admittedly could be faulty memory)
It appears your going for trademark. I would suggest getting "Bull-Story" too giving you two acronyms (BM or BS) to choose from depending on load.
Also liked Ex's comment last night about reading tea leaves. Which should be paraphrased into a caution for new investors here......
ARGS was up nearly 30% yesterday on no news. Volume was just under double the normal daily volume. (Austin TZOR accumulating)
Mostly just having fun with Asta as I would expect legit credentials in addition to some higher level of security with Biden (and Asta or designated surrogate) in the house.
Lax security or legit credentials?
Nice work RK. Several of us suspected (including myself) Germany was key to the hold with various good and bad reasoning and I give more credence to your work.
Would think this will be a great aid for dialing in and adjusting the dosing in the combo trials. Good stuff.
Election year in U.S. with "statistics" in play for agendas which can lead to cognitive impotency.
Welcome to the board.
Wow did not know. Wife and I are Tragically Hip fans may have to make pilgrimage. For those of you getting up there in age and don't have the time and/or patience for the next good band to compile a library of good music check out the Tragically Hip. The library already exists not to mention the courage to continue touring.
That is the message. (Thorough dd on science and still onboard for those having difficulty comprehending that part of the reply)
Doc logic,
The positions and additional shifts clearly indicate preparations for a scaling up in volume. Automation will ensure consistency but also has potential to increase the efficacy of the vaccines. Don't know how far along automation is in regards To L. But similar to many here who want to see the results of science I'm curious to learn about the systems automation design for vaccine production (Direct and possibly L)
Article in Memphis paper about the expansion last summer stated they planned to add 80 heads. My take at the time
The 80+ heads being added at Cognate are pure overhead and won't be "enriching" Cognate's bottom line unless they are producing product. 80 heads is quite an expansion outside of NW with "L" is it feasible that any of Cognate's other customers/partners could far enough along in trials with another labor intensive biologic product to be produced? 80 heads just smacks of commercialization.....
XBI is index fund for biotech sector not every biotech is in the XBI, but XBI is a good barometer for the sector. I agree with TZOR NWBO is oversold more than XBI hence the rise above XBI. Another similar biotech which several here follow and similarly oversold is ARGS it also had a rise that paralleled NWBO.
Good luck with both. Was also mulling an ARGS position and saw the price/volume spike today.
Some might find this interesting and/or informative.
http://www.businessinsider.com/cancer-cells-photos-2016-5
Welcome to the board. No shortage of drama here with plenty of plots and subplots to go around. Enjoy the ride.
Wrong in there being three combo trials and not just two?
Current cancer drug discovery method flawed, study finds
http://medicalxpress.com/news/2016-05-current-cancer-drug-discovery-method.html
No shortage of certainty with guesswork on this forum
He's going to play consultant.
Video from Parker Foundation in WP article with Dr. Ribas (UCLA) and Dr. James Allison (MD Anderson) talking about potential of combo therapies and interesting concepts such as stable disease "equilibrium with immune system"......From Dr. Allison no less.
Washinton Post summation from AACR.
https://www.washingtonpost.com/news/to-your-health/wp/2016/04/19/breakthrough-cancer-therapy-shows-growing-promise/
Indubitably and digitally.
The level of efficacy (or lack of) helps the artificial heart valve company become his top performer......
Good stuff as things continue to progress. Thanks.
LOL! Who's safety?.......not that anyone is running nor standing up.
Not a lot of love in the market at present. Even BMY (BMS) beats earning raises guidance and good news with Opdiivo is down to flat.
I trust LP has access to a 4 wheel drive vehicle if needed.