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ok thanks for the clarification , and I of course hope you`re right .
loony tunes
I`ve seen many many of the apologists post about the ` quiet period ` I never responded to them as they`re beyond help.
Aperture , Beachhyena Anders etc :
The illogical part was the initial statement that they would not move forward to Data Lock until all 4 rages had bought in , so that would mean what ? if one didnt `buy in` then what , all go home ....
Am I the only person that things he`s completely round the friggin twist ...
Summary of where I think we are :
Endpoints are met in EU & UK but primary will not show as met in the US whereas secondary will, however the company proceeded with DL even though they had said previously they wouldn't without all 4 reg bodies buy in.
So we will meet all the critical new endpoint in EU & UK and the OS endpoint in the US but maybe and its a HUGE maybe, the FDA didnt see a need to change the primary endpoints as it was clear we would meet it .
A deal is already done probably with Merck and probably buy out at $10bn +
Flip - agreed its not changing, the apologists and their `the company are too busy to change it or its not currently a priority` is frankly some of the most pathetic sh*te that`s ever been written on this board .
My concern is the sh*t show that could ensue on TLD days ... will they say
eg , `DCVAX meets endpoints number 1 , 3 and 6 in UK , but not in US however it met endpoint 2 in the US but not in the EU where its met endpoints 2 3 & 6 ...etc etc .
Additionally the `FDA is busy with C19` doesn't cut it , don`t you think the EU and UK are busy with Covid and lets not forget Brexit which is friggin huge from a logistical perspective.
Hi Bright Boy ,
Did you get my PM ?
Nope ...lock down...theyre all closed
Pattyloco - because it will be buyout or defunct within 14 days of top line.
I think 14bio is correct ($10pps )
I think Merck is correct
I think in very short order post TLD is correct
Only thing you and I disagree on is `illegal naked shorts`
..three out of four is good enough though .
Quiet period ? what quiet period ? call them right now, speak to the organ grinder or the organ grinders monkey and they`ll wax lyrical for 45 mins about eff all just like they`ve done for years .
Poorman , JV !!??!! who in their right mind would JV with our company what do they have to offer post delivery of TLD ...absolutely nothing.
..of course the deal will only be closed on the delivery of approvable data
but it will be a matter of just days till its announced post TLD.
It doesn't matter one iota what the price is as we will never
be up-listed.
Yep I`ve been convinced a deal is done for a while , just the quantum to be decided and even that will be based on a pre arranged formula against results.
The LOI could have been done 2 years ago it wouldn't really matter we are a 13 man operation and Linda P would be the only person present during the negotiations. I just cant imagine she`d let the buffoon in to the loop, she certainly wouldn't need him to be included.
The Lancet & NEMJ are published weekly.
ATLnsider - any suggestions why we haven’t updated the US site then ..?
Surely not having the US site with the correct endpoints will create utter
Confusion on TLD day ?
yes I saw that gap , hopefully get a ounce off mid 20's
as we trade 1.28 ... sorry Viking ..
last friday I put a short term price target of 1.68 on it and yep its gone down ever since...
I`ve dug up many many Top Line Data Alert headlines on BBG, they are as you suggest, just the headlines , the top line , the score .
They invariably follow the same PR format and most that report meeting endpoints have no more than two paragraph of narrative .
About 50% of them just say details to be discussed at a future conference without even mentioning a specific conference.
Alphapuppy - because its not a bone fide quiet period , ie one imposed by regulators where insiders can buy and sell stock etc etc.
The whole quiet period thing is yet another example of our message board's rather vivid imagination.
Viking - I`d love her to spill the beans also , but she wont say anymore than a casual refence to imminent data.
Doc read my post again , you`ve misunderstood what I said .
Anders - I`m sure they will cancel SITC, I don`t have any evidence neither has one of the `in crowd / Chinese whisper brigade ` said it to me, its just 7 1/2 years of living and breathing this trial and being on the sharo end of how our management operate / or don`t operate , makes me think that cancelling it is precisely what they will do ,remember they've actually said they forgot they were friggin supposed to even be there .. staggering ineptitude for a publicly traded company on the eve of being on the world stage .
I`ve never said its cancelled, but I am saying 100% they `aint turning up.
byyyeeeee
How do you know they never forgot ? As I said I was quoting someone else who suggested they`d forgotten who right now seems to be more right than wrong .
Yep that`s also one of my predictions...
Funnily enough I sat beside DS in J Sheekeys one evening last summer.
TLD next week = 60% chance
Something come out at SITC = Zero chance
Yes that`s about right, look they`ve got the data , I believe its great news, so they know they will be forgiven ...
So Anders - you think SITC is still on the cards for us ?
Anders ,
Senti referenced it ( below ) but I think someone else was more specific :
I don't think the company is particularly concerned about updating the clinical trial site, or whether a conference forgets to delete a place holder position when the company doesn't provide the materials required to move forward on an abstract or a poster.
Karlchen - of course , I am convinced they know far more than required to release Top Line, I`m also convinced that what they know is great news hence why they don`t really need to give a frig what any of us or conference organisers think ...
Anders - I`m sure they will cancel SITC, I don`t have any evidence neither has one of the `in crowd / Chinese whisper brigade ` said it to me, its just 7 1/2 years of living and breathing this trial and being on the sharo end of how our management operate / or don`t operate , makes me think that cancelling it is precisely what they will do ,remember they've actually said they forgot they were friggin supposed to even be there .. staggering ineptitude for a publicly traded company on the eve of being on the world stage .
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And did you notice Flipper said all that without moving his lips.
Larry Smith :
These posts don’t offer any insight into what the FDA might do. However, it is very difficult for me to believe that they would not agree with regulatory agencies in Europe on the appropriateness of using mOS as an endpoint. However, it is not impossible.
Marz - and they will say completed but not unblinded or public domain