Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Hi Flipper - so glad you came back for a visit. Hopefully, the next few weeks will bring good news and you will help out by posting more often. Thanks for the email too - I just saw the other day (didn't realize I could be emailed) - but I too am not subscribed so couldn't respond.
And published May 13, 2014 - Afford. :)
Meant to congratulate you on that!
Pyrr -
If the question is “should I be worried” -
1. for myself (you) - no - because you have done your dd on NWBO and whether his scenario is correct or not, you are comfortable with your scenario. And whichever scenario is the true one (his, yours, another), the argument can be proven (beyond a doubt) the company is not a scam (sans all the other compelling reasons, think Germany).
for others (considering investing) - no - because you know it’s a good enough investment for you, then it’s good enough for them. They shouldn’t risk their money if they can’t afford to lose it - based on someone else’s dd.
But, if some of their dd is looking on ihub, investors village or yahoo for that matter - than they would (should) be grateful to hear alternate POVs. From there, they can draw their own conclusions, or research further (as you will always do).
For AVII (whom I guess I have missed posting on ihub - and just found iv after you mentioned so I haven’t really read anything by him) to suggest that it’s either his theory is right, or NWBO is a scam (and that it’s a very real possibility), is well, ridiculous. But he has the right to say it, and you have the right to respond - tactfully.
There appear to be dozens of long term supporters of this stock (company) - some who rarely post, and some who post often - so it certainly bodes well that we are not alone in our belief in this vaccine. We may all be proven wrong (including Ms. Linda - who stands to lose a lot more than us [if she has 150 million shares of this stock and it hits $50, it’ll be worth over 7 billion! - more than J.K. Rowling] ), however - most of us think this company is going to turn more than a few heads at ASCO - as it turned our heads months (or years) ago.
And your dd has been AMAZINGLY helpful - I think to everyone and certainly to many others. There may be some who don’t agree with you, but your efforts have spurred them to oil those wheels and offer their valuable insights.
With NWBO, your approach is certainly the “glass is half full”, whereas others may be slightly less optimistic. Not sure if it’s their approach to life in general, or they’ve been burned by other bios and are fearful of being too hopeful, but we’ll all know better soon enough what we’ve been theorizing for the past 3 or 4 months. And if we are the losers here, we can take some small comfort in knowing that we did help in the fight towards cancer.
I think I answered your question :)
Here, here!
Very tactfully said Pyrr... kinda hard to take this person seriously after stating something like that!
I think you're right Dok, and I think BBKing is a friend to this board and is trying to help. Perhaps his predictions haven't been all that on the money but I don't think hold it against him.
When Colby died, it seemed like the entire world stopped for a moment and really cared. The story went all around the world. Grown men admitted to bawling their eyes out about this on blogs.
If you want to see Colby and the charming little soul we all lost that day, watch this video. My daughter is the one with her.
At the time she was singing this, she'd been diagnosed and living with this horrible thing for about 2 years. She lived three years after the diagnosis.
:) thanks ou...
Good diet tips that we could all benefit from.
I've been reading it since October - not every post nor every day. Then sometime in December, I saw a post of Flipper's and decided to really start growing my position. Also set up the Roth IRAs with mainly NWBO.
So I remember when Pyrr first started posting. And I still had never posted once. I really had so little to contribute compared to all of you. But of course, I was posting on Yahoo - as there I was amongst more equal company - knowledge wise. But finally, I had questions that weren't getting answered as well there so I started asking them here.
There are a few very knowledgeable posters on yahoo as well - and they don't post here. As an outsider, meaning I was not familiar with ASCO, or cancer trials, or all the horrible FDA jargon, I am amazed at how many of you - for which this is second nature to you - have opposing opinions on what is going on with L. And you all sound like you know what you're talking about. But I have to say Pyrr has gone above and beyond in supporting his theories - which may be wrong but he sure has tried to make the case - and I have to say, in a much kinder/ and or humbler manner than in the beginning.
Look up "Colby Curtin" - the girl who saw the movie Up before she died - who had an inoperable tumor called an "epithelioid hemangioendothelioma". It was wrapped all around her internal organs - she was the youngest girl to ever have it. She died at 10. She was my daughter's best friend. When I read about Direct, I thought if it had been around at that time, it could have possibly saved her life. That is why I bought this stock.
You know, when you first started posting, I wasn't a fan of yours as I thought you were a bit aggressive and too cock sure.
However, I've revised my opinion of you. Your post have been much more positive towards others, and must say how MUCH I've appreciated the dd you've put into this stock for us. And you always answer my questions without making fun of me or others who are not as well versed in this field. Even if others on this board more knowledgeable than I will ever be on medical trials (try to build a website though - or do SEO - and you might find I know more about that than you), I'm sure that you have made others here put their big brains to work to sus out was is going on with L and Direct.
Your work here has been remarkable, imo, some of it may be wrong, much of it will hopefully be proven right, and I can't help feeling I owe you a couple of option calls to pay you back for all the dd you've done.
:)
Ou - if we hear something good after 5-14 - I think there'll be a cc - and more hints of what's to come. Linda LOVES to do that.
No desperate jumping out of your sliding glass doors...
Although next week may have us all jumping up and down with excitement!
So far, this week is starting out pretty boring... but I think everyone is just worn out with waiting. But wait we must!
Hi René -
The company currently can't release anything on Direct due to the embargo from ASCO. They would have to release any information on L IF THEY HAD IT within a certain time frame. So they are still waiting on the "efficacy" results - however, perhaps they are waiting because other things are at play, which means they still can't release. So I wouldn't count on anything anyway until either May 15 - on Direct IF the embargo is indeed lifted. And if it isn't, there will still be those who are privy to the results at that time and that'll cause some movement in the stock.
And until the company hears, resolves, sorts out or whatever they are doing with L, they are not allowed or obligated to release until it's official - and then they are obligated to release.
On that note, the company seems pretty diligent in getting the information out the moment they can.
Okay, I just checked the price on the July options - .55 for $7.50. That's pretty good. Maybe I'll split between Oct and July's options this week.
Check out this link for Christopher Duma, M.D. He's the principal investigator for DCVax-L for Hoag Hospital in Newport Beach - our local hospital.
http://www.cduma.com/blog/how-does-immunotherapy-treat-brain-tumors/
Not really sure which of the "Types of Immunotherapy" on his website refer to DCVax - but since he is the principal investigator for DCVax-L in my area, I'd like to think it's DCVax that makes him claim this on his website:
Adam F should have read this part of your recent post:
Happy Sunday and the same to all fellow NWBO investors!
Thanks again, Pyrr, for answering in detail all of my questions. Much, much appreciated.
Given that there is no resection with direct, how is it that they get the person's individual tumor issue sample to make the vaccine?
Yes, I agree, Flipper should come on and clarify his position. Pouting time is over.
Wouldn't it be great if someday SOC for GBM did become resection, treat with L, then move to Direct if it came back? No more chemo or radiation.
Perhaps we have one more boring week ahead of us until we start to close in on the 14th. The good thing about that is that it gives us one more week of accumulating at prices we'll hopefully never see again.
I know it's been brought up before here but the October 18 calls at $7.50 and $10 are very affordable. Ask is $1.25 and .75. If you believe this stock is going to $12 or higher ( :)) ), and September 2014 could mark the end of the "L" trial, then you might want to consider that as a means to add to your position. I did last week - and if the price stays down this week, intend to add a bit more to that.
Pyrr, thank you so much for going to all that trouble to refresh me on that. I remember reading some of Flipper's posts back in December or January (I think) suggesting Direct might simply replace L eventually - and, from just a layman's perspective, it made sense to me. I remember reading it had ten times the signaling compounds on each dc than those of DCVax-L (whatever that means... it certainly sounded impressive!).
So I know you don't want to post anymore about this, but I am certainly interested in pursuing any theories as to what might be happening now regarding Direct and L. Heck, we'll all know soon enough - hopefully on May 15th - and if we don't hear then, we just misinterpreted the "very easy to figure out" rules of ASCO, or missed something regarding the status (i.e. LBA).
First, to confirm, the current direct trial does NOT first remove the tumor as the trial currently is for inoperable tumors, right? Does it require they do chemo and radiation first, or do they just go straight to direct? Sorry, I'm sure this has been answered a billion times, but if it's easy, please let me know.
Then, what you and Flipper are perhaps suggesting is that Direct will more than likely be the eventual star of NWBO, not necessarily L. And do you (and/or Flipper) think Direct can be used without surgery - and possibly someday for GBM - without surgery, without chemo, and without radiation?
So does that mean we're sort of stuck in the trial for L as it's already at the phase III, a good place to be, while they have Direct charging through it's phase I/II trial with possibly even more fantastic results?
This will sound crazy, but is it possible that NWBO is working with the FDA to somehow meld the two together? Do they do that sort of thing? Or does it just make more sense to keep them separate, period?
I know that's a lot of crazy questions, but you are SO GOOD at answering all of them, I have to ask.
Read through that article you posted and found it very interesting.
I remember having had a high fever as a child that lasted a couple of days - let's hope that'll protect me from cancer!
I especially liked this portion near the end of the article:
I'm not sure if anyone saw these posts on twitter by NWBO so in the event it's already been posted, sorry for repeating it. If not, it merits a post.
NWBO @NorthwestBio · May 1
May is #BrainCancerAwareness Month. Learn more about our lead product #DCVax-L for #GBM http://bit.ly/1pSR9PY
NWBO @NorthwestBio · Apr 28
We look forward to sharing information with KOLs & clinicians about #DCvax-Direct at #ASCO14 http://bit.ly/1rek26H $NWBO
NWBO @NorthwestBio · Apr 23
The focus on immune therapies like #DCVax at #ASCO14 is expected to be even greater this year http://bit.ly/1rek26H $NWBO
NWBO @NorthwestBio · Apr 23
$NWBO CEO states "Our increased presence at #ASCO this year reflects the progress of our clinical programs."[color=red][/color] http://bit.ly/1rek26H #cancer
gotta like that last one from April 23.
Lot's of excitement coming our way over the next few weeks - don't go jumping out of any windows any time soon!
Sorry Pyrr - what is Flipper's hypothesis again? Or can you post the number? There have been so many posts I can't remember anymore who has said what. :)
Thanks for all of your posts. They're very helpful.
I'm sure whatever construction you do is done VERY WELL as you are obviously a perfectionist.
Excellent recap - thanks.
You were right about the Massachusett's ruling on ZGNX. You can't very well predict how the market will react.
Thanks bbking. I wish you could give us a little peek at what you're thinking will come out next week - but I think something should happen soon regardless of your inside take on this.
Thanks so much Hodge for your update. Hope the best for your wife on this - all fingers crossed!
Are the expenses okay? Let us know so we can assist on your go fund me page if funds get low. Especially as we near ASCO - some of us might feel more flush - if we could just get some news. :)
Thanks Pyrr! I'll pass it on :)
It would be very exciting if those additional months/years of life turn out to be the case.
On another note that I'd thought we'd put to rest - but some on yahoo seem to be pretty insistent is not the case (namely bballgm, buzzcock57 and yabadaba) - is that the embargo will NOT be lifted as of May 14 at 5:00. because the abstract (according to them) is a late breaking abstract - despite the TP designation.
bballgm states:
I am by no means as qualified as you, fox and others on this board about where the direct trial stands - or L for that matter. But your case - does seem the most reasoned (especially post 9498 where you go from one assumption to next - spurred on by Fox). So as of now, my vote goes to you. As stated, we'll all soon know and hopefully, whoever is wrong is graceful in acknowledging that, and who ever is right, is graceful in his touting of that. And now we've got those on yahoo discussing it at length as well.
I really enjoyed the analogy to the indian parable of the blind men and the elephant. I remember that from a children's book and took this from wiki...
Wow - all that valuable stuff from a conversation with yourself!
I'm not sure if it better supports your/Linda's time line, but several means:
Release of Trials in Progress (TIP) abstracts will be by May 14, 5:00 p.m. I only know as I'm following this discussion on the NWBO ihub - where it has been the topic of much discussion. Long in both. :)
Oh yes, there are lots of valuable insights there as well. And your posts are OFTEN mentioned there as too - especially since you wrote your NWBO opus. :)
Thanks again for that post Pyrr...
The link certainly indicates that the embargo lifts at that time (May 14th at 5:00 p.m.)
I posted on yahoo yesterday something kinda funny to lift spirits and I don't think some of you look over there too often so I'll post it here for you (and hopefully it has the same effect):
Pyrr -
Appreciate all your work and research from earlier this morning. And couldn't agree more with you about "if they would spend an extra hour cleaning up the various references to their own rules...". It seems as if there are so many ways of interpreting these rules.
On that note, where you referenced when the abstract can be made public...
That's what I'm confused about - at the risk of sounding like an idiot -
I thought when you brought up the additional poster next to NW - that it was NW's as well - and not on the same board. The reason I thought that is that I thought DCVax was a proprietary name for NW and therefore, the poster on DCVax for ovarian cancer was a separate poster for NW.
So no expletives for frustration at me - is that the case Fox or is this poster for a completely separate company?
And I only ask this as even though I won't be able to really contribute like the rest of you can on that subject, but if I'm unclear, perhaps others are too and your kind answer will clear that up.
Thanks Fox.
Thanks Ns - this is still a great board. With really smart contributors. And Doc, and Ou, bio and all the gang are still posting regularly. Flipper unfortunately left though, although he makes an appearance here and there.
I think some people are just frustrated as the stock has been in a holding pattern now for a while and it gets hard to rally when there's not much going on. Although I have to say that I think that's a really good sign. The stock just keeps rotating on the lowest volume between $5.80 and $6.30. With how poorly most everything else is doing in the market, that's really impressive.
And we are so close to ASCO and May 15, when we ought to start getting some real answers - and our suppositions will no longer apply.
I'm afraid you're not making any sense.
You were the one who brought up the fact that there was a second poster in the first place - and asked what any of us made of that?
Any chance the DCVax D posters will be the "stunners" themselves?
Okay - but there are still two posters on one board - according to you.
I think they plan to address all the cancers they are treating with "D" at each of the booths at ASCO. Perhaps complete with patients and physicians.
About two months ago, someone posted this on the Yahoo board who I believe was involved in the trial. That's where I got that from.
Anyhow, sounds logical given they have 5 booths.
And now Fox has found a second poster.
:)
Got in on a small position at $2.37. It's an interesting story. We'll see what happens there.
bbking last posted there on 4/22 - he hasn't been gone long.
A very big one!
I'm sure we'll get up-to-date results on Direct - as we would have back in January or February (I can't remember exactly when Linda brought up the ASCO submittal). At that time, she couldn't give the to-date results because of the submission.
I'm not even in the medical field - except through marketing - and that much is obvious. Perhaps I'm misreading this board - and no offense intended. But it seems as though some of you are questioning whether we'll even hear current results. Sometimes engineers and doctors tend to get a bit myopic. And it's helpful, at times, as it solves lots of problems. But, sometimes I think they can't see the forest for the trees.