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Sorry guys ... this is the message meant to send ...
I am amazed in how many ADXS investors are hoping ...excuse me cheering for the worst possible solution to the current situation.
There are so many potential solution to solve the current problem, but most here are hoping for a quick sale that at the end of the day is the lowest return solution for the many years (and $) we have invested in this platform.
ADXS will be sold (D.O is no longer here so yes it will be sold), but lets all hope that it is not in the next months ... first lets hope for the following recipe in the path to the buyout: First a good HER sale $ , then PETX $ , some dilution at a better PPS level than now $$ , add some warm EU + partnership $ , a side of milestone Neo payment $ , a side of some more trial DATA to keep proving how strong the platform is, and finally some spicy HOT ... and then, maybe then for ADXS to be sold.
I bet if what I just described were to occur, many here will have multiple opportunities to sell your position, so lets hope for an outcome that makes everyone happy in the long term.
I am aware of the cash crunch ... I for one prefer a dilution than an outright sale.
Go Zen
Cheers
My point is that current PPS does not reflect current risk profile .. current PPS points to risk levels of 5 years ago or even longer.
You seem to agree.
As of now ADXS management understands that current PPS level means that there are only two sources of financing open.
Sell the company
Sell constructs
Why you guys think ADXS is selling the HER construct?
Go Zen
Cheers
took the words out of my mouth .. no fair ..
Go Zen
Cheers
I think the main point is that the "tool" makes it too easy to create a downward push ...
If you compare the position of the company now vs 5 years ago .. the risk profile of failure is much lower however the PPS does not reflects it.
In other words this is not a level playfield, of course it was never a level playfield ... but one thing is playing with insider information..another is with HFT.
Cheers
Go Zen
Neo is a new ball game if taking more time is what is needed to improve the chances of getting the PI right I am ok with it.
Biology is not an exact science if it were there will be a cure for cancer long time ago.
My point is, a mistake now could cost a couple of years ... so if delaying the PI six months improves the chances of success is time well spent.
Go Zen
Cheers
I am with you ... actually just bought more today .. will buy more if this keeps going on.
I might be crazy but for me buying at this levels is the only rational move.
Go Zen
Cheers
Have you forgotten that ADXS was close to go belly up before the change of hands at the wheel?
One thing is using debt to finance your enterprise and get in a position where the interest payment will eventually drown you (this is banana republic debt 101) another is finance your enterprise by dilution or commecial agreements.
Now people complaint about the PPS, back them we were afraid the company might just go belly up.
At least for me I prefer the current situation than the one we had before.
Now that TM is gone and DO is gone, can we go back to talk about science and how things are developing?
All this B.O talk is just ... talk ... the Board of Directors and the Tutes do not design their strategy based on what is said on the MB.
Go Zen
Cheers
Almost all of the blame why ADXS is taking so long to get to market can be traced to TM´s time and the company was always taking toxic debt to pay its bills.
I can not honestly say those were better times ...
Cheers
Go Zen
Lol
I would say that until there is a clear sign that the science does not work as expected then there is hope that the PPS should rise.
So far results are not bad, of course the pace is slow however that is the way the system works.
Of course ADXS did made a couple of big mistakes ... there were two trials that "failed", not because of the science but design.
Cheers
Everyone is a critic... hey thats the price of democracy.
I just bought some more shares a 5.91 ....a smart move? Only time will tell.
Go zen
Cheers
Time to stop, look at the great outdoors and think about this ...
Corporations do not move as fast a small company, therefore BMY,s decision to go with ADXS is not a decision taken in the last two weeks or even a month.
Anyone who worked in a big conglomerate understands that there is a chain of events and hurdles to clear before making a decision. This mechanism called burocracy by some is the best way to assure that the companies resources are well spent (it does not work all the time ... but it is what it is)
So the idea that this was a last minute hail mary to save the AXAL platform is B.S. This is not a last minute decision.
OF course this does not mean that the LM platform has a 100% chance of being a success as we all hope however this is a topic for another conversation.
Another point, the way ADXS is setting up the partnerships with AZN and BMY is a clear tell that no one owns nothing to the other. Therefore there is freedom (well within certain boundaries) on both parties to stay together or break up as they see fit. I like it, so to the posters claiming that ADXS is giving its IP away for nothing I say… NOT.
The question here is which platform is better AZN or BMY?
Now about the message to the market... I have to agree that the whole affair has been badly managed, and this is the first time I am saying that the whole debacle is D.O fault.
This is the first time I can directly point my finger to a fact that is directly related to the CEO. This is not the IR department fault, this falls directly into DO lap.
Come on, how can you let the market decide what is the reason for such change, added to the way you tried to hide the fact within the company presentation was amateurish … and it opened the door to the doom theories (that may be true – anything is possible - but for me there are just BS).
For me this is a present given to someone - will have to look up how the funds ownership in a month or two to get a clear picture- or a huge mistake from a green CEO. I will not be surprised if the mishandling of a potential positive development by DO ends up costing him dearly.
About me .. i am buying more tomorrow ...
Go Zen
Cheers
I already move funds into my brokerage account.
I am already up deep into my knee in this paper... let see if i can get up to my XXLL's ...
Go Zen
Cheers
If I were to guess it is about how the ADXS PPS is being manipulated ...
Go Zen
Cheers
Good for you ... I am still on the fence about buying more ...
the crazy PPS is getting to me ..
Go Zen
Cheers
If all goes well and the platform shows to everyone what we already know then yes .. it might be taken out early or ..as some other companies do might just sell 50% of its shares to a BP get the FULL MC from the valuation and ADXS stays ADXS ...
There are many flavors on M&A, straight out BO is one of them.
Go Zen
Cheers
Will look into Nasdaq.
About Bloomberg, just did another search looking at history, about Pictet they use to have 3.125 MM shares in two funds Pictet asset mgmt Europe and Pictet Asset Mgmt LTD.
Now Bloomberg only shows Pictet Asset Mgmt Europe as an owner of 1.697 MM shares. So they did sold almost half their position but they are still in as far as 3/2017.
Go Zen
Cheers
Lol that was a fun post ...
Go Zen
Cheers
You said you work in institutional investment (or you were being sarcastic?)... just go to your bloomberg terminal and you will see the filings at 3/2017.
I will look at (the one we have at the office) it at the end of the day just to doublé check.
Go Zen
Cheers
FBG
Where do you get your information from?
Current Holders as of 03/2017
ADAGE 5.9 MM
FIDELITY 4.287 MM
AMGEN 3.047 MM
BLACKROCK 2.245 MM
PICTET 1.697 MM
VANGUARD 1.663 MM
BROADFIN 1.519 MM
Regardless of ownership moves, there can be many reasons why some fund decides to sell ... again why are you always trying to find the negative explanation ??
Go Zen (if you keep this up you are going to need a new liver soon)
Cheers
Come on .. talking about ROI in Bios at the developing stage makes no sense.
This is a speculative high risk , high reward investment based on a binary scenario.
This sounds like a congress debate in my home country .. using any fact to push forward your agenda ..
Go Zen
Cheers
This is almost like... sending us a wink ...
Thanks capitán James!!
Go Zen
Cheers
Got it dude .. have a good one.
Go Zen
Cheers
Not sure about what are you referring.
My point is that prostate is the first human trial outside the HPV sphere ... so far all trials have some relation to HPV and it seems that Lm is a good solution for this type of cáncer.
I am keeping my fingers crossed ... if prostate shows promising results then ... dude no idea what could happen.
Go Zen
Cheers
Mr Catt I wish I were.
Hoping for the best ...
Go Zen
Cheers
One of the strenghts of this platform is the lack of strong secondary effects to patients ... with similar or better results than standard treatment (also it is cheaper as Price level and it needs a cheaper supply chain to administer than other solutions)
The market likes big flashy news, ADXS is a work horse, not a slick race one. Eventually the gold old boy will finish working the field and we should be able to reap the rewards.
The only thing that makes me nervous is the prostate trial .. this is the first trial in humans outside of the HPV área of influence.
Go Zen
Cheers
I stand corrected .... ADXS did submit trash ...Lol...
Go Zen
Cheers
Lol FBG
Looks like your disdain for mgmt is spreading to all advaxis relates ítems.
Call a paper garbage because it was not accepted at ASCO is a little too much.
There are many reasons why a paper is not accepted, and it does not take merit on the results or the subject on which the paper is based.
It seems that you tend to make quick judgements with mínimum information at hand.
Go Zen FBG
Cheers
Will add at the end of month .... at this pace I will get to 30K plus in no time.
I have to start making plans on how to switch my warrants to stocks ...this is going to be a long one guys.
Go Zen
Cheers
How funny it is ... one picture ... and we arrive at different conclusions.
I see a business potential in terms of faster times with regulatory agencies ... I see the value of having a political insider in the director chair, you guys see a political career move, a move for personal gain for DO, such opposing views ...
Go Zen
Cheers
Interesting ..some big ones ( 50 B MC companies) and ADXS the small one in the same room.
Can we say ... thanks Tom Ridge ...
Most people here forget that when dealing with Gov agencies you need the goods and the friends to make things move forward.
Go Zen
Cheers
well he is not getting any younger ... therefore the clock is also ticking for him.
Anyway so far no bad news .. although in my opinión we are not meeting some information milestones .. and thats makes me a little suspicious, besides that all is ok.
Go Zen
Cheers
No problem.
The thing is that there are to many posts (even from long term investors) in which assumptions and feelings are dressed as "FACTS", newbies can not differentiate between them ... thats my main issue.
We should all be careful on what we write ... and if someone were to state an opinión .. then said it like it is ...
" In my opinión ... XYZ " not just write " XYZ "
Go Zen
Cheers
I am going to paste some of your statements so as to avoid confusión.
You said in your post:
The Ph 3 trial we have going is rather small. Other drugs that scored well have been rejected on the basis of size alone.
And there is no solid assurance that we can pass a Ph3 trial acceptable to the FDA...Many drugs look good till the Ph3 results face FDA approval
So for the first part, the trial size, please next time read up about the SPA process and purpose, and you will understand that your statement is FALSE.
The second statement is true, however this is true for every Biotech seeking approval.
So on ADXS case all depends on results because the SPA takes care of all the potential issues with the trial design.
Go Zen
Cheers
and please lets not spread lies and half truths on the board .. there are many newbies that fall for this ...
Or there was no data ready to be presented ...
Come on baby .. I want more cheap shares ... you are so close to my buy limit ...
We need more patients and time to build the story for the market .. this wont move the PPS..however I do continue buying because there are enough signs (at least for me) that this baby Works.
Go Zen
Cheers
Quote:
Ph1 dose escalation study. While a small study, and one designed to test dose escalation tolerance, not disease impact, one might have wished to see more disease impact:
First my apologies for the late reply, I am not logging in every day nor watching the stock up and downs on a daily basis.
Meishairwin, I am well aware that the size is small, I was just trying to point out that there is disease impact and even with a small study the hypothesis on Lm platform holds.
For the Lm platform to make its magic it is needed more than one dose and time.
The small study can not confirm nor debunk statistically the hypothesis, however I feel ok with the results so far when comparing the results between population with one dose and two doses.
If we add that the patients on this trial already went through a round of treatment ... then things do look better at least for me.
any way it is what it is .. this is just another piece of the puzzle.
Go Zen
Cheers
Look at the table comparing patient population with one dose vs the group with two doses .... I think you will feel.better of course there are not enough patients yet but i do like the results so far.
Go zen
Cheers
Do you guys realize that a portion of the potential market for Listeria is based on changes on sexual behaviour and trends ... who would have said ... there is a good chance we might make money because of sex ..
Go Zen
Cheers