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I agree with you and it is just too bad that S.A. publishes articles written by (sorry) amateurs. They are mixing up facts and it is true that they don't understand much about the science. We need more 'Larry Smiths'.
A while ago, I wrote for 5 years -in French- in student newspapers and never would I write a piece without making sure I mastered the facts and knew what I was talking about.
So, what are you waiting for... you and a few contributors here, who can easily recognize themselves. You guys should be writing on S.A.
Regarding your predictions... 'by 2014/2015, there is a real chance we will see an effective broad-spectrum cancer vaccine based upon DCVAX technology!' with a pps btw 200$-400$.
You exposed your points very well, on both L and Direct...
This is the best case scenario and it is totally realistic.
I can't add much to your arguments... knowing L has been used for compassion and has been tested in a few different trials... and knowing an old and less potent version of Direct was used more than 10 years ago and showed spectacular results on 10 people...
Knowing Liau lost her mom from brain cancer, and has been on a quest since then to find a cure or something close...
Personnally, yes I believe that this small team of people, and Linda as the cornerstone has a very big chance to bring what mankind has been waiting for years. I believe much more in people working years behind the scene than people going for fame and showing off.
So yap, I also think by mid 2015 NWBO will have more than a 10b mc.
New article...Dentritic cell vaccines, a look back at clinical trials since 1999... on market watch
... I believe (such as Flipper44) there's a small but real chance of early approval for L, in this interim or the next one... which could bring the m.c. to 2.5b. That's where my 50$'s coming.
Happy New year everyone and thank you for your great posts.
...just for fun... 50$ in a year from now :)
Many thanks Flipp, I will look into it!!
Flipper
By curiosity does 'vive le Quebec' sounds familiar or not at all...
One of those responses I really liked in regards to one of the biggest BS articles I have ever read, if I may, from papa2358
'Terrible article.
Not actionable evidence, in light of the fact that the author failed to say why, up to this point, dendritic cell vaccines have failed.
That reason is specifically two-fold: one, the dendritic cell vaccines up to this point have only allowed the dendritic cells to look at a finite number of markers on the tumor, only allowing the immune system to attack cells that outwardly show those markers. two, the treatments, for the most part, have used either synthetic dendritic cells (not the patients’ own) or they have not used boosters to increase the potency, or number of dendritic cells, that are created in the lab for the treatment.
NWBO’s treatement attempts to correct both of these deficiencies by using the patient’s own dendritic cells and boosters to increase the number of dendritic cells that are in the treatment. By using the boosters and the patient’s own cells, the number of tumor markers that are identified by the dendritic cells is greatly increased. That explains the reason why the Phase II results mimicked the Phase I trials, and the Phase I trials mimicked the animal trials used to get the Phase I trial approved.
The results are yet to be released, but since this treatment is completely different from any other that has been tried, and 10 years of scientific work were used, going on a different path than most other researchers were going using dendritic cell approaches, it’s premature at best to discount the possibilities of this treatment and unethical at worst to not state the facts that have been presented in my comment.
There are other treatments out there. Just understand this: the same scientists when starting treatments on animals for non-operable tumors were able to not only use this treatment to eradicate the tumor in the animal, but in mice were able to make the immune system remember the cells and kill them later when they were re-introduced into the mice. That has never been done, for any cancer treatment, in the history of medical research. I’d find it hard to discount these scientists and their approach so readily when they have some serious accomplishments on their resumes. I’m also not saying that they are any closer than any other study to providing a better treatment option; I’m merely saying that their track record gives them the benefit of the doubt in my opinion.
Don’t spread the Hatorade on a specific treatment because you are touting the stock of a company whose treatment method is different. Your conclusions are lacking evidence to back them up, and your analysis is the equivalent of saying that just because an assembly-line manufactured Ford is made badly that all other cars, by any other manufacturer, are made badly because they are all cars manufactured on assembly lines. That’s really absurd when you think about it.'
No problem 'NS'...
You did not have to delete it at all, I just find it dizzying on yahoo when someone is saying about that stock going there, or there, will closed at etc. And most of the time it does not happend. Here I really appreciate deep articles and sorry if I was harsh... must come from the fact I'm working 10/11 days in a row :)
Great posts... do you still believe NWBO has a good chance to see his phase III halted and the vaccine given to everyone ...
I must admit that half of my confidence came from the spectacular phase 1 results of two competing co. Now that IMUC achieved only 2-3 m in pfs and nothing significant in os YET... and the fact that Linda mentioned that even if the 6 month in pfs is not achieved, the phase III is still powered with subgroups for efficacy... why mentioning subgroups if 6 months is like... a walk in the parc... or did she knew for IMUC and wanted to reassure investors, or... This is way more risky now I believe. I'm still long.
Thank you Ou. Your experience is talking and I sure think It would be a good strategy to sell some % in that time. Also, if they get 4 or 5 extra months in pfs in L, the pps will take a hit, even though they would probably obtain the green light and go up again. Some could re enter this entry point. Or they will get their 6 months...
Well, we have exciting time coming. I don't consider having a big stake, very far of the 10k shares I wanted. So, I'll try to be rational, and stop thinking about a 10b+ mc with maybe 50m o.s. at that time... looking forward seeing if we get this 30%+ in tumor regression with Direct...
YMLG17 Listen ... I just loved what you wrote and it just like me, totally:
' Stay tuned sports fans. I learned about the importance of diversification in portfolios in business school. But after reading a ton of material about NWBO, I am practically all in, and not worried about the risk.'
I'm all in ... let's see if my gutt feeling and witch I'm getting paid for is right. But I can tell you it is, happy you're in the club :)
Dcvax vs Ict107 part2
By mtaotter
This would also explain why a scientist that confirmed DCVAX-L in an independent patient study at Ceder-Sinai would go to IMUC. Because a Real Scientist would know there was a subgroup that might benefit more from ICT-107, even though most would receive greater benefit from DCVAX-L. That's how real scientists think.
This would also explain why DCVAX Direct kept getting tinkered with until they found the most potent version.
The question the scientists must have asked was....why, when DCVAX covers all the antigens/biomarkers, are we getting these slightly better results in a subgroup with only 6 antigens presented from ICT-107?
My guess is they reached the conclusion that while a frozen (ground up) tumor sample can present most antigens/biomarkers, it is a DEAD SAMPLE. They reasoned that as such certain antigens/biomarkers must get missed from time to time in the preservation/grinding of dead tissue when presented to a dendritic cell.
Naturally, they thought it was worth continuing to try and find at what stage a dendritic cell would fully take advantage of the antigens/biomarkers presented to a LIVE TUMOR CELL. They had a start in 2003-2004, but it was not the right stage. Finally they got the stage to a teenage dendritic cell, and that's when they got the 80 to 100% response in the maurine studies.
My guess is the cancers that only had 80% were high-hyaluron (like pancreatic and ovarian), and scientist could not get enough dendritic material inside the dense organs. That is why PH20 may make it 100% across the board if they combine them.
Speaking of combining, I believe there is no reason not to combine ICT-107 and DCVax-l. Less
Dcvax vs Ict107 part 1.
I don't know if people here do read the posts I n yahoo, but I think this one is worth reading, from mtaotter:
Reading between the lines from the conference call, this is what I see.
IMUC decided to use OS as their endpoint knowing at the 67th event endpoint it would not project very well. They did this because in the long run, their OS will be far superior to their PFS (which they knew would be statistically significant from the get and always). They were willing to take the hit early, knowing they could have used PFS as their primary (which they chose not to do), because in the long run they were going to demonstrate a very strong OS in a subgroup. This is where their ultimate applicability will be (they hope) when lined up in an eventual market competition against NWBO.
NWBO, on the other hand, chose PFS, which was already superior to IMUC's phase one results, but more importantly, is known by the scientists from both companies to be an easier hurdle at the early endpoints because it returns its data set much more quickly.
IMUC scientists pretty much admitted they knew it was their secondary endpoint that would initially pass (and stay significant). This is probably why Larry Smith said there would be a buying opportunity after the phase 2 results, because these results are what the scientists (but not the "twitter traders") expected. It would also explain why some insiders in IMUC pulled some of their money out, because they knew there would be a knee jerk reaction, and they could help their company by buying back shares with more capital than they otherwise would have had if they stayed in all the way down. Makes sense. It would also explain why insiders are not pulling their money out of NWBO. They expect to pass both OS and PFS the first time (either in interim 1, 2 or final) in phase 3. It would make no sense to pull their money out, because they (and I dare say the IMUC scientists) expect NWBO to pass OS and PFS either at interim or final. Thus they would not be helping their company to pull out now and buy post results. Less
Dok, good post. Just to say I'm all in too, and I wish I could have bought twice the amount of shares I got. But actually, to get those meant cutting my expenses on everything for a year! But we'll be well rewarded with L and maybe ovarian, and prostate who knows. If Direct works, we surely can expect a mc of 10b and more. So nwbo has so much potential and this is once in a lifetime imo.
And I got a lot of confidence into Linda, her management skills, connections etc. Rather having a few and important pr's than a futile one every week. And as some have implied... we might get a very nice surprise from the DMC in a few weeks :) I think the next 2 years will be amazing!
So if it's buy buy buy for institutions, it does mean something great is around the corner, first it seems for institutions... second for the longs that have believed in them... it's like they don't really care that their pps gets axed! It's always one more chance for institutions and for investors with a good flair... witch I believe I got and many of us longs
NO ABSOLUTLY NO CONCERN AT ALL
Penn Ovarian Cancer Research Center Immunotherapy Program
So is this NWBO's vaccine or is it their own using the same technique..? 'John1045' gave us an abstract on Aug 30 in the Oncoimmunology, on a 6 patiens study with Marnix Bosch from nwbo being a co-author. Now on the Upenn site:
Penn Ovarian Cancer Research Center Immunotherapy Program
Mission
In its personalized approach to treating cancer, the Ovarian Cancer Research Center (OCRC) focuses its efforts on developing new therapies which boost the body's own ability to fight cancer. The underlying notion is that tumors are different enough from the normal body, such that they can be recognized and attacked as "foreign" by the host's immune system, once the immune defenses are properly educated and activated. This process is known as immunotherapy.
The Center has a unique solid immunotherapy program with the infrastructure necessary to take therapies from bench to bedside. The ovarian cancer trials that are currently being conducted are highly personalized and each aims at "educating" a patient's body to fight her tumors. The immune cells that pick up the tumor unique proteins (antigens) and present them to the immune system are called dendritic cells. These are the sentinels of the immune system. After a dendritic cell picks up tumor antigen, it travels to the lymph nodes (the working stations of the immune system) and activates lymphocytes (the soldiers of the immune system). Lymphocytes exit the lymph nodes and seek the tumor, where they attack and kill tumor cells.
This process happens naturally in many patients and is associated with longer survival. However, lymphocytes generated spontaneously are too few and arrive "too late". This process can be boosted by tumor vaccines. Immune therapies optimize the function of dendritic cells and lymphocytes.
Vaccine Approaches
At the OCRC we develop tumor vaccines using protein extracted from the whole fresh tumor obtained at the time of surgery. We have developed two distinct and complementary approaches. The first approach uses the patient's tumor to derive vaccines without prior knowledge of which antigens are expressed by the tumor. Although these antigens may not be known, they can still induce a potent immune response, because they can be effectively recognized by the immune system as "foreign" or "non-self". The second approach relies on the unique antigen profile of the patient's tumor. Each patient's tumor expresses unique proteins (antigens) that can be recognized and attacked by the immune system. This type of immunotherapy is highly personalized. Thus, immune therapy can be designed specifically for each patient, maximizing the potential for success.
The purpose of administering tumor vaccines is to boost pre-existing anti-tumor immune response as well as induce an immune response against new tumor antigens or in patients lacking spontaneous immunity.
There are currently two phase I/II clinical trials for patients with recurrent ovarian cancer using different approaches to manufacture personalized vaccine, developed from the patient's tumor:
UPCC 19809: Uses protein (lysate) extracted from the patient's viably frozen tumor. The protein is loaded onto dendritic cells manufactured in the laboratory from the patient's blood cells. This personalized vaccine is administered every two weeks for a total of 5 times. The vaccine is now combined with bevacizumab, a drug commonly used to block angiogenesis (the growth of new blood vessels). Two weeks after the last injection, the patient undergoes a CT scan to assess the tumor burden.
Thanks Dennis, well I'm really happy then, and since they don't have that many shares outstanding and the market cap is low so I guess It really doesn't matter much. And yes, they are well funded now... amazing news ahead in the next few months.
since I never lived that before, can someone tell me what to expect with this dilution, and when. The shares will be divided I guess by what percentage?
From the prospectus... 2014 will be a hell of a good year.
We have developed a platform technology, DCVax®, which uses activated dendritic cells to mobilize a patient's own immune system to attack their cancer. The DCVax technology is expected to be applicable to most cancers, and is embodied in several distinct product lines. One of the product lines (DCVax-L) is designed to cover all solid tumor cancers in which the tumors can be surgically removed. Another product line (DCVax-Direct) is designed for all solid tumor cancers which are considered inoperable and cannot be surgically removed. We believe the broad applicability of DCVax to many cancers provides multiple opportunities for commercialization and partnering.
I think that brainstorming and most of what people bring here, are totally useful and crucial for a better understanding of where OUR business is right now, and where it's going, as shareholders.
At the sametime, one must have faith and patience, since we're still in the middle of uncertainty and in countercurrent about Wall Street expextations about this cie and cancer vaccination.
I think if they choose to wait before releasing -positive- news about dcvax, it's part of their strategy. It's something as a chess game against 'Big Blue'.
Linda (and her team) is surely an unorthodox CEO, but more and more people are thinking that NWBO will improve the longetivity of a lot of patients, if not cure them.
so, patience and faith!
Thanks Thrilliams for your response
Well... doesn't NWBO has a word to say about a buy out..? Since Linda owns about 30% or more of the stock, if they want to bring everything to market, don't they have the final word?
Thanks ou for this very usefull info.
'Smith on stock' just wrote a piece on IMUC, interesting timing and very surprising to me!
NWBO just got another booster imo.
That makes a lot of sense
I think it's time for NWBO to upgrade their website... something like Inovio
It seems the first link refers well to NWBO, and since NWBO 'The Company has also conducted a Phase I/II trial
with DCVax for metastatic ovarian cancer together with the University of Pennsylvania' has been working with them... the second link refers to 'Bevacizumab' and Aspirin
This is a great story to read...
but sorry for my ignorance, it's seems U-Penn has about the same vaccine, or very closed, than NWBO (since both doctors work together...) how good/bad is it for NWBO, if U-Penn is conducting this trial and not NWBO, and they're not even supplying the vaccine... meaning for the benefits $ of this trial...
ou71764... to what extent do you think it might be a 'desperate move'... Reading those two press releases do ring a bell when they talk about dcvax-direct now... and what about the mice that where put in a special environment that closely replicated the cancer in humans... all that would have been performed 15 years ago? But the results still seem to be very promising with about the same magnitude... but they would have had it for so many years, so as you're saying, why not having conducted a pilot study... on the ethical side, I would be surprised they would have put it on hold for so long... and the business side, there is no point imo...
Well, maybe their strategy was to wait for dcvax-L to be completed, to initiate Direct. But since the enrolment for glioblastoma takes ages, they decided to finally start Direct, which would be a new old technique with more potent partially immature dentritic cells... which already proved to be efficient with prostate... and maybe they sat on it..?
As someone as written before on yahoo finance board, NWBO has been working backstage during the past few years... and yes it has been a long long time for longs, but we've never been so close to something that huge. The results of phase I in Dcvax-L and in prostate have outperformed everyone else in the past and in present time... let's be patients for the last few miles and everyone, imo, will be amazed... And thank you everyone, it's great to read some detective work here! (youppi555 on yahoo)