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UTSW and PPHM were perfectly fine in letting PPHM spend 300+ millions in trials. Does that mean anything?
Many years ago the argument was that nobody outside of PPHM knew or was talking about PS. When PS was in the news the argument was that nobody was talking about Bavi.
When SUNRISE was halted because of abnormal control arm results the argument was that Bavi failed.
The latest argument is what you said that Bavi is worthless.
What will or is the next argument? Maybe that PPHM never owned the patents which were licensed to them. What will the argument be about the 300 plus millions spent to develop Bavi? Does AVID now get them to offset any future earnings? Oh, I get it that will happen after AVID is sold for peanuts.
What about the 300+ million R&D costs?
Do they get to stay with CDMO? No mention at all so far.
We got nothing because the old BOD did not sell or partner before going into phase II and III. We can only guess why but it is a very good guess that they were trying to go at it alone in order to make the most money for themselves.
Any drug can be sold on the slightest chance that it might be approved. The value of the drug is determined by what phase the drug is in and the market for its indication. Drugs in the pre-clinical stage have been sold for millions, drug in phase I for tens of millions, drugs in phase II for billions. Bavi made it to phase III and it could have easily fetched 10+ billions based on the breast cancer market alone. Add to that all of the other potential cancers that it could have been approved for.
It could have made other drugs more effective, safer, and more profitable. Add to that the exosomes and Betabodies. And the value would have gone even higher.
You stated in the past that Bavi was never worth anything. A drug that makes in phase II for a cancer like breast cancer can easily be sold for billions. When Bavi made it to phase III the price went even higher. The problem is the BOD decided to go at it alone. They could have sold or partnered if they chose to do that and it would have been a much different story.
Somebody went out of his way to form a company without revealing who they are to buy a product that is worthless. They just happened to be so generous to pay 8 million more than it is worth. Exosomes and betabodies patents are also dead. No mention at all of what happened to them.
A sale of the company will require shareholders approval. Is retail already outnumbered by Ronin, Dart, et al?
You never know. It could turn out to be the darling of Wall Street.
"Medarex shareholders may not have realized the early potential value of their IP assets picked up by BMS .....and it will be much more difficult for Lias to play that type of hand out if that was the plan."
In what way would you say it would be much more difficult for Lias to pull off another Medarex deal?
It should be abundantly clear by now that BP cares about making money a lot more than improving people's lives. If BP had to choose between a drug that would be very profitable for them but would actually not be helpful to people or even harmful or too risky and between a drug that would be helpful but very little profitable which drug do you think would BP pursue and bring to market?
For the right answer remember VIOXX.
Fasting enhances chemotherapy and immune response
"“This (a fasting-like diet) could be a very inexpensive way to make a wide range of cancer cells more vulnerable to an attack by the immune cells, while also making the cancer more sensitive to the chemotherapy,” said Longo.
Previous work had shown that a short-term fast starves cancer cells and facilitates the chemotherapy drugs to better target them. Also, a low-calorie, fasting-like diet can slow the progression of multiple sclerosis by killing “bad cells” and generating new healthy ones."
I think I saw a video in Italian of Valter Longo saying that a human trial went well and that they were recruiting hundreds of patients for a new trial.
https://immuno-oncologynews.com/2016/07/14/fasting-like-diet-may-naturally-help-cancer-patients/
https://clinicaltrials.gov/ct2/show/NCT01175837
real patients experiences
"I have metastatic breat cancer in the liver and bones. I am having Chemo weekly for three weeks on and one week off for a few months. I did not fast tor the first session. I had quite a lot of side effects including headaches, diarrohea, joint and bone pain, nausea and chest pain etc. For the second session I did a fasting mimicking diet 24 hours prior to chemo, the day of the chemo and 24 hours post chemo. I was amazed at the difference in the side effects, which were noticeably no headaches, no nausea, no diarrhoea and no bone or chest pain."
https://forum.breastcancercare.org.uk/t5/Chemotherapy/Anyone-else-fasting-while-on-chemo/td-p/1025235
While that may be true if they have changed their tune and demanding accountability from the new BOD that is a good thing.
If there was no Phase II sabotage or Phase III outperforming control arm and Bavi had been approved we would have all been fine. Those are two things that no one predicted. There was definitely high hope before the first look in. But we can all agree that the old BOD should have partnered and not go at it alone. We don't know if there would have been a similar result at the first look in with partner.
I don't understand how the FDA would allow a trial to be tainted by allowing patients who went on to a different drug to be still be counted in the control arm. Those patients should not have been counted because SUNRISE was comparing Bavi plus Doce against Doce alone. Maybe the great Garnick should have foreseen this and demand that in the event some patients pursue a different treatment they should be excluded from being in the control arm.
I think as patients or potential patient we want as many options as possible. Now there is no option of Bavi and Doce.
" now to read how we need to hold current leadership in place 30 days accountable to shareholders is beyond laughable, where was accountability the last 5 plus years? "
Just because there was no accountability for the last five years it makes OK if there is no accountability now? Why the bother then to oust the old BOD and get a new one if nothing was going to change?
So the new BOD nominees then were told, you know what: there is this company who has had a BOD who was no accountable at all to the shareholders, they were not transparent at all and we want you to nominate you so that you can continue down the same path. Who likes that kind of logic?
Delaware companies directors fiduciary duty,
"Massachusetts SJC holds that directors of publicly traded Massachusetts corporations owe fiduciary duties not to the shareholders (as in Delaware) but to the corporation itself."
I am not sure if the above says that in Delaware the fiduciary duty is owed to the shareholders or to the corporation.
https://www.nixonpeabody.com/en/ideas/articles/2017/03/13/massachusetts-high-court-rules-that-public-company-directors-owe-fiduciary-duty-to-corporation
I
You forgot to mention that in the SUNRISE trial if the control arm had not outperformed the trial would not have been halted and BAVI could have been approved as BAVI performed as expected and beat the SOC.
Also, it could be mentioned the reason why the control arm outperformed.
" What has PPHM management let slip about their "book of Secrets" content when Pharma came to visit"
This is the first time I hear of this. When did this happen?
I think we are going to end up with more than breadcrumbs, like croutons.
He might crying if we are breadcrumbed and he doesn't get any more than what he has gotten so far and the IP turns out to be what it appears to be. But of course all those KOLs and MSK would have to be totally wrong for the IP to be worthless.
I always thought that the BOD would eventually partner or sell the IP to get a lot more than they could have gotten by keeping the gravy train going. Ronin put an end to the gravy train going and now they could still surprise us and come up with a deal that would still give them a lot more than the salaries they have been getting.
Then there should be no real estate market because there is no shorting allowed. But we have seen many times when real estate values plummet due to supply and demand. The same thing would happen to the stock market if there was no shorting allowed.
I have two Scottrade accounts and the fractional share for both were rounded down not up. I lost almost one full share. I have two other small accounts one at Scottrade and one somewhere but I don't know the exact number of shares I had at both,
When I checked five minutes after the open they still had not divided the shares by seven and that's probably why your shares were not available for sale. I checked my balance by calling the automated 800 line.
I find hard to believe your post,
that you are going to get one share for seven of your shares while you leave out that your pps will go up seven times meaning your shares will be worth exactly the same. What happens after the reverse split if there is one is all another matter.
>We will see new funds come in and push PPS higher. <
I think it works the other way around. New funds come in and push the pps lower. As an example here, Dart came in at 1.08 and Ronin came in at .3 to about .5.
Ronin may have been the one who shorted the stock down to 30 cents before it started buying in. Ask CP how and why it is done. Then the big buyer places a large order with the MMs at a certain low price and the MMs oblige because they want to make money on the buy and lower the pps at will, among other things triggering stop loss orders to accumulate the shares to sell to the benevolent buyer.
Ronin was probably the one keeping the lid on the pps while they were buying by doing all the intraday naked shorting. Very ethical to say the least.
In the end, retail gets burned.
We might have to wait until they get their new options. They will make so much more like that. In the long run it will probably not matter for the retail shareholders. Think about it, whenever you had money to buy more shares did you want the pps to go up or down?
Will PPHM be there?
If you are the patient will you care about safety? BP cares about the money but they will not care about making even more money with a bigger footprint?
What kind of talks could PPHM have been in and with whom?
Was a Keytruda chemo trial even done? Can you get a drug combo approved without a trial?
So, Merck will go ahead with a chemo combo because it is less expensive? How can we make sure that the chemo arm performs like it never did before like it happened with SUNRISE? Does this trial have to beat the SUNRISE chemo arm? CP what do you say now? Who will do a combo with Bavi now? Will we be saved by the exosomes and AVID?
The news followed Merck's surprise announcement last week that it had filed for a speedy U.S. approval of its Opdivo rival, Keytruda, in combination with chemotherapy in first-line lung cancer
Merck will not only likely be first with a first-line lung combination, but said it will be less expensive due to the lower cost of chemotherapy versus rivals' pairings of newer immuno-oncology drugs
One problem with this theory is that it would take much longer than just buying the company out. And by the time you buy the company out you are going to fall behind the competition. As they say, time is money. Nice theory though that I wish was true. Who would have thought we would have sunk so low withe AVID, BAVI proven to work, exosomes in the waiting.
What happened to the exosomes? The thing that makes that most sense is that it did not work out and hence the silence.
How could the judge have been forced to seal all public records?
How many here would like an update on the exosomes? Where is the partner, proof of concept?
The only hope that we have is that when they start making some big money besides the salaries that they give themselves we will also have to make money.
When there was no deal they kept saying that they were in talks about partnerships. Now that maybe there is a deal they say nothing. Makes sense.
So if you get your confirmation of what you think is happening what do you do then? Will we know?
It has to be corruption. At the FDA.
So if two people get infected with Ebola or any other virus or bacteria and one of them has very severe symptoms or even dies and the second one does not even develop any mild symptoms because his immune system killed the virus or bacteria would you call that a vaccine?
Acquired immunity from Bavi is a completely different thing than the immunization you get from vaccines. Should,nt a shot of Bavi immunize you against all viruses and bacteria or will there be a Bavi for each? Vaccines contains the same virus or bacteria you want to be immunized from. They add all kinds of vile adjuvants like the heavy metals aluminun and mercury, formaldehide, MSG, Egg protein, and other vile ingredients that get injected directly into your blood. Each ingredient has its own role in making the vaccine work and supposedly safe. For instance,aluminum forces your immune system to make more antibodies that hopefully will kill the small amount of the virus or bacteria that comes with the vaccine shot. You have to be ignorant of the fact that vaccines contains aluminum and the other vile ingredients to even agree to get a vaccine shot which they call now immunization to fool people.
http://www.cdc.gov/vaccines/parents/vaccine-decision/index.html
What effect would that have on the pps?
It all depends on what the 'good' people who are keeping a lid on the pps decide to do.
Are they required to cover since they don't borrow the shares?
Do they just pocket the money for the naked short sales and is that where it ends?
Sunrise has data on Bavi+chemo. How can Garnick prove that the same or similar positive results can be obtained by combining Bavi with I/O. All we have so far is pre-clinical Bavi+I/O data which worked well and we hope that it would work out as well in human trials.