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The narratives are getting weaker and less factual!
JC stooping to this low level is flushing his credibility down the old porcelain waste appliance.
Do you really believe these assertions?
Consider this:
400-500 other GBM trials fail No Efficacy
DCVax with LP at helm meets primary and secondary endpoints and has long term survivorship FOR FIRST TIME IN HISTORY!
I believe it was an understanding when the deal with CRL buying Cognate was made and with the co- inventers on the patents.
At one time the Cognate Memphis facility was explicitly stated as being strategically located and viable to produce DCVax for the Americas and Canada. I don’t think that has changed but with a large scale production at Sawston that should give nwbo some leverage to keep CRL from getting too greedy as not a sole source arrangement.
Eggxactly!!!
I’ve also wondered ever since nwbo bought the Sawston land if eventually nwbo will change its headquarters and such to the UK?
Does anyone know if there would be tax advantages? I think there are advantages in Ireland but idk about the UK.
Of course if nwbo is acquired it might be a mute point.
Roman,
I appreciate you sharing your experiences with Labs folks and the kind sentiments.
It would be great to be pleasantly surprised with some DCVax news tomorrow and a better day for patients!
Yes, the breakup was the beginning of the shift, after a little lag and changing of the guard. I wouldn’t assume it’s going to end necessarily. Reinvention is possible and as a major defense contractor CEO once commented to me, “you guys collect an awful lot of quarters.”
I worked at IBM prior, when it was under government pressure with the anti trust. IBM stood its ground but has undergone something like 3-4 reinventions of itself including the current one which appears to be showing traction with yesterday’s income and revenue beats. (The dollar strength and exiting profitable Russian business can’t be held against them imo.)
The Labs can take credit for discerning his high potential and supporting him in completing his PhD, however I’d give Malone full credit for becoming a billionaire!
I spent close to 20 years at the Holmdel Bell Labs, down the road from Holmdel HS, and almost the same at other nearby Labs facilities.
Those earlier years in Holmdel were great!
We used to be respected for our brains and trusted to identify and pursue the sciences in ways that could advance the interests of the company and its communications mission. It was quasi academic and we were at the forefront of technologies and members of standards and professional/governmental committees. Great fundamental advancements and inventions came from those hallowed labs and halls.
Then when the shift to so called faster return investments as measured by bean counting grew in prominence, benefiting universities and various Princeton area research organizations, it was still a great place to work but big new discoveries were fewer and farther between imo.
While I didn’t make billionaire status I enjoyed the long career and especially all the great people, second to none in my opinion!
He preceded me at Bell Labs, and while some may think he was opportunist in earning his doctorate and then leaving, I chalked it up to his being smarter than most of us!
More power to him for recognizing the limitations and constraints of even being a superstar within large corporate life, and instead becoming the smart and capable right hand man to an early cable entrepreneur, then pioneering the cable industry move to consolidate many individual cable entities into a cable powerhouse. He also was smart to realize the power and value of content at the right time, keeping his Crown Jewels as part of the mega deal he made with our former employer at quite a healthy price.
His financial engineering, forming, reforming tracking stocks while being as tax efficient as possible, has dumb old me scratching my head, but also all the stock analysts and pundits. We are all reduced to not understanding but investing along side him in his various asset/rights shuffles and not having a clue when and how he’s going to pull rabbits out of his hat, but betting he no doubt will.
I think he’s been doing the Ted Turner, Larry Ellison, Bill Gates, etc thing, or more likely they’re doing the John Malone thing, by accumulating terra firma!!!
We can take a page out of his journal, and move our park benches as close to his big house on the ranch as possible and try to learn from the master about business and a well grounded life!
Did I mention I think highly of his intellect and living his life on his own terms and priorities?
John Malone would be impressed!
Who knows, he has plenty of land for even a luxury park bench on his ranch. I think Greg Maffei has a bench there as well
Now that is certainly using your noodle in a creative and quite interesting angle!
Yes, indeed!
Another way to tell the difference between the real Rolex and the near identical replicas is if the watch survives the overhead golf club to the head swing and impact
I had long promised my wife a Rolex, and finally got one for her recently from that same friend of another friend, with the original paperwork from an authorized retailer in Singapore.
I spent days researching and corroborating the watch details, the bracelet details, the paperwork and retailer, the serial number, etc., and as far as I could tell it’s a legitimate Rolex with an aftermarket Diamond bezel.
It changes time settings correctly in the proper direction, and keeps accurate time as long as I feed the tiny hamsters once in a while
These days I can be easily mistaken for AF, sorry to say. My wife very much enjoys reminding me how big ma belly has gotten!
I don’t have proof, but I got the feeling the company was caught by surprise regarding nyas and Dr Liau.
I got that feeling because the nyas notification came first, and then nwbo put out what looked like a hastily put together PR and it didn’t get sent out to the emailing list as is the usual practice.
In any event I would categorize the journal as an interim and necessary catalyst. And I agree it seems like a change in strategy, however we don’t have the whole inside view and are judging with partial info.
The goal is approvals, and then more to follow.
I’m good with that
Having a peer reviewed journal article nips a lot of the potential FUD and skepticism in the bud!
I propose we build a campfire near a park bench and sing kumbayah (sp?) I’ll bring a guitar but does anyone know the chords?
The company didn’t move goal posts.
Maybe we all keep establishing goal posts and project them onto our thinking about the company.
They are working methodically and diligently towards approvals and what it takes for approval, including manufacturing with quality at scale.
It was certainly at least R rated with moments of possible X!
I’m violating my Groucho credo -
I wouldn’t want to join a message board that would have me as a member
I have an aunt in Taxes, …Dollars, Taxes
We can agree to disagree as mere survival has been an achievement and completing such a large complex trial as a pre revenue biotech deserves appreciation imho.
Today’s billion shares times $100 is $100 billion market cap, so yes it assumes achieving Big Pharma like valuations.
Five years ago I wouldn’t guess Apple would be a $1-2 trillion market cap.
It’s probably a generational thing, but I can’t help feeling like we’re seeing all the remaining great ones leave us. At least they’re captured on media for us to revisit but it feels like they’re just not making legends these days, no disrespect meant to todays leaders in entertainment
Ah yes, good memories!
I happened to catch Rodney in Atlantic City and I don’t know if it was arranged but Andrew Dice Clay was there and brought up to joke and interact with him. I think it was an arranged plug for Dice.
They were both funny of course but Dangerfield was like the mentor.
I got into Celgene fairly late but still wound up with about a 5-bagger. The earlier investors in Celgene got something like over 5000% gains (>50-baggers) and that didn’t take a lifetime.
If the DCVax platform becomes SOC for GBM and rGBM, and then extends to other solid tumor cancers, and if Direct is made to work against inoperable cases with some efficacy, what would that be worth?
And we’ve seen what a feeding frenzy can do to stock prices in the short term.
My neighborhood is so tough, they don’t shoot you, they insert the bullets manually
I tell ya, I get no respect.
My wife cut me down to nooky once a month, but hey, I know a couple of guys she cut out all together
RIP Rodney!
Our days will come and I mean days, weeks, months, no longer years except for the growth and appreciation that will build over years.
I agree that we are reasonably looking for generational wealth, which for me begins at a share price of $75-$100, although anything over $5-$10 would be an ok return for the years I’ve been investing in nwbo.
My strategy, if I have the fortitude to stick with it, is to recoup my invested dollars somewhere above $5 per share, and carefully monitor the situation as the price climbs.
If there is a step function jump due to something like a BO and/or partnership, if the acquirer is a quality BP like Merk or BMY, I would feel safe to hold and reap the dividends. Within my tax advantages accounts I could subsequently diversify some out into other quality dividend paying companies thus giving up some of the DCVax driven growth for a little more diversification.
There you have it, my current plan, always subject to change if fundamentals change.
Dreaming? Perhaps, but it’s feasible and hopeful rather than overly negative.
A few years ago I would have put probability of success at maybe 60-65%, and now I think it’s closer to 98%.
Maybe an interesting spot survey we could do now is to each provide the following:
1. Probability DCVax L is approved by at least one RA = P(A)
2. Probability DCVax L is not approved by any RA = P(NA)
I’ll start it off with my own:
P(A) = 0.98 P(NA) = 0.02
Did you just watch the rerun of How to lose a man in 10 days? The scene outside the diamond frosting event after singing You’re So Vain.
A journal would not wait on approval.
A paper is published on its merits, isn’t it?
Sorry for the unintended double negative….of course I meant nwbo will get dcvax-l to approvals!
Those who have been opposed to nwbo, or more likely not being able to get DCVax platform under their control, and their mercenary FUDsters, have thus far failed to eliminate the disruption they fear over at least a dozen years of trying.
The manipulators of the stock action have thus far been the winners of a rigged game, but it’s just another vehicle for them to work the money making machine.
Having survived this challenging environment for over a dozen years, through early trials and this monumental phase 3 GBM trial, and extending more than a few lives along the way, we now have completed the phase 3 with approvable results and the ability to manufacture at scale and very competitive cost well in hand, there is little doubt nwbo will not see this through to the approvals.
This is not the beginning of the end but rather the end of the beginning!
The DCVax platform is just getting started.
Jerry, Jerry, Jerry… you usually don’t quote out of context
Manipulation and other shenanigans with impunity on this exchange, a veritable license to steal!
From what I remember when my daughter got papers published in a medical journal, you have to:
1. Submit the paper draft according to the proper formatting and reference requirements
2. Wait for response
3. Address any identified issues with the draft
4. Paper goes to peer reviewers
5. Address peer reviewers comments (can cycle through this)
6. Paper accepted to be published in some future issue
7. Notification of issue to be published in
8. Publication in assigned issue
For a one or two author paper of moderate content (I’m taking some liberties here) it could reasonably take 9 months give or take a few months (6-12 months) without unusual circumstances.
So I conjecture that a paper on a breakthrough treatment trial spanning over 12 years, incorporating the two new elements of external placebos and pseudo progression due to immunotherapy, and a larger set of authors, and trial sites/patients/neurosurgeons/radiologists/medical associations/etc, and during a 2+ year Covid pandemic, might reasonably take 1-2 years to be ready for publication assignment and publication.
I object on the basis of habius corpus, corpus christie, christie Brinkley, I’ll stop at Christie Brinkley!!!
Relying on the mercy of the judge is one thing, but I don’t think “justice is blind” was intended to support turning a blind eye to all the systematic stepping over, heck, trampling on laws of the land with impunity and not being at least called on it, is eroding everyone’s faith in the “system” and the pillars of our country.
This mini rant is not directed towards you, just an opportunity to vent on my part, a quasi ignorant fella who has often stated that illegal is a sick bird
Nwbo must be waiting for something or they would have at least set a date for the ASM by now.
I’d like to think they want to get some goodwill into the shareholders bank, again being an optimist.
PM you must have roughed it, since although there are beautifully maintained grassy knowles and cement barrier walls, there isn’t a park bench to be found in Dealey Plaza or across the ways from it !
The grass is very nice but between the guys that insist on telling you the history for a tip, and the downtown Dallas homeless, I doubt you could sleep except with one eye open.
Guys, I really hope we get the JA before the end of the month, and other catalysts to follow on the way to UK approval by end of the year or early 2023!