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hypi...PPHM posters have come and gone over the years saying, "...something has to be imminent!" Tell me where you could get the R&D being done here at a cheaper price. For years I've said the share price will soar when the money interests are lined up. Otherwise, as you said, the stock price makes absolutely no sense.
Hypi, your perspective on the market and narrative prose is [mostly] a breath of fresh air. Keep up the posting....
Hypi, thanks, but the scenario you just outlined has played out on occasions TNTC...lab tech abbrev. for "too numerous to count".
jbain, someone from PPHM needs to prod CRI into updating their PIII cancer immunotherapy pipeline site. Unimaginable actually, I agree.
north40k, spectacular! Bavi+irradiation should be standard of care should be standard of care within our lifetime. The logic is inescapable.
More worrisome than Bavi efficacy:May 27, 2014 3:51 p.m. ET – The Wall Street Journal: WellPoint plans to begin offering oncologists a $350-a-month payment for each cancer patient who is on one of the health insurer's recommended treatment regimens.
Insurers are changing how they pay for cancer care, aiming to blunt soaring costs and push oncologists to adhere to standardized treatment guidelines.
The largest effort yet is set to be unveiled by WellPoint Inc., WLP -0.55% which will begin offering oncologists a $350-per-month payment for each patient who is on one of the insurer's recommended regimens. WellPoint, the No. 2 insurer in the U.S., will roll out its new program July 1 in six states and through its entire network by the middle of next year. Initially, it will focus on breast, lung and colorectal cancer, but it will expand to other forms of the disease.
Cleveland Clinic's Taussig Cancer Institute will participate in the WellPoint program 'where it makes sense,' and the extra $350 payment 'is not something we'd ignore,' said Taussig Chaiman Brian J. Bolwell. Bloomberg
Programs like WellPoint's and others around the country are part of an effort to smooth out wide variations in how doctors treat patients, which health experts say can be wasteful and don't always benefit patients. In cancer, insurers and health-care providers have been developing treatment protocols—sometimes known as "pathways"—that are supposed to represent the best and most efficient approaches, balancing cost, benefit and side effects. Insurers are then paying doctors according to how well they comply.
These efforts have the potential to transform the way doctors practice medicine, but they can also spark pushback if they are seen as heavy-handed. Some oncologists worry that moves to standardize treatment could cause tensions as genetics increasingly guide them toward more individualized approaches. Also, there is no widespread agreement about how such programs should work or the exact protocols they should use.
Brian J. Bolwell, chairman of Cleveland Clinic's Taussig Cancer Institute, said the clinic will participate in the WellPoint program "where it makes sense," and the extra $350 payment "is not something we'd ignore." He said WellPoint's clinical recommendations were reasonable, but the clinic is developing its own treatment pathways, and he is concerned about facing different recommendations from each insurer.
"We generally don't like to practice by insurance company, we practice by patient," he said.
wwtmm, good post. thanks. the anti-PS platform is going to find a market. it is not an accident that clinical trials begin with very ill patients. if there is positive bio-activity and its safe, it will find its way onto the treatment table. it might not even be for cancer. we'll see. good luck!
zumantu, welcome!intersting post, thanks.eom
geo. downstream competition.eom
volgoat, valuable, thanks. The spin-offs from Bavi cancer trials may very well be more valuable than cancer app.s, especially in inflammatory states. This paper you recalled for us is of utmost importance.
jbain. what's your timetable for approval? The first PIII "look=in" for PPHM's Bavituximab is when? Looks like we might be licensing for various different disease indications.
The factoid to keep in mind is that the pharmokinetics indicate Bavi will be orders of magnitude more effective for early disease states (e.g. chronic inflammatory states) than for incurable, end-stage cancer. Looks to me like safety AND efficacy for naked Bavi. Imagine Bavi with a payload for, say, rheumatoid arthritis, or myocarditis, or, or....?Alzheimers?.....
Disclosure: Why notPPHM? InvestorsHub was paid $1,000 by Red Chip Companies Inc to disseminate the following advertisement. Are any of you out there Red Chip Co.,Inc, propaganda people? Or similar product anti-propagandists? Any Pro-Bavi/PPHM? In only a few years we have gone from belief of internet content to total mistrust. The artificial brain is no more honest that the people who assemble content! Seeing is believing? No more. Initially the photographs were masterful reproduction of nature. Now the spectacular ones are superimpositions manipulated by Photoshop.So So the IHub ad asks, "Why did the National Institutes of Health and Department of Defense Fund Research AV Therapeutics' Prostate Cancer Drug? NIH and the US Defense Dept did the same for PPHM Bavituximabt YEARS ago. The IHub ad continues "AV Therapeutics has enlisted fifteen leading institutions to test their prostate cancer drug, Capradine, for a Phase I Clinical Trial, Led by Howard Scher of the Memorial Sloan Kettering Cancer Center. Way early for this one. PPHM has phase III Sunrise Trials around the known world now, trying out its anti-solid cancer drug, Bavituximab, an immune system booster.IHub ad continues, "AV Therapeutics has identified and patented a chemo therapeutic drug called Capridine that has shown in preclinical models to have specific activity against prostate and colon cancer. OMG. Why no ads for Bavi lie this? Gest some more investor money in. Look at this week trading volume. Pitiful. Legend has it that ethical pharmas do not advertise to the public, but instead give free drug samples, stethoscopes, trips, and meetings to doctors. Anyway, "...AV's....[prostate] drug is expected to be the frontline AV Therapeutics product specifically in prostate cancer where limited chemotherapy exists at present." Wonder who worded that ad?! Phase I?! Why not BAVI?! PPHM has its PIII clinical Sunrise Trials at US, European, and Asian sites...and...and..Less than $1million in PPHM stock changed hands today. Remember the difference between ethical and fly-by-night pharmas. Advertising to the public. No hype. No easy money here...although trading looks pretty good despite the anemic volume. Maybe that's the secret in layman's terms: latch onto a stock with enormous short-term prospect to protect your downside , and then play it for all it's worth. No thanks. I'm holding my core and hoping. Don't have time for market shenanigans. 10 years ago I said here that politics would ruin the price structure for Bavi sooner than competition. Speaking of competition: How aboutthe biotech news today for instance. I didn't even notice the school...big name back east... found an element in one line of T-cells that fought a patient's advanced metastatic solid cancer and reversed it. Essentially brought her back to life with a transfusion of a billion cloned Tcells specific for her tumor. Not quite ready for that on a mass production basis. Not in clinical trials. A single case. Don't know duration of response. But it is a new and dramatic therapeutic strategy. Stick with Bavi for the immediate future. The fabulous ace-kicker card-in-the-hole with PPHM is its in-house MAB production facility all geared up for production of Bavituximab.. This is going to be good. So with the lousy general market, disinformation accelerating here, new cures daily, and poor PPHM track record, only the smart ones still have all their play money trapped here, On a personal note, itt has been a long week of interesting patients, and only a few minutes ago I completed 3 hours of reviewing insurance reimbursement/medical necessity/standard of care indications for cochlear implants and bone-anchored hearing aids. Now to the weekend. Stress reduction everyone, I think this is going to work out well. Not a serious misstep yet. Cheers!
CP, I like your "an appeal would be their last of sorrows.."
eyebuy,nice. Bavi imaging only a matter of time...
ndorph, great name. welcome. don't get the drift. can you be more specific as to the accusations? a good number here would not know who/what PT is. where is the detractor now? Interesting Pfizer board member tie-in to UTSW.
Reviewing Thorpe patents, 2004-05: "Another effective version of the vascular targeting approach is ... delivery of coagulants, rather than toxins, to tumor vasculature [which] has the further advantages of reduced immunogenicity and even lower risk of toxic side effects. As disclosed in U.S. Patent No. 5,877,289, a coagulation factor for use in ... [truncated] Tissue Factor (TF), the major initiator of blood coagulation. Recently, the aminophospholipids phosphatidylserine (PS) and phosphatidylethanolamine (PE) were identified as specific markers of tumor vasculature (Ran et al, 1998). This led to the development of new anti-PS and anti-PE ...[MABs] for delivering anti-cellular agents, toxins and coagulation factors to tumor blood vessels (U.S. Patent No. 6,312,694). [WHILE INVESTIGATING THE ABOVE] it was discovered that unconjugated antibodies to PS and PE exerted an anti-cancer effect without attachment to a therapeutic agent, which became known as the [BAVI] "naked antibody" approach to tumor vascular targeting and treatment (U.S. Patent No. 6,406,693).
The take away: Bavituximab, in its current "naked" iteration, is only the tip of the iceberg in a potentially vast anti-PS, anti-PE therapeutic and imaging platform. Absolutely mind-boggling potential, and PPHM continues at the forefront in this field.
skweze,one last thing before you hit the vin et cuisine: You said, "Those interested in "clinical stage biotechs" are probably already in". Methinks there is an enormously improved outlook for PPHM now vs. when I bought into PPHM Cotara story 15 years ago. PPHM is IMO a very advanced-stage biotech soon to become a mid-size big pharma...or the partner of one. I agree that the company still must turn the playbook to that page.
hypi you're good. onward!
skweze, agreed there are not a lot of buyers. Market action requires lubrication with the uninitiated and uninformed player's money, and there are painfully few fools frequenting the PPHM board. Not that there aren't a few of us trapped here wishing we were in Exxon-land or even St. John, USVI. But on the whole, those of us remaining through > a decade of holding and accumulating PPHM, are committed to not easily losing our hard-earned money. The cautious and informed optimism of this PPHM IHub blog, and of die-hard PPHM stockholders, is off-putting to the usual cannibals and criminals trying to trap unsuspecting and unwary new "players". All here are invested in PPHM, hoping to move the ball closer to the goal-line. And through PPHM science that is exactly what has, in fact, happened. Anyone here with a modicum of scientific acumen knows what a contribution PPHM and UTSW Dept. of Pharmacology has made. And Dr. Philip Thorpe from that institution and department. Absolutely outstanding examples of scientific inquiry. The missteps possible when the eyes of the scientific community are zeroed in on a new concept are many, and PPHM in my opinion, has made few mistakes. The tragedy is that if a technology isn't given away to established interests, it must overcome an incredible number of marketplace hurdles from competition. No buyers? No wonder. We aren't giving anything away here. We are not thrilled this pump and dump here, or those who clog up the communications channels with nonsense aimed at the gullible new trader. I do not personally care that the stock price remains right where it is. As long as it hits $100 by year's end. Cheers everyone. This has really been sumpin'!
sunstar, great effort. thanks eom
bioBS & geocappy..interesting. some truth there.eom
paul, we came to the wrong ballpark. This game is being played on another field by players (only 3-5 post here) in a different financial and institutional league. And we don't have a clue about the current score. Let's keep our fingers crossed and minds alert. Their droppings will probably be worth gleaning.
vp007 PPHM probably did not pay the listing fee. There are probably 10 x this # of trials. PPHM remains a speculative investment....as do the others listed here.
r622 did you recv. answer to mg/kg dose Bavi? eom
jbainseky, you're right: "Bavituximab with the anti-PD-1 checkpoint blockade should synergistically induce potent long-lasting antitumor immunity...
sunstar, nice. Your post says it all. Macrophage shift to anti-growth M1 with PPHM must be the key.
bigwup, I've been saying for years that the price is being managed by a party interested in cheap R&D. No matter how expensive all this is, what PPHM has done in the past 5 years has been achieved at a fraction of the cost a big pharma would pay. Our job is to be certain they don't give what we own away...or think it has been theirs all along.
nh,yes these numbers would turn anyone's head. Preclinical data by itself is only an indicator, but when there is such an abundance of collateral preclinical data backed up by safety and evidence of anti-cancer activity, this study has changed the equation from PPHM trying to prove usefulness to the FDA trying to prove itself effective, and capable of moving in a coherent and expeditious fashion on promising new drugs. We'll see. It is Fabulous that we have so much safety data behind us because it seems that worst case scenario is that it isn't quite as active as indications in rats.
wook, imho Brekken's publication on Bavi + irradiation has the heft and the meat to encourage knowledgeable investors, which means added security for institutions and momentum players. At this point I think the signs point upward more strongly than ever, with or without "an announcement". Even I am beginning to think in terms of designating a trading block in my holdings. We'll see what the last 15 minutes of trading looks like today.
dia 76,thanks,yes. Good easy to understand article on SBRT: http://radonc.ucla.edu/body.cfm?id=349#data. The numbers with irradiation + Bavi are compelling and exciting, and exciting is a word I seldom use...outside the bedroom.
rats and mice and preclinical data...
from the point of view of a doctor who treats cancer, and has spent time in research labs, this Brekken study of lung cancer in mice treated with irradiation and Bavi with 100% survival and 40% cure is VERY compelling when extrapolating to humans IN LIGHT OF the mechanism of action which has been so clearly and elegantly demonstrated...where?...not in humans, but in mice. All effort must now move in the direction of the greatest good for the greatest number. The price of the stock will take off when the abbreviated and accelerated irradiation + Bavitrials are encouraged and green-lighted by the FDA, and as suspense begins to build over the results of the trial in humans. Take a clip from the ImCL Erbitux playbook. This could be the breakthrough we have been waiting for. By the time results are in on the Bavi + irradiation trial in humans the price will already be in the $35+ range.
PS: the alias2002, thanks for the ecomium,eulogy, panegyric, paean, accolade, tribute, and/or testimonial. One of the funnier posts I've read.
The reality of Yervoy (immunostimulant) and Bavi is weak killer plus weak cancer killer equals (together) better and more vigorous immune response, but weak + weak is still weak. Combine Bavi with a known killer, irradiation, and boost the clean up crew (macrophages) with Bavi, boost the immune response with Bavi, control micro-metastases with Bavi, and confer tumor immunity with Bavi, and then you have a winner. Bavi + another current immunostimulant is a curiosity, and a waste of time.
cj, thanks. Fabulous, actually, about Brekken's presentation. I have never felt more positive about the immediate, almost urgent, need for use of Bavi + irradiation. Treatment included monitoring with bioluminescence [Bavi-imaging?]. Rats treated with radiation and 2aG4 [rat Bavi]had a 100% survival rate 106 days after implantation... and tumors were completely eradicated in 44% of these animals. In contrast, rats treated with radiation had a survival rate of 17% while only 11% of untreated rats survived. . This treatment does not appear to cause severe toxicity. These results suggest that bavituximab with radiation may result in improved clinical outcome in patients with centrally-located Non-Small Cell Lung Cancer (NSCLC).”
biopharm, thanks, reference? who/what quoting?
revenuer, you said morning action in PPHM is predictable. Could you illustrate a statistically significant trend in morning trading? Thanks. I don't trade because I am too busy helping myself and my family by helping others. It takes a lot of time to do it well, as you well know. cheers!
my secret interest in Bavi: "what is being done to enhance the binding affinity of armed and fully human Bavi to -PS membrane docking sites?" We know that unarmed Bavi has many times the affinity to the binding site. What can be (has been) done to arm the MAB and still have acceptable binding affinity? This is a question for FREE THE MICE. Shazam!
thanks CJ for the Brekken paper details. My take away is that PPHM associated scientists (UTSW dept.pharm, etc) have sewn this thing up as far as mechanism of action of Bavi, and the anti-PS platform potential. If I were a science advisor to a big pharma, I would give the go-ahead to negotiate stockholder assets for a piece of the action. Prostate + Bavi looks very good, as does irradiation + Bavi for almost every tumor. All this I have said before. This is a very positive report. With Bavi's safety profile to date in humans, it is easy to justify Bavi in almost any application. I want to congratulate the scientists again on this excellent and compelling addition to the Bavituximab data.
revenuer, important and interesting post. thank you. eom
nice post jimmyjoe, thnks.
ahamdrummond, agreed that irradiation + Bavi, and preop or post op irradiation + Bavi presents problems with measuring outcomes over long periods of survival time, but do not agree that it would be a hard sell to enroll patients. It is definitely easier to measure outcomes in hopeless cases with short survival times being treated with chemotherapy, but that is not the optimal indication for Bavi use. A surgeon or radiation therapy would jump at the obvious opportunity to improve his survival statistics with an agent like Bavi. Now we are testing Bavi in end-stage disease, disease in which there is no realistic expectation of cure, and expecting unrealistic reversals of disease. What we should be expecting is a good safety profile and indications of anticancer/pro-immunostimulatory effects, and that is what we have.
Patients treated with surgery usually have a shot at long-term survival or cure, and similar with irradiation and/or surgery. If not, they are given chemotherapy.
Addition of Bavi to irradiation or surgery protocols would expand the indications for either therapy.
That is, in cancer cases in which metastases are already present, surgery is often not offered now, but with Bavi to control metastases more surgery can be performed to control the primary cancers. By expanding the indications for surgery or irradiation we expand survivability and expand the stage of cancer that can be cured.