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I think the Friday close was repeated today. The sp was mainly up 2 or 3 cents, and it looked to me that the price was knocked down right at the close again. Maybe I’m imagining but it’s as if there was no way the sp was going to be allowed to close up today, and Friday.
I’m still awake too
Sometimes it’s not the size but how you use it
Seriously, I wouldn’t exclude NEJM, however I wouldn’t exclude other fine journals of medicine and especially, oncology.
NYAS is not chopped liver of a venue, it’s prestigious, and ASCO will still be there in less than a month and given the press coverage to be expected from May 10th until ASCO I think all those oncologists will be quite interested to engage and learn more about DCVax and the phase 3 results.
That’s an individual opinion and assertion, which you’re entitled to, as each of us are entitled to draw our own conclusions.
Objectively though, there sure seems to be a lot of statements, PRs, and other indications that the phase 3 trial data will be shared Tuesday.
We may get further information tomorrow and certainly Tuesday morning, so we’ll know soon enough.
Based on the title of Dr Liau’s presentation, I’d say exceedingly unlikely
(approaching zero in the limit as an infinitesimally small delta approaches zero)
I unless the NYAS and Dr Liau just toss around semi random unreliable information on matters of the greatest importance!!!
We will know in less than 48 hours and maybe within 24 hours, finally!
I’m probably going to have trouble sleeping from anticipation and waking up to check the time and for PR/updates.
Kinda childish on my part but at my age a little childish behavior might be a good thing!
LP and LL and teams got to the goal line against all manner of defense trying to shut them down, including plenty of unsportsmanlike behavior, so I’m just going to trust them to score the win as they know best.
If there happens to be some shorts squeezed then dems the breaks!!!!
Let’s explore the logic further:
There already are patents related to DCVAX, and DCVAX in combination with other treatments such as Keytruda, Opdivo, etc.
NWBO and associates can address the potentially broad range of (non-combo treatment) solid tumors without a buyout or teaming with a BP, however might not be as prepared and equipped for full marketing effort(s) and could take awhile to raise funding
Licensing and/partnership/teaming with multiple BPs for combo treatments certainly doable and probably a given. Would support the quickest, broadest, most affordable, route to go up learning curve and revenue/sales growth
If the science is validated for many indications and combinations, the potential value creation is humongous imo
You’re a humanitarian!
Makes me wonder how many other unsung heroes are out there quietly doing their best for mankind!
This may be my last post until after midnight since I must be at or close to the board limit for unpaid posters already.
It would have been a much needed shot in the arm (pun intended) for the ARK funds, and not too late imo.
Yes indeed, so you must act responsively when on the bench, after all if a little rumble of passed gas might cause a thunderstorm in Beijing, imagine the potential impact on Hong Kong if you let one rip
I think it’s called the butterfly bench effect!
It could be as simple as there may be a simultaneous release of a Short PR stating the TLD in the form of the endpoints were met. You can find examples and they are very brief statements.
That would take care of any concerns about equal access to TLD.
Dr Liau could share the same and more in her presentation, where one slide could easily cover TLD.
No worries
Yea, that’s it!
They’ve adapted Tesla cars to host FlaskWorks devices so DC vaccines are produced as an added value feature! NOT
Just joking !!!
Don’t have to cover everything in detail just summarize the trial and analyzed data to show “is we is or is we ain’t “ efficacious and meeting the trial endpoints.
Paper presumably details everything and there will be other conferences and events to follow if successful.
ASCO less than a month later, plus others.
If news is good as we expect the news media will cover it. They did the last time for blinded interim info.
I guess it never gets old for someone to sign up for events as Donald Duck, and other assorted characters.
Would be surreal if Elon Musk really showed up at NYAS as a buyer/investor, however I think he’s got plenty on his plate already!
I hope to pop the cork on the bubbly I’ve been keeping for this such occasion!
I hear ya 100% !
I was very tempted to go in person since I’m about an hour drive from Park Avenue, however except for the many trips for medical reasons I avoid driving into midtown Manhattan these days.
Oh well, I wasn’t aware there was a registration cutoff, and I will be following this board continuously Tuesday morning. I alerted my wife that I will not be going or doing anything else Tuesday.
She’s onboard now that I’ve convinced her of the imminent good news, except she’s still urging me to sell if the stock price goes up, and I’m still reminding I didn’t go through thick and thin for about 13 years to not stick around as much as I could for the growth to come.
God help me if things go in the wrong direction ?
Better yet, if you can’t beat’em, join’em, and buy some nwbo shares if they don’t gap too far up Monday.
What I clearly saw and heard was Dr C reply that the trial data is being presented on May 10th in New York, and he clearly pulled up and read verbatim the PR to ensure he provided the correct detail.
No doubt in my mind this is what’s in the video!
Yes, and looking at the structure of the combo treatment trial of dcvax + keytruda + Revimmune component, dcvax is given in both combo and control groups, thereby treating dcvax like a SOC !
It is my opinion that Dr Liau’s UCLA team knows DCVax L is effectively the treatment to beat for the combo trial, and structured the trial accordingly even though DCVax L hasn’t been approved yet!
It doesn’t hurt to have Dr Liau, the world’s leading expert and top standing in this field of medicine, to present the results.
As the PI for the trial and trailblazer in DC Vaccine treatment of GBM, no one is more appropriate to share the results!
That said, who would challenge or impune Dr Liau?
The peer reviewed paper that we have been made to expect seals the deal regarding validity of the data and conclusions.
So it’s now up to how efficacious is DCVax L
This weekend is going to feel extra long, like when the children keep asking “are we there yet?”
We need to try to get enough sleep so we are bright eyed and bushy tailed for start of trading Monday!
And Tuesday fuggeddaboudit !!!
$40 - $50 per share depending on what the total number of shares are, and for convenient ballpark math (I’m an engineer, not a mathematician) I just assume 1 billion shares. The actual number may be 10-20% more shares, I.e., 1.1 - 1.2 billion.
Close enough for government work, was a common qualifier
Some of us watched SNL from the beginning, except I didn’t understand what they meant by “sex and violins” — ohhh, sex and violence, never mind!
CRL (Charles River bought Cognate for a healthy sum)
Start spreading the news
We’ll hear it Tuesday
You’ll want to be a part of it
New York New York
If its announced right there
They’ll hear it every where
It’s been long due
New York New York
God bless and GLTA!
Come Tuesday Poor Man should be a heck of a lot richer. Penthouse park bench living awaits!
Thanks again for your masterful chronology of nwbo/DCVax related events and your observations and sleuthing!
With Dr Tim C further nailing the purpose of the NYAS presentation by Dr Liau, it’s game, set, and match!
The news Tuesday will be how efficacious DCVax L is and current status of approval process perhaps.
Monday trading should be interesting!
MID,
Bravissimo and thanks for putting it all together in one place for everyone!
They dropped the sp in the last seconds.
It was green and turned red right at the close.
Prior, like 10-15 minutes before and into close the price was wiggling up and down 1 or 2 cents.
Fantastic tribute video and terrific song and band!
Thank you for sharing!
Yes there are a number of posters that live in/near Atlanta who have previously expressed interest in an nwbo success celebration get together!
I look forward to being neighbors and friends, and everyone I’ve met during my visits have been very warm and friendly, like we’ve known each other for years!
The catalysts you’ve listed are the reasons to hang on to as many shares as possible, as this is as ground floor as one can get in a most promising treatment platform!
I couldn’t get my mom treated with DCVax since her tumor was preserved but not appropriately for DCVax and I think her oncologist considered such treatment as not applicable nor ready for prime time for her metastatic urethelial carcinoma. Every year when ASCO came around I would inform her oncologist about nwbo presence since her oncologist always attended ASCO, but to no avail.
I’ve believed in Linda Powers and Linda Liau because they went through the experience of losing a parent to cancer, and I know this quest to improve the lot of the afflicted is personal and more meaningful than just for money. There were times I wanted to redirect my intellectual efforts to helping to find a cure, however it wasn’t realistic at this stage of my life.
GLTY and I’ll hopefully see you in Georgia !
I wouldn’t be moved until late next year given the typical 12+ months I’m told it takes to complete a new house project starting from applications, approvals/permits, etc.
I will refrain from automatically reciting the Joe Pesci lines
Sometimes life imitates a Hallmark movie.
Here’s the plot: got the estimate back for building our dream retirement home in the Alpharetta area, and things being how they are lately the estimate came back around 30% higher than affordable stretch target.
So now if we get successful TLD this Tuesday we should be able to make it work by shaving a few things and having to sell some nwbo shares assuming sp at least $5 and hopefully closer to $10. LL and LP and teams to the rescue!
I’d rather keep holding all the shares for greater things to come of the DCVax platform however if this scenario plays out it’s a blessing regardless by any stretch of the imagination!
To be honest even if the sp tanks I’m grateful for our many blessings but humanity needs DCVax to advance cancer treatment!!!
Makes sense to me too!
Funny close today though, in that the stock price was flipping +\- 2 cents or so around about $1.90, and at the close it looked like it jumped from $1.92 to $1.86.
No commitment either way or maybe kept getting pushed back down. At one point I noticed there must have been a +16000 share spike that popped the sp from something like 1.86 to 1.90 or 1.91 and immediately knocked back down.
I don’t have the detailed trade by trade tools, so I was just watching the sp and the bid/ask shares, so the real detailed deal could look different than what I glimpsed.
So Monday and Tuesday it is!!!
I’m surprised the fomo takeoff hasn’t started yet but the sp has held up well given the significant correction in the market in general and a flight to safety.
Would be surprised if nwbo doesn’t rise into the close still.
Couldn’t resist selling a few other stocks to add some more nwbo today and yesterday before major last gasp fomo kicks in to propel the sp into Tuesday morning.
Your analysis is comforting and “encouraging” and further supports the fomo move expected into today’s close imo!
Thanks for sharing your analysis!
I also recognized a couple of GBM survivors/activists.
That’s a cross section of functional responsibilities at Merck for oncology, including innovation and discovery, statistics and QA. Several levels of management also, including functional staff, directors, and VP.