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So in effect, it is not the control arm which probably outperforms the treatment arm, and as a matter of effect it's because the control arm consists mostly cross-over patients with overwhelming mesenchymal subtype patients while the treatment arm is composed of much less percentage of the mesenchymal subtype patients.
If given the same percentage of the mesenchymal patients in the treatment arm as equal to that of the control arm, it would not be difficult to see the treatment arm will significantly outperform the control arm.
As LL said, everyone is living longer.
We would be glad to have you.
retains as yet unpublished imaging data that will be presented in June
And the SP moves into green territory....
With the redefinition of GBM by the WHO, I believe someone on thiis board (perhaps Flipper?) pointed out that current SOC is not even as effective in GBM as the trial results on which it was approved.
I agree with you. Just pointing out that they could take that position and be legally correct.
ATL, Unfortunately their position is going to be that: Regardless of what the company may have implied or intimated in other communications, the official primary endpoint, per the clinical trials website is still mPFS and on that basis, the trial failed. We will review and reconsider if they update the site to the new endpoints.
IMO
This was an interesting tidbit in his profile:
1982 – 1986
B.A. Political Science
Brown University, Providence, RI
He went on to become an actual doctor. The other Pol Sci graduate just pretends to have all this knowledge to judge medical therapies.
Here is the other tweet.
Linda Powers Alter Ego
@NWBO_buyout_MRK
· 7h
Replying to @tbinfo1 @KryptyPop and 4 others
@AlMusella, brain tumor patient advocate, has stated today that it’s clear Adam knows nothing about brain tumors. So why does STAT let this article stay up and not submit a retraction?
Perhaps this and another tweet that said that Al Musella said that AF knows nothing about GBM.
annie post
@apwriter
·
32m
Replying to
@biggercapital
and
@AlMusella
AF on the phone all day w
@UCLA
libel legal team and his mystery sponsors.
@statnews
needs to lawyer up. No one Libels Dr Linda Liau by inferring fraud? AF went too far. Discovery w forensic accounting will be interesting. $nwbo #MOASS
If they are not true SoC, but crossed over and were treated, then I would think they should not be in the Placebo control group - regardless that they started out that way.
I have also noticed a slighly nastier tone in the posts by some bears as if they know they have a weak argument and compensating by using a more aggressive tone.
Agreed!
Unfortunately, the entire slide deck was available at the start of his talk. You probably know what happens when you give someone your slide deck, especially those not attending the presentation - they fast forward through it. I know I did. And shorties primed to hit hard today, probably did not even need to fast forward. The initial big drop took place between 11:10 and 11:25 or so.
Can you provide a link and please post it as reply to AF's tweet. That is where it needs to be seen - by all those who think his word is gospel.
In addition to misinterpretation by many investors, is the SP reaction also due to the results being less stellar than expected?
I think a concurrent PR may be in the works - in line with intentional disclosure to select group requirements of Reg FD. [H/T Magrit].
Very carefully worded, I see. Not implying anything nefarious, just that he is being very careful to not say anything outside what the PR said..
And he may have flown out at the last minute to do this. Does anyone know if he was already scheduled to attend?
I certainly hope so. It is my belief that often his articles, since they are written by the Senior Biotech Analyst at Stat News, are used as cover by associated parties to wreak havoc. So he can completely contradict what is said and it will be used as cover to crash the SP. It will recover over time, but the damage may last awhile.
Anyway, let's see what tomorrow brings - hopefully all good news and positive reactions and, the end of negative manipulations.
I suspect that not only is it significant, it is part of a sequence of news releases that is planned out and, most likely, cannot be disrupted.
He does have his own following that take cues from his writings/social media or use them to engineer scenarios.
And now an attempt at a flash crash at EOD.
Perhaps that is why MMs have been putting so much effort into holding this below 1.92 since about 10:30 this morning. Any break above 1.92 has been pretty quickly walked down to 1.89/1.90 territory.
Perhaps Dr. Liau will focus on how they have overcome the challenges with imunotharapy and discuss the OS results and the long tail they have achieved. If she does not discuss results in the format that is traditionally expected of a TLD announcement - meeting primary and secondary end points and numbers typically included in such an announcement - then would that be a way to give the science and medical community (and the market) an insight into the effectiveness of the therapy without a 'formal' TLD announcement?
Very likely someone will ask the question about meeting endpoints and she may have a prepared response that defers TLD announcement to NWBO.
https://www.uclahealth.org/neurosurgery/braintumor-brad-silver]
Somewhat dated, but gives the essential details. This was 2013 or thereabouts. So add many more years to his survival.
Here is a post from Magrit that has some information about disclosures under Reg FD:
Magrit's post
Apparently, for an intentional disclosure to a group, such as this in this case, the public dissemination can be done simultaneously without violating Reg FD. So could happen at the same time as Dr. LL's talk. That would minimize any time available to drop an 'attack' article before LL presents TLD, if that, as a lot us anticipate, is what she will be doing.
Perhaps TLD is PR'ed on Tuesday am and Dr. Liau provides the color commentary for TLD - the 'nitty gritty' so to speak.
GUANLB. Have a great weekend.
Or the Park Bench Journal (PBJ) for the enquiring drifter?
It was posted here that the OTC does not have triggers to halt trading in a stock. But, can a company ask for trading in their stock to be halted? If so, NWBO could do that, let Dr. Liau have her time in the sun to make her presentation, PR that information and then let trading resume.
Thanks. Peace and prosperity to all who have invested in NWBO and longevity to patients who will be helped by their therapy.
Really? And you have experienced the Neil Woodford, Phase V, vicious AF attacks, etc. since 2014 on the science and the trial and seen value and a an exceptional therapy being destroyed for $$$ and stuck it out for all those years? Let me know once you have and then talk about big boy pants. SMH.
And if you see my profile , I have been here since June 2014 - not much later than Senti.
Admirable sentiment. But, pardon me, you have not been holding since 2014 and gone through the devastation of all the attacks launched by AF. I have also been in other stocks he has destroyed with his vengeful attacks. So, let those of us who have been in the line of fire for so long get a fraction of what we are owed..
I love the sense of impending TLD in the morning - it sends the SP rocketing up.
LP, LG and NWBO's outside Counsel are accomplished lawyers and I am sure will take care not to run afoul of SEC regs - at least at this stage and give the opposition, such as AF, any unnecessary ammunition.
Linda P: Make me an offer I cannot refuse
You mean like the Phoenix referenced by Mav_1?
No objections.