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Who is Dr. Wolfram Ruf? I see the name in the Scientific Resources Board, but I don't recall what connection he has with PPHM. Anybody know?
At least I don't reply to my own messages.
If you are accusing KT or myself of dishonesty, I accuse of you bad manners and cowardice.
I thought ad hominem insults were not allowed.
Please let this knave read my response before you delete it.
Thanks,
Paul
Future of PPHM :
Scenario One : Over the next three to six months, outstanding trial results prompt a buy out. Everyone who actually owns PPHM stock, an apparent minority of posters on this board, makes a tidy profit. Anti-PS goes on to generate a healthy revenue stream for the BP buyer. Thousands/millions of sick people benefit. The bashers find other ways to irritate well-adjusted people.
Scenario Two: Reverse split takes place, PPHM stays on Nasdaq and Scenario One takes place 6-12 months from now. Shareholders make approximately the same money as above.
Scenario Three: Reverse split or no reverse split, PPHM dries up and blows away as an operating entity over the next 12-18 months.
Sub-scenario 3.1. Anti-PS becomes a great success, and the lawyers get rich litiaging the rights, BP gets richer providing new treatments. PPHM shareholders get 1.3 cents per share in 2015.
Sub-scenario 3.2 Anti-PS is a complete bust and nobody benefits.
Did I leave anything out?
None of the above are affected by any of the conversation on this board or any actions prompted by it posters.
IMHO,
Paul
Smiles, I heartily agree with your sentiments. I believe the men and women who run PPHM want their efforts to bear fruit and probably, perhaps naively, believe that we shareholders will prosper when and if they succeed.
What is troubling is that there is scant evidence that this management has what it takes to make the business decisions that will make us any money. I sincerely hope they do have what it takes. If they don't make some dramatic moves soon, I'm afraid they won't achieve the medical breakthroughs they seem so close to realizing. And sadly, our investments in PPHM will completely disappear.
The crunch time is now. No wonder we're all going crazy and the bash-holes are enjoying a non-stop orgy.
If we were smart, we'd sell. However, if this long shot pays off, it will be sweet.
Paul
Isn't it sadly predictable that every posting of positive information on PPHM draws an immediate response from "the usual suspects".
PPHM's difficult financial situation draws endless, repetetive comments on the hazards of a reverse split and dilution. Why does any tidbit of positive news require an immediate restating of these negatives? They have been burned indelibly in the brains of every reader of this forum.
The Real Paul
Moby, why don't you answer the question? If Bavi is done in your informed opinion, why are you posting here?
Why would anyone post here who thinks PPHM is a dead duck? It may be a dead duck. If it was my opinion, I'd just sell and tell the wife we broke even.
Paul
If the sky is falling, why is there no selling?
The market doesn't find the clinical progress to date and Avid's prospects worth valuing the company at more than $1 per share.
PPHM has not been able to sell assets at a price that in management's judgment is prudent.
PPHM has found no suitors to buy the company as a whole for a price that is prudent in management's judgment.
To avoid delisting PPHM must plan to do a reverse split.
Beyond the above, all I see is speculation and innuendo.
I am still hoping that my assessment of Bavi and the anti-PS patent estate is fairly accurate. I also still hope that PPHM's management is professionally and emotionally invested in making PPHM a success.
I certainly can see why anyone would sell under these conditions, but I don't see why anyone would accuse PPHM management of plotting to screw us shareholders. I think such an assessment says more about the assesser than PPHM management.
Let this one be the triumph of hope over experience.
Paul
If as Jazz clearly believes the role of PS in disease is a major discovery, how valuable are the Thorpe anti-PS patents? Could the patents alone be worth billions?
Paul, the one who bought more last week
Thanks, Jazz. A beautiful summary of recent research which seems to support PPHM's anti-PS efforts.
I wonder how PPHM and Dr. Chen ended up together. Do Thorpe and Chen have a history of collaboration?
Again thanks for your efforts. I hope this will lead to the partnership deal that PPHM needs so badly.
Paul
How can a post describing PPHM has a pig not be deleted. How can a poster who posts such crap not be tossed from this board?
Please spare us this worthless drivel!
Paul
Jazz, are you posting this research to indicate that you have concluded that any therapeutic vaccine for HIV/AIDS would have to include an anti-phospholipid agent like BAVI. If so, would PPHM's patents require such a vaccine maker to negotiate a deal with PPHM?
I appreciate your scientific posting. I would encourage you to to offer what would clearly be your informed opinion on how, and preferably even when, PPHM may benefit.
Again many thanks.
Paul, not the bad Paul
Right on flying! The nattering nabobs of negativism have ruined what once was very informative board. They must be very pleased by their success. Amazing how few people can accomplish such a worthy goal.
Paul
BAVI AV - according to King in the latest CC, management is very happy with the HCV/HIV trial data to date.
Either management is deliberately deceiving us, or you worry too much. Are you a paid worrier? If so, how much does it pay. Do you get a dental plan?
Amazing how the bashers haven't been able to drap down PPHM today. Of course, there were some good news items in the CC, but a really competent bunch of jackals should have been able to knock a few pennies off the price.
It's beginning to look like the remaining shareholders, like me, will not sell as long as the clinical programs look good. Maybe the bashers should move on to other prey. Their work is done here.
Paul
Jazz. The trial news looks great. Any idea when we will have definitive information on BAVI anti-cancer? How good will the data have to be to put PPHM in a strong negotiating position with its/our future buyer?
Appreciate your work. I can't understand why PPHM is not taken more seriously. The discoveries underlying BAVI look like Nobel prize material to me. Our time may be coming very soon.
Paul
Chev, we all know the challenges that PPHM faces. There's a difference between ignoring these challenges and dwelling on them obsessively.
I repeat we all know the endlessly repeated bleak scenarios if PPHM can't find a partner or get bought. We did not know about the awarding of the government contract or the commencing of the NSCLC trial in India. These were not just feel good stories; these were stories that actually give investors in PPHM a reason not to sell.
You can now return to your hand wringing orgy.
Paul
Amazing isn't it. PPHM has had wonderful, powerful news in last two days, but the negatrons have already turned the discussion back to reverse splits and delisting. Can't we just enjoy the afterglow for a few hours?
No, we can't, because some very active posters on this board have no interest in PPHM doing well.
If they have no rooting interest in PPHM, why are they here? There are only two reasonable explanations - 1. They have a financial motivation to keep the sp down, or 2. they have personal problems that move them to tear down anything that gives pleasure to others. I wonder.
Paul
There must be something up. There is a horde of new posters with a uniformly dismal view of PPHM's prospects.
It must be time to buy all the PPHM shares one can comfortably handle.
Based on above, I predict a buyout before the end of July at a price between $5 and $10 a share.
Paul
"Secondary objectives of the Phase II study include measuring time to tumor progression, duration of response, overall patient survival and safety parameters. Patients may continue to receive bavituximab alone after completion of chemotherapy as long as the cancer does not progress and side effects are acceptable."
I find it interesting that study participants might receive Bavi alone after the initial course of treatment. Is PPHM hoping that a steady dose of Bavi after initial treatment might eventually become standard practice?
Paul
PPHM is the most dramatic company. In the next few months we will see:
1. Trial results from :
Cotara in India - brain cancer.
Bavi in India - breast cancer.
Bavi in Georgia - breast cancer.
Bavi in US - HCV-HIV.
2. Litigation with Epstein resolved.
3. Sale or not of Avid. Or other heroic funding effort.
4. Hoped for fabulous papers out of Duke.
5. A last ditch effor to prevent delisting.
If I didn't have so much money at stake, I could really enjoy this story.
Paul
BOT, you have shared what you learned from "today's call". What call was this?
Thanks for the encouraging update,
Paul
Tarvacin, a reverse split is not only not imminent, it cannot even take place without a shareholder vote. Did you not hear that Lytle say that? Did you not hear management say that they consider such a move counter productive and something they are not spending a lot of energy on?
Paul
PPHM makes Sciencedaily.com again.
http://www.sciencedaily.com/releases/2008/03/080301214730.htm
Super-Bavi. I've seen mention of a super-bavi in connection with the researchers at Duke. What is a super-bavi?
Paul
Regarding the CTL lawsuit, what is Dr. Epstein up to?
It seems that PPHM made a very generous deal with the Chinese to get TNT into production and use there. So, why did Epstein and his Chinese connection treat PPHM so badly? What was/is his/their motivation?
Is he paying the legal fees to defend himself? If he isn't, who is paying them? What is their motivation?
I know PPHM wants to defend its intellectual property, but I don't understand Epstein et all's motivation to contest this matter.
If there is no real money involved, is this some kind of personal contest between Epstein and PPHM?
Paul
After all these years of waiting, PPHM will either make us a whole lot of money or crush our greedy hopes. It can't be long now.
Paul
How can there be such a discrepancy between buys and sells?
Thanks
Will Dr. Stopeck have completely new Phase I Bavi anti-cancer results for us this week? If so, won't PPHM have to issue a PR?
Paul
After watching PPHM keep going down for no apparent reason, it's refreshing to watch the reverse. Unless of course you consider the flurry of Phase II trials as a reason for a stock to go up.
Paul
Sunstar, any idea when interim results will come out?
At last Bavi is back in action in India.
Any idea when we can expect results from Georgia? It is definitely on my mind.
How about the ongoing Cotara trial in India?
What about the HIV/HCV trial in the US?
Maybe we can start seeing some of that positive news blitz we were led to expect.
Best to all you long-suffering longs.
Paul
While a reverse split apparently has negative connotations, I don't see it has any bearing on the success or lack of same for any company. If a company starts making a profit, presumably the share price will respond. If a company fails to perform, the market should punish it.
Why the obsession with a reverse split? Isn't the status of clinical trials far more important for a struggling biotech like PPHM?
Paul
Isn't Thorpe's seminar at Sloan-Kettering continuing evidence that PPHM's anti-phospholipid strategy is a major development and that clinical testing is confirming its importance?
No new messages today? Is everyone in shock that the share price actually moved up on Friday, for a change?
Let's hope that Bavi and Cotara are quietly making people feel better.
Happy holidays to all longs,
Paul
P.S. You 'realists' and bashers don't deserve happy holidays - a pox on your private parts.
Very lucid post, thank you very much.
Let's hope we start seeing the kind of clinical news the preclinical work have led us all to expect.
Paul
Since our PPS did nothing but tank during this negotiation with the government, I see no reason for it to drop when the negotiation fell through due to the government's funding issue.
Of course, it's disappointing, but it's not as if the PPS was rising in expectation of some big score.
PPHM still needs to execute the business plan, especially the monetizing of assets parts.
Paul
Anyone who replies to their own posts should seek psychiatric help. Talking to yourself is bad enough.
Anyone stupid enough to sell at 27 cents a share on this news deserves whatever loss they are taking.
Let's hope this bucket of cold water ignites an even greater sense of urgency in Tustin. Cold water and ignites, you have to love the mixed up metaphors.
Paul
Terry, why do you think PPHM will need another pipe in "a few months"? I would think they could manage as well as usual for more than a few months. It just seems you're unnecessarily finding a lead lining to what is surely a silver cloud.
Of course, PPHM needs to do a deal, and soon, but Johns Hopkins' serious interest, if not endorsement, of Bavi has to be a positive development.
Paul