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So, the disease still progressed in half the patients. I suspect that half might like to try Cotara.
Ysfalconeer, what makes you think the CTL litigation has anything to do with Bavi? As I recall we are talking about Cotara, not Bavi.
Paul
One man's half empty glass is obviously another's half full glass. Who can blame terrygd for seeing the empty half?
Actually, my PPHM glass isn't even half full. Although I still foolishly hope it will some day runneth over.
Paul
Kudos, Brandon. I agree with your strategy - monetize Cotara and focus on Bavy anti-cancer.
Georgia, OK they have cancer victims too. Good for PPHM. You have to give them credit for pushing the clinical trials.
Where is the webcast of the shareholders meeting? Grrr!
Paul
Why should we care if some idiot sold 100 shares for $.26? If we find out who he is, I'd love to buy 100,000 shares from him.
Paul
Why PPHM is conducting cancer trials in India:
The time required to conduct clinical trials is widely recognized as a limiting step in moving novel treatments forward, Leonard said. For example, less than 2 percent of patients choose to participate in clinical trials for cancer therapies across the United States. Even a modest increase of 2 to 3 percentage points would make a major impact, meaning the difference between completing a study in two years instead of three years -- and potentially resulting in thousands of lives saved if the standard of care is improved more rapidly.
Exerpt from Sciencedaily.com
I sense from the tone of many posts that like me many don't get the sense that management is adequately concerned with increasing the value of our investment. They are doing great research and they are pushing the clinical trials as quickly as they can, but see the share price has dropped depressingly low.
Maybe prosperity is just around the corner, and I will be here waiting for it. It's just taking painfully too long for the sizzle we have all been hearing about to be accompanied by that juicy filet mignon.
Paul
Although I am still optimistic at the company's future, it is obvious that this management has not found a way to keep the share price at an acceptable level. So, I withheld my piddling x thousand votes from the board and voted for everything the management was against. I know it won't make any difference to the outcome, but maybe it will communicate something.
Paul
Terrygd. OK, we're insanely jealous of Erbitux' success.
I can remember when you were optimistic about PPHM's chances.
For all the usual reasons, you seem so to have given up on PPHM.
I don't blame you.
Is your only role here to rain on the optimists' parade? If so, you are succeeding.
Paul
What the devil is a non-deal roadshow?
PPHM finally breaks into Sciencedaily.com:
http://www.sciencedaily.com/releases/2007/09/070901073606.htm
On the basis of the publicly available information it amazes me how quickly some posters are asserting that bavi does not represent a powerful anti-cancer tool. Maybe follow on anti-PS therapies will be more effective, but the pre-clinical and clinical bavi data to date still look promising.
I am similarly amazed how quickly bavi's anti-viral prospects are dismissed due to the move into the combined HIV/HCV trial.
Is this just a repetition of the early dismissal of bavi's prospect in the anti-terrorism space?
I hope so.
Paul
What does the market know that we don't? I think the answer is -nothing. The PPS is going down because shareholders unaware of PPHM's prospects have thrown in the towel. Are we supposed to believe that some super smart investors know more about our little darling than we do - I don't thinks so.
If you can't take the heat, sell.
Paul
What will make or break PPHM? When will it happen? This company is really wearing me out!
Paul
I bet many of you thought the anti-terrorism angle for Bavi was just another dead end. I'll confess I gave up hope that anything would come of it. But, le voila the effort seems to be alive and well.
I found it interesting that the soon-to-be-finalized grant could be used to fund both Bavi and other anti-PS mabs research. I also found it interesting that the funding might be used to support research in scaling up production. This sounds like something of value beyond the anti-terror application.
In honor of the major motion picture release this week I can only say - Woo Hoo!
Paul
Isn't it about time to stop fretting over the latest dilution and look forward? Like almost all of you I am way under water here, but isn't PPHM in position to move way, way up?
$30 million in the bank. Multiple phase two trials currently or soon in progress. Cotara moving again. Bavi attacking cancers and viruses. 2C3 still alive and a pipeline with the next wave of anti-PS.
Sure it has taken too long. Sure management has been too optimistic. Sure Avid never turned out to be a cash cow. Nothing we can do about the past. What is going to happen in then next 6-12 months? Is it worth sticking around, or not?
Paul
Jazz. Now that the MOA of Bavi is better understood and PPHM has licensed new stuff from UTSW, how do you assess the prospects for PPHM's next generation of anti-PS?
Paul
TYP. It is easy to assert that PPHM management is incompetent, not respected, etc. It may even be true. It is clear that they have not delivered what I want - a rising share price. What is not clear to me is why they haven't. Could any other group have done better given what PPHM has to sell and what the supposed would-be partners have perhaps offered for it?
It is clear that management thought they could do a deal with a partner before the last awful dilution. Remember how management assured us that they wouldn't do another deal below X dollars per share for Y months? We should put their feet to the fire over this last financing. Maybe they have an answer we would approve; maybe not.
At any rate let's try to get some answers from management.
Paul
Let's hope you're wrong! Like you, my patience is really wearing thin. When is this management going to find a way to make the shareholders smile? If they can't come across soon, we're going to have to vote with our feet.
Paul
Since the last conference call was on March 12th, aren't we due for another one?
Paul
If the future of PPHM is a buyout, then the fact that the market fails to see anything significant in PPHM's news is not that important. The only important thing is that PPHM fetches a handsome buyout price, and the poison pill should be protecting our interests there, right? So, maybe we shouldn't get our undies all bunched up over these disappointing market reactions(or lack thereof).
IMO,
Paul
Terry, I'm sorry to see you have turned so cynical about PPHM. I too feel deeply frustrated by the business case, but it is hard to characterize the HIV/HepC trial as a shuffle.
I'm going out to do battle with the Eldorado Golf Course (Long Beach, CA), and by the time I get back, I hope we can at least see this little darling back over a dollar.
Paul
So add 2C3, or 3R as the fully humanized version apparently is knownn, to Bavituximab. Two really hot prospects.
I found it interesting that the PR directly took on Avastin. Pretty bold for our little Tustin company.
Stay tuned, the best is yet to be.
Paul
Isn't it amazing how little respect PPHM gets? It creates two independent, significant cancer treatments and drops 5% when some non-entity like CTL files a counter suit to PPHM's.
It's beyond apparent that the most active buyers and sellers of this stock have no idea of the intrinsic value of its discoveries.
I hate it when I have to find more stuff to sell to take advantage of these irrational drops in the PPS.
Paul
Where did all the new bashers come from? I'm beginning to come around to the paid basher theory.
This PR is fantastic news. Bavi is a real contender in the anti-cancer arena. We're no there yet, but this was another big step.
Paul
Expectations are high among those of us who have followed this research from the labs to the initial trials. I'm sure many former and current owners of this stock have very little idea of what they own, and their expectations are not influenced by an understanding of what Bavi may represent.
We "knowledgable" longs may be wrong, but then again maybe we aren't. I hope the Indian trial will clarify the situation one way or the other.
Paul
Another reason to get serious about HepC.
http://www.cnn.com/2007/HEALTH/conditions/03/15/hepatitis.ap/index.html
SK indicated that the Bavi AC trial in India has produced "interesting" results. How are we too interpret this characterization?
Paul
I tried to do a google search to find out who the mystery company is, but failed. How long can our anonymous licensee expect to remain anonymous? Very curious!
Meanwhile PPHM has proved once again that its share price is not going anywhere without really compelling news. Let's hope the news from India is stupendous. Maybe we'll bet back over $1.20.
Long suffering, but hanging in there, Paul
Nice blip up. Are we expecting HepC news before the Valentine's Day conference? Is this an educated guess by some? I suspect this was just a guess or the volume would have been even higher. Just because it's a guess doesn't mean it's wrong.
It's about time PPHM rewarded us longs with something really sweet. Stay tuned.
Paul
Correct pipe not put.
Michael, I agree entirely. A pipe at this time would we be the action of a management running scared. Nothing we have heard from management suggests anything negative. In fact they have been uniformly positive for at least the last year.
If all we have heard from management, Thorpe and Godofsky is true, we have every reason to expect a very big move up in the next few weeks as trial results come out.
SK said we would hear trial results in late 2006 or early 2007. I don't see how that promise has not been met on January 31. If we have no news by the Ides of March, then we can sharpen our knives.
Till then don't worry, be happy.
Paul
Michael, I agree entirely. A put at this time would we be the action of a management running scared. Nothing we have heard from management suggests anything negative. In fact they have been uniformly positive for at least the last year.
If all we have heard from management, Thorpe and Godofsky is true, we have every reason to expect a very big move up in the next few weeks as trial results come out.
SK said we would hear trial results in late 2006 or early 2007. I don't see how that promise has not been met on January 31. If we have no news by the Ides of March, then we can sharpen our knives.
Till then don't worry, be happy.
Paul
Terry, you are a dreamer.
It is now the 14th week after the announcement on 10-24-06 of enrollment completion for the repeat dose HepC trial. It was two weeks of treatment followed by a 12 week observation period. While the 12 week followup period may not be over for all 24 test subjects, it has got to be soon.
You all know what we hope to hear. Stay tuned.
Paul
What PPHM news would actually move the share price over $2 and keep it over $2?
How about two log viral load reduction in the Hepc repeat dose trial maintained after the waiting period?
How about over 90% tumor shrinkage in the Indian combo trial?
How about partnering with BP?
All of the above?
Paul
Ventor. I think you will be pleasantly surprised by the timing of the Bavi announcements. HepC will be soon as they did announce enrollment completion last year. The India anti-tumor announcment is harder to calculate as they have not announced completion of enrollment.
Paul
Really good to see PPHM standing up for Cotara in China. I'm sure that Cotara is why many of us got into PPHM in the first place.
It is also now clear why the management would not talk about the trip to China. As I recall many doubters cast a very negative spin on management's reticense to talk about the China trip. Apparently, they did not want to tip their hand on the legal manuevering until they felt ready.
If PPHM can followup with good HepC data and pile on good India anti-tumor data after that, maybe the share price can get a little altitude before new financing is needed.
Nice to see a little light in what has been a very long tunnel.
Paul
Heh Jazz. Do you recall how long after the 1A trial's last 12 week followup period that the preliminary results were released? Could this give us a more precise estimate when to expect the 1B results?
Thanks for your efforts,
Paul
Now we know why PPHM execs went to China. If they had managed to secure a likely source of income from Cotara there, don't you think they would have been required to report it?
I originally bought into PPHM for Cotara, but I have been much more excited by Bavi. So, I bought more last week, but I don't expect we'll see much from China.
Let's see what comes out of India and Florida. That's where PPHM's future will come from.
Best to all, except the bashers, may they fester in their own dung.
Paul