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Stone, PFE's drug is a kinase inhibitor not I/O
A bit off-topic but check it (not too much to worry about, in my view; the PALOMA phase 2 study was pretty thin:)
About Palbociclib
Palbociclib is an investigational, oral and selective inhibitor of cyclin dependent kinases (CDK) 4 and 6. CDK 4 and 6 are two closely related kinases that enable tumor cell progression during phase G1 to phase S in the cell cycle. This progression is necessary for DNA replication and cell division. Inhibition of CDK 4 and 6 has been shown to prevent the deactivation of retinoblastoma susceptibility gene protein, a tumor suppressor protein, and interfere with tumor cell progression.
4 million shares in 4 hours - somebody's interested
I truly think the I/O space is starting to hit the frontal cortex of investors - Mad Money tonight can only help
Best,
Joe
Maz, for a funny little stock, this thing sure has way of acting weird - there are many of us here who have been watching this stock every day FOR years, (including you and I) so we pick up on stuff that the vast majority of retail investors do not.
We've watched momentum build for the I/O space over the past year like never before. I think 2015 will only bring even more interest and good news in the I/O space.
Thus, I fully expect more volatility. This new year is starting out right in my view.
Best,
Joe
Bizarre behavior without news - "behind-the-scenes" maneuvers -
PPHM does have a history of unusual runs without any news whatsoever. Makes one wonder what's really going on. We try our best here, but we're really chasing a lot of shadows.
In my view, big forces are maneuvering around the PS platform, and I would expect more of this type of unusual activity going forward.
Best,
Joe
Hyp, if everyone were accumulating at these prices,
well then you wouldn't get your "home run," now would you?
The time to get in is NOW, before anyone else knows you're here.
By the time everyone else knows to get in, it'll be too late, my friend.
Best,
Joe
Maybe it's just the worst call ever or maybe there are more to these articles than meets the EYE.
Amusing. The I/O space continues to grow and be accepted in the
oncology community at-large. Bavi helps other chemo agents work better just as BMS Mabs do. That's what Dr. Hoos is saying. I think initial data intimate that upstream-downstream modulation has a big future in front of it.
Best,
Joe
Don't believe in Bavi's future? Watch this video:
Axel Hoos, M.D, Ph.D., immunotherapy lead at BMS knows what's coming, just as SK does. When SK says "We'll be in the middle of the space," he's echoing Hoos.
Enjoy (very brief - 1 minute):
Hoos explains immunotherapy's future
Best,
Joe
Good for you, North, I'm happy for your GILD success
That's been a great stock for many years. Wish I had bought in back then, but I did make a couple nickels on ARNA and a few others. Took my lumps, too, trying to chase green shoots. In fact, it's my errors in trading that taught me how to invest.
PPHM just strikes me as being in the right place, with the right drug, at the right time. That's why I'm invested in it. I don't trade on it. In fact, I often just check the stock price 1-2 times per day, and then check posts here. Weeks go by and I won't post. But today seemed very significant to me. The Avid move was THOUGHT OUT carefully. The voices on the CC had a suppressed exuberance. The repetition I keep hearing is this: "We are going to be central player in this space."
Call me a pumper if you want. I don't care. I think I'm reading this correctly. I have a scientific background and I've read a ton of literature on the cell membrane and how it signals the immune system.
Hey, you pays your money and you makes your choice.
Best,
Joe
IFU, actually the Avid expansion was announced yesterday
Wednesday, December 9, 2014, presumably to make it a salient topic for today's December 10, 2014 CC.
Best,
Joe
Wup, I don't see a problem with your post
I do see a problem with your perspective, though. Very significant jumps in valuation are fairly common in biotech. ICPT, ARNA, GILD. I mean, if you've held Gilead for the past 2-3 years, you've got 7-8 bagger. Look at its chart.
Gilead bought out Pharmasset's phase II hepatitis drug for $12 billion. 12 BILLION. For a Phase II drug.
$12 billion would put PPHM's share price at $67.
Would you have a problem with that?
Or do you think that a phase II hepatitis drug really is more valuable than Bavituximab.
You can think that if you want to.
It's just that I do not.
Best,
Joe
John, thanks for your post
The only remark I might make is that it's a rapidly evolving field, as you say. Not even PPHM knew that much about Bavi until about 12-18 months ago.
So even if you've been holding for 100 years, the biotech field is just that weird and quirky and whimsical and bizarre. I mean, even PPHM has just figured out how Bavi works! Forget about other companies. Forget about their other products. Your own stock has changed in value enormously in the past 12-18 months as PPHM, KOLs, and the literature sort out this key upstream inhibitor that seems to make everything else work better and cleaner. It crushes MDSCs. It restarts the immune system, which is really the key fighter you need against cancer.
Traditional chemo and radiation haven't changed mortality rates for most solid tumors in, get this, the past 50 years. Destroying a cancer isn't great if you destroy the immune system in the process.
That's why so many patients hate chemo and XRT so passionately. They call surgery, chemo and radiation CUT, POISON, and BURN.
It hasn't worked. It hasn't work in 50 years. PPHM is WAY ahead at this juncture. They've already jumped through a LOT of federal regulatory hurdles that ALL companies must jump through.
Yes, sure, the pps is low. But that's biotech. You're not cranking out widgets on an assembly line. You've got to run trials, get people on board, market your product, and let the data come in. The pps will REMAIN low until Wall Street can see monetization. THEN 80 million shares will trade in one day, 140 million in 2 days, and 200 million in a week. After that, the pps won't be $1.50 to be sure.
Hold on tight. In my view, you're about to throw in the towel right before the brass ring passes right in front of you.
Best,
Joe
Well, 180 million shares at $50 pps = $9 Billion actually
Remember, Pharmasset's phase II hepatitis drug got bought out by Gilead for a measly $12 Billion in 2011.
What's the fuss?
Best,
Joe
Microbe, I agree completely - SK sounded
as if he were trying to hold down his exuberance. Some of the hesitancy in his voice when answering the analysts questions had a legal vibe to it. He wanted to be careful not to give too much away (in a legal sense).
Believe me, if I had 50K in my pocket right now, I know exactly what I would do with it tomorrow.
Best,
Joe
Sun, you're describing a Super-Avastin
Roche's Avastin,(bevacizumab) was approved by the FDA for metastatic colon cancer in 2004. Since then, it has also been approved for lung, renal, ovarian, brain (GBM), and breast cancers. The breast cancer approval was withdrawn in 2011 because OS did not improve, yet toxicities remained). It is also used for macular degeneration of the retina.
All told, Avastin (bevacizumab), bags about $3 Billion a year in profits for Roche.
If PPHM had Avastin, you'd be looking at a $20 pps plus multipliers going forward.
Chump change compared to Bavituximab. Bavi, because of its broad upstream MOA, could very well be approved in lung, breast, (unlike Avastin), liver, ano-rectal, colon, pancreas, ovarian, uterine, renal, skin, and possibly many others (e.g. thyroid, gastric, oro-pharyngeal, and testicular).
Suffice it to say, with that sort of approval profile, the pps won't be $20 plus multipliers. More like $50-100 pps plus forward P/E.
All quite possible in the next 2 years.
Best,
Joe
SK: "We push until Bavi is a household name"
Right at the end, that's what he says: "We'll keep advancing the program until Bavi is a household name in th I/O space."
And in my view, IT WILL INDEED BE A HOUSEHOLD NAME. Much bigger than Avsstin.
The cell membrane is where it's at. That bi-layered phospholipid membrane runs the show on how that cell gets treated by the immune system. If cancer flips phosphotidylserine (disease state), then Bavi flips it back in (healthy state).
That's all I need to know.
Best,
Joe
SK: "Unique position for Bavi in I/O combination space"
If I've said it once, I've said it a thousand times:
It is precisely because Bavi is NOT a direct threat to future immune-oncology agents that its future success remains highly likely
GJH, I like your point
I've been wondering how to control for prior first-line treatment; seems like there's just too many variables there, especially considering how traditional chemo just destroys the immune system anyway.
So, a poor patient who's been "toasted" by first-line chemo may NOT have very good OS, but his PFS may improve with Bavi second-line because his immune system is no longer being fried.
Good food for thought. Thanks.
Best,
Joe
Abe, you're right; WHY WAS GARNICK MENTIONED?
Why put his name in there? Why?
Because, as Sunstar notes, Garnick knows what's needed for AA in 2015.
Best,
Joe
BET BIG WHEN YOU HAVE THE CARDS
Doubling up Avid capacity is a BIG signal.
PPHM has "the cards" in their poker hand and they know a LOT of Bavi production is forthcoming.
Wish I had more dry powder - right now I'd be buying like crazy. Personally, I'd like to "double the capacity" of my shares based on this news.
I dont' see a cGMP CRL coming from a "state-of-the-art" disponsable, one-use, facility. Whoever said it is right. CRL of cGMP facilities almost always involves sterilization questions. Garnick knows his facilities are "state-of-the-art" because one-time use products eliminate the need for autoclaving.
What people don't realize is that autoclaving IS initially cheaper than "one-time-use" products. BUT (and it's a big "but") the autoclave must be registered, inspected, officially "cleaned," then re-cleaned, then re-inspected, then re-registered, et cetera ad nauseam.
THAT's what makes it ultimately MORE expensive.
And there's another HUGE downside. What if your autoclave fails an inspection? Then all the products that were produced by use of your autoclave are now officially "contaminated."
It's just not worth the risk. Garnick nows that.
Buy with both hands in you can, in my view.
Will work hard in 2015 to scratch up more dry powder.
Best to all,
Joe
Ralph, here's the number at UTSW for the study
Call Adrian at 214-648-7786 (see below)
There's a lot of inclusion and exclusion criteria, so if your friend has already had specific treatments, he may not qualify. Good luck.
University of Texas Southwestern Medical Center Recruiting
Dallas, Texas, United States, 75390-9179
Contact: Arthur Frankel, MD 214-648-4180 Arthur.Frankel@UTSouthwestern.edu
Contact: Adrian Avila 214-648-7786 adrian.avila@UTSouthwestern.edu
Principal Investigator: Arthur Frankel, MD
Yes, dia, things are moving quickly
When Pfizer, Genentech, Bristol, Merck and other big-boy names get thrown around and associated with huge upfront payments and milestones on "downstream" immuno-onc inhibitors, you really start thinking about PPHM's value.
PPHM knows they have something critical that BP needs. When Gilead dropped $11 billion on Pharmhasset's phase 2 Hepatitis C drug a few years back, it shows you what's possible.
Hepatitis C is certainly a big market, but it's peanuts compared to cancer. Here's some ideas about a PPHM buyout scenario and how many shares you would need to become a millionaire:
Buyout $10 billion gives $59 pps; 16,950 shares = millionaire
Buyout $15 billion gives $88 pps; 11,300 shares = millionaire
Buyout $20 billion gives $118 pps; 8,475 shares = millionaire
So do you have at least 17,000 shares right now? That's a million-dollar question in my view.
Yes, we sit at $1.43. Because Wall Street rewards REVENUE and little else. But there's one little proviso:
The time to be on the right side of a paradigm shift is when most investors have no clue one is coming.
Best,
Joe
Thanks, dia; always remember this stock can turn in a flash
80 million shares in one day; 140 million in 2 days; 200 million in a week. In my view, it's coming. Be patient. Sit tight.
Warren Buffet: "BUY AND HOLD...FOREVER."
Best,
Joe
Frust, I respect your comments, but hear mine
Was oncology on the cusp of a paradigm shift in any of the years (2007, 2009, 2010) you mentioned in your post? Were scientific articles trumpeting the coming shift in immuno-oncology at your time points?
Answer: NO. AND NO.
Does PPHM have THE unique upstream checkpoint inhibitor that crushes myeloid-derived suppressor cells (MDSCs) in the tumor micro-environment, as well as potentiating multiple downstream monoclonal antibodies from big-time BPs? Has PPHM worked out its understanding of Bavi's MOA just recently, (i.e. within the past 2 years)?
Answer: YES. AND YES.
Your post mentions older dates, older understandings, and older news.
Try this: (it's from yesterday 11/21/2014)
ESMO: Immunotherapy set to revolutionise cancer treatment
Immunotherapy is set to revolutionise the treatment of cancer, according to ESMO President Professor Rolf A. Stahel. His comments come as the ESMO Symposium on Immuno-Oncology 2014 is about to open in Geneva, Switzerland (21-22 November)
"We expect that the new possibilities of immunotherapy will substantially change the treatment of cancer," said Stahel, who is also Scientific Co-Chair of the meeting. "And this is not just in one disease, but across the board in many types of cancer. The ESMO Symposium on Immuno-Oncology will highlight all exciting immunotherapy topics which are now on the verge of entering clinical practice or are already practiced in some of the leading centres."
Professor George Coukos, also Scientific Co-Chair of the meeting, director of the Department of Oncology at the University Hospital of Lausanne (CHUV) and the Ludwig Cancer Research Centre, Lausanne, Switzerland, said: "There is no doubt that immunotherapy is rapidly emerging as a self-standing therapeutic domain in oncology. This is in the same way that chemotherapy, molecular targeted therapies, radiation therapy or surgery have made a very significant contribution to the treatment of cancer patients."
The latest developments in immunotherapy will be presented by international experts from Europe and beyond on topics including checkpoint blockade, T cell therapies and vaccine development.
Commenting on the promise for checkpoint blockade, Coukos said: "There are very important developments now in many disease types. The unexpected news is that checkpoint blockade works not just in tumours that were considered to be responsive to immunotherapy, such as melanoma or renal cell cancer. It is also effective in patients who have not previously responded to immunotherapy, including those with lung cancer, gastrointestinal tumours and genitourinary tumours. Medical oncologists have another tool to treat patients, and this ESMO meeting will help them increase their understanding on the potential of this therapy and what it means for clinical practice in the future."
T-cell therapies and T-cell engineering are another rapidly emerging area that will be explored at the meeting. Responses have been seen with adoptive T-cell therapy in haematological malignancies, lymphoma and leukaemia, but also in solid tumours such as melanoma and sarcoma. Research is ongoing in various disease areas such as prostate and breast cancer and the most recent findings will be presented.
Vaccine development and cancer antigens are another hot topic at the ESMO symposium. Coukos said: "We have invited top experts in the field to discuss which antigens should be pursued, whether they should be mutated antigens, and how the field is progressing on this fast moving treatment."
Commenting on the growing importance of immunotherapy in oncology today, Coukos said: "Immunotherapy capitalises on the ability to activate the immune system in a robust way. That has paid off, demonstrating that in fact there is a very vigorous immune response against tumours that can be activated using antibodies that block immune checkpoints, or using combinations with vaccines, or taking this response out of the body and re-educating and re-engineering it with T-cells in the adoptive T-cell transfer approach."
He concluded: "All of these areas are rapidly evolving and we are seeing responses and success stories in various areas of oncology, to the point that now I think there is no doubt in the oncology community that immunotherapy is here to stay. Immunotherapy will continue to make a significant impact as we optimise the technology and the medical science behind it."
Explore further: Team finds mutations expressed within melanoma tumors that predict effective responses to a groundbreaking immunotherapy
Provided by European Society for Medical Oncology search and more info website
______________*******************************************_______
This is why we are excited, Frust.
Best,
Joe
HF, sometimes I think we really forget what we have here
1 - Yes, Immuno-oncology is THE coming paradigm shift in cancer treatment
2 - Yes, Bavi WILL be a major player in the I-0 space (for goodness sakes, just think about it: the cell membrane is CRUCIAL to all cellular signaling, operation, and protection; it's either that or apoptosis
3 - Yes, the stock you are holding plays "nice" with so many other anti-XYZ Mabs, which is EXACTLY why it won't be destroyed by BP; (if BP can make SOC money off something, it's certainly in your favor)
4 - Yes, PPHM holds long-term patents on the anti-PS platform
5 - Yes, this IP is owned 100%
6 - Yes, if you hold a fair number of shares now, you may very well be able to retire quite soon
SOMETIMES WE NEED TO BE REMINDED OF WHAT WE HAVE AND WHERE WE ARE
7 - We are sitting on the edge of a paradigm shift, with THE upstream checkpoint inhibitor in the space (but you'd never know it by reading this Board)
8 - More and more KOLs are coming on board every day - witness this ESMO article
9 - The oncologists I know personally talk YERVOY all the time (what will they say when the Bavi + Yervoy results come in?)
10 - In my view, I'm not selling a single share for less than $50, and will sell most $100+ (I'll wallpaper my bathroom with PPHM stock certificates before selling)
Warren Buffet's advice: BUY AND HOLD...FOREVER.
Best always,
Joe
ESMO: Immunotherapy set to revolutionise cancer treatment
Immunotherapy is set to revolutionise the treatment of cancer, according to ESMO President Professor Rolf A. Stahel. His comments come as the ESMO Symposium on Immuno-Oncology 2014 is about to open in Geneva, Switzerland (21-22 November)
"We expect that the new possibilities of immunotherapy will substantially change the treatment of cancer," said Stahel, who is also Scientific Co-Chair of the meeting. "And this is not just in one disease, but across the board in many types of cancer. The ESMO Symposium on Immuno-Oncology will highlight all exciting immunotherapy topics which are now on the verge of entering clinical practice or are already practiced in some of the leading centres."
Professor George Coukos, also Scientific Co-Chair of the meeting, director of the Department of Oncology at the University Hospital of Lausanne (CHUV) and the Ludwig Cancer Research Centre, Lausanne, Switzerland, said: "There is no doubt that immunotherapy is rapidly emerging as a self-standing therapeutic domain in oncology. This is in the same way that chemotherapy, molecular targeted therapies, radiation therapy or surgery have made a very significant contribution to the treatment of cancer patients."
The latest developments in immunotherapy will be presented by international experts from Europe and beyond on topics including checkpoint blockade, T cell therapies and vaccine development.
Commenting on the promise for checkpoint blockade, Coukos said: "There are very important developments now in many disease types. The unexpected news is that checkpoint blockade works not just in tumours that were considered to be responsive to immunotherapy, such as melanoma or renal cell cancer. It is also effective in patients who have not previously responded to immunotherapy, including those with lung cancer, gastrointestinal tumours and genitourinary tumours. Medical oncologists have another tool to treat patients, and this ESMO meeting will help them increase their understanding on the potential of this therapy and what it means for clinical practice in the future."
T-cell therapies and T-cell engineering are another rapidly emerging area that will be explored at the meeting. Responses have been seen with adoptive T-cell therapy in haematological malignancies, lymphoma and leukaemia, but also in solid tumours such as melanoma and sarcoma. Research is ongoing in various disease areas such as prostate and breast cancer and the most recent findings will be presented.
Vaccine development and cancer antigens are another hot topic at the ESMO symposium. Coukos said: "We have invited top experts in the field to discuss which antigens should be pursued, whether they should be mutated antigens, and how the field is progressing on this fast moving treatment."
Commenting on the growing importance of immunotherapy in oncology today, Coukos said: "Immunotherapy capitalises on the ability to activate the immune system in a robust way. That has paid off, demonstrating that in fact there is a very vigorous immune response against tumours that can be activated using antibodies that block immune checkpoints, or using combinations with vaccines, or taking this response out of the body and re-educating and re-engineering it with T-cells in the adoptive T-cell transfer approach."
He concluded: "All of these areas are rapidly evolving and we are seeing responses and success stories in various areas of oncology, to the point that now I think there is no doubt in the oncology community that immunotherapy is here to stay. Immunotherapy will continue to make a significant impact as we optimise the technology and the medical science behind it."
Explore further: Team finds mutations expressed within melanoma tumors that predict effective responses to a groundbreaking immunotherapy
Provided by European Society for Medical Oncology search and more info website
Lemmy, I actually agree with you. The PPS is a reflection of lack of market interest at the present time. Nothing more.
No news is driving this fall. It's just that the market is off chasing other "green shoots." It will return fanatically at the appropriate time.
The market knows very well that more collaboratons, ISTs, conferences, KOL opinions, etc. are NOT going to drive anything anywhere anytime soon.
Just. sit. tight.
One more time. There isn't anything that's going anywhere anytime soon. The last CC pretty much spelled it out. There's a plan and it pretty much has 2015-16 written all over it.
The market knows that. Has this changed Bavi's key developing central position is the lucrative IO space?
No.
So chill. Most retailers want to make money NOW (which is often a very big mistake) and so they've taken their money elsewhere.
But, hey, being a slow-pacer in a fast-paced world is just the way it is.
Best,
Joe
Chasing green shoots...and failing badly
N.B. I sincerely hope this post doesn't violate the TOC. I mean no offense to no one. Just pointing out the dominant psychology here. An "instant-gratification-takes-too-long" mindset in a financial backdrop that punishes that view severely.
Ah, so much angst on the board. So much short-term maneuvering and hand-wringing that's perfectly in sync with the zeitgeist.
It's funny how the board seems filled with 14-year Techniclone-PPHM battle-hardened veterans, yet so many have been here on the Board for only a few years...or months. I guess everyone wants to be a battle-scarred veteran...even if they are not.
So what happens when you follow a long-term strategy in a short-term world? Answer: you don't post on this Board much. Too many green-shooters looking for the quick kill, advising you to do the same, and scolding you if you don't.
It's in the American psyche. "Get-rich-quick." Swagger with the boys, beer in hand, in the backyard barbeque and talk about how you nailed this x-bagger and that x-bagger.
Except it's all a dream. Most of us are in the red. Really in the red. And we want that bailout for our emotional investing decisions made previously (and badly.)
The temptation to sell at $5 will be huge. The pressure has been building since September, 2012. So many pressure cookers around here ready to blow. I think it will be a serious mistake to sell at $5, just as it will be a mistake to sell at $25. But how many will still be around to have that nice, difficult decision to make - that's the question.
Best always,
Joe
Long-term strategy in a short-term world
GREAT ARTICLE BY O'SHAUNESSY AND **VERY ** APPLICABLE TO PPHM
EXCERPTS FROM AN UNEMOTIONAL SUCCESSFUL INVESTOR:
Sticking to a long-term strategy in a short-term world
23 hours ago
What Works on Wall Street
CNBC asked me to participate in a program called the Platinum Portfolio, in which each manager was asked to come on Squawk Box in the spring with three stocks they thought would do well over the next year. I happily accepted the invitation – and picked my stocks in April. I participated in my second interview on Monday – the official checkpoint on the performance of my picks. Spoiler alert: the interview drove home the very nature of our time-tested, long-term approach to investing.
Now, back to my Platinum Portfolio segment.
The three stocks I focused on for CNBC’s Platinum Portfolio are:
Canadian Oil Sands Ltd ($COSWF), which has a market cap of $8.7 Billion; a dividend yield of 7.14% and is cheaper than 68% of the stocks in our Large Stocks Universe based on our value composite.
Ecopetrol SA ($EC), which has a market cap of $64 Billion; a dividend yield of 7.55% and is cheaper than 81% of the stocks in our Large Stocks Universe based on our value composite.
Telefonica Brasil ($VIV), which has a market cap of $14.1 Billion; a dividend yield of 3.95% and is cheaper than 93% of the stocks in our Large Stocks Universe based on our value composite.
So far, so good.
Wait. Not so fast. At the time of segment earlier this week, the three stocks were down on average 6.42% since I debuted them in April, whereas the MSCI ACWI ($ACWI) was up 4.61% over the same period. (We use the ACWI because all three names are non-U.S. companies.) So, the question becomes, do we keep these names or switch to better names? It’s a natural question – and one that gets at the very heart of my investment view: look long term. Because if we as investors let the short-term drive us, the results will be predictably bad. And I passionately believe the only way to have long-term success investing in equities is to have a rules-based buy and sell discipline.
Don’t listen to your gut
I can’t imagine how someone who isn’t using a rules-based process could handle having three of their picks down when the market is up. The stress of making gut decisions must be killer. But I think the long-term results of making gut decisions in investing is overwhelmingly negative. According to a study by Dalbar, for the 30 years ending in 2013, the average equity fund investor earned just 3.69% a year versus a total return for the S&P 500 ($SPX) of 11.11% per year! Indeed, the average equity fund investor would have been better off leaving their money in U.S. T-Bills, which earned 4. 01% a year over the same period. What’s worse, Dalbar said that “attempts to correct irrational investor behavior through education have been futile.” (Story here.)
Now, I have no idea how the three stocks I selected will end up doing when they reach the one-year mark (we use an annual rebalancing method), but I do know what the odds of our strategy of buying cheap, high-quality global stocks are—high. Without the discipline of our automated buy and sell rules, I am quite sure that I would behave just as emotionally as the next guy. But my experience on Squawk Box really drives home the difficulty conventional investors must face in trying to achieve long-term success in a short-term world.
Finally, if an investor can’t embrace a quantitative, rules-based investment strategy, my recommendation is simple—put your money in an index fund and remove the stress and uncertainty that all of the short-term news throws your way.
Geo, the stock can trade 80 million shares in ONE day
and will so, in my view, upon positive Sunrise results and/or partner with subsequent buyout.
PPHM has already traded 100 million shares in a week, so 200 million is certain with blockbuster news.
All that excitement for just a simple "penny stock."
Ain't. that. bizarre.
GLTAL!
Best,
Joe
"WARRANT AN EXPANDED CLINICAL INVESTIGATION IN BREAST CANCER..."
The writing's on the wall, folks. We've got a PIII running in lung CA, and now they're talking BREAST? These are the biggest cancers out there - and the COMPELLING PPHM data, which are stat sig, will NOT go unnoticed by the Big Boys.
Bristol or Merck, with their anti-PD-1 and anti-CTLA-4 babies, WILL most likely partner with PPHM.
They just HAVE to. They've already invested gazillions in these Mabs, and they don't work well without Bavi. Talk about gnashing of teeth....the data are provoking more and more BP angst.
Sooo thankful we didn't partner with Abbvie back in Sept. 2012.
Sitting right now in the cat. bird. seat.
Hopeful the BOD continues to do what they've been doing i.e. holding tight and sitting tight as this poker hand slowly but surely reveals itself.
GLTAL!
Joe
Gull, always enjoy your comments
The cards are being held VERY close the chest. No news for MONTHS. Something is in the air.
It's coming. GLTAL!
Best,
Joe
Chevy, doldrums are all part of the process
That's just the way it is. Lots of posts on the Board are made out of "bore-dom."
We're just marking time with a speculative biotech. Gee, what a surprise.
Read the boards of ICPT or PCYC or ARNA before they hit. Those stockholders had waited YEARS for something to happen.
And it did. ARNA minted a LOT of millionaires in 2012. It sat at $1.25 for close to forever. Then the PDUFA hit and it spiked to over $12.00. If you had 100K in the game, you became an "instant" millionaire.
But there wasn't anything "instant" about it. Those guys had been holding for YEARS.
When PPHM hits, and I believe it will, what you don't understand is that millions of poor slob investors out there will be saying, "Wow, all those guys just became INSTANT millionaires...!!!!"
Wrong.
We didn't. And we won't. Not in an instant. It took years of patience.
But time has a way of sneaking by all of us.
It's coming. As inexorably as the sun rising tomorrow.
Good luck to all longs,
Best,
Joe
PPHM $28.00 pps coming soon?
VERY specific dream the other night about PPHM hitting $28 bucks a share. No, I am NOT kidding. That e.x.a.c.t number.
Yeah, yeah, I can just hear it now: "Let's get to $2.80 first..."
Whatever.
Yeah, I know. A dream. And I think Pfizer (with an Astra-Zeneca hangover) and Merck were in there somewhere, too.
Haha.
The immune-onc race continues. Merger and acquisition fever continues. The stakeholders want in on the poker game. The pot is H.U.G.E.
Anti-XYZ's are great, but SOOOOO downstream. BMS, Merck, Pfizer, Abbvie, J&J...they all want IN.
I think what's clear at this point is that PPHM's asking price for Bavi is just too high for the greedy BP's to stomach at this point.
HOWEVER once Sunrise look-in's start showing what UPSTREAM checkpoint inhibition can really do, they'll start singing a different tune. They're just too greedy.
When Bavi starts smelling like a golden rose, those VERY deep pockets will start to jingle loudly.
In my view, that's when the $28 dream starts to look like reality. Until the price then goes up from there....
GLTAL!
best,
Joe
4our, you're dead on; PPHM can trade 80 million
shares in a DAY.
Under the right conditions, (which are pending in my view), the stock can go ballistic as everyone and their grandmother jump the train.
A Cotara deal creates VALUE, not straight cash. Everyone knows it's a niche product (and a very good one at that,) given the dearth of available options for GBM.
But it gets PPHM's name out there.
Credibility. Done deals. Positive momentum. A lot of great news may be just around the corner.
GLTAL!
Best,
Joe
It only makes sense if Cotara has been BOUGHT
CNBC says Cotara will be entering the GBM market. But how? It's still P2, with good results, yes, but still P2.
Running a P3 takes time, resources, and talent. Peregrine already has all theirs tied up in Bavi.
No way does Peregrine take their eye off the ball. Bavi is the future, PPHM knows it, and they won't be distracted from it.
So HOW does Cotara "enter" the market?
In my view, it's been sold.
Outright.
And the cash will improve the financial picture of PPHM even MORE.
Interesting times ahead.
GLTAL!
Best,
Joe
Bio, just don't forget about SOC
Yervoy will remain Yervoy, and oncologists are free to give BAVI with it if the data suggests they should.
Rolf Brekken brings the lumber!! Smack Down...
Rolf Brekken, Reactivating Your Immune System to Fight Cancer
WEBINAR - Brekken on Bavi
UTTER confidence in his voice; excellent presentation; he clearly lays out Bavi's case as THE upstream checkpoint that controls the master activation of the immune system.
M2 back to M1 polarization of macrophages
Knock out of MDSCs
Changing the immunosuppressive phenotype back to an immunostimulatory phenotype
All the pre-clinical "proof-of-concept" models, including transference of adaptive immunity cells from mice treated with Bavi's equivalent, to in vitro tumor cells that were thus destroyed.... incredible.
Hang on tight, brothers.
Big Pharma will soon enough make its move, in my view...
GLTAL!
Best,
Joe
John, exosomes and microvesicules still express PS
and Bavi still covers up their PS, and still triggers a switch-back from M2 to M1 polarized macrophages.
I must say that my philosophies are independently thought provked, and beyond just copy and paste discovery.
It's my understanding that Dr Thorpe first made reference to signalling chemicles in abstracts presented at AACR-2011:
Bristol-Myers Downgraded On Lung-Cancer Drug Data
Doesn't anybody see what this article means???
Of course, Yervoy and nivolumab don't work together...they're BOTH downstream inhibitors. With toxic side effects GALORE. Discontinuation of therapy. Failure. BMY is going to have to combine their drugs with the drug of "another company." They've already spent BILLIONS on these drugs, people.
Enter Peregrine.
Enter Bavi.
For all those long-time posters here who have done their DD, these BMY results make perfect sense. Downstream-downstream inhibition just ain't gonna cut it, people. You need an UPSTREAM-downstream combination.
The science is all there.
It's funny, but BMY's failure proves Bavi's value all the more.
Check the last sentence of the article quoted here.
GLTAL!
Best,
Joe
By AMY REEVES, INVESTOR'S BUSINESS DAILY
Posted 05/15/2014 12:24 PM ET
Bristol-Myers Squibb (BMY) was down more than 6% on the stock market today after the company's latest cancer-drug data moved one analyst to downgrade the stock, though others saw little that was unexpected.
Late Wednesday, the abstracts for various presentations at the upcoming American Society for Clinical Oncology (ASCO) meeting went online, including phase-two data on Bristol's much-anticipated immuno-oncology candidate nivolumab in combination with the company's already marketed Yervoy. In non-small-cell lung cancer, the response rate (i.e. tumor shrinkage) was 22%, while the rate of adverse events was 48%, with many of the latter obliged to discontinue treatment.
"The future of this combo is uncertain, in our view," wrote BMO Capital Markets analyst Alex Arfaei in a note Thursday. "Similarly, the addition of (Roche chemotherapy agent) Tarceva to nivo(lumab) doesn't seem to add much, and the additional benefit of combining nivo with chemo does not seem worth the added toxicity."
Arfaei also was underwhelmed by the nivolumab-Yervoy data on kidney cancer , which was better — but not better than nivolumab had done with other agents. This finding is significant because Bristol stands to gain a lot more in sales if it can sell nivolumab in combination with its own drug rather than ANOTHER company's.[/quote]