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I am planning on adding another 1,000 shares before September; then I should be set. I will probably keep adding even after that if we stay below $20; hard not to if you believe that will be over $100 at some point.
Agree 100% with follow the money. I think that DO is setting himself up nicely for retirement.
Brother, here is my drunk arse validation:
Sorry I may have been wasted and did not understand the meaning of "Adage did not participate in it so their cost basis is higher than the $12 price paid by investors that participate in all the offerings."
3.9 million @ $4.25
3.1 million @ $7.50
300,000 @ $14.2
500,000 @ 19
Might be missing something here, but rough estimate of their cost basis is under $7? So they are 1/2 of my cost basis: but hey, I am just a cook in a mental hospital with no financial training:
http://ir.advaxis.com/press-releases/detail/1044/advaxis-completes-23-million-financing
https://www.thestreet.com/story/13139434/1/advaxis-receives-vote-of-confidence-from-hedge-fund-adage-capital.html
http://www.biospace.com/news_story.aspx?StoryID=358984
http://ir.advaxis.com/all-sec-filings/content/0000902664-15-003490/form4.html
Brother, just downed a 12 pack and researched this, and according to drunk interpretation of internet history:
3.9 mil at 4.25
3.1 mil at 7.50
300,000 @ 14.2
500,000 @ 19
I majored in cro-magnum math; so thinking probably below 12? Bet five fire starters and blanket?
Agree with you Brother!
Woof, Woof:
http://www.cnn.com/2017/02/03/health/dogs-cancer-partner/index.html
When I was in 10th grade I wanted to be a Zen Monk; later I discovered beer and man's second best friend.
Take care; appreciate your posts!
Hi Polaco, I also feel that the great success with HER2 in Canine Bone cancer may be somewhat correlative?
Thanks for the info; wonder if they can replicate that compound in the lab? Green tea also has been shown to have a similar property, that is why I drink a cup each day:
http://www.dailymail.co.uk/health/article-2937811/How-green-tea-KILL-cancer-cells-Compound-destroys-disease-leaving-healthy-cells-unscathed.html
DO is just a few years younger than myself; so I speculate that he doesn't want to work a whole lot longer.
Hi Hovacre,
Will this approach be comparable to CAR-T, as far as somewhat similar targets?
http://ir.advaxis.com/press-releases/detail/1256/advaxis-and-sellas-announce-licensing-agreement-for
Thanks
I have been doing the same, switched over to 25% of my paycheck going into ADXS; and already have 25% of my 401 K invested.
Here is a link to possible infectious disease market:
https://www.bccresearch.com/market-research/pharmaceuticals/infectious-disease-treatments-markets-report-phm061c.html
Older link here to possible cancer market:
https://www.forbes.com/sites/matthewherper/2015/05/05/cancer-drug-sales-approach-100-billion-and-could-increase-50-by-2018/#b47a5aa2dc69
Remember the work that was being done with the University of British Columbia?
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4077961/
http://ngdi.ubc.ca/?p=1464
https://www.ncbi.nlm.nih.gov/pubmed/24513715
Not sure if this is possibly another avenue, as method sounds possibly different?????
http://www.allergen-nce.ca/wp-content/uploads/reAction-Nov-2016.pdf
I see your point. But this is American made tech; so I will go with a FORD Truck.
For me personally; when it comes to cancer, I would spend the extra money upfront. There comes a point in Life where Time is worth more than Money.
Hi Ignatius, it only makes sense to me that AMGEN would be the likely candidate for buying Advaxis. Infectious disease is also another huge potential market; especially with bacteria mutations, antibiotic resistant bacteria and the potential threat for a biological weapon. Here is a list of items that I have sent to Avaxis IR over the past two months:
https://www.fbo.gov/index?s=opportunity&mode=form&id=e8924ed4b2e33d904c135686f4372b61&tab=core&tabmode=list&=
https://grants.nih.gov/grants/guide/rfa-files/RFA-CA-17-001.html
https://grants.nih.gov/grants/guide/notice-files/NOT-CA-17-045.html
And also this:
NIAID intends to award $42.7 million over seven years to the CoFAR so it may continue evaluating new approaches to treat food allergy.
NIAID Designates $42.7 Million for Food Allergy Research Consortium
Shelled peanuts in bowl
NIAID intends to award $42.7 million over seven years to the Consortium of Food Allergy Research (CoFAR) so it may continue evaluating new approaches to treat food allergy. CoFAR scientists are pursuing a technique called immunotherapy, which involves exposing the immune system to an allergen in a controlled way to eventually reduce immediate allergic symptoms and ultimately bring about long-term relief.
Hi Bourbon, I am still struggling with understanding why anyone would want to buy the company after the AMGEN deal? I am assuming that if anyone other than AMGEN bought the company, they would still have to honor the following:
Advaxis entered into a collaboration agreement with Amgen, where Amgen has exclusive worldwide rights to develop and commercialize ADXS-NEO. Under the agreement, Advaxis is leading clinical development of ADXS-NEO through proof of concept and will retain clinical supply and manufacturing responsibilities, with Amgen funding all clinical and commercial activities.
Maybe I am missing something here; but I see NEO as the probable future in both the US and EU. I personally think that Advaxis is probably going to be an independent company for a long time.
Love the article. However we at the drunk Cro-Magnon science camp interpreted that it probably was not AXAL combined with KEYTRUDA? Alcohol intake may equal possible knowledge?
Fire good! Stone Axe good!
http://www.advaxis.com/areas-of-focus/clinical-therapies/psa/adxs-psa/
Thanks, that made my week! I have been sending links about potential NIH funding opportunities to Advaxis IR; as I believe that there are a lot of potential opportunities that are right in our wheel house with both infectious disease and canine applications for humans.
Hi Shub,
I can very much relate to the frustration with the amount of time involved with seeing any return on my investment in Advaxis. This was my first, and will be my last investment into the biotech market. My knowledge of patent law is nil. However I assume that most patents in the US have a 20 year span, and I also assume that having Orphan Status grants some sort of market exclusivity:
https://en.wikipedia.org/wiki/Term_of_patent_in_the_United_States
http://pharmaceuticalcommerce.com/opinion/common-misconceptions-about-the-orphan-drug-designation/
Years ago someone once speculated on the Yahoo MB that our base vaccines could possibly be able to be reproduced by other entities if they were somehow able to allow the attenuated LM to grow and multiply; however I have no idea if this is possible? IP is a key thing; and I personally do not have a lot of confidence in IP protection outside of the US and EU, again this is pure speculation on my part and I do not have any factual basis for this assumption. The good news that I perceive is that our platform appears to be able to adapt and change; and could possibly be the vehicle for endless applications in immunotherapy.
Interesting article in TIME magazine about state of readiness for the next pandemic.
Talks about genetic sequencing and has quote" But microbes evolve about 40 million times as fast as humans do, and we are losing ground"
Playing St. Patrick with the snakes on my property today; I really miss my old Jack Russell Terrier who used to take care of this in the past. Just finished another beer and want to run some hypothetical Cro-magnon math by you on the following CIN patent verbiage:
"At the present time the random code has not been broken, however of the 18 treated patients 3-4 patients have receive placebo and 14-15 patients have received active drug. The average spontaneous remission rate in this population is approximately 25%, and 4-5 patients spontaneously remit assuming the experimental agent was ineffective, but in the 18 patients treated to date, irrespective of treatment, 14 have remitted. Thus, a therapeutic effect of the agent on the precancerous condition of CIN is being observed."
So hypothetically (say 4 placebo and 14 active drug) interpret that 14 have remitted, possibly subtract 2 placebo (assuming 50% natural remission from placebo) from 14 equals 12. From the remaining 12 remitters hypothetically say 33% natural remission from this group, so subtract 4 =8 remissions possibly due to our treatment.
So maybe 8 remissions due to our treatment out of the total of 14 possibly? This is assuming that all numbers are from the mid dose leg? Tough to tell for sure on this as sample size is small.
But I personally feel that there are enough results between this and the low dose to hypothetically argue that the CIN study was not a failure; and possibly worth pursing in the future, especially with increased dosage levels. If I remember right from TM; the potential CIN market is huge. I also possibly remember reading that the LEEP procedure can possibly prevent future ability for pregnancy.
I also was hoping that they would pursue the FMD vaccine; and perhaps this may be revisited in the future? Drinking beer and spending time reading stock message boards ultimately led me to first hear about Advaxis.
I think that our key attribute may be the ability to adapt and change on the fly; and maybe someday this will be applicable to antibiotic resistant bacteria?
Regarding CIN, found this old patent. Many of us arm chair rocket scientists were looking at early versions of this and speculating on possible mid dose results, although I think the verbiage may have changed?
Some information scattered throughout, but can also scroll down to examples 10 and 11
http://patents.justia.com/patent/8956621
When I first invested in this company 7 years ago; I had no idea that the science was going to evolve into NEO and possibly infectious disease. Just think what they may discover in another 7 years? This may sound stupid; but I am happy that they somewhat drug their feet on the other constructs and didn't spend a ton of money, only to possibly be outdated by NEO.
I personally do not worry about our science getting outdated; because we continue to evolve. It is really a rare and beautiful concept; and it makes me realize how fortunate I was to learn of this company 7 years ago so that I could continue to add shares.
Hi Shub, these are the only two patents (Neo and infectious disease) that I am personally concerned about. Take it for what it is worth coming from a guy that mostly drinks beer all day, but as the science develops (i.e. fast moving field) so do the patents in my opinion. The date on the patents also gets newer, so probably more time till expiration.
https://www.google.com/patents/WO2016207859A1?cl=en
http://patents.justia.com/assignee/advaxis-inc
Should also add that even in Cro-Magnon school they taught us that our bodies may develop cancer several times during our lifetimes, and our immune system is sometimes normally able to thwart the attack. So maybe Immunotherapy is the cure? So you have to ask yourself who will be able to generate the strongest personalized Immunotherapy treatment?
Maybe they see what I see; which is that Cancer has genetic differences between each patient, and even within our own bodies as tumors undergo mutations and may change again if they metastasize. So I speculate that to find a cure you need to be able to change your approach quickly on the fly and offer the maximum number of Neo anitgens. When you research our NEO platform, the picture becomes crystal clear. Even to a Cro-Magnon like myself.
Hey Princely Ruler; keep the faith. There is a reason that TM though Axal should be first. I personally feel that NEO is the rabbit.
http://globocan.iarc.fr/old/FactSheets/cancers/cervix-new.asp
Maybe you should dump everything in a sand pit and go the way of the full service gas station?
Interesting video link attached. I think I know why this may possibly be so; but in the words of Mark Twain" "It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." Any questions, ask TM?
Did you know that men are twice as likely as women to be diagnosed with oral cavity and pharynx #cancer? Learn more: https://t.co/FkbiUdkPHQ
— NCI Cancer Stats (@NCICancerStats) May 3, 2017
Dan has a deal with Astra? Damn, missed that one. Going to have to lay off of the crack pipe for awhile. Just kidding; if it aint legal then I do not partake. Who needs it when cigars and alcohol are readily available and legal? Have you tried the legal stuff? Is kidding still legal?
Interesting excerpts from the attached articles:
"Increased mutation rate is a well-characterized feature of human cancer."
https://genomemedicine.biomedcentral.com/articles/10.1186/s13073-017-0424-2?platform=hootsuite
"List of known cancer genes (more than 600)."
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5384238/?platform=hootsuite
Having trouble with your link; any way to copy and paste?
Thanks
Thanks for the reply. I think what the SITC presenter may have perhaps meant is that we do not need any additional adjuvants.
Regarding constipation; Natty has always been a cheap fix for me personally, along with some alcohol content as an added benefit.
An adjuvant is a pharmacological or immunological agent that modifies the effect of other agents. Adjuvants may be added to a vaccine to modify the immune response by boosting it such as to give a higher amount of antibodies and a longer-lasting protection, thus minimizing the amount of injected foreign material. Adjuvants may also be used to enhance the efficacy of a vaccine by helping to modify the immune response to particular types of immune system cells: for example, by activating T cells instead of antibody-secreting B cells depending on the purpose of the vaccine.
Big Science man says that unlike others we do not need adjuvant, are you saying we are adjuvant? Grog confused?
I disagree with the term "failure"; management error perhaps would possibly be better fitting. The first leg was very low dosage, someone once referred to this as mouse level dosage. Personally from my demented point of view I thought that our mouse level dosage probably had better results that the first attempt by Inovio. There was much speculation based on the mysterious patent filing that our second leg was probably going to show numbers somewhere around 79%; although management felt that there were too many women dropping out to adequately assess the final results.
If remember correctly the old thought process was that the CIN Market potential is enormous; especially worldwide. Perhaps someday this will be revisited after the LM platform is accepted.
Finally finished watched the NEO portion from the SITC Research reception last November; thanks Tex for posting this previously. NEO part begins somewhere around 39 minutes 25 seconds. Highly recommend that you watch this if you have not already. I have found that you have to let the presentation run for about 10 seconds before you can advance it to where you want.
Neanderthal logic tells me " It is What it is". Hopefully we have some very crafty wordsmiths writing up our business contracts with the Big Boys. As for me, I will stick to beer, fire and mowing my backyard.
Enjoy your posts and input to the conversation; Take Care!
Thanks Iggy. My alcohol damaged undersized Neanderthal brain somewhat understands this because Axal was licensed to Biocon and Global Pharma first; so AMGEN would not be infringing because they are adding new stuff to the formulation. Buy hypothetically; if NEO contains everything in AXAL plus new stuff, would not any future licensing of AXAL possibly be an infringement issue? This is were I get very confused. I realize that this type of thought is above my pay grade, and maybe I should just stick to Neanderthal concepts.
Hi Trader, here is a link to the results from the first leg of the CIN 2/3 trial:
https://www.yahoo.com/news/Advaxis-Reports-Positive-zacks-816716861.html
There was a mysterious patent filing that showed up on the YAHOO message board; and there was much speculation that the second leg was possibly showing more promising results. I know that CATDOG and probably FBG will possibly remember this?