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Does anyone pay Johnson & Johnson directly for anything?
Retail pay retailers and the companies do their accounting among themselves, nes pa (sp? Pardon my French)
I think 3 nearsighted statisticians armed with abacus would have finished the analyses by now, just saying
You’re not alone. I’ve been still buying most days including today, and keep raising my cost basis.
I’ve lost all discipline
Poor man, you can change it up a little, like pasta with oil and garlic, or pasta with sauce... you can sauté some diced eggplant and cut cherry tomatoes and add them too... or there’s always some liver with fava beans and a little Chianti.... (cue disgusting slurping sucking sound)
That’s it! Thanks!
Per LL, better outcomes seem to correlate with better resections/minimized tumor load for straight dcvax.
Dunno if the more recent dcvax/pd1/xxx combo approach that was indicated as a tumor killing treatment would have similar correlation or not, but my simplistic guess is it would always be better to start with less tumor load.
Actually I think I remember years ago reading about some miraculous remissions in response to something like a bad virus. I think this far predates immunotherapy vaccines. Or maybe I’m having a deja vu moment.
Anyone else remember this precedent?
Anyone? Buehler?
Yea, the thing I didn’t like about last year’s ASM is that Linda opened the meeting to shareholder questions but declared no questions and done just milliseconds later, followed by immediately declaring the ASM concluded.
I mean I don’t think she even waited for the round trip propagation delay between the conference bridge and us attendees
(There are a lot of engineers on this board who might enjoy the technical reference)
As much as I have respect and faith in Linda, that rush move struck me negatively and I didn’t like it at all.
Yes, I agree that Linda will be careful to not put Dcvax in any arrangement that could give an acquirer enough control to “pocket veto” or otherwise keep Dcvax-based treatments from achieving full potential.
That’s why I think a BP buyout will be tricky. Linda didn’t put so much of her life into this effort to have it limited after a hopefully successful 13 year phase 3 and approval obstacle course fraught with all manner of nefarious attacks!
Ok, so FDA is lead however each country retains independence of approval and timing. Provides efficiency of going through one common process and application submittal document(s) instead of multiple independent efforts.
Thanks for your post
Does Orbis necessarily result in simultaneous approval by UK and FDA?
If so, I learned something from you today and I thank you!
I agree with your points, however my comment was narrowly about Linda Powers, who I have for a long time believed is trying to improve the lot of cancer victims, having experienced her father’s cancer suffering, as similarly Linda Liau went through with her mother.
Although LP stands to become a billionaire if nwbo/dcvax succeeds, I suspect bringing a successful new cancer treatment with exceptional quality of life for the patients is her primary goal.
Thanks for the info! I didn’t know Milken was involved in novocure.
I know he survived cancer, prostate I think, and I’d really like to know what his recipe is for his anti-prostate shakes/smoothies that he shared with Joe Torre.
I believe LP was married to a billionaire, however she’s wealthy in her own right. That’s a key reason for dismissing the FUD about her scheming to extend her paychecks; she doesn’t need it and I believe she won’t sell out Dcvax for a quick (billion) bucks.... as they say... this time it’s personal!
If UK and/or EU approve first, the FDA would be under pressure to approve promptly, especially given President Biden’s challenge to cure cancer, imho.
I like Pumpernickels rye sense of humor! Nyuk, nyuk, nyuk...
If TLD release takes any longer, they’ll be Carbon-14 dating the trial results and remains of investors frozen in time staring at their device screens
I wasn’t making a case for release at asco. I was saying there’s nothing preventing nwbo to release TLD prior to a presentation at asco.
Also, isn’t asco the conference that a great many oncologists attend? I know that my mom’s oncologist attended every year. I wouldn’t think asco is small.
What would prevent nwbo from issuing the TLD PR prior to presenting or announcing some level of results at ASCOT?
For that matter what prevents publication of the peer reviewed paper with results prior to ASCO?
At a minimum the book will set the foundation that could establish Dcvax, and possibly extension to Dcvax combo as the best/most promising treatments currently for GBM.
Is the joint LL authored paper in the book a reprint or new, in which case statements referring to the phase 3 can be included?
It would seem a little bit behind for the LL book to be released in the same timeframe as the dcvax-l TLD and not cover the latest (phase 3 trial) results. There’s planned obsolescence but would you release a book that is immediately less than up to date?
So it would be anticipated that the book at least reflect the trial results in some nontrivial manner imho.
TMB,
Thank you for posting the link to this video!!
I think I saw this event by webcast when it actually occurred.
I must have been moved then, and I sure was moved to tears of appreciation and joy tonight by the long term survivor experiences with Dcvax, resulting in being able to stay in the lives of their loved ones. Told they were weeks or months from death’s door but with Dcvax they were there alive 4 - 15 years later!!
Is Dcvax efficacious ?
Linda Powers clearly stated in her closing statement at this event, that there was a big fat tail indicating that 30% of all the trial patients (100 of the 331) were alive significantly longer than expected, not 30% of a fraction of the trial patients!
If (plural) you doubt Linda’s sincerity and commitment to making Dcvax available as an effective and relatively affordable cancer treatment, I strongly suggest you view this event video carefully.
How does any one watch and listen to these survivor stories and continue to malign and spread FUD against this treatment ?
Sounds pretty reasonable to me that there would have been a proof of concept production run if possible, before consummating the buyout of Flaskworks.
Unfortunately as we’ve all seen lately, some people have no qualms knowingly putting less than truthful stuff out there.
How bad the timing is remains to be seen.
I bought several times today, yesterday, and most trading days before then.
Raising my average cost each trade for months now and discipline is out of the window!
Small trades but collectively getting further and further out on the limb!
Looking out for that roadrunner with a saw
Sir Pumpernickel literally puts the HAY in HAppY!
You’re strong to the finish cause you eats your spinach,
You’re Pumper the haying man... shiver me timberz!!!
Seriously, I enjoy your posts and sense of humor, making the wait for TLD more tolerable...nyuk, nyuk, nyuk
I hope I can clarify the Sawston situation or at least not cause more confusion.
I think that LP dissolved Toucan previously around the time of the Cognate transactions.
LP set up Aricaris (spelling ?, which happens to mean Toucan by no coincidence I’m sure) as nwbo managing subsidiary for Sawston in the UK. Not sure if Aricaris has been superseded by a nwbo UK subsidiary name/entity now.
Regardless, nwbo owns the Sawston facility and the equipment used there.
Advent operates the manufacturing for nwbo and I assume for manufacturing for other cell products for clients other than nwbo. I assume nwbo and Advent would charge and receive funds from any such clients.
My recollection could be off, but the above is my best shot at the relationships.
Managing our portfolios is becoming full time employment
If nwbo comes in as big as a lot of us think it will, I should accelerate the shift from individual stocks to funds that won’t require as much homework.
More opportunity to enjoy family, paint the masterpiece, write a book, compose songs, relax on the Mediterranean, and..... sorry, started dreaming
It is 17 acres, much of it is buildable for housing that should be attractive to a developer. LP made a great real estate deal. Hopefully her m&a deals will be good as well. Flaskworks seems like a good strategic deal as well.
Thanks for expanding the potential scenarios! Interesting, the scenario where nwbo is bought out but Sawston CMG retained.
If it looks like a duck, quacks like a duck, and lines up like a duck, it may very well be a duck!
I’ve continued to pick up small numbers of shares most trading days, however I’m increasingly tempted to back up the truck despite already being too long for comfort.
Although I’m split as to whether LP will go it alone for a while or go for a buyout early, your post includes that this firm is particularly good with M&As. Things that make you go hmmmm...
There appear to be a good numbers of engineers on this board, and I’m a retired engineer as well. There’s a great blend of skill sets and perspectives here which account for the high quality of this board! OTOH, as Groucho Marx used to say, “I wouldn’t want to join a club that would have me in it”
Are you kidding? This has been the best nwbo/Dcvax info board. It’s just that new nuggets are few and far between and it’s mostly waiting for TLD and other next milestones to be met.
Fwiw, Tecentric was the first immunotherapy that my mom received as part of a trial to treat bladder cancer that had metastasized. Treatment was via infusions and my mom had no adverse side affects and felt stronger than before treatment started.
They were seeing great long duration responses from a significant portion of the patients being treated, unfortunately after months of reducing tumor sizes the treatment stopped helping and she had to try another experimental drug that had quality of life impacts and ultimately also stopped helping.
So from what I saw Tecentric was terrific for those significant numbers of patients that had great and enduring response to the treatment. I might pick up some Roche shares seeing positive news in targeted cancer indications, when I have some dry gunpowder.
I was a technical director responsible, among other things, software development of major systems.
Based on my experience, analysis of trial data is easier and faster to do than development of a new nontrivial application. You apply off the shelf statistical and mathematical code, which you use to implement the analyses called for in the requirements. In this case the requirements are the SAP, which was already defined and could have been used to prepare ahead of data lock.
Yes, there most likely customization to implement the specific relationships from the SAP, and review/change processes to iteratively finalize the final results.
However I can’t imagine a scenario where interim results have not been produced, and that the general TLD outlook hasn’t been discernible from the preliminary data.
I would guess the general assessment would have been available by January or prior, and more likely prior.
So I would factor that likelihood into the possible scenarios of what’s going on with the TLD delay.
I’d gladly pay you Thursday for a hamburger today... I’m long to the finish cause I’m not smoking spinach, I’m Poopedeye the nwbo waiting man, whooop whooop!
I agree 100% that if nwbo releases TLD prior to ASCO, that Dcvax will be part of ASCO. The results of this phase 3 trial are extremely important whether endpoints are met or not.
Brother do I know that feeling!
Interesting in deed!