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It appears we are working much harder on the former than the latter, Willrob.
Or get a hot CEO and some fresh funding.
All in all, not that encouraging....We're not negotiating from a position of strength.
Seems to me that we are slowly establishing a niche for ourselves and filling it.
Meanwhile our R&D progresses and our sequencers get faster and with cheaper output.
As i mentioned before....All it takes is for the long sequence reads to prove critical in diagnosing a common disease, and we are in.
Good idea, but in 10 years i'll most probably be dead.
Guess i'm in the wrong stock, eh?
Hi Dew:
Probably not, because;
1.NEO is a great new idea, but it's untested in real life. We haven't had any clinical trials, just mice, much less a large clinical trial to see if it actually works at all.
2. other immuno0nc companies are testing various neo-oncogen constructs.
3. ADXS has several exciting new areas of exploration that are unproven and many years from consideration by the FDA. The failure rate of this sort of thing is at least 10 to 1....Steep odds.
The value of this sort of thing is ephemeral and nothing to bank on yet,
however much we may hope.
4. Meanwhile , we have a number of already established constructs well into their clinical trial progression and much closer to marketable and we are lolly gagging around wishing somebody else will step in and run the critical clinical trials for us....With a very few exceptions.
sigh!
"Cemp was at 35, not much more needs to be said. They apparently were not forthcoming addressing the liver issues and the FDA Bi*ch slapped them.
CEO was removed, and interim CEO just jumped ship."
Dirty:
If you sold at $30, it would be too soon.
We have our fingers in a bunch of juicy developing pies.
FBG, i don't trade my ADXS shares so i'm not very concerned about the weak SP.
It's weak because we have been selling unsubstantiated hope for too many years, in large part.
We didn't press forward on a PH3 trial on AXAL when we had the money a few years back.
Now, we'll have to bargain away a big chunk of our interest to have a chance at that....At best.
Hope so...But we tend to be slow on such stuff.
Respectfully: We won't get FDA recognition if we haven't done proper phase 3 studies with large numbers of patients....
And we haven't.
We'd be delighted if that happened Bourbon;
but neither the medical community, nor the FDA
is going to do anything so affirmative
given the dinky size of our trial.
It just isn't realistic to think so.
This is the same basic error that prevails over on the Anavex board.
Drug trials that lead to FDA approval
almost always feature large numbers of patients.
What would be the point?
With a CR rate that high, why bother to add a checkpoint inhibitor?
The answer is that, like the ph1, this ph2 anal cancer trial was too small to take all that seriously.
We spend money on all sorts of secondary stuff while we keep cheeping out on critical things like the size and quality of our clinical trials.
Giggle
While i sorta agree FBG,
i think that the present SP and it's flux are basically short term noise.
The real value will be unlocked after the Ph 3 results
on a make it or break it basis.
Very pleased!
And long overdue.
Let's get that ph 2/3 pivotal study on the road soon!
I recently lost a friend to anal cancer, he died horribly.
He was a fine artist and wonderfully creative,
extremely productive and free of pretense.
Cattdogg: on the face of it it seems like you are making great leaps and huge assumptions to come to that conclusion.
But i know you are pretty bright, decently grounded and not prone to overly wishful thinking..
So what evidence do you have that i don't, please.
At a guess, NEO is in development but not having significant volume demands for quite a while;
And, presumably, we would still need to produce the lysteria construct component for it.
Probably the production would be for the demand produced by the presumed EU approval.
Because our company is not at all transparent, unfortunately, we are left to grope around in the dark and blindly speculate.
Clearly the production facility is a big gamble...We just have no way to know just how much of a gamble.
hi Masters:
Guess we'll see what he does with them.
That he's so heavily vested generally is very encouraging.
What are you doing for news sources now?..Mine sorta dried up.
" Synthetic Genomics, Inc. and Advaxis, Inc. (NASDAQ:ADXS) announced today that they have completed development and deployment of the first current good manufacturing practice (cGMP) synthetic biology facility for the production of synthetic DNA constructs. The cGMP suite has been designed to meet cGMP Phase 1 clinical quality and manufacturing requirements mandated by the FDA. The suite will be used to develop synthetic DNA constructs for Advaxis' upcoming Phase 1 clinical trial of ADXS-NEO, a personalized, neoantigen-targeted cancer immunotherapy. At the core of the suite is the BioXp(TM) 3200 System, the world's first benchtop automated genomic workstation that customers can purchase in an expandable fashion, combined with proprietary Synthetic Genomics genome synthesis tools to manufacture precision DNA constructs. The facility is based at SGI-DNA, a subsidiary of Synthetic Genomics. "
Our collaboration with Synthetic Genomics and their very advanced tech is exciting!
Those folks are brilliant and the critical key to making NEO functionally plausible. They were the crew that first sequenced human DNA end to end.
Magness;
if we sell, we lose the probably much greater long term gains for a short term profit.
Hard to find a company with better prospects.
"ASCO Data Shows Prostate Cancer Patients with Genetic Risk Factors Missed Under Current Testing Guidelines
8:17 am ET June 5, 2017 (PR Newswire) Print
A new analysis of genetic testing results among prostate cancer patients shows a substantial portion of patients with clinically significant genetic variants will be missed under current testing guidelines. These data add to the evidence supporting the re-evaluation of germline genetic testing guidelines for prostate cancer patients. The study was presented by a team including researchers from Invitae Corporation (NYSE: NVTA) and the Tulane University School of Medicine at the American Society for Clinical Oncology (ASCO) Annual Meeting in Chicago, where it was designated a "Best of ASCO" presentation.
https://mma.prnewswire.com/media/268592/invitae_corporation_logo.jpg "
This encouraging news wins us a 5% SP drop...sigh..suck-a-duck market sentiment.
I'd too many little bios that don't look like they had a short term payoff.
With a science-hostile administration, i bailed out at a loss.
You won the right to gloat and us to pout.
Not dead yet though.
Even if we just sold off our socks.
Think they are seperate companies...SpaceX and TSLA.
7:47 am ET
*Ionis Pharma Reports Earning of $50M Milestone Payment from Biogen Following EC Marketing Authorization for SPINRAZA
Benzinga
7:30 am ET
SPINRAZA(R) (Nusinersen) Approved in the European Union as First Treatment for Spinal Muscular Atrophy
BusinessWire
I don't understand why we are only up 6%?
Yeah, right...You shorts sure can get ugly.
If you did a bit of DD you'd know that in the second half of the trial a new protocol was put in place that prevented the negative outcomes...period.
I bought more.
Now the EU has just granted marketing authorization for this life saving drug for children
Hello again Midas:
the results ought to be very interesting.
I take it we've already run the same trial without the checkpoint inhibitor?
Yeah, i think so Mick.
We were very dependent on them when they began to stumble,
so management wisely made a major effort to diversify and that seems to be paying off.
Hey Masters..We ain't dead yet.
Like you, i got in fairly recently at around $5.
It's a negative cash flow, dinky bio and it's reasonable to expect the PPS to remain volatile. If you are going to invest in them, the most practical thing is to spread your bets assuming many of them will fail, a few will do little, and if you did your DD and chose wisely, the small remainder will more than make up for the rest.
All it'll take for PACB to take off, is a couple of major embarrassments because of the inherent inaccuracy of short read sequencing.
Anyone who says they always do is probably a liar.
I'm glad somebody besides day traders made some $ here.
Just call us the marine finance group.~
Sure hope you bought before earnings Jones.
Glad i just sat on my shares, which i'll continue to do.
Aptly put FBG:
When us old longs grumble,
it's because we were subjected to
a painful involuntary ADXS education.
We have a long history of less than scintillating deals.
Is it possible that ADXS is launching off on these tangents and new prospects, because the IP on our original constructs has expired to the extent that it is no longer worth the cost of FDA approval?
Hi Jack;
Did you fill your whole short at .80?
Not in the short term, but it might benefit us longs nicely.
Well Masters, they are thinking they are going to grow, a lot.
I would point out that you tend to have a world view with a short time frame.
To my eyes, that's a disadvantage.
Very few stocks have a chart that doesn't have peaks and valleys, especially young bios that aren't cash flow positive.
Down 7.5% on Pacific Crest downgrade.
In reality, most analysts can't beat the market or even random chance.
Might as well go by the horoscope.
Nice little 7.5% gift for us buyers.
I have been Masters, but having second thoughts too .
Never been able to take a loss gracefully.
It's been a grim stretch for small bios generally.
How can we take management seriously when they fail to focus on the spectacular 10 of 10 CRs from our anal cancer trial, and spend clinical trials resources on dog and pony shows, a fancy production facility, entertainment, a lush CEO salary,and so on.
Anal cancer should be in Ph3 by now, at least.
OUR CEO doubtless saved the company, but now it's clear we need an experienced and proven Bio_tech specialist in that chair that can put us over the FDA finish line ASAP.
Any idea why we are down 13% this morn?
Hi HDW, Think we did in that first little dinky PH 1 anal cancer trial, but waited an insanely long time to go for ph 2 as i recall.