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djohn.....keep up the good sleuthing....
peregr: nice post. Anyone heard how China's dedication to MAB manufacturing is coming along?
wook, you can't do this to us...you'll be missed.
Dr. Rocker, great to hear from you. The story sounds strangely familiar
with regard to complete tumor regression in mice...interesting stuff. I can't
let go of ppm like I cannot let go of the junk in about 6 storage units. Cheers!
PPHM reminds me of my two divorces: split assets in half, and then half again...and still hanging in there with only a quarter of what I started with and added to. We need to be sure that WHOever does not come in as a white knight and steal the science while leaving intact the obvious winner, Avid. But what do I know. I'm thinking of getting married again. Cheers and good luck everyone. I'm still reading your messages and holding...
cj and hut, that study does establish that Bavi has anti-tumor activity, and does not make one turn away from the concepts being advanced here. Instead it would make me want to find a means of amplifying the effect. Looks as if Bavi and antiphospholipid therapy still has a foot in the door. Nice find. This was
what a lot of folks have been waiting for. Haven't sold out yet, but it seems that i have far fewer shares than I once did! Good luck to you all. I'm still reading your messages! doc
good stuff hutch, thank you.
Hey cheynew, that was really well-written and interesting, even to a non-trading non market-oriented m.d. Thanks for all your efforts toward clarity.
lem, I want to know what you really think about PPHM. thanks
Oh brother! Some of you old-timers: How many times
have we seen this?
tough_to-make_money: interesting stuff. everyone should read your references. thanks
PPHMVERY LONG, this is a tough one to naysay. Since I've been here about as long as you have, and have lost credibility because of my gullibility, I am going to sit back with my dwindling holdings and simply hold on while the new generation comes along and carries the ball over the goal line. As mentioned, from a clinical point of view, this diagnostic business is an absolute blockbuster with potential that is even greater than naked Bavi or Bavi with a skirt on. I would not consider selling at this point, and I have been sorely tempted in the past 24 months. I think we have a winner at last. And this is only the beginning for the antiphospholipid platform. I have said for years that it is the spin-offs that count in the end, and we are only glimpsing the beginning.
Dear E Queen, if you bought at .29, and sold now, you would realize a gain greater than 99.9% of the stockholders who have been here 1-20 years. PPHM does seem to have a lot to do with cancer, as you suggested in your post, but also appears to be rapidly expanding into other healthcare fields such as early diagnosis of cancer; cancer recurrence diagnosis; chronic inflammatory diseases and aging....if there is a difference.
The best thing PPHM has going for it is its survival record, and its worst liability is a non-forward-looking board of directors. If you want to double down now on your investment there are any number of folks who would be grateful for your contribution to the science. PPHM track record suggests that it is an ultra long-term investment. I've been here for 20 years, and have enormous paper losses to show for it.
Yours ever-hopeful, ENT doc.
chenzo 11, LOL. Methinks the Chinese and Russians, if not PPHM brass, owe us some data points on PPHM products licensed and tested in their countries. Don't they publish any negatives? non-starters?
What happened to Cotara for lung cancer in China, and 2C3, and TTF, and, and....These are all very good intellectual properties awaiting patent expiration, etc. So if the incoming money tide is from off-shore it is probably a sleeper. If the money is mostly domestic, then it is probably the exosome cancer detection strategy, a clinical winner IMHO. (Disclaimer: I have thought previous PPHM therapies to be winners too). Since we are now talking diagnosis, we are talking much less trial time and much wider application. From a medical practitioner's point of view, mind-boggling, really.
Endo, agreed, exosome technology is the most likely cause of the spike. We are only beginning to see the "spin-offs" from Bavi tech. Alzheimer's is probably next.
suppose this is coming from Russia or China? Is 2C3 (the "better Avastin"), or TNT (Cotara) still out there?
seems we will be the last to know.
a post six months ago: senrex, Bavi as a "dud" is not a realistic description of it in light of current knowledge about it and about the now-burgeoning field of aminopholipid biochemistry. The "dud" part of Bavi, if there is one, is in current and past choices of clinical application. However, I cannot imagine for a moment that those scientists involved in this aminopholipid sector are going to come up empty-handed, and PPHM has an enormous lead in the sector. One problem is that the salutary and relatively side-effect free anti-inflammatory and anti-tumor effects observed ad nauseam (and financed by us stockholders) in pre-clinical testing must be investigated in humans in relatively short time-frames driven mostly by economic considerations rather than realistic therapeutic treatment durations. Simply-put, I would be willing to bet even more investment dollars that Bavi, or similar, will be a life-extender to almost all biological forms subject to inflammation and tumor formation if taken(for instance) as a daily nasal spray (since it has been established to easily enter the bloodstream after passing through the nasal mucosa). How do we measure life extension and generalized improvement in "well-being" in a reasonable period of time? Killing advanced lung cancers, as we have seen in multiple I-O failures lately, is not a reasonable expectation. As mentioned several times here, the "spin-offs" from trials of one purpose are often more valuable than the stated goal and end-point of the trial, so those of us here involved the clinical arena are keeping our fingers crossed that the post-hoc findings of the Bavi PIII trial (autopsy review of various organs systems and Bavi-specific staining of accumulation in various organs, infection sites AND tumor) will be productive. We are fortunate, as a small biotech, to have in our grasp such a wealth of human material to study after treatment with one of our lead products. We are also obligated to all patients and stockholders to make the most of this opportunity. The biggest hurdle has been overcome, presumably, and that is SAFETY. Pharma is full of agents that kill tumors, but kill patients too. Now the search is on for the correct application of potentially a myriad antiphospholipid MABs. Let's give some credit where it is due.
good news at last. thanks cj. eom
north40000: Sonoma County, CA. (Healdsburg, Sonoma, Santa Rosa)
Namtro, nice post. Interesting thought. With your writing talent you should not be merely lurking.
hope filled, you are comedic, especially if you rely on me. I have not followed this latest denouement closely, but it does have a certain increased sense of urgency about it, and also credibility. It is easy
to make a case for timing to offset reverse split and/or delisting, but it also seems that PPHM is onto something genuinely positive. That said, I'll say it again: Statistically significant means very little except to the statisticians...especially not to insurance companies. Doctors are largely sheep, easily led, but only by what is considered "standard of care", and "stat-sig" only gets us partway there. If I had any cash now I would probably buy an option or two. I tend to agree with some of the "glass half-empty" crowd here in that if the responding subgroup in the study was significantly large (stat-sig again), the study probably would not have been terminated. I still believe in the anti-phospholipid platform, and believe that it is a worthwhile pursuit to find a fit for Bavi-, or a similar compound. I have difficulty reconciling the marked positive results in lower animals with the mediocre results reported thus far in humans. It must be dose related. We'll see if it cost-effective. Wish I could be more help hope filled!
4ourretirement: not so sure about that one. They should file the patent app. the next day!
wildhorses, nice post. Mostly in agreement. Management has said, "we have it". They have not stepped a foot wrong in that regard. If this subset can be identified early on in the treatment cycle, long before end-stage disease, we have a winner, depending on what percentage of responders we are talking about. If we have a biomarker for 1% of the population of diseased subjects vs., say, 30%, then we are in business. Lung cancer involves an enormous demographic worldwide. You think it's bad here. Think China. makes me wonder about 2C3 in Russia.
They, thank you. This represents a fair appraisal of the news from the viewpoint of a non-science trained reporter. This could, in fact, be huge over the long-run. Everyone takes with salt the news that Bavi does not cure advanced lung cancer. Folks who have their ear to the ground, and know science, are looking for what's between the lines. How do you get your hands on a genuine human trial of any kind, lets a lone end-stage lung cancer. It does sound as if they have learned sampan', and they better not be fooling'. So far PPHM brass has hewed a very straight line IMO, taking into account normal human yearnings for success nd a cure. This might, in fact, represent the incremental step forward that sets the stage for conquest of the slippery slope, and the near-impossible summit We'lll see.
PPHM undeniably has the attention of the "big league" players, which is critical. PPHM did not go away when it was swished. It kept on analyzing. That's where it's eat. So we have the attention of the big players, and we've had our faces pushed underwater. What's a breath of fresh air worth? We hold the keys at this point.
BioBS. nice post. VERY interesting.
realist 1, don't agree that "Bavi has failed too many times already", but do agree that it has made plenty of shareholders sick financially. I just do not believe antiphospholipid medical technology is going to go away, and it is our responsibility to see that it is not given away. Who can outlast who here...collectively speaking.
hope filled, I've wondered who you are, but...no matter. You're the greatest!
James GMS. Agree that + or - 2 months (or similar) of additional survival for advanced lung cancer might be a marketable product for a large pharma, but when you have zero marketing staff such as PPHM, it is doubtful. For instance, would you believe not one in a hundred, or even a thousand oncologists has heard of PPHM or Baxituximab? How do you get word out there? Imagine the insurance company reaction to a product that costs thousands of dollars and extends life by a few statistically significant days. The insurance industry would label it experimental/investigational, and refuse to pay for it. That scenario is real life. Maybe a large pharma could pull it off, but again, as we've seen, not a small Pharma like PPHM. PPHM beat the standard of care in glioblastoma multiform with Cotara, but Cotara is on the shelf. I repeat: Bavituximab is a very good/promising molecular construct still in search of an application, and it is not advanced solid cancers.
hopefilled: good/great question: IMO PPHM would NOT take their findings to ESMO if they did not think they had worthwhile news...and I'm sure the program entries are screened also. You just cannot get away with nonsense at such a meeting more than once. “Presented data will include a biomarker in the SUNRISE trial that correlated with a statistically significant improvement in OS for patients treated with bavituximab+Doce vs. Doce alone." It sounds like a "new" biomarker combined with a "ho-hum" new drug (Bavituximab), so the chances of this being a huge stock price mover are not great, but there is room for both upside and downside surprise. For instance, what percentage of patients showed the improvement? How much improvement? And most important, as I've said here ad nauseum, when considering a MAB of any kind pitted against advanced lung cancer, the chances of a cure are small to the vanishing point. We see statistically significant differences in many instances that do not translate into a cost-effect significant improvement in quality of life. In other words, OS might be extended from 6 months to 8 months, which might attain statistical significance, but is not a marketable difference in treatment. I think Bavi-like MABs will have a place on the treatment table, and for cancer treatment it all will depend on how early treatment begins...and it is conceivable that Bavi or similar will be used for prophylaxis against that disease and many others. As far as a biomarker, is it something detectable by a blood test, or will it require biopy of the tumor during treatment? Who knows what they are up to, but I know it will be interesting.
Probably "the real deal". Cautiously optimistic about the future of the anti-phospholipid platform. The struggle to find a "fit" for Bavi seems to have taken a favorable turn.
Rx of reality from Stanford:
Article · September 2016
A Retrospective Analysis of Precision Medicine Outcomes in Patients With Advanced Cancer R...
Journal of Oncology Practice
Derrick S Haslem, S Burke Van Norman, Gail Fulde, ...
A Retrospective Analysis of Precision Medicine Outcomes in Patients With Advanced Cancer Reveals Improved Progression-Free Survival Without Increased Health Care Costs
Article in Journal of Oncology Practice · September 2016
DOI: 10.1200/JOP.2016.01148
THE ARTICLE IS BASICALLY SAYING that cancer immunology makes sense with early diagnosis and biomarker technology. YES! The timing of the article and the PPHM announcement creates a nice synergism. Now I hope all here understand the futility of treating advanced cancers with immunological agents, but the great value of the spin-off information derived therefrom. I notice that Steve King thanked everyone but the holders of common stock who made this inquiry possible. Hey Steve?!? It's been a long, loan-some haul for some here.
cheynew, goo article for newbies and oldies. thanks. the aminophospholipid platform needs a stable financial base in order to expand to, and reach, its true potential which IMO will be a vast biotechnology industry. Time to move on now and leave the advanced previously treated lung cancers behind. Make that ALL advanced solid tumors. Let's start with using the technology for early detection, treatment monitoring, early treatment, and prevention.
north:thanks4info. usual smokescreen for mediocre results. If this were the answer we would not be waiting for results to be presented at a meeting later in 2016.
senrex, Bavi as a "dud" is not a realistic description of it in light of current knowledge about it and about the now-burgeoning field of aminopholipid biochemistry. The "dud" part of Bavi, if there is one, is in current and past choices of clinical application. However, I cannot imagine for a moment that those scientists involved in this aminopholipid sector are going to come up empty-handed, and PPHM has an enormous lead in the sector. One problem is that the salutary and relatively side-effect free anti-inflammatory and anti-tumor effects observed ad nauseam (and financed by us stockholders) in pre-clinical testing must be investigated in humans in relatively short time-frames driven mostly by economic considerations rather than realistic therapeutic treatment durations. Simply-put, I would be willing to bet even more investment dollars that Bavi, or similar, will be a life-extender to almost all biological forms subject to inflammation and tumor formation if taken(for instance) as a daily nasal spray (since it has been established to easily enter the bloodstream after passing through the nasal mucosa). How do we measure life extension and generalized improvement in "well-being" in a reasonable period of time? Killing advanced lung cancers, as we have seen in multiple I-O failures lately, is not a reasonable expectation. As mentioned several times here, the "spin-offs" from trials of one purpose are often more valuable than the stated goal and end-point of the trial, so those of us here involved the clinical arena are keeping our fingers crossed that the post-hoc findings of the Bavi PIII trial (autopsy review of various organs systems and Bavi-specific staining of accumulation in various organs, infection sites AND tumor) will be productive. We are fortunate, as a small biotech, to have in our grasp such a wealth of human material to study after treatment with one of our lead products. We are also obligated to all patients and stockholders to make the most of this opportunity. The biggest hurdle has been overcome, presumably, and that is SAFETY. Pharma is full of agents that kill tumors, but kill patients too. Now the search is on for the correct application of potentially a myriad antiphospholipid MABs. Let's give some credit where it is due.
2ndstr:Bottomline: you are aluding to my post of 01/17/15,: "I know it is beating a dead horse, but I am still a believer in Cotara concept, of more precise delivery of I131 to tumor site. It looks now as if more than one MAB is capable of doing that (including Bavi?), but now the fascination is with immunomodulators which may well work in combination therapy in early disease, but it still takes a bomb to shrink large, bulky tumors which, with earlier diagnosis and intervention, will hopefully go the way of Cotara. However, with the way 3rd party intervention is going, I am not certain that in the near future we are going to see a decreased incidence of large bulky tumors at time of presentation to a physician. All this is a longwinded defense of a Cotara-like MAB. I would still like to see what the Chinese came up with in their trials of Cotara in lung cancer. Apparently it was nothing remarkable. Cheers!"
So, 2ndstr, I ask again, "What evidence is there ANYwhere that Cotara, or similar, is being used anywhere for ANYthing, especially in China for lung cancer?
2ndstr: any evidence Vivatuxin is being USED in China...for anything. We all know about the licensing deal.
cheynoo, not the worst booboo I've ever seen eom
cheynew, thank you. the author got it right
absolutely, vinmantoo, agree...and would demand to know much more about the results of the PIII Bavi trials we just paid for....and we won't get that information unless we insist on it. The subgroup analyses, the micro-pathology of the Bavi- treated group vs. the chemo- only group, full disclosure on side-effects, effect of Bavi on other diseases the patient cohort had/has (such as inflammatory conditions like arthritis (joint histopathology), alzheimer's (brain/neuritis histopath), diabetes (pancreatic inflame); liver (coexisting hepatitis), etc. etc. All this inform ation is out there....or better be. We need to insist on seeing it. If it is not being processed, I would like to know why.