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The Lancet has what they call OnlineFirst, which is what it says. They publish online their articles on a rolling basis as they are approved during the course of each month. Once you register, you can set an alert to get notices of new publications.Lancet Oncology OnlineFirst
FWIW,The February issue of Lancet Oncology will be online on Jan 31, 23.30 GMT.
Love it!
A provocative article in December Lancet Oncology about randomized controlled trials:
Hear, hear!
Senti: Thanks for the excellent recap of the Swiss affair. As most Longs would agree, the list of disappointments from episodes totally beyond company control is, most unfortunately, crazy.
I think I might be developing PTSD from my time here!!
This is very good news! I must say though, when I think of Mr. Bigger I can't help but think of some character in an Austin Powers film and then LOL.
Marzan, I agree with the part of your post that says, 'they are doctors.'
apparently in your mind there will be. If you think that bad psoriasis patients will take whatever works, what's the need for wondering such a thing?
AI4door - that's some impressive sleuthing. I think it's worth considering that NWBO have done their own sleuthing and connecting of dots. Has she, perhaps, been implicated in some activity that Ondra would like to distance themselves from? Only the Shadow knows! (For now)
Ex - No. What I suggested is that the very same MRI's be re-read.
Thanks Daubers. Great post and great points.
Very much so.
Here's an additional thought about your proposal: How long has this trial been going on? Counting the first cohorts, maybe 10 years? When was the trial designed? When was the protocol written? What were the MRI criteria at the time for assessing PD vs stable disease at that time? Were those criteria and the techniques mortared into the trial? That is, was the trial stuck with criteria that, during the course of its existence had become known to be inaccurate yet could not be modified? Probably so. Otherwise, how could the MRIs that were read early in the trial be reconciled with those read later? They couldn't be during the trial. That's my GUESS, but seems to make sense. However, what about after the (minimum) event threshold has been met for ending the trial? Could all of the MRIs be re-evaluated based on present knowledge of the early effects of immunotherapy on tumor size, and is that what has been happening or has already happened?
IMO, yes.
Fantastic work Senti. You've set it out pretty clearly. With all that the company has been through and all the FUD we see and hear, we've been primed to take something ambiguous, like the seemingly unending trial combined with prolong silence and interpret it as being very bad news. My gut has been telling me that this is just not the case. There are too many knowns to believe the trial is failing. Thanks to a little sleuthing by Flip and others, we know Cognate is hiring for several positions. Sawston is becoming a reality. There's a 'very interesting' journal article from multiple contributors from multiple trial locations contributing and signing on to this paper, and more. Though I'll admit that behavior by the company has seemed a little weird, I don't believe it's because they are trying to hide bad news. This is IMO, but your post substantiates that for me. Thanks.
10-Q out
Precisely the point.
Whatever
It only makes no sense if you believe that NWBO know when something outside the company's control will happen. Clearly, they had thought there would be news to tell in September. Remember, these conferences, venues, etc, must be booked some time in advance. Seems to me they are hoping for the best when they make the arrangements.
With more sub-plots than I can even keep track of, it's easy to weave theories about why they planned to and later didn't do one thing or another. The simplest explanation, in my mind, is just that what they expected could happen by a certain time hadn't. This seems to be the nature of things in this trial.
As I've said before, each day brings us closer to something.
Agreed. If for no other reason, why should your brokerage be making 20, 30 ,40% interest on your loaned shares? As I've said before, get your shares into your hands. That means, out of any margin account into a cash account. And don't sign any agreements to loan your shares. Interesting post by Flipper, (though there are many) yesterday, I believe, that available shares to short had been halved in the past two days. For anyone who believes, as I do, that shorting is detrimental, safeguard your shares. Plus, as Senti says, if a vote comes about for any reason, you'll be voiceless if your shares are out on loan.
Hah! Flip, you got my attention because I love words. So, I looked back at my post to appreciate my own brilliance.. Once again, I LOL'd.
that's terrible! but, i LOL'd
Better than a R/S, IMO. But, if they do ask shareholders to vote on increasing allowable number of shares, people better actually HAVE those shares in their account and not out on loan or they can't vote them.
You've completely missed my point. sorry. Once approved, we'll see DCVax-L being used to treat all (operable) solid tumors.
Note: All solid tumors. She dint just say GBM. And, I don’t think that she’s only talking about DCVax L
You're welcome. Everyone with a margin account should follow your lead. As far as I know, all margin accounts include the bit you signed about giving permission for your shares to be borrowed.
Well said, Pete.
You're making a very basic error when you use yourself as a paradigm of a rational person and then conclude that what you think is what every rational person should think. If I translate your sentence to it's actual meaning, it reads like this: What I'm saying is that I've concluded that she has used this company as her personal piggy bank, [all IMO of course.].
Or, at least put them on speed dial! Good info.
AI4door: I find this post very provocative and kind of exciting. Thanks for shining some light on this possibility. I get a sense that the purchase of Sawston would be somewhat akin to buying a huge property in Cambridge, MA at a ridiculously low price. Not much farming in Cambridge, as I understand. I won't claim that management is irreproachable, however, I've seen several instances that, to me, show that Linda is thinking 10 moves ahead in this game. To any of us who are looking only at the present, her choices may seem absurd. Linda and Les are clearly bright people. If I'm going to presume anything about them, I'd rather presume that they've got a game plan that they're following as closely as circumstances allow and are modifying when necessary, rather than think they're blindly stumbling along collecting salaries, etc. etc...
So, IMO, the Sawston acquisition was a brilliant, forward thinking move. And now, the lease to the new tenant, is anything from random. She's putting the pieces together beautifully. Is this because she knows or thinks that DCVax will fail the trial?? Nuf sed.
Tangentially related, this is from my inquiry to Fidelity some time back:
XXXXXXXX,
If you are not enrolled in our Fully Paid Lending Program under a MSLA, your shares could only be available for loan via rehypothecation in a margin account. If you are carrying a loan value in a margin account then shares held in margin may be eligible for rehypothecation. All shares in held in cash accounts or in the cash account type (Type 1) within a margin account are fully segregated. I’ve attached some information about our Fully Paid Lending Program if you are interested in enrolling in that program.
I think you're probably right..
Flipper, you're right in my case. And, I'm pretty long of tooth here. We're talking sabertooth long. While reading all the posts with posters' price estimates post good news, I have to admit - it's refreshing change from a lot of the other chatter.
Here's a point of information for other long-toothed friends: When the share price exceeded 12.00 a share back in July, 2015, there were approx. 78M shares outstanding. Today, depending on whose count you believe, there are roughly 325M shares and we're at .17. So, trying to make something at least entertaining out of this, that 12.00 of 2015 would be about the same MC as hitting 3.00 today. And since we're playing this game, it's important to keep in mind that the 12.00 spike was due to virtually nothing! Look how much farther along we are. Look at the partnership possibilities. Other treatments need DCVax to boost efficacy to more significant numbers. Moreover, look at the costs of newer treatments. DCVax will be priced at less than half of the Kite/Gilead CAR-T just approved. And, it might be as low as 1/3 that cost.
Anyway, it's nice to see discussions about post-approval issues for a change instead of stories about why the trial is doomed.
Yeah. I always do my storm windows on the 17th and that reminded me of Yonemura. What happened with that?
So, another example of how inept LP is. Finding a tenant who will be intrinsic to the storage and distribution of the vaccine and who is willing to refurbish the space and then pay a decent rent. Terrible.
Also, what could this possibly mean? Why is LP doing a deal with a company like this when she knows that she has nothing to store or ship? Ludicrous!
I'd think it would be obvious, but, just in case, I'm being sarcastic. LP is always thinking at least 5 steps ahead in this game of chess.
Great job, Leprecon. Thanks
No, but I' am saying that I would never let a post on a message board influence my investment. Would you? Apparently, because you are promulgating this post as true. I say that post is not true.