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As well as IntelliPharmaCeutics International Inc. Have you done any DD into that company and how it compares to Eltp? I've seen other familiar faces in that pond.
Thanks so much for taking the time. Very informative. Interesting point about the level of IL-12 potentially needing to be increased before being detected as cells adapt moving forward.
GLTU.
Other shock therapies like electroporation? AstraZeneca did just sign and agreement with inovio. I also can't help to see some similarities between Bavi and Oncosec's IL-12 currently in combination trials with Keytruda.
I'd love to hear your thoughts on how Oncosec's immunopulse with IL-12 compares to Peregrines approach.
So what's the answer? buy, hold, accumulate?
I've owned shares for a few years now and sold all but a few post split in what ended up being a small loss by the time I was done selling. Been watching ever since wanting to get back in as I believe the technology and opportunity is huge.
Didn't act on the opportunity to buy in the 3's but could not believe my eyes as it was happening. But now finally with the trial started, I feel like a bottom is in. If this trial is successful AND turns out to be pivotal, (big AND there) no amount of shorting could continue to hold it down.
Would anyone else agree with that? Or am I being naive?
(Capt, K. - need not reply)
Thanks
If they can pull that off, rolling this pilot trial seamlessly into a pivotal trial, management will deserve A TON of credit here.
IMO they already do with all that has been accomplished since Franks departure.
Though I do think commercialization in 12 months is a bit optimistic.
Does anyone have a guess on how large the trial size would have to be for a pivotal trial? Has it been stated before?
Nothing goes in a straight line but I do expect momentum to continue.
Patient #3 has a 3 month assessment due out any day. Potentially presented this Thursday at R&R conference or tomorrow at TERMIS. (my speculation only)
Patient #4 has a 30 day update due towards the end of September.
Then next month we should see 12 month, 9 month and 1 month updates for patients 1, 2 and 5 respectively.
IF all goes well (at the very least maintains the safety profile we all expect) we have much more room to run on the upside.
Especially considering how the price has been beaten up over the last month or so.
I like how they told us what they are pursuing next rather than just stating enrollment has been completed. Lots of meat in that PR.
Heavy volume into close. News in the AM perhaps?
Check that. 2 conferences in September now..
Released today 8/31:
InVivo Therapeutics to Present at 2015 Tissue Engineering & Regenerative Medicine International Society World Congress
http://www.invivotherapeutics.com/press-releases/invivo-therapeutics-to-present-at-2015-tissue-engineering-regenerative-medicine-international-society-world-congress/
I like the title of this one:
“Biodegradable Neuro-Spinal Scaffold Preserves Macroscopic Spinal Cord Architecture and Allows for Neural Regeneration at the Spinal Cord Contusion Epicenter"
Indeed disappointing in terms of PPS.
But fundamentally and news wise this may have been our busiest month in a long time. All in August we have:
- enrolled patient #4
- Been featured on Fox News
- Front page article in the Boston Globe
- Graduated to the Nasdaq Global Market
- Had a few thousand shares bought by an insider Ann Merrifield
- Added a NJ trial site (13 in total now)
- Announced a couple of promotions from within.
- Had a SA article calling for a double in the near term from a widely respected author.
All leading up to a conference next week where we can tell our story.
The price per share will follow sooner than later. These prices are a gift IMO.
Thanks very much for that.
What in your opinion would be considered consistent and substantial volume for a micro cap OTC stock? Thanks.
There are everyday people who use prescription pills for legitimate pain. And do not set out to abuse them. But months, weeks or even days in find themselves in need beyond the pain relief. Sometime without even realizing it.
Guns do not have physically addictive properties. That's an important distinction don't you think?
Jason Napodano listed off 10 picks. And $NVIV tops the list.
What To Buy Based On The Biotech Pullback
Aug. 24, 2015 10:20 AM
http://seekingalpha.com/article/3461486-what-to-buy-based-on-the-biotech-pullback
InVivo Therapeutics (NASDAQ:NVIV): Earlier in the month, I wrote an article on InVivo Therapeutics (at $12.50 / share) saying that I believed the shares are worth double what they are currently trading at. So far, not so good - I'm down 25% over the past ten days. Nothing fundamentally has changed for InVivo since the shares hit a high of nearly $18 in June 2015. All three patients in the company's pilot study with the Neural Spinal Scaffolding (NSS) are doing exceptionally well, with two of the three patients (patient #1 and #3) having demonstrated enough improvement to move from "A" on the American Spinal Injury Association Impairment Scale (AIS) to "C" for patient #1 and "B" for patient #2. I encourage investors to view my article because it seems highly unlikely that these improvements in sensory and motor function are due to chance - less than 1% actually. Last week, the company announced that the fourth patient has been enrolled in the pilot study, which sets up another potential catalyst and opportunity to impress investors in roughly 35-40 days. Also last week, the CEO appeared on Fox Business with Maria Bartiromo. I believe his comments added credibility to the story. InVivo is one of my top picks right now.
Perhaps using ONCS's immunopulse device would come in handy for administering 4-1BB.
"Scientists eventually realized that significantly lower doses of a 4-1BB antibody, given at the right time, could achieve the desired anti-cancer effect without the toxicity."
Let me call my uncle and get back to you. ;)
I think MP did a good job of communicating the value proposition for patients as well as the scope of opportunity for investors in just a minute or two.
However didn't look like everyone there at the desk really grasped the significance.
Also glad he didn't mention the Addition of stem cells in later trials considering Fox's viewership.
Related news:
MERCK AND MD ANDERSON CANCER CENTER ANNOUNCE STRATEGIC IMMUNO-ONCOLOGY RESEARCH COLLABORATION IN SOLID TUMORS MRK.N
BSW
13/08/2015 2:00 PM
http://pdf.reuters.com/htmlnews/8knews.asp?i=43059c3bf0e37541&u=urn:newsml:reuters.com:20150813:nBw135036a
I agree. He also presented Inovio's ticker symbol incorrectly as INV. (Instead of INO)
Great introduction/overview article for new, would be investors though. He did lay out the facts clearly and I liked the comparison to T-Vec.
So I am not trying to knit pick a long ONCS article. Lord knows we needed it.
Excellent Q. IMO if a little dilution gets us to the finish line that much faster then so be it.
"The Company does not anticipate being profitable for the fiscal year ending March 31, 2016, due in large part to its plans to conduct clinical development and commercialization activities on a range of abuse deterrent opioid products, on an accelerated and simultaneous basis."
range, accelerated and simultaneous being the key words there.
One more point. Not that they haven't been great in terms of communicating with shareholders already. But this might give them a little more incentive to keep a steady stream of PRs coming.
Makes this dip a great buying opportunity IMO.
I agree that this is a great way to stay well capitalized. Everything about it will be more efficient.
Lots of unknowns however. What are they raising money for? How much do they need? How long is this ATM in place for? If we had answers to any of those questions we could more easily speculate how aggressive they will be with their selling.
But then I again I suppose that is the point. Makes it harder for traders to game the offering.
Questions for the board:
Can ATMs be in place indefinitely?
And does this statement below from MP's blog suggest that they haven't started yet? And the sell off we saw was due to a leak perhaps, and now today is retail catching up to the news?
"On July 29, we established an ATM with Cowen and Company"
Thanks in advance.
$NVIV
Those are full strides too. Not just shuffling. Amazing stuff. Good for him.
Same to your other buddy/persona Ankin
This is an INO Board.
Quit peddling other tickers. Your new to the board and your first three post all mention them.
Also in another small cap bio iHub board I follow I have seen the exact sentence you used below:
"I know ACRX and SSH, once FDA approval has been granted. It should go over $50 a share"
Except it was by another username. But he is also new to that board. And his first few posts all mention those two tickers as well.
Hmmm
Sneaky pump campaign perhaps??? I wonder.
This is exactly the type of post and analysis I read these boards for. Thanks so much. And thanks to the other DD contributors who help me start digging in the right places.
And for what reason is that then?
Jordan received the implant the same day as injury, Jessi received it 2 days post injury. Patient #3 - 3.5 days post injury.
It was noted that Jessi's was held up due to the severity of her other injuries. Nothing like that was mentioned in this PR.
Do we think that the 3.5 day delay with patient #3 is due to similar circumstance? Or was in intentional in order to understand the significance of immediacy?
Either way it will be interesting to see how it impacts the results. Looking forward to more info.
Looked a little further back and you were likely referring to the direct offering back in December. Which would be more of an apples to apples comparison.
http://ir.advaxis.com/press-releases/detail/934/advaxis-completes-17-million-financing
Will be pretty exciting if we can follow this type of pattern. Just need a handful of announcements over the next few months and we will be in our way.
Correct thanks. Sorry about that.
Did a quick search to familiarize myself with that deal. Let's hope ONCS has the same kind of follow through that ADXS had with Adage.
ONCS was a direct offering. So the split/uplist may of been a requirement of the deal. ADXS was a public offering with adage scooping up a portion.
Do we see it being a direct offering as a positive or negative at this juncture? IMO positive, but I'll leave it up to the more experienced investors to discuss.
http://www.thestreet.com/story/13139434/1/advaxis-receives-vote-of-confidence-from-hedge-fund-adage-capital.html
IMO with a price of $5.50 (.25 pre split) this had to of been negotiated prior to the reverse split and up-listing. And likely the reasoning behind it as these particular institutions may not of been able to invest otherwise.
Also makes me feel that a PR announcing the initiation of the P2b combo trial is just around the corner. As these institutions would of made sure they got theirs before this catalyst came to fruition.
All things considered still a low float and now have even more cash in the bank coupled with institutional support. Tough tumble the last few days but long term net positive in my opinion.
I think expectations got a little out of control after Jordan. Myself included. The speed at which he recovered was border line miraculous.
I try to remind myself that this pilot study is primarily about safety. Right or wrongly at this early that appears to be a given. IMO the fact that we are 2 for 2 with bowl and bladder recovery should be enough to launch this higher.
I wonder how the PPS would of reacted with Jessi as patient 1 and Jordan as patient 2?
Ziop PRd a trial initiation today where they touted the importance of IL-12. Then tanked. Perhaps there was some "sell on the news" action there with people subsequently moving their money over to ONCS thinking it will be the next little company to get hot.
Just a theory. There are a lot of investors who follow both company's.
Did you read some of the comments? Ridiculous. I think the "universal cancer therapy" quote was too much too quickly for that particular readership. A few good comments. But it seemed like most jumped to a vision of some mad scientist in a government lab pumping out mutants or something.
A lot of ignorance out there.
I'm thinking they will issue a PR when the trial is initiated and enrollment has begun. Rather than issuing a PR just to tell us that they have received feedback on the protocol. So they very well may have already received this feedback from the FDA.
I bet organically growing the PPS to a place where we could uplist was their initial intention. And wanted to see if we could get there prior to releasing the updates.
But after seeing the PPS drop from over $3 to almost $2 for no reason at all, the board started thinking reverse split. No reason to play these games on the OTC. Not when you can follow up the reverse split with a couple of huge PRs. The kind IMO that will generate national mainstream media buzz.
Why waste the PR about J and J's progress when nobody is watching. This makes a lot of sense to me.
I'll be adding if people get shook. I don't think it will drop much tho.
I'm already way over weight with NVIV.. But it's hard not to buy more when news like this starts leaking out.
Especially while it's still under $3!
I read that the other day too. Hard to decide if it's a reflection of her determination and positive attitude, or some sort of breakthrough.
We know the former for sure. But hopefully it's both.
Seems genuine to me. But I hear ya. Confirmation either from the video mentioned, Jesi's actual GFM account, or most of all an NVIV pr could push this back through $3 IMO.