Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Chit! You weren't kidding. You do develop firmware for a living. At least did.🙃
Thanks for sharing Doc
Doc logic; let me know what you think about this post when you have some time.
And then they will have to validate and do comparability. As hyperopia guesstimated when the PR came out, Flaskworks will be ready sometimes toward the end of the year.
Putting the spotlight on these crims can't hurt but they are going to need more than circumstantial evidence to take them down.
Yes, agree. The article gives a good summation of the last 6 months to go along w the author's (and our) puzzlement on why the share price is so low considering the relatively good news and doesn't consider the # of shares going up by only about 5%, since Sept. 30th as causing that. If, as speculated, there are 2 billion naked short shares, that may have something to do w it and make spoofing look like a stroll in the park.
Being a disciple of "Jack 'quarterly numbers have to be met' Welch" would explain alot. Several years back, there was someone on this board raving about Jack Welch which I thought was BS. Back, in the early 90s, they came out new tech for their refrigerators. Stupid me bought one, The motor lasted about 3 years. What a lemon and they soon discarded that technology. Since then I stopped buying GE products and or buy-in to blowhard Jack.
I liked that the author referred to the MHRA as a "a prestigious regulator"
A 60 Minute show would have a field day w that. And I would "unignore" that viewing.
I can't wait till the 'STFU' thought becomes a reality
Yeah, that was my first thought/impression too. Lots of moving parts they need to consider.
Erroneous argument in comparing Flaskworks to other automated closed cell manufacturing systems. You just need to know that it is priceless in the manufacture of DCVax-L and making it ~12x more efficient than the manual method which is, well, priceless. Those other automated closed cell manufcaturing systems CAN'T make DCVax-L just likes NWBOs semi automated system for Direct, tangential flow filtration, can't make L. An apples to oranges argument.
These thoughts have crossed my mind many many times but I try to push them out just as often; crossing my fingers.
Hmmm, I wonder what event that could be?
Dang, I was just in a NJ eartquake w some real shaking going on in the house!
Or men are hunters focusing on one thing only whereas women are gatherers foraging multiple sources be it edible wild plants, insects, eggs, etc which is more attuned to modern corporate structure.
Oncojock? Nah, but Maybe.
Senti, regarding
Thanks for that heads up. Excellent!
Kudos to Hoffmann's summary. On another note, in reading this summary, I can't help but think how Streeterville Capital/Fife would benefit from the loan agreements they negotiated w NWBO w at a lower price.
Thanks Chiugray. That makes sense but where they get that from? Not from the PR. 10K?. Dr Ashkan? TBC.
Yes, I found it interesting/fascinating in multiple ways. Thanks for sharing.
I found it fascinating that Bo, after getting his tumor resected and not having enough tumor to make enough doses, waited for his tumor to grow back bigger so that after a 2nd resection, he would have enough tumor to make enough DCVax-L. This guy will have inadvertently, or not, created a new SoC (for DCVax-L), whereas you don't immediately resect the tumor, you wait till it grows big enough so that you'll be able to manufacture enough doses. The balls on this guy to wait w the possibility of the bigger tumor impacting some critical function or perhaps the tumor becoming non-resectable. But w chemo being the other option, he had no other option in my book, or in the books of those aware of DCVax-L's potential.
I found it interesting that an American did not have a problem in going to Kings College for DCVax to be processed. I kind of thought that wouldn't be a problem but you never know how much red tape you need to get thru.
And thirdly, I found it interesting that they treated him for Grade 3 Oligodendroglioma and not grade 4 GBM. As you know the MAA is for nd and rGBM but the PIM designation for DCVax-L covers ALL malignant gliomas. Interesting.
They're both right but I give the edge to JHU. You had the wrong link. This one works: https://www.fiercepharma.com/pharma/merck-challenges-johns-hopkins-universitys-keytruda-patents-claims-breach-contract-after
Maybe by you in the UK? (how else to explain it🫤) but in the US it's currently ~3%.
Yes, UCLA clearly has stated publicly in PR documentation that the trial is DCVax-L but I wanted to test drive Exs claim. On the face of it, he seemed to be making a valid observation but giving it a little thought, it's a clunker of a claim that I can see for myself w/o the need for UCLAs support. Basically, I did this exercise for my own head and other longs who might have thought similarly.
They already did a comparability study for the Sawston facility (1 of the 5 workstreams). A Comparability study for Flaskworks should be a piece of cake. Here’s a little segment about what the EMEA says about it:
For the record, NWBO went from 22 to 25 employees in the last year per the 10k.
I agree basically w what you say which would be optimum but I don’t see BP giving top dollar just from drug approval. BP would have a hard time convincing their shareholders, who are not familiar w this paradigm shifting drug, of a justifiable partnership/buyout price. IMHO, NWBO would need to show BP and their shareholders/BOD that if they don’t pony up they’ll continue to go it alone till BP offers a buyout price or partnership in NWBOs ballpark. The United Kingdom is the training ground to show what DCVax-L is all about. The United Kingdom is that display window which will entice prospective buyers to step on in and check under the hood. That’s my view outside looking in which is akin to looking at the outside of a watch and trying to figure out how it works. Good luck w that and w what NWBO is thinking🙃. All IMHO.
BMS who bought them was the only known bidder.
Yep, Medarex was worth a lot more. It had a great pipeline but had a very weak CEO in Howard Pien and some other weak management types such as Chris Schade and Laura Choi. The company was based in NJ but Pien managed the company from California. Selling the company was perfect for his retirement but not for us investors.
NWBOs 25 employees gives me hope that they will go it alone for GBM in the United Kingdom. When I checked Linked In several weeks ago, I counted 16 employees but my Linked In search skills aren't that great and/or some employees didn't show up there. I was looking for signs they hired key personnel that would enable them to go it alone such as VPs/Directors of Medical, Quality, Regulatory Affairs, Manufacturing (they still need a presence here even if Advent is kind of doing the job), and perhaps Clinical, etc but didn't see them. Bottom line is when I saw the NWBO personnel on Linked In, NWBO didn't appear to be gearing up to go it alone but if some of those 9 additional employees are some of those key employees I noted then going alone may not be out of the Q. My belief is that NWBO needs to show they are serious about going alone to get the best deals possible w BP. Once BP sees that NWBO is serious about going it alone, it will be easier to get deals done for GBM or other indications in the United Kingdom and other regulatory jurisdictions. LP has already gone on record that for GBM they will go it alone for GBM.
Right! I found this person's posts humorous too to the point where reading the posts outweighed using the Iggy button, for now.
'pestilence19', that's a double entendre if you think about it i.e. Nemesis18 and Covid 19 🥴
There are so many jokes to be had from your political view both negative and positive but the bottom line is I don't think any politician wants to be associated or hint of any connection w you.
Pllleeasse, gimmie a break.
And already on ignore.
DCvax or not, it's good to read GBM success stories even if they're far and few inbetween.