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Would it be fair to say that the phase one trial injections for the 36th D patient would be completed by the end of Feb 2015 based on the last PR? If the outcomes are favorable and indisputable, what effect will this have on PPS in dollars? Should NWBO put out any PR's before March 2015 given the flack and just wait until the results of the phase one trial are completed?
Still hanging in with 4 thousand shares. Waiting for indisputable data fom L. Not worried.
Whats going on? Where are you guys? Pyr et al? I was so happy yesterday with my position and today, need clarification, opinions from the experts, no more well I think this is what there doing, enrollment, blah, blah, pseudo wanna be scientists, are they lying or what? Is this a Tet offensive by the shorts to overtake the position, is it real or what?
When must NWBO give an update on III, even if they have received nothing from DMC?
Nothing personal, from a rallying standpoint, you all have won, but its about raw business, we are at $5 a share, I don't care about enthusiasm and compliments, I won't know any of you in a year, what I will know is how your enthusiasm resulted in nothing more than enthusiasm. The market cares not about this. Not one bit. This is black and white, no pIII data, no PPS rise. Just trying to be real.
Quote:
"Given the unknown outcome of their ongoing Ph III trial, the risk is quite high. Should DCVax-L fail to show effect of therapy, the stock will unequivocally fall. And despite the possible potential in DCVax-Direct, it would likely not rebound for a very long time -- if at all".
What we know now, with no "ASCO" effect, no real news, NO data, the delays, the mishandling of the PR's, the dilution , still no PR's after ASCO, what is the reason to stay long again? I'm forced to sell off a portion of my 5,000 shares, but will stay long for a little while longer in hopes of a III data announcement.
Just back from my son's wedding in Philly, any news, PR's, blockbusters out of ASCO?
I have been at medical device conventions where the crescendo was the release of study results of the companys device. The data was released via a webcast with the whole convention stopping and watching. The company knew the results prior and the booth opulence reflected that knowledge. Don't know how bio conventions do it.
Finally, a concise well formed response to sum up the reality of the situation. Well said. I agree. Would you agree that the defining platform to discuss DCVAX-L is ASCO, not afterwards. Given all the silence about L for whatever reason, and buildup by NWBO with booth size, would it be logical to assume that ASCO would be a rollout of the trial data and some announcement that will put NWBO on the map.
I agree, the board consists of either cheerleading or discussing the possible outcomes ad nauseam. So far the PR's don't reflect what anyone has predicted. Nor has anyone predicted the persistant drops and stunted PPS. The product is promising and will prevail as I learned from the PR's only , if the efficacy demonstrates long term results. It seems way to early to tell. The two camps seem to be those wanting faster PPS rise and those who will wait longterm. It seems that it will be a longterm stock. No one has predicted what the big if any news will be at ASCO.
Again, not an expert in biotechs, just an investor. So, as was previously stated, there would be an ASCO effect with a rise in PPS? Also, why the low overall PPS now with these good PR's? Why $6 instead of $12 OR $15? Why so undervalued going into ASCO? Only patient experts need reply.
Hey friend, your reference to dopey posts is uncalled for. Everyone is not an "expert" such as yourself. Investors come in all shapes and sizes. My intent when posting is to throw it out there for you experts to answer and educate myself, so back off. I read all the posts, most I understand, some are out of my knowledge base (medical, not research). I enjoy the board and will continue to post so that I can enjoy reading about responses that are informative. Rave on!
Agreed. Do you believe the big ASCO news will be FDA approval of Direct-L?
From what I gather, this PR refered specifically to the 19 of 36 Phase I patients who are halfway through their treatment cycle. The results while very early are impressive. It mentioned that 24 patients are in phase II, but with no clinical outcomes. I suppose that will be the next PR which logic would dictate is superior to the phase I patients secondary to the phase II patients have completed all injections to date? It should show higher efficacy in the 24 patients than the 19 patients in phase I. Agree?
From what I gather, this PR refered specifically to the 19 of 36 Phase I patients who are halfway through their treatment cycle. The results while very early are impressive. It mentioned that 24 patients are in phase II, but with no clinical outcomes. I suppose that will be the next PR which logic would dictate is superior to the phase I patients secondary to the phase II patients have completed all injections to date? It should show higher efficacy in the 24 patients than the 19 patients in phase I. Agree?
How high is the confidence level for a successfull outcome out there? I'm feeling about 70 % good for news that will have a meaningful impact on PPS by June 1st. 30% secondary to lack of PR, but I'm planning that is perhaps the plan at this point whether that was an acute reaction to the initial PR or just saving the big news for the big show. GLT us. Exciting isn't it?
That is a great story, hopefully there will be large piles of feces around the NWBO both as well, or we may all be sitting in it!
flip,
How should they counter? Would you agree its time for data? I know it's too early for the Direct trial, but the take away point of the article for me was "Statistical significance matters"!
My position is "5M" meaning "thousand" in a commercial not scientific context.I wish I had 5 million. I think the end result of NWBO will be what we all expect, I just want them to either sh@t or get off the pot.
I totally agree. The ambiguity, Germany, then nothing to follow up with facts. NWBO seems to be unique in the way it PR's. This is concerning. I don't want to "feel" anything about this process of getting the data results out. I want to make decisions based on only "Real" data.
I agree, either you have the data or you don't. It's black and white. Anything else is a stall or manipulating the situation to buy more time. As far as the PPS, look at JC Penney, sales figures finally are good and the stock rises by $1 and stays up. NWBO puts out a PR with an unconventional yet promising SINGLE case study and the price rises but tanks because the market relies on stone cold data not stories. If data is not forthcoming, I can't believe that more STORIES will result in the PPS being tamped down again. Its about science and the ability to report data that shows repetitive success in what is being proved. Lets go, was it proved or not! ASCO or no ASCO, where are we at. Long at 5M shares but getting inpatient.
I have 5000 shares of NWBO at average of $6. Should I hold all shares for a large overall increase in PPS, or should I wait for a $1 increase in PPS and sell 1000 shares to make a small profit, then hope to buy back in if the PPS drops. So far I have only accumulated shares and never sold. Problem is I have no cash profit yet from this stock. Any suggestions?
I agree, BBking has no credibility and I will disregard his postings.
German decision vs. US phase 3 delay.
ou71764 quote:
"I know the prevailing opinion here is that the delay is likely to be from the trial having some, but not all, sub-groups with statistically significant efficacy".
Question: Given the trial designs are different, is there anything from the German PEI data and decision that would give insight to the delay in the US?
Specifically, did the Germans reach stat. sig. for PFS/OS for GBM? Did they have problems with psuedo-progressive subgroups? How did they have the confidence to move forward and we are delayed?