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Every rich man I know was once a poor man and few poor men I know were once rich men
Alpha~
They have either been disingenuous to shareholders, completely clueless about the process ahead of them (over the past 4 yrs) or...and I'm hoping this will be the case, they have had "obstacles" to overcome that all of us will soon be made aware of.
Hope that you are keeping the faith. >80% of the shareholders I communicated with back in 2014 have moved on from this saga.
As for me...I still believe!!
What will the "sp jump" be when positve TLD is released in a top tier journal that even the likes of you can't refute?
What will the "sp jump" be once NWBO gets regulatory approval in US, UK, Germany and Canada?
What do you think would be a fair BO/Valuation for NWBO when DCVaxL has been proven and validated with regulatory approvals, manufacturing GMP cert and revs coming in?
TIA
Great post and understanding of the broader picture Umibe!!
Thanks
It's all part of the plan
No pain...no gain. Be thankful you weren't around to see this go from $12 to .14.
If you got the stomach for it, weather this storm! There WILL be more to come!!
Ironic you should be bringing this up. Going back 5+ yrs whenever LP would speak publicly she was blasted for "hyping" the trial and lawsuit would ensue. Now she is being accused not complying with "best practices" during this quiet period.
Sounds like a win-win for her...no wonder she's gone silent.
I would imagine the same scenario will play out once TLD is released. Those that have blased the Co for hiding or not releasing results will then in turn blast the Co for releasing results that don't suit their agenda or feel trial results have been cherry.
If I were advising NWBO I would recommend dotting every I, crossing every T and releasing data in a very reputable high impact journal as to silence ALL the naysayers that will emerge post TLD release.
Is there any scenario that you see yourself accepting the results (without objection) of a postive readout of TLD for the DCVaxL trial?
GLTA
The mutation status of the IDH1 gene has not yet been investigated for this trial, as this factor was not included in trial designs a decade ago when this trial began. It will be collected and analyzed later, but is unlikely to explain the overall survival results, as the mutation associated with prolonged survival occurs in less than 10% of newly diagnosed glioblastoma patients. https://translational-medicine.biomedcentral.com/articles/10.1186/s12967-018-1507-6
A series of seminal studies further elucidated the biological impact of the IDH mutation and uncovered the potential role of IDH mutants in oncogenesis. Notably, the neomorphic activity of the IDH mutants establishes distinctive patterns in cancer metabolism, epigenetic shift and therapy resistance. Novel molecular targeting approaches have been developed to improve the efficacy of therapeutics against IDH-mutated cancers.
Mutations in IDH are prevalent in human malignancies. In glioma, IDH mutations are recognised in >80% of World Health Organisation (WHO) grade II/III cases.7 In WHO grade IV glioblastoma (GBM), IDH mutations are also found frequent in secondary GBM, which account for 73% of clinical cases, whereas they are less seen in primary GBM (3.7%).8 A follow-up investigation showed that the presence of IDH mutations predict a favourable disease outcome with prolonged median survival in GBM (IDH wild type: 15 months; IDH mutant: 31 months) and anaplastic astrocytoma (IDH wild type: 20 months; IDH mutant: 65 months).7 Although IDH-mutated glioma generally exhibits a better disease outcome, the high incidence of IDH mutations in secondary GBM suggests that lower-grade glioma with IDH mutation often recur with having undergone malignant transformation to a higher grade. In addition, IDH-mutated glioma is more likely to develop a hypermutation phenotype, which is associated with worsened prognosis.9
Given that the neomorphic activity of IDH mutants correlates with malignant transformation, direct targeting of the mutant enzyme has been a heavily pursued strategy. I wonder if NWBO is at the forefront of analyzing/treating IDH1 and will have the first tx to market that targets it in recurrent GBM?
There is growing evidence that the IDH mutation might play important roles in altering the tumour immunological microenvironment, as indicated by a suppression of tumour-infiltrating lymphocytes, natural killer cells and cytotoxic T cells.93,94 An initial investigation on glioma data sets showed that the presence of IDH mutation correlates with a decrease in the expression of programmed death-ligand 1 (PD-L1)95 when compared with IDH wild-type gliomas. Reduced PD-L1 expression in IDH-mutated glioma implies a stronger T cell activation, as PD-L1 is a cellular surface protein that downregulates the immune system and promotes self-tolerance through suppressing T cell activity. https://www.nature.com/articles/s41416-020-0814-x
You have to wonder if stratifying patients with IDH1, especially in recurrent GBM patients might be benefical for NWBO to do?
Hope this helps Ex and sorry for the long copy/paste
Thanks for the update BSB!!
Thermo...
Cheers Sir P!!
To all that lies ahead in 22' which I anticipate will have been worth the wait. DCVax in spite of all the frustrations with management will be validated!
On another note..have your butcher hook you up with some of this (you can thank me later)
https://www.curiouscuisiniere.com/boerewors/
GLTA
Asta~
History has a way of tracking us down. We are getting ready to send our first off to College next year and perhaps timing will be good to assist in her endeavors and perhaps not. Thank goodnees we started a 529 plan when she was a little.
My wife recently reminded me of how I spent the better half of a day back in 2014 while in Paris (suprised her with this trip for our Anniversary) anxiously waiting for an NWBO PR on HE Program reimbursement that LG had said they would be announcing. Hell, I thought the trip would have been paid for but alas...there never was such a PR
Good to see I'm not the only one whose kids IQ's have surpassed this ole' man who still tends to watch a $.10 swing in a stock with intensity of a bird dog
GLTA and wake me up when this over!!
Spot on SP!!
Got to play it like you see it and each investor is entitled to that. I have been accumulating big time since this dropped to .14 and recently bought again at .78.
I too think we get zero news this year and just hoping we have something by Jan/Feb otherwise I will possibly be a seller again to take some off the table.
At the end of the day, it's all about execution and this management team...well, they have certainly made it interesting.
GLTU
Glutton!! Picked up more today at .78.
Who would have thought we'd find ourselves under a dollar with zero momentum going into the 10,000 ft jaw drop of TLD.
Call me crazy but I still believe Visions of $20+ are long gone now but would celebrate anywhere above $5.
Happy Turkey Day All!!
Let the good times roll!! Perhaps we will all be buyers again in that .20 range
At some point execution matters.
GLTA
Not a chance!
Tell the Minions to check back in Q1 2022.
Every time my BP spikes d/t frustration I remind myself I'm here for the science in spite of what I still feel is subpar management to say the least. I'm also comforted knowing that when our positive (because it will be positive) TLD is released, I am now in a position that a spike in the $5-7 range will do just fine and that was certainly not the case 5yrs ago. Having the opportunity to buy a ton btwn .14-.28 gives me peace of mind.
GLTA
In spite of what I believe will be a successful trial w/stellar results, this Co has done everything to damage their own reputation. The market and even the majority of shareholders don't trust them. Not only do they not trust what they say, they don't trust their ability to execute.
If this were any other R/D Biotech at the completion of such a pivotal PH3 Trial we would be sitting at ~$10/sh going into release of TLD.
LP and gang have tarnished their reputation enough that I don't even expect a huge spike on release of TLD even if it's very positive. The spike will happen once we start seeing regulatory approvals.
GLTA
Hahaha...are we talking perceived/artificial strength and weakness? This market has as much reliability as playing the tables in Vegas. I'd say play your odds and given the science here and the players involved such as Dr Liau, Ashkan and others...I'd say they are the pro's so I'll stick with them. I suppose a full time professor such as yourself would understand this. This investement is one done on your DD and trusting those who have dedicated their time, effort and life's work into it and it's certainly not about trading into strength or weakness! For you, you've made a measly few thousand by trading in and out. Good on you. For many here, thru the frustrations sp fluctuations, they have relied on their DD, the validity of the science to add (to their position) into what you perceive as weakness. We shall see who is shortsighted soon enough.
GLTA
At least your first entry point into NWBO doesn't date back to 2013.
Oh the timelines were fast and furious from LG back then.
Fast foward 8 years...not a single, not one timeline that LG or this Co has ever given has been on target. FFS, I have gone gray in the meantime
Silly me, kept buying the whole time from initial entry point just under $4 all the way up to $12 and then down to .14.
Thought I had it good with 15K shares at $12. Gonna be really good when TLD along with other news spikes this to $8-10 (hopefully) with 250K shares now.
If I were soley basing this investment on management I'd have left LONG ago. My bet is on Dr Liau along with others who give me confidence in spite of abismal management who I truly feel has completely mislead investors over the past 8yrs.
I'm thinking after this is all said and done LG should take his talents to a used car dealership...honestly!
I'm with you Asta!
My first sell point is in the $6-7 range and then I will wait and be patient with the 70% remainder of my shares.
Has it really only been 1000 cuts? I certainly feel bludgeoned!!
FWIW I think you're full of it and yourself for that matter. You're as bad as Ex and seem to fancy yourself an authority on ALL matters.
Blah Blah Blah
You remind me ALOT of LG in that way...anyway, TTFN
Bio
I don't believe this to be true either but I do know what LP is extremely difficult to work with. Dr LL had issues with her as well per convos I have had with other management. Two Alphas "working together" did not bode well for their relationship!
Not that it's a bad thing but LP has ONE goal in mind and that is taking this trial to the finish line at all costs. She is a control freak and I'm hoping that will serve the trial, patients and shareholders quite well.
I guess you and the Full Time Professor were just ahead of the curve in the Cancer R/D world.
In the past decade, the oncology community has witnessed major advances in the understanding of cancer biology and major breakthroughs in several different therapeutic areas, from solid tumors to hematological malignancies; moreover, the advent of effective immunotherapy approaches, such as immune-checkpoint blockade, is revolutionizing treatment algorithms in almost all oncology disease areas. As knowledge evolves and new weapons emerge in the “war against cancer”, clinical and translational research need to adapt to a rapidly changing environment to effectively translate novel concepts into sustainable and accessible therapeutic options for cancer patients.
Developing novel, safer treatments that may be curative for many individuals living with cancer depends on the clinical and regulatory success of the newest treatments - including promising developments focused on targeted therapy/immunotherapy combinations and immune checkpoint blockade therapies, which are demonstrating that immunity is key to long-term responses in many types of cancer [1, 2]. Personalized and precision medicine approaches, on the other hand, are also fostering a major change in the way we currently practice oncology and hemato-oncology, leading to a rapid change of treatment paradigms and algorithms, resulting in a wealth of new treatment options and accelerated discovery pathways. Adapting to such a novel and rapidly evolving scenario is challenging and requires all stakeholders (governments, research industry, biomedical community, pharmaceutical industry, patient groups, and regulatory bodies) to make a common and concerted effort to make as many new and effective treatments as possible available to cancer patients who need them, in the safest, fastest, and most effective way [3, 4]. In that respect, the success rate in developing new oncology drugs has historically been surprisingly low as compared to other areas of medicine, particularly in late phases of development, highlighting complexities and challenges in the new era of personalized/precision medicine and immune-oncology and suggesting the need to identify new models and paths to a fast, successful, and cost-effective drug development [5, 6]. Rigorous design and evaluation of clinical trials to assess efficacy and safety in patients and to prioritize development paths are critical to success; new molecular entity selection, protocol development, companion diagnostics, patient population, principal investigator/site selection and management, and monitoring strategies are key areas on which to focus to establish a foundation for the successful execution of both early and late phase oncology and hemato-oncology trials. With this in mind, translational cancer researchers, oncology professionals, treatment experts, contract research organizations (CRO) and industry leaders, as well as patient representatives, gathered in London, 16-17 March 2017, for The International Congress on Clinical Trials in Oncology and Hemato-Oncology (ICTO2017), to discuss the changing face of oncology clinical trials in the new era of personalized medicine and immuno-oncology.
This comming from the same group of naysayers who squawk about how long this trial has taken. Lol pure comedy
Oh yah...you're still thinking something like 4-6 patients treated per month correct?
Window dressing for sure Ex! You're all over it
So essentially you're saying better for approval...we agree!!
When DCVaxL gets approved I think you'll better understand these so-called "survival #'s" and why the wait was necessary for approval.
I wonder what the gripe will be once DCVaxL gets approval?
What you talkin' bout Willis?
https://finance.yahoo.com/news/cel-sci-multikine-immunotherapy-produces-132000283.html
Where in this PR does it say the trial failed?
Hey Chris...is that deep value $43/share getting close?
https://seekingalpha.com/instablog/984807-chris-lacoursiere/5491039-logiq-e-commerce-intrinsic-valuation-offers-deep-value-opportunity
Great post Doc and kudos to you for trying to keep some semblance of factual dialogue and patience while responding to Ex.
Your knowledge and understanding of this process as well as the potential for DCVaxL and Direct is spot on. There will always be those who sit on the sidelines heckling and taunting who've actually never been on the field. Their gimmicks are simply meant to be a distractor from truth and fact.
Keep up the good fight and thanks for ALL your efforts not only on this MB but in the field as well!!
GLTA
TC....well, we've been here before Should see it drop back to the 1.30's in short order tomorrow but as you stated, I'm in it for the science and despite what appears to be complete and utter incompetence from this management team, the science here will prevail.
GLTA
Literally..the gift that keeps on giving.
"Extraordinary High Risk"
"No Product"
"No Revenue"
Mr Full Time Professor, what is Dr John Trusheim MD referring to in this video? https://vimeo.com/440082467 Is this DCVax a product or simply a concept?
When Dr Ashkan discusses what he is seeing in a clinical setting (obviously not a full time professor though) with his patients and DCVax is he referring to a specific product or just a concept?