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Speaking of PETX---is this deal not one that could be declared null and void due to lack of performance/breach of contract---anyone familiar enough with the deal/contract structure???
Take it back and go make a good deal elsewhere!
GLTAL's
Exactly right! What we current and past investors think and feel is relatively unimportant. What is important is to attract and excite new and additional investors to create sustained demand against limited supply so that price can rise to appropriate values. To this end, they need to get the story right and communicate clearly, consistently and then follow through with execution.
It would sure help if the biggest tutes would call in all their loaned shares and get this fire started but I suspect they will wait until at least EU submission or some surprise announcement around PSA or H&N or Anal cancer Combos, trials or AA's from left field!
GLTAL's
Touche!!!
Holding up very well today considering all the red ink I see on the boards!
On the downside chance that a "negative material event" led to the demise of DOC, When does that have to be revealed......isn't it 4 days? So today at 4:30 PM or is that 4 business days?
GLTAL's...........may shorts roast in HELL!
If so, who would care how you looked, you would have hit the mother lode!!!!!!!
Heheheheheheeh
Hope you are right!
GLTAL's
Exactly, and "the other shoe" dropping was the actual removal of Dan. I don't expect further "bad news" as any "material" event would have already had to be disclosed!
GLTAL's
Agreed--agreed! However, can ANYONE explain why ADRO, with FAILED trial, is over 2x SP and almost 4x market cap using stolen technology that almost all say is inferior to ADXS technology and with EXECS who sell options/RSU's as soon as they can, month after month???
WHY?
GLTAL's
mypeke.....Now this is the most exciting thing that hardly anyone seems to know anything about that could happen at any moment to light the fuse!
Truly remarkable results and getting better each day/week/month!!!!
GLTAL's
Samk, sorry Nov 4-6 is ESGO in Vienna for the bio marker correlation reveal with AXAL......the PSA is actually sometime in September I believe.
Samk, I recall Nov 4-6 being dates for report out on the ADXS PSA with and w/o Keytruda.
GLTAL's
This confused me Catt as the trial involves dosing cancer free patients after SOC to prevent recurrence, right? So what is considered normal time before recurrence with only SOC....isn't that like 9 months or more and so we have to wait at least that long before one can say ADXS has had an impact??
GLTAL's
Now this is the FBG we all love, respect and appreciate......excellent analysis!
GLTAL's
Probably right IGGY, but at least in that scenario, all would be big league winners!!
My only concern anymore is the SP value vs the warrants expiration and value decay!
CattDogg----very pleasant thought indeed. What on Earth has Tom Ridge brought to the party so far.......maybe this is what he is here for?
GLTAL's
I agree Iggy; however, it is possible they take approach of "portfolio management Pharma Company" retaining all the know-how, IP and Manufacturing while licensing out all the S&M and Distribution functions for big bucks and significant royalties. This model could prove most valuable to shareholders in the medium to long term, IMO.
GLTAL's
Yes this is the same as was on Fox Business Sunday
Bourbon----how many of your considerable stash of warrants did you unload this week and will you liquidate or sell some and convert remainder?
Curious as I am holding 47K and getting anxious too!
GLTAL's
also for no reason as I recall, other than the ADRO IPO was going gangbusters and we were riding their coat-tails! Clearly should have sold all then! Woulda-coulda-shoulda----oh well, still "ALL-IN" and quite concerned and wishing I had more funds at the same time!
GLTAL's
hovacre, hasn't there already been an approval issued for the Manufacturing at the new ADXS facility, which will likely reduce that timeline considerably?? Wasn't that along with NEO the reason the new facility was fast-tracked?
GLTAL's
Run---"sponsored"----does this mean we are paying for this interview to be aired???
exel mm---you seem level headed, analytically grounded and well informed----what's your opinion now regarding the race against the clock now represented by the October 2018 Warrants?
Those of us who leveraged them and own a lot have a real dilemma----do we hold blindly hoping or do we start converting them by adding $5 more cash per warrant?
I have 27K shares and 47K warrants and at this point dont really want to put another $235K into ADXS to convert the warrants, but damned sure not going to let them expire worthless come Oct 2018----thoughts, beliefs??
GLTAL's
FBG---I do not think ADXS MC should be only $300M---I just disagree with you, as do many on this board, that DOC and Management mis-alignment with shareholders is the principal reason for the MC discrepancy!
FBG this is fallacious and ridiculous to keep propogating this. Aduro, even with an EXEC team that keeps selling their options/RSU's immediately upon coming available, has 2x ADXS MC because they have 3 platforms not just the one Listeria based platform as we have with ADXS. ADRO also has a STING platform and GVAX platforms-----the market values this much higher than the "all eggs in one basket- the LLM basket" employed by ADXS.
GLTAL's
Very interesting Mastiffs, but they are still on slides 9,10,24 and 43.
Must have been left off of slide 4 for some reason......no accident!
GLTAL's
Out........manipulated........STRANGLED as in shorts stranglehold is more like it!
Hopefully, not much longer though!
GLTAL's
FBG, thanks for the info. So INCY wasn't throttled back and then exploded, it's been up/down and back up even higher. More interested in PUMA since Adage had a huge stake there like it does in ADXS and I suspect they are the biggest culprit in short hedging ADXS.
Remember, after riding the ADRO IPO coat tails up to our high of $30, it was the fallacious "clinical hold" following the passing of the lady from the trial who had outlived her expectancy by over 2x due to her treatments that allowed the short stranglehold to take effect, My thinking is that at that moment Adage and the other Tutes realized it would be 2-3 years before ADXS could recover and shifted strategy to making money loaning their shares until time comes to call them all back in with a sustained significant game-changing event, like EU partner followed by approval followed my astonishing combo results, followed by..................
I believe it's all in The control of Adage at this point.........holding for the lighting of the fuse!
GLTAL's
Does anyone here recall if Puma or INCY were held back by a shorts stranglehold like ADXS before reaching critical mass and exploding in valuation and sp????
GLTAL's
FBG----this sorta implies that you will be there asking those questions....Hurray for you if this is true. That would be activism with a purpose!
GLTAL's
Sam and Bourbon....love the optimism!
Let's ALL hope you are right!
GLTAL's
I concur with Bourbon----I'll agree with $30...no less
FBG-----you are entitled to these opinions and they may be shared by others, but have you taken your concern DIRECTLY to DAN or any member of the Board of Directors---are you going to the Investors Day meeting to voice your concerns? This is not the proper venue for activism-----in all actuality, the followers of this board are few and relatively insignificant------what is the definition of stupidity? (I know this cuts both ways and only time will tell!!!)
GLTAL's
Tunkasy---thanks for sharing. We are of like mind here and tiring rapidly of the constant wailings from FBG and his band of followers----sell and leave already!
GLTAL's
raja... was replying to fbg regarding earlier trials with Astra using AXAL not this new trial just announced today with AXAL DUAL....I understand they are different things altogether.
Or the trial with Astra could be going wonderfully---we just have no way of knowing until it is reported. Astra's lack of activity in expanding the relationship at this point means absolutely NOTHING.
Why would they make the first offer, essentially negotiating against themselves since they have the right of first refusal allowing them to match any first offer which may be lower than they would have been willing to offer based on what they already know......we can't know the unknowable...and either way, Astra can't really lose can they!!
GLTAL's
Thanks James-----is there a direct line phone number?
I need to get more comfortable as I have over 2/3 of my 401K invested here in 47K warrants and 27K shares at $8.814 average cost.
I have remained positive but these past few weeks are unnerving to say the least!
GLTAL's
Invest and Bates....patience is not my problem as I am all in; however, a little accretive movement along the way would sure help as I have almost 2/3 to 3/4 of my entire 401K parked here and over half of that is in warrants....so October 2018 looms larger and larger every week and month these days!!!
GLTAL's
Actually, to me it seems obvious that the shorts/manipulators etc. are having their way with ADXS because of the extended timeline regarding the current Phase 3 which is as an adjuvant not even first line......so, basically any short term catalyst will be essentially a binary event coming from unknown source/event and unknown timing. So basically, place your bet and spin the wheel....it will be black or red.....EMA approval, combo with Merck, combo with Astra, etc, etc. EU partner, etc, etc.
with binary events, the results can go your way or the other way----no way to know in advance. With clinical stage bio's the odds are against so the short thesis is the results will be bad but even if not they will take their chance covering at news of the event or shortly after when the manipulators try to short it back down. Time alone will tell who the winners or losers will be.
I will keep my 75,000 shares/warrants bet on success.
GLTAL's
OK---at what number and what email address?
Thanks,
GLTAL's
Yes, I must admit ADXS is a bi-polar stock for us manic-depressives!
GLTAL's
Yes, but unfortunately....this one is going to test the patience of the Biblical character "Job"!
The only issue is what to do with the warrants that expire October 2018.........
GLTAL's