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.
Hey Adam,
Aren't you the guy that's been wrong on a lot of things biotech-related recently? Ok, thanks....just checking ;)
"PD-1 and PD-L1 cancer immunotherapies are the new hot tickets in oncology, with Merck & Co ($MRK) and BMS ($BMY) gaining first approval for this new class back in 2014, with Roche ($RHHBY) and AstraZeneca now playing catch-up. Roche was in fact last month granted a speedy FDA review for its PD-L1 bladder cancer treatment atezolizumab, while AZ is a little further behind after delays in its programs, and is now likely to be fourth to market in this new class after Roche.
A number of companies are now looking to combine PD-1 and PD-L1 therapies with other cancer agents and just this week, Pfizer ($PFE) announced new late-stage studies its TKI drug Inlyta with German Merck's anti-PD-L1 drug avelumab for kidney cancer."
Source: http://www.fiercebiotech.com/story/az-and-ventirx-team-pdl1-oncology-vax-trial-ovarian-cancer/2016-04-07
Revision - January 21, 2016.
Abstract:
While immunotherapeutic strategies are emerging as adjunctive treatments for cancer, sensitive methods of monitoring the immune response after treatment remain to be established. We used a novel next generation sequencing (NGS) approach to determine whether quantitative assessments of tumor infiltrating lymphocyte (TIL) content and the degree of overlap of T cell receptor (TCR) sequences in brain tumors and peripheral blood were predictors of immune response and overall survival in glioblastoma (GBM) patients treated with autologous tumor lysate-pulsed dendritic cell (DC) immunotherapy. A significant correlation was found between a higher estimated TIL content and increased time to progression (TTP) and overall survival (OS). In addition, we were able to assess the proportion of shared TCR sequences between tumor and peripheral blood at time points before and after therapy, and found the level of TCR overlap to correlate with survival outcomes. Higher degrees of overlap, or the development of an increased overlap following immunotherapy, correlated with improved clinical outcome, and may provide insights into the successful, antigen-specific immune response.
April 4, 2016 - Now, researchers [Robert Prins, PhD and Linda Liau, MD] at UCLA Jonsson Comprehensive Cancer Center have identified which brain cancer patients are most likely to benefit from immunotherapy. The study was published online in the journal Cancer Immunology Research.
The authors of the two-year study note that they have developed a promising method to determines how changes in the immune response can help predict the effectiveness of a new immunotherapy in individuals with glioblastoma, the most common and deadly type of brain cancer.
Study leaders Robert Prins, PhD and Linda Liau, MD, both UCLA Jonsson Comprehensive Cancer Center members and their colleagues implemented an advanced T-cell receptor sequencing technology to investigate immune responses in glioblastoma patients, before and after being treated with a personalized cellular immune therapy of autologous tumor lysate pulsed dendritic-cell (DC) vaccination.
Source: http://www.examiner.com/article/treating-brain-cancer-with-immunotherapy
Impressive resume:
"Ms. Linda F. Powers is the Chairman and Chief Executive Officer of Northwest Biotherapeutics (NW Bio), a publicly traded, NASDAQ listed Company developing personalized immune therapies for cancer. Ms. Powers has served as Chairman since May 2007, and as CEO June 2011.
Previously, Ms. Powers served as a Managing Director of Toucan Capital Fund II, a venture capital fund focused on immune therapy and regenerative medicine companies, commencing in 2001. She also has over 15 years’ experience in corporate finance and restructurings, mergers and acquisitions joint ventures and intellectual property licensing.
Ms. Powers is a Board member of M2GEN (an affiliate of Moffitt Cancer Center), the Chinese Biopharmaceutical Association, and the Rosalind Franklin Society. She serves on the MD Stem Cell Research Commission, and was the Commission Chair for the first two years of the state’s stem cell funding program. Ms. Powers served for more than 6 years on the Board of the Trudeau Institute (a specialized research institute focused on immunology). Ms. Powers served for several years on a Steering Committee of the National Academy of Sciences, evaluating government research funding, and has been appointed to three Governors’ commissions created to determine how to build the respective states’ biotech and other high-tech industries. Ms. Powers serves on the boards of a number of private biotechnology companies.
For six years, Ms. Powers taught an annual internal course at the U.S. National Institutes of Health, for bench scientists and technology transfer personnel, on the development and commercialization of house medical products. She also taught for eight years as an adjunct professor at Georgetown Law School.
Ms. Powers holds a B.A. from Princeton University, where she graduated magna cum laude and Phi Beta Kappa. She also earned a J.D., magna cum laude, from Harvard Law School."
http://www.terrapinn.com/conference/world-vaccine-congress-washington/speaker-linda-POWERS.stm
Flipper,
Do you think 340 would be sufficient?
"Planned enrollment" and enrollment sufficient for statistical significance are two different things based on what I've read here (thanks Flipper) and elsewhere.
I appreciate the detailed response. Thanks
Flipper,
I remember LP saying that they should have top line results 3-5 months after enrollment is complete. Since I'm new to clinical trial design can you shed some light on how important it is for them to get to 348 exactly? Larry Smith thinks they may be at 320 enrollment (based on his most recent report). What if they are much closer to 348 but not exactly 348? If I understand your past posts correctly, you believe they are basically fully enrolled. Thanks in advance.
I disagree
Adam, you can blog about political science. Perhaps you should blog about Trump. Please don't think that you're qualified to blog about NWBO.
You're track record when it comes to blogging about biotech, CLDX in particular, has certainly been inaccurate, as everyone here knows.
Looks like I struck a nerve.
Adam, you have been wrong several times recently when it comes to biotech. That's a FACT.
The fact that you can't admit that speaks volumes. Indeed, the fact that you created an account here (NWBO message board only) and post so often also speaks volumes.
I would love to see this (and other evidence which I'm sure has been collected i.e. the timing of each article with short selling) put in front of a jury :)
I agree with you, iwasadiver. I know that the silence is frustrating but I believe that the silence is the best course of action until we hear from regulators. I also believe that silence is driving AF crazy (big smile). He wrote an article about a YouTube video posted by a member of this board for goodness sake. What a desperate blogger that guy is.
On Oct 26, 2015 the "recruitment end" date was 30/11/15
On Feb 27, 2016 the "recruitment end" date was 29/02/16
I utilized the internet archive to determine this.
https://web.archive.org/web/20160227041647/http://www.cancerresearchuk.org/about-cancer/find-a-clinical-trial/a-trial-of-a-vaccine-called-dcvax-l-for-glioblastoma-multiforme
NEW ZACK'S REPORT -
NWBO Balance sheet boosted by recent financings, Positive data from Phase I of DCVax-Direct reported at ASCO and at Immunotherapy Conference, Phase III of DCVax-L remains on track--Buy
http://s1.q4cdn.com/460208960/files/March-17-2016_NWBO_Zeng.pdf
NEW Kat's Cure UPDATE (from 30 min ago):
"Kat is doing really well on her current chemo, feeling good but a little tired (probably from having a crazy 3 year old) the chemo is hitting harder each month though which is tough.
We are still waiting for the FDA to sign off their mid trial review of DCVAX, the wait is getting a bit agonising and we are looking at what we can do. One option is to start the Check point inhibitor treatment which is expensive, potentially, we would need over £100,000 for this. (on top of saving money for DCVAX and Avastin)
While we wait on news from America and on our options, we thank you for you continued support and donations."
This week Neil Woodford said:
"We continue to believe in the science behind the DCVax dendritic-cell approach and its long-term potential."
As you probably know, Mr. Woodford chose to pass on many questions posed to him during the Q&A. He could have avoided the question or answered it very differently.
This statement by Mr. Woodford, combined with the current (manipulated) share price, makes me want to buy more....and I will when funds become available.
Using Dendritic Cells to Create Cancer Vaccines – Dr. Edgar Engleman of Stanford
“The immune system is extraordinarily precise and powerful, and when successfully deployed, its targets are destroyed with little or no collateral damage.”
Hi Ready,
I added to my position today :)
What this current information tells me is:
a) Woodford has not sold a single share
and
b) Woodford may INCREASE his position by purchasing in the open market or by purchasing directly from the company
There is absolutely no reason for him to include that language if he no longer believes in the company. This coupled with his comments yesterday re: NWBO from the Q&A on his website is a very positive sign in my view.
NEIL WOODFORD MODERATOR says:
Today 2:30 pm
It’s worth remembering, Stuart, that many different portfolios can do a good job for investors. We continue to believe in the secular growth drivers across the healthcare industry. Not all biotechs will be winners, in the same way that not all pharma stocks will be. However, the companies we have selected in these sectors, we believe, will deliver long-term value for investors. We will follow up with a more in-depth article on this subject on the blog, focusing on why we like the sector in general and the specific attractions of the companies we’ve invested in.
https://woodfordfunds.com/qa-neil-woodford/?utm_source=blog-alert&utm_medium=email&utm_campaign=blog-subscribers
Today Neil Woodford said the following: "We continue to believe in the science behind the DCVax dendritic-cell approach and its long-term potential."
No need for you to anonymously respond to what Mr. Woodford just said publicly.
You said: "I've been busy with other work."
So posting on this board is "work" for you. That's very interesting. I would ask how you're being compensated for the "work" that you're doing here but I already know the answer.
Enjoy your weekend.
Adam,
Why were you absent from this board on Monday?
Christina Haag, Award winning actress and author of the NYTimes bestselling memoir Come To The Edge tweeted the following recently: "I lost one of my dearest friends to GM as well #tomorrowstreatmentstoday #DCVAX Is the way to go"
This $150,000 Cancer Treatment Saved a Pharma Company
http://www.bloomberg.com/news/articles/2016-03-03/drugmaker-wins-big-in-japan-as-its-gamble-leads-to-150-000-drug
Thanks for the detailed response. Very helpful.
Flipper,
First of all, thank you for your contributions to this board. Perhaps you can answer a question that I have. It appears as if both IMUC and CLDX used a placebo that actually "worked" to some degree and as a result the SOC + placebo patients lived longer than historical norms. Do you know what NWBO is using as a placebo and is it possible that we could see the same result, in other words the placebo is actually "working" to some degree?
Thanks in advance.
Interesting that Cramer began pumping Celldex less than 3 weeks ago:
Celldex Therapeutics: "Oh man, they have taken this one to the woodshed. It's really incredible. If you want to like a speculative stock this is probably a good one to get started right here. Holy cow they have killed Celldex."
http://www.cnbc.com/2016/02/18/lightning-round-i-was-dead-wrong-on-this-stock.html?__source=yahoo|finance|headline|headline|story&par=yahoo&doc=103399863
Why so bitter? Day-to-day price fluctuations (e.g. "ARGS is up 11% today") mean nothing to me. I'm in this for the long term and I believe in the science behind DCVax. I continue to add to my position and you and pyrr can't stop me from doing that :)
I completely disagree with your assessment. I'm continuing to buy at these prices.
NWBO has been in the immunotherpay field significantly longer than most of the other companies (and before all of the hype) and I believe the knowledge base that has resulted is tremendous. The results seen to date with "L" and "Direct" are very impressive IMHO.
New Katie Couric story on immunotherapy at MD Anderson.
https://www.yahoo.com/katiecouric/could-this-new-cancer-treatment-replace-chemo-150601426.html
She discusses the subgroups and in particular why would a patient want to undergo current SOC with all of the negative side effects when the vaccine appears to be much more effective on that subgroup and QOL is so much better.
The entire video was really educational for me and I would suggest watching it. Like I mentioned in my original post, is was just posted for the first time 2 days ago. For the people that have a background in the medicine/science it's possible that the video contains new information that went straight over my head. Furthermore, it probably provides better insight into Dr. L's thinking and/or the trial design.
VERY interesting comment at the 28 minute mark...
Video of Dr. Liau posted 2 days ago. The talk is entitled "Seeking New Understanding: Novel Approaches to Brain Tumor Therapy" and based on an initial search it looks like this presentation was actually given in 2012.
Community Education - Innovative Approaches to Brain Tumor Treatment - March 18, 2016
7 p.m. "The Future of Vaccine Treatment in Brain Cancer" (Linda Liau, M.D., Ph.D.)
source: http://www.seattlesciencefoundation.org/events-calendar/braintumor
407,000 warrants bought and sold today???