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.
I know management purchases shares on the open market and these transactions are filed via the form 4s. I've never looked too closely at the filings before so can someone explain the shares acquired at $0 pps filed in the 5/1/2017 form 4s?
Thanks!
Dude! As Aaron Rodgers once said "R-E-L-A-X". Take a deep breath.
Has the status quo changed? Have the fundamentals changed? I see no evidence that supports that. So, stay the course.
I will point out that you stated "I have a sizeable position in ADXS and would rather be in a position where as investor I make money rather than lost it." Obviously, as investors, we all want to be in that position. This is biotech investing though - it takes time. If you think you will lose money in the end, I encourage you to take your money out of ADXS and go find that new position that will make you money.
Cheers!
I was not able to find anything through my searches either. I did see that Progenics already PR'd their accepted abstracts.
Agreed. I think if more failures continue and the Advaxis tech continues to shine - a bigger company isn't going to mess around and will simply buy Advaxis just so a competitor can't scoop them.
BMY last week, AZN/ARRY this week with a lung cancer trial failure
I had asked a similar question regarding the milestone structure - what the payouts will be and for hitting what milestones exactly. Does anyone have this information?
Given how slow Aratana has been so far with AT-014...I'm banking on the "or shortly thereafter" portion (I.e., early 2017).
AT-014 for Osteosarcoma
Q2 results released after market close for PETX notes "conditional licensure late-2016 or shortly thereafter."
You'll get your money back and then some...I have no doubts about that. Justice was a solid investor...wish J was still around. Everyone chastised the work like crazy though, took it for granted, and when that happens...well you walk as J did.
Agreed but I was around for the $30 to $6 drop and it didn't make sense this time to take back my initial. Have to draw a line somewhere. Now I'm comfortable letting this thing ride for as long as it needs to.
Sold some shares...
I've been around long enough to know that this thing has a history of following an amazing rise with an even more amazing fall. Sold what I needed to in order to recoup my initial investment...the rest of the shares are riding and on the house. Now let's see this thing return to where it should be of a minimum $1B MC.
Breakout of milestone payments...
Does anyone have a source as of now for what the milestone payment breakout will be (i.e., structure of amounts and events for payout?)
Cheers!
BMY collaboration with Janssen (J&J) using ADRO's LADD...still surprises me that ADXS has yet to strike a deal with BMY.
Fast Track and SPA...
Can anyone provide their detailed thoughts on how the Fast Track designation affects the SPA designation?
Haha, so true. I sense a tone in you saying that and hopefully DO has the same time when he speaks with the BPs. Nice call by you and several others sniffing out Fast Track when the ATMP news was released.
Correction for ATMP --
Advaxis has ODD for Anal Cancer in Europe but the ATMP was actually for AXAL and it's use with Cervical Cancer. Still, maybe with approval in Europe for AXAL in Cervical, it will quickly be made available for use in Anal and H&N also.
Great points James -- thanks for keeping things in perspective. As many have always said, Opdivo and Keytruda are to market but it is the combo results that will really blow people's minds.
Aiming for presentation at SITC correct?
Further reasoning for why I have concerns over ADXS getting passed up in H&N. Zach is one of the only people to provide write-ups on ADXS and he always provides good insights - this about BMY H&N which directly affects ADXS.
http://seekingalpha.com/article/3989565-top-game-bristol-myers-squibbs-opdivo-poised-break-head-neck-cancer
ATMP status for AXAL...
Given the recent PR, it is definitely possible that AXAL gets a marketing authorization faster than any of us thought. AXAL has the ODD tag for Anal Cancer in Europe. With that said, given a marketing authorization approval in the EU, what are the odds of AXAL being quickly approved for use outside of the Anal Cancer realm in the EU?
Completely agree with your response here and want to thank you for providing the comment. I've been in Advaxis for some time now and patience is not the issue for me. I do have a concern that Advaxis will get passed up as immunotherapy continues to evolve and gain popularity. This concern stems from a number of factors with a main one being BPs that are moving forward with their own immunotherapy platforms. As a result, they may not have a need for Advaxis and therefore resulting in the market not having a need for Advaxis. Example, Merck (Keytruda) and BMY (Opdivo) already being to market -- further, we are still in clinicals with our H&N treatment while BMY has a PDUFA for H&N set for this coming November. Big BP has and may continue to get into the market well before Advaxis and by the time Advaxis gets there...how does the company plan/intend to beat out the bigger players.
dbutz1109 from the Yahoo boards here. Not a fan of there being no running thread, only the option to click on the link for the RE message #, but it seems everyone has jumped over to here so I'll deal with it. Anyone see the deal Celgene inked with Jounce this morning for their I/O pipeline? Deal is potentially worth almost $3BB in milestone payments and that is for a pipeline that is entirely pre-clinical. I hope that us going it alone is by choice and pays off and not truly because BP's have no interest. Deals like this happen all the time and Advaxis continues to either pass or get passed by.
http://endpts.com/celgene-signs-jounce-as-its-new-biotech-star-in-2-6b-immuno-oncology-2-0-pact/