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bioinfo, agree with you but can someone please ask LP&LG why we are at 18 cents when KITE is at $180? we were both at ASCO, Gilead knows about both technologies but why are we not talking with BP's??? We should have all options open. We should be proactive instead of reactive to the market.imho
cdrd, shouldn't there be two medians? one for control (110 patients median at 55th patient death then if there are alive patients in control group they will be censored at time trial is unblinded) for vaccine (220 patients median at 110 patient death with rest alive patients censored) median should be 165 patient for blended in a trial of 331, and only patients that die to the left of the median will move the median left other wise if to the right of median will have no effect? That is why they wait for the long tail to appear for the 25-30% of patients that don't die and are alive at the long tail. This is when the curves separate for the vaccinated versus control arms, but ours will be confounded slightly due to crossover affect but still the PFS numbers will not be confounded and it will clearly show the long tail of survivors in the vaccinated arm the are alive and PFS. imho
thanks captain, update on Dr.Liau's promotion to Chair. About time, congrats to Dr.Liau, well deserved! Looks like things are lining up for DC-Vax! Results by 2017, approval in 2018.
Hi senti, NW is a nice bloke imho, he is principled. very good interview and insight into his management style. Hope LP sees this interview, Thanks. "the market is momentum driven"
CDRD, if BP does decide to offer LP a buyout then the sky is the limit. If NW decides to invest more and patch things with LP then we would be sitting pretty as well.. Then there is always LP going it alone and setting up her future BP powerhouse once she gets FDA approval she will be able to get funding from the Big Banks, with execution still a major concern but I'm sure she will overcome any obstacles eventually but we will have to wait longer. imho
abeta, that's what RKmatters said Oct. Nov timeframe would be best for trial results... Looks like she was right on the money...
Iclight, truth be with you...100 alive Dr.Liau "25% of patients can be alive after 5 years" peace be with you...
thanks forumreader, nice article and I agree with your thoughts about the potential of DC-Vax.
thanks doingmybest, nice post and good to see you.
Thanks CDRD, I appreciate your update and your reasonable responses. If others do not like your perspective of what was said they can call Les themselves. I can see how based on Dr.Bosch presentation we thought that the 233 event would of been reached by now but we all know life does not always happen that way and so we wait but wish the best for the 100 patients still alive. Thanks again and you are too kind to put up with all these critics. I think we all would like for DC-Vax to be approved and available to all Ngbm patients right now.
thanks forum reader, nice mention of DC-Vax L
barunuuk, it's truly mind blowing how detractors are still saying we failed PFS... LP & LG should have access to a statistician or mathematician to run these models and present them to the brokerage houses to get decent funding, or just a good CFO would do a great sales job with these stats! By all accounts with SOC most all these patients should have progressed by now.. and OS should of been speeding up not slowing down... imho... Best
thanks abeta! nice bio for Dr.Ashkan, great video from wavelengthy... Thanks for keeping folks honest around here...
wavelengthy, Great video! Thanks for finding and posting! GO DC-Vax! quality of life is so important! imho
Flip thanks, I wonder why Les did not do both deals, as one was 7.5 Million and Chardan had 6 million so it would of been 13.5 million total, which would of been better for everyone since it would of been a win win. imho
thanks basin, thanks for all your updates...
Nice forum reader, to be honest I wish she would let Dr.bosch or Dr.Prins or some other DR. present for her, these are science forums and she has an MBA and JD? It is just not as credible when she presents because she can't really answer tough questions on the MOA, genetic subtypes, etc... it is really not credible... plus she is not a great presenter as she has no awareness of her audience.. imho secret sauce is not a scientific acronym. LP is not a scientist or a vaccine specialist... so why is she presenting???
nah, you didn't read it right, that was Jon trying to get Les to feel guilty about not giving Chardan the deal. Looks like Les got conned by the other financial brokers who promised a 11 million deal to get it but only came through with 7.5 million that's why Les felt double crossed... anyways TMI and Jon should of just settled this privately instead of putting it out there... I would not want to deal with him if I was a company knowing that's how he operates sharing personal information email's in court. Les would of paid him. This hurts Chardan's reputation as a financial company. imho maybe they have other reasons to file this lawsuit. With a phase III readout soon, Les and Linda should go to top tier brokers like Goldman, Chase, for financings..
right? I'm invested for the science and Dr.Liau to be truthful, commercialization and marketing are big worries to implement properly... If they could get a good fit BP to do that it would be much easier. imho and they would still get royalties along with cognate providing manufacturing. Especially if they are going for all operable and inoperable solid tumors, marketing would be huge expense.
senti, it does seems like NW was a lot nicer and more reasonable than the Chardan financiers they have had to deal with since their blow up with Ondra... too bad they had that Katherine Wolf lady mess up their relationship. Hope we get topline soon... At least NW has not sold and is still invested in the bigger picture of things.
barcode, I do think LP & LG have done a great job getting us this close to the end of Phase III DC-Vax trial and we will all be rewarded with it's success. Sorry for focusing on difficult financings for a small biotech. I believe in Dr.Liau and the tremendous science of her research for two decades. We should focus on the results of topline data.
barcode,looks like a very difficult environment till they get topline results and they are just doing the best they can. They must of got less financing than they were promised and had no choice to go forward with the deal cause they needed the money. They are short staffed but they could save themselves more money by having a good finance guy than working Les 22 hours a day. He is nice guy but not a great negotiator. imho brownies and andrew dice clay?
Thanks barcode, it's ridiculous how bad they need a good CFO, finance guy, very unprofessional emails imho... We need topline data.
bioaddict, thanks for that analysis. Hope we get topline soon. best..
a great post! thanks eagle and flip..
Thank you for your kindness eagle, so sorry for the loss of your sister. I appreciate your sharing, something so personal. I'm sure she would be proud of your investment. Hope we get to celebrate the approval of DC-Vax soon! Best..
barunuuk, like your analogy and odds. Best.
oh good, just was not updated on your calendar... thanks.
Hi flipper, did you get barcode's updates on the yonemura case? Looks like case is stayed pending till oct. 31, 2017, Thanks.
hi biosectinvestor, yes would be interested in your views on NWBO MC. Hopefully soon at NWBO ASM we could meet and celebrate. Best.
thanks eagle for reposting flipper's great post! I had not read it so was really informative.
nice senti, PFS is not confounded and with 83 PFS patients as of Feb.2017 leaves little doubt that most all 83 should be from treatment arm. There is efficacy, and statistically significant. OS may be confounded but seeing how there is 100 alive with most not having progression would seem like non progression is the key to survival... that's why OS rates have gone down dramatically.. imho Will be so sweet when we unblind... thanks for all your analysis...
thanks alphapuppy, nice work! Has a nice ring to it, Statistically Significant! I like that!
AF/Colonel Mustard in the Lavatory with baloney
Yes bisectinvestor, looking forward as well. Still can't think of any reasonable answer why nwbo has a MC of under 50 million with a phase III trial about to be read out, and two to three phase II trials to start.
Can you??? your awareness and perspective is much appreciated. btw i've noticed your posts being deleted and i believe we have a mole problem that many other posters have noticed with one of the moderators. (Happy who is never happy... lol)
true but sure would of been a lot easier if they were men, imho... I said it does not go over easy... It's the reptilian part of the brain and it is emotional...
we got 100 alive patients for NGBM as of June that is public knowledge! Every good neurosurgeon should know that by now... Lets hope McCains's Neurosurgeon reads and keeps up with trials... a lot of them don't. Dr.Liau is EXCEPTIONAL... Best of the Best... and a woman so that never sits well with a male dominated field. There are some incredibly HUGE egos out there and it is gonna be tough to acknowledge a WOMAN Neurosurgeon discovered a breakthrough paradigm shifting therapy for their field... It's gonna be hard for most of them to accept. IMHO on top of that the company is run by another strong smart woman... it does not go over well... Hillary can tell you about that!
I think the 100 alive patients have something to say about that, it's a good thing too... Better baked that half baked... imho...
agree, the cake is baked..lets not burn it... Lets smell the coffee and enjoy the cake!
it would solve our Yonemura lawsuit, and our naked shorted shares at the same time.. With positive topline results, our stars could be aligned... Total eclipse of the sun... all this built up energy we have all put in could come into focus... LP is one smart lady, and she has had lots of time to plan this one out.
I hope she hires Dr.Liau to be the Chief Medical Officer after DC-Vax is approved. Then Dr. Liau can take it to the next level with Direct.