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If the fda won't approve it . We should have got already the negative feedback. They could tell them that in the meeting in March. They could tell them it in may they could tell them this in June and we are half way July and they didn't tell them so. I know the way the fda works. I understand patterns but I also understand fda.
I see so they have a very bad reputation. I bought x numbers of shares when it was2.1 and 4x shares when 0.5 I had thoughts to keep it long term because eventually even if one more trial will be required the drug will be approved in usa Canada it's either happening now or it happens after a follow up trial. The question is : are doctors going to inject the drug and recommend doing it before surgery other words will they be able to sell the drug ? From their behaviour and pr it looks like they prefer somebody to buy them in case of approval. What do u suggest as a buyout price assuming one more trial is needed ? And what price in case of approval now ? Both Canada and usa
Just one small thing can u please show the 20 years before it reaches 273. I want to see if it works the other way too somebody invested in 1 dollar pps and reached 273 ?
Bottom line the interim will be a success. Also the behaviour of stock. As far as I can understand past graph there were always declines of stock before great news
You said the second cohort in ph2 suggests vb111 works well with avastin as immunotherapy but isn't it that in the second cohort the patients received first vb111 alone and only latter avastin ? If this is the case then the first dose of vb111 that came free of avastin may be responsible for the effect while the rest of times the patient received the combination didn't influence to the good but we just see the curing effect of first dose
These mitochondrial effects are alarming. It can destroy the ability of the immune system to deal with the tumor .vb111 suppose to bring the immune cells to the tumor. Avastin can cause vb111 to bring sick cells of the immune system instead of healthy immune cells at tumor area we probably get sick cells
My fear is that the ph3 is not same as the ph2. In the ph2 all patients started with vb111 and to my understanding the first dose is the most important in increasing overall survival because the immune system wake up after first dose. The 2nd and 3rd are less important. This is my understanding . If avastin is being given directly from the beginning and it destroy the effect that was in the ph2 of first dose of monotherapy of vb111 we are screwed . We are screwed because all patients will live avastin time without any effect or very small effect of vb111. I hope I m wrong but this is the way I understand the way vb111 works.
Look at the charts from this new June presentation . People are alive with vb111. Even 2 from rgbm are alive but look the people who received avastin are all dead. 2 people are alive in rgbm and they didn't touch the devil avastin. And look also the poor number of months they live with the combo with avastin. The phase 2 results are great due to these 2 patients that never touch avastin. I m very very worried about the phase 3 because they gave the killer avastin to all participant. It will destroy the results . The one good thing only one from failure ph3 rgbm is that finally I hope they neglect the idea of combination in the company. The idea of combining any drug with vb111 is bad because it was already proven to be safe in combination . I also hope the company will neglect the idea of antiangiogenesis. Antiangiogenesis is not anti cancer. It's only anti cancer in doctors books and in their mind but not in real life. In real life it just cause damage and side effect and other negative influence like educating the tumor cells to work under hypoxic condition. The redemption will come only and I say clearly only when the company brains understand it's not them doing anything to the tumor. It's only that they put on the virus in the right place which is tumor area and all the work is being done by the immune system and any other drug even immunotherapy drugs will just disturb. Before they understand that we won't see improvements
Avastin- the devil . Avastin educate the tumor to work under hypoxia conditions. This is why doctors recommend not to stop it because if u stop it the tumor will spread like a monster. Moreover it's not possible to have a surgery while u are on avastin and sometimes u need surgery to save life and u also can't stop taking it so do the math. I didn't even mentioned the horrible life threatening side effects. Avastin is gradually being removed from treatment including breast cancer. Avastin will disturb the phase 3 of vbl and u won't see durable complete response due to the avastin
Thanks understood now. They know probably the number of death that trigger safety committee in March. Also if this is the case as u say and he thinks the 105 would happen before 50% then how can u explain this sentence "because we were recruiting ahead of time.we could expect to have more death earlier .it's not happening..."
"Because we were recruiting ahead of time, we could expect to have more deaths earlier. It's not happening so far and we are looking at we have care that's -- is according to what we hope and expected." If I understand well it means they are not blinded about the number of death or am I wrong ?
Are they blinded from number of death in the company ? From what I understood in conference call q1 is that 105 death already occurred and now we wait for 50% of patient being treated for 12 month
I m against combo against buyout and against collaborations. Only in preclinical substance big pharma is welcome. The exception of my opinion is when there is a success in phase 3 and I can benefit more than 5 billions on a timely manner means not limited with time. Anything else is a huge mistake. U don't dilute ur investor for years for stage 1 2 and 3 and then collaborate. In preclinical u are most welcome to collaborate but otherwise have to be very picky
Your guess interim ? I think only q4 or very close to q4 like end of september
They will choose the safest for lung cancer. If they are smart they will start with mono vb111 and only after progression move to combination. Also they should recruit only patients that are right after surgery when the tumor is small
Interesting the figure 50% achieved long term while 50% is also the figure of patients that react with fever. Moreover they still didn't give details - as far as I know the complete responses came from the very first dose of vb111. These 2 signs even if I may be wrong in the 2nd sign but I probably not wrong. These 2 facts above also support the thesis that vb111 is a pure immunotherapy drug
Soon we know. They have a potential cure to cancer to some patients and with some improvements in the drug and treatment protocol over 20% of patients with solid tumor will be able to be cured
Even this pr not clear and not fully understandable . The way they transmit their success is a joke. It is like the blind is leading the blind on the way to write a pr
Imagine it was published at the asco ? I said back then these people understand zero in public relations
The immune system knows how to deal with rgbm exactly as they know to deal with any other cancer. For us human there are harder cancers and easier ones but for the immune response it's different. If u read about Dr William Coley findings and have these 2 facts in ur mind you will see how easy it's for vb111 to meet the primary endpoint in rgbm comparing to avastin
On Tuesday the 20th june 2017 they will speak in conference about durable complete response due to the immune reaction to vb111 virus. William Coley a Dr from 1890 saw the same in his patients . It took over 100 years for companies to start showing this effect from human trials. Even now vbl will not represent it as Dr Coley would . They will still say that some complete response were from antiangiogenesis but let me tell u on behalf of Coley that his generation didn't listen to him - I think William wouldn't agree
According to linkedin she still work at BM
The company already know their drug is an immunotherapy drug and has nothing to do with antiangiogenesis this is why the next trials will be combinations with other immunotherapy drugs and monotherapy . By the way and it's a big by the way if u give vb111 right after surgery that the tumor is small before radiation that suppress immune response together with drops of vb111 at surgery itself on tumor u will get many more cases of cancer cure
Davidal are u sleeping ? Wake Up! Vb111 cure cancer wake up
Finally they start talking about vb111 to cure cancer in small fraction of users of drug. It's about time
Absolutely yes. This is a pure immunotherapy drug. All the therapeutic effect u see starting from progress to overall survival is cd8 cells activity and general immune response killing the tumor. I m glad to see in last pr they start talking about vb111 curing cancer. It's about time they should have done it in the asco. In 2 patients the cancer was cured after 1 dose of vb111 - again it's the immune response .
Vb111 has only one arm of action. One strong arm but definitely not 2 arms. This is another example how human like to match the results to what they like and adjusting their thoughts to the results. The results show clearly that the only thing that work is the immune arm
Vb-111 MRI and photos - all the photos they show of the tumor ablating and become scar they attribute it in the company to the antiangiogenesis but I m telling u it has nothing to do with the antiangiogenesis- all the activity curing the cancer in some patients and the regression in tumor is only because the immune response. I m sure they didn't showed their photos and MRI from patients that had no fever reaction. The company is wrong in the way they represent vb111 . The antiangiogenesis has no effect on the cancer exactly as avastin another antiangiogenesis has zero effect and if yes effect to the bad
Doctor wants the results to adjust to what they believe instead of trying to adjust what they believe to the results. It's like vertigo. Vertigo is simply denial of the pilot of what the instrument tells him.the pilot think the instrument must be wrong. I would also assume progression in cancer is bad and if avastin can stop it then it's good but and it's a big but if I see in the results that durable complete response happen only in vb111 that won't stop progression then I will change my assumption something most doctors won't
Doctors think their profession is science. 99% of doctors don't understand that their profession if far from being science. Over 50% of what they learn in school is based on wrong information and they build more and more assumptions and conclusions on wrong information. Add the personality of doctors that remind football players and u have the reason why they chose to do combo and not mono. There are many examples of how clueless and wrong doctors are. Many time they announce the reason of sickness but it is just the compensation of body to try to help the disease. And then the funny sad part they start to fight this compensation mechanism and instead helping the body they kill the compensation mechanism. Same here ...the ceo of vbl was taught in school that progression of cancer is bad and therefore if there is a progression when mono vb111 then it's not good enough of a drug to use alone. Doctors saw how chemo destroy the cancer but after 2 weeks the cancer is back big time but still think in terms of progresses or not progressed
I m not against avastin . I just say one arm get avastin and one arm gets vb111 mono without avastin. I m against mixing the 2. This is a huge mistake to mix their working drug with a non working one which is not inert but influence vb111 activity disturbing it from creating durable complete response. This is why all durable cr were in vb111 mono and This is why u won't see even 1 durable cr in the ph3.
But at the same time i dont want to make people think they won't pass. They will easily meet primary end point in the ph3 . It's very easy to beat avastin if u have a working drug and they do. The results could be amazingly beautiful if they let me design the trial.
That is true but still it doesn't contradict my claims which is well known to the medical community. Vbl need to know the facts about their drug and avastin and I hope I m wrong but it looks like they don't know how to design the trials. Many mistakes ...another example is changing treatment in progression ...they know their drug is not good at stopping progression so why to determine changes in treatment upon progression...moreover they know it takes time for the drug to work so why not to change treatment after 4 shots of vb111 even if there is progression. Another example they see only 50% of patients react with fever and they live double the time patients without fever lives. Actually non fever live avastin time so I believe there is almost zero benefit from the antiangiogenesis other words u see that..wont u stop and think moment maybe if we treat a soup of many types of viruses isn't it going to raise fever response? Of course it will...instead they go for car-t treat except of improving the already working drug vb111. Anyway I look at it any direction I see huge mistakes and stupidity sorry marketing...decisions ...technology...design of trial...
CNN and fox news cnbc all should wait under their balcony for this during case if rgbm and instead we get zero hype in asco. Don't need to understand like Trump in media to understand what a huge mistake to the sick people to know there is a potential cure to the most horrible cancer on earth that double it's size every 2 to 4 weeks. What a mistake I just can't take it anymore
Another example of how stupid vbl people are. Instead of publishing a pr talking about the first case in history in the asco of durable complete responder in rgbm for over 3 years they mentioned it as a by the way clause in the pr like Donald Trump says this is how stupid our company is
I m asking u all is it smart ? Is it smart to mix a drug u know by fact that never ever on millions of patients in all cancer types caused complete response with a drug that cured cancer ? I m asking. Is there anything more stupid that that ? If they fail the ph3 it's only because stupid people designed it and I told CEO personally my opinion about this ph3
How can u even think about taking a drug like avastin that all of the drug user never had a complete respond and mix it with a drug that had in the past full responders which are durable for over 6 years other words cancer was cured. It's the stupidest thing to do .even my cat won't mix these 2. There is a biological reason avastin never cause cr and vb111 does - it's not without a reason.
All the durable full responders in phase 1 and phase 2 rgbm were on vb111 monotherapy . Not even one complete responder in the combo with avastin. Vbl designed a bad ph3 which is not similar to the ph2. Maybe the spa forced them to do it and may Be this is why they declined spa offer in ovary. Avastin disturb vb111 and one of the proof is the fact no complete response in the combo.
Personally not selling anything .I will buy more soon but market doesn't believe this triple indication success drug will pass ph3
It's not like u represent it. The market capacity is low for 8 weeks before phase 3 interim. The drop is not 2-3% . It has been down since q1 conference call. The market capacity predict failure