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I m against partners of big pharma. They diluted 100s of millions for the 6 phase 2 3 phase 2 and preclinical and we are talking Nash . no cure not a single pill for another small ph2 and ph3 u add a partner - huge mistake. Will email their management my opinion
Once they treat the cancer right after first surgery together with radiation people will live 4 and 5 years with GBM.
This is a serious science as always in vbl this is one of the reasons why top doctors want to be part of it. Soon the market will know what we already know
If u look for solid science Israeli biotech vblt . Canf is low market cap yes but far from being a company with a working drug. My take in the company none of their drug works. And even if ra or psoriasis work it's problematic work because psoriasis it affect after 3 years or 2 years
And again there are couple of clues. One is the changing he made to the interim.analysis trigger. It's all done due to his concern the control is doing better than what he thought or only a fear it will do better than he thought. Another clue is when he said we didn't decide yet the number of patients in the ph3 ovarian because we want to see in the rgbm trial if it match the historical control. Why to mention the rgbm when being asked about ovarian ? Maybe he thinks the low sample of only 256 patients in rgbm caused the control to do better ?
I listened again to earning Web cast and my intuition and what my brain transmit is that control is doing better than the meta analysis they used in the ph2 . It doesn't mean the trial will fail but expect to see less impressive results than the phase 2 . Of course I may be wrong but this is my analysis by judging the words and sound without body language in the call
How can the interim be close to end of trial if end of trial is 175 events ? From 109 to 175 you have long way to go. 20% of patients which is around 50 would leave longer even without treatment just because the cancer work different on them. I see it to be very far from interim no ?
2 clues in his words first greenlight alone will be great in interim. Second clue the sentence about ovarian ph3 number of patients maybe need high to avoid what just happened in globe
My impression from webcast earning the control in globe doing well probably more than what dror expected
Most chance it's what u said and not margin call. Margin call he could sell a bit or half to comply also he could sell during the day and not just last 5 minutes....
The sell yesterday can still be due to inside info of failure. Speculative sell - we don't know the reason. The fact stock rebounded mean nothing
New drug supposed to be exposed in few days . He said we never had dropout in the past but if u listen again he said now we did encounter issues and we tell now patients and explain them they have to stay until end. Listen again. Maybe big boys wanted to take stock down . In the past this stock was manipulated a lot. Far past.
Maybe dropouts they kept speaking in earning conference calls caused a mess in trial. It may be dropout issues.
Insider sell which is bad sign. Usually cause other to sell...
Go to stocktwits forum . Oppenheimer sold today have screens hots there
My guess dilution I hope not toxicity death or trial failure
http://www.cherylbroyles-gbm.com she lives around 20 years with rgbm maybe 5 recurrent without vb111 if she takes avastin ahead die already trust me.
Can they decide to stop the trial before interim.analysis if 109 death is being delayed ?
252 patients in trial. What if 109 death happen only in March 2018 . Don't tell me it's not possible. I think there is atleast 20% it's possible.
Why am I so sure ? Couple of reasons. I m invested in bstg soon they start phase 1 on human. The ceo sits in a conference and say they will take cancer esophagus patients but only patients with stage 1 .... ceo and companies will select patients just to pass the trial in order to survive . 90% of companies are doing it this is why so many ph3 failure. Phase 2 failure I can understand but why would ph3 fail after successful ph2 ? Main reason is tricks companies are using in ph2 and ph1. This is not the situation in vblt
This what will happen. We will.have to be patient. The interim analysis will be delayed to such an extent that they announce the end of the trial with substantial success. Ovarian cancer phase 3 if it will be design same as the ph2 they will pass easily. I don't think in August September they announce they continue the trial. It will be stopped - there are no surprises in drugs. A drug that double os should show the benefits clearly in August September
They need it for the human trial. Need money in this business. At the end of the day the only thing that matter is if it works on human or not
If I m ceo I m diluting and starting ph2 and 3 in multiple cancer. Until they start move their ass car-t will cure cancer
It support my claim avastin disturb vb111
This drug should find patients after surgery when the tumour small then u will have 50% complete responders
The only news from lectures is a drug they share tech with memorial Sloan Kettering of an intensive radiation drug...the radio interview was uploaded 17 but from march 16
I checked avastin in wikipedia I couldn't find its so great in any indication
Yes 2 lectures and one radio interview
The short interest is low last time I checked. Short players may have warrants in their hands for the case it jumps. You can never know the real deal
I m telling u now it will be successful 75 out of 78 drugs failed but vb111 works in gbm . Ovarian ph3 will also be succesful
The ceo counts only america . Israel Europe for him it just for the protocol. He cares about usa and Canada. Harvard ... the highest of the high this is him .
They could do a favor to themselves and to patients and skip avastin. Avastin is not for rgbm - the European are right. I would never test vb111 with avastin.
Did u notice that ind for bronchus scheduled to be before esophagus ind ? If u go to their site investor then pipe line look at the diagram. Ind esophagus come after ind bronchus
108 events ? For interim ? It can happen in December 17 then what ? What is the chance the interim will be final and they stop the trial due to success ?
Can somebody explain what's the trick? In phase 2 they tripled os while failing big time in phase 3 . How did they select patients in phase 2 ?
Personal doctor of a patient can't recommend his patient to drop ? Patients has the right to drop. Vb111 works great as monotherapy there is no doubt about it. The thyroid was mono and as I explained u , girls with platinum resistance some of them even refractory don't respond to chemo so the chemo they combined with vb111 was like giving them nothing . The reason the results were so great in ovarian is because vb111 could work alone without the interference of avastin that cause the tumor to become more aggressive
Vb111 showed full response in couple of cases that the tumor was very small right after surgery. The patients lived only on vb111 for over 20 month atleast in one case only on vb111. Thyroid results os were great and it was vb111 alone. In ovarian vb111 was combined with chemotherapy but because the girls were sick with platinum resistance ovarian - they don't respond to chemotherapy anyway so this trial although combined with chemo is like monotherapy vb111. Vb111 worked the worst with avastin , I have my theory why because avastin disturb vb111 and not helping it. Anyway u look at it vb111 works great in monotherapy. Regarding ur second question - there was a person in inspire.com forum that was treated in vb111 one shot and his neurologist recommended to stop the trial because he didn't responded to vb111. I asked him did u respond with fever to vb111 he said no.so I figured this no doctor knew that if no fever the no respond otherwise how can u know from one treatment it doesn't work. So I believe this neurologist and other recommend their patients to quit if no fever - it also help the patients - if u have a marker to know if vb111 work or not why not use it to help ur patient. About the avastin arm I believe if they stay for 3,4 treatment they don't quit because u can't quit . If u quit avastin u are done avastin provoke the tumor to become super aggressive if u stop it. From my investigation about avastin almost in every tumor I checked I m not sure it help .in some indication fda found it useless and disallow it like breastfeeding cancer
Vbl should sell 2 billion per quarter once vb111 approved for ovarian and rgbm
The market will understand after the big huge success of the phase 3 in rgbm that vb111 as monotherapy is a life changer in cancer. The phase 3 won't be just a success it will be a big success. The reason is that in the phase 2 they took patients without choosing. The phase 3 they choose more and it also looks like from what I read in forums that doctor recommend patients who didn't react with fever to withdraw from trial this actually helps the treatment arm. You will see higher response rate in this phase 3. Trust dror and his friend doctors. The reason they are doing it is because all neuro and doctor community think this drug should be on the shelf. The results from phase 3 will surprise everybody except me