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EU Clinical Trials register. I know the endpoints were updated on the “UK” record, but I noticed this morning that the status is “restarted” and not “temporarily halted”. Is this new?
https://www.clinicaltrialsregister.eu/ctr-search/search?query=Dcvax
I’m clutching at straws here, but...
The Economist have a virtual conference in early November “World Cancer Series: Europe Virtual Week”
I was perusing through the agenda and noticed that one (and only one) session (day 2, 10:15am - 10:30am) is listed as “Topic - TBC”. The session immediately before..... “The promise of immunotherapy”
IMHO, it seems odd that a conference only three weeks out has one (well positioned) slot yet to be confirmed.
I’m clearly reading too much into this. Or maybe not? Yes, I probably am...
https://events.economist.com/events-conferences/emea/world-cancer-series-europe/
I’m playing with house money now. Sold just over 10% to take my cost out. I was lucky to get in so low and figured it was a good time for me - imho - to de-risk.
Let it roll!
https://www.eventscribe.com/2020/SNO/aaStatic.asp?SFP=VFRNRFhSRUtANDY1MQ
Prelim slides for SNO are due 11/2, so maybe (or maybe not) we’ll have data by then?
Doc, can you explain the 17 missing patients? Is it to do with the halt? I’ve noticed you’ve mentioned it several times and I don’t recall the bears ever responding...
Ex, under this hypothetical scenario, what do you hypothesize happens to DCVax and the company (in terms of approval, long term viability)
I think MB not being listed anymore might, IMO, just be how it’s now presented on the website. I used the desktop website and searched for “LTBK” and there were three results, all of which just show the presenter and no one else.
Thanks Ex. I’m long but I always appreciate your comments. Well maybe 90% of the time
Ex,
Interested in your thoughts as to what the short-term PPS would look like if we met just 1 of the 2 endpoints. I fear the bears would keep it from going where it otherwise would.
Maybe we’ll get an 8K after hours linking to the PR and giving more details on timing.
Would it be fair to assume that the SNO LBA was submitted without data, or is there a way they could have given them something based on a soft lock?
https://glioblastoma-drugdevelopment.com/speaker/josh-allen/
Not sure if this has been posted before? Looks like Linda L is speaking in December.
Advent BioServices.
As we wait for any news I thought I would explore a tedious link.
I noticed on LinkedIn that a “clinical coordinator” has recently (this month) been employed by Advent. I was therefore pondering a) what does a clinical coordinator do and b) do we know anything about Advent’s other clients?
Sojourner, any thoughts on why the volume has fallen off a cliff today?
Thanks Dr. Bala - sorry for wasting your time
Japanese Journal of Oncology.
I found this when googling “dcvax” and the google summary seems to suggest that the article mentions the P3 trial. I don’t have access to the full article though.
https://academic.oup.com/jjco/advance-article-abstract/doi/10.1093/jjco/hyaa164/5912035?redirectedFrom=fulltext
Can you confirm - which was recorded weeks in advance, the ABTA presentation or the recently aired Big Biz show?
Awesome observation!
I was just going from the text below the video
Original Air Date: September 23, 2020
No idea when it was filmed and I haven’t watched any of the rest of the video for context.
Looks like Les was back on the Big Biz Show yesterday
https://www.biztvclub.com/tv/The-Big-Biz-Show/view/
Interested in thoughts on PPS on the day TLD is released.
I’m fortunate enough to to have a low base cost as I only got into the stock around two years ago. Now that we’re very close to TLD I’m going to set some limit orders to sell at what I consider to be ridiculously high PPS in case there is some crazy volatility and I’m away from my phone/PC.
Just for fun, what does everyone think the PPS will be at a) close on the day TLD is announced and b) the day’s high on the same day. Both optimistic and pessimistic views appreciated.
Flipper, apologies if this has been answered already. Do you know at what stage LL becomes unblinded? Could it be possible that she submitted the LBA to SNO knowing the results, while the company remained blinded?
Thanks!
Interesting comment at the end of the interview.
One of the presenters says to Les something along the lines of “I’m sure we’ll talk to you later in the week”
I wonder if he’s booked to appear again with another update? I’m probably reading too much into it.
Independent CRO, speciality analytic firms, independent statisticians
These three groups were all mentioned in the 8/19 update from the company. Are they all separate firms or one and the same? Has the company ever told us the name of the firm(s)?
It certainly was nice seeing green this week. GLTA. Sure would be nice to see a rise above $1 this coming week so we have a good base for when TLD is released - whenever that may be!
I’ve seen a wide range of share price forecasts after the release of TLD.
What’s everyone really expecting if the data is good?
My average cost is around $0.25/share as I’ve only been in since 2018. I would likely sell everything if it hit over $6.00/share.
I have no basis for the following, but I’m hoping for a minimum of $2 on good data, would like $6, and $10 would be amazing. All IMHO.
Couple of other questions for the board:
- do trading halts work the same on the OTCQB as other major exchanges? Just thinking about what might happen if we get good results.
- are there any real world examples of a company with a similar starting market cap as NWBO seeing price appreciation in excess of 1000% on good P3 data?
Interested in anyone’s thoughts. All my thoughts and guesses are obviously IMHO.
Thanks for all the responses
Not sure if this has been discussed on the board, but IMHO it appears they are making good progress with the build out at Sawston:
The loan from the Cambridgeshire and Peterborough Combined Authority appears to be mentioned quite a few times in the Combined Authority’s Business Board’s meeting minutes. If you search for “Aracaris” (the name of one of NWBO’s UK entities) at the link below there’s a document that refers to the loan as “Project living cell”. If you then search for this, there’s a document from June this year with the following:
Project Living cell has completed ahead of schedule but on budget. As such it has ‘overspent’ its budget in 2019-20 but this will be matched by a corresponding ‘underspend’ against the budget allocated to it in 2020-21.
Nice to see the words “ahead of schedule”. Though this is all just five minutes of me scanning some public documents so don’t read too much into it and it may not even be in relation to NWBO at all.
https://cambridgeshirepeterboroughcagov.cmis.uk.com/Search.aspx
Good morning everyone. I’m a long time lurker but first time poster.
I doubled down on my investment yesterday but then I watched the video AVII77 posted. Is anyone else really concerned about this? He seems to be a renowned expert in this field and he states that the DCVax trial “essentially failed”.
I know the trial is still blinded, but this still concerns me.......