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iovance therapeutics yes
aesop mentioned it, I was just curious what he was talking about :)
You daredevil you
DCVAXL is the only drug out there that has that can exhibit a unique mechanism of action with a great safety profile that has been tested in GBM and will be approved for nGBM and rGBM patients.
what was your point?
https://www.iovance.com/clinical-pipeline/ study the pipeline and then form your opinion
there is more in the IMMU world than GBM trials. Applause yes you made it clear that you have read that NWBO conducted the only successful GBM trial but thats not the point that was made.
NWBO market cap will not be higher just because it has a successful trial for GBM
For a biotech with FDA RMAT designation for Melanoma so in the stage of approval and FDA BTD Pivotal for Cervical cancer and a current 5 combo trials running, I find their market cap of $1.7 billion ridiculously low.
Do you know why that is?
aesop,
what is the name of the other autologous you wrote about? Thanks
Exactly
The waiting for Eden before approval argument is ridiculous and absurd
I know I know. Its terrible
My kids love tortoises but not when you call them NWBO
Covid excuses in 2023? Can they just admit that they can't operate on any normal kind of schedule. No submission wtill over 1 year from TLD is unheard of.
NWBO has a bad habit of not updating guidance even when they have to know it is no longer correct and letting shareholders rely upon until after the date passes
Post-COVID difficulties continue to impact the Company’s programs and operations, due to backlogs in the supply chain, at clinical trial sites, and at regulators.
exactly as they have said in the 10Q
"The Company is hopeful that the various backlog circumstances will improve in 2023"
For this reason, even being a single product company, I believe managment have legal cover to not announce submission or acceptance if they believed this would be part of their fiduciary duty.
I also NWBO believe does not want to give a timeline because they depend on third parties for the completion of the application such as the clinical trial sites, the CRO, the third-party consultants and of course MHRA itself.
The BS excuse of the self-invented "Post-COVID difficulties" NWBO provided is however incredibly lame and has a white beard. A more up-to-date believable excuse would have been staff shortages.
That depends if the MHRA is asking for information/asking questions they could not have known before and which they had/have to go back to the trial sites for to get it (which I think happened here given the rolling review) then I disagree.
If its information that its more or less standard belongs in the MHRA application then it would be incredibly amateurish if they had to go back to the trial sites to get that data.
Either way, the "post-Covid" delay excuse which they are now trying is incredibly lame and I agree with you that NWBO is the slowest turtle in the snail classroom.
Btw if each RA especially the FDA has its own specific request for information they have to go to the trial sites for then we are in for a very long wait after MHRA...
This is about the regulators potentially having a backlog from covid
The clinical trial site backlogs involve delays for various clinical trial follow-up matters, such as queries and additional documentation
Post-COVID difficulties continue to impact the Company’s programs and operations, due to backlogs in the supply chain, at clinical trial sites, and at regulators
well they did say this
Substantial progress was made with the CRO and specialized consultants on preparing the Trial Master File to be inspection-ready for regulators
Btw I didn’t mean to say that I don’t believe what DI told you. It’s not us it NWBO management. Les has BSed many things over the years
A fun fact is that Les told my friend that they only would PR the ACCEPTANCE of the (rolling) application submission. The reason is that the if they would PR they have now submitted 100% of the application and then get rejected for some small details or unclear information they would have to PR that again. Also, they did not PR the submission of PIP but only the acceptance of it.
From the last 10Q in my view, they made it pretty clear where they are in the application.
1. "The Company is working with teams of specialized consultants on pre-requisites for the application." And what are those pre-requisites for the application then? well
2. "The clinical trial site backlogs involve delays for various clinical trial follow-up matters, such as queries and additional documentation".
A. So the company here stipulates what the "pre-requisites" are for the application. Being "clinical trial follow-up, such as queries and additional documentation"
B. How I see it they could never have known what queries and additional documentation they need for the application if they had not been provided this request by the RA (MHRA) via a rolling review.
C. Also they clearly are saying they are delayed providing this information to the RA because of "Post-COVID difficulties continue to impact the Company’s programs and operations" (Which personally I find a huge BS excuse)
3. Then NWBO gives a timeline for when they expect these backlogs to be solved and thus when they can provide the RA MHRA) with the requested info
"The Company is hopeful that the various backlog circumstances will improve in 2023."
In 2023.......
this did not age well either
The commercial marketing authorization application needs to be filed before the manufacturing license is granted.
You are confused of what you said. You claimed MIA is a prerequisite for submitting the request for MAA which turned out to be incorrect.
Peanabutter Jama for one.
Im predicting, as I have for months, NWBO will be bought after MHRA approval
you do hopefully understand that when I said DCVAXL will be sold online as a webshop product I was joking? The perhaps was a clue?
I don't think you understand that patients do their own research
The internet, word of mouth, and competition will be the key drivers of uptake of this therapy
The market agrees and that is another drag on this share price.
nope they will be acquired (thank goodness). You asked for the why. I have posted about the why here many times.
LP has stated many times that BP has nothing to contribute but money's
And as we said last year, if we were to get the proverbial 'offer you can't refuse,' we wouldn't refuse.
Not only that but the idea that only 20 sales peoples need to be installed and the sales is a done deal is a naif dumb remark made by Powers. If you start from scratch without any contacts, years and years will be needed to present your new high-end medical product to hospital committees and MDs with a staff of hundreds not only in sales but also support.
Novocures employs a staff of 1250 people! NWBO 16
https://www.linkedin.com/company/novocure-inc/people/
why dont you quote the rest of the Freedom of Information Act being the decision
https://ico.org.uk/media/action-weve-taken/decision-notices/2023/4025017/ic-195519-t0x4.pdf
Given the decision of the committee your conclusion "Looks like somebody is planning another derivative suit saying that LP is spending NWBO cash on Advent." Is BS
The Commissioner appreciates the complainant has concerns that
shareholder funds have been sent to Advent to manufacture a product
and that they need to know if any batches were actually manufactured
and for what purpose to ensure that funds were appropriately used. It is
not for the Commissioner to comment on any perceived wrongdoing by
NWBO; he must consider the wider public interest in the disclosure of
this information and he is not convinced there is significant public
interest in knowing how many batches of DCVax-L were produced in the
CCGTT that would outweigh the public interest in withholding the
information and avoiding any damage to the commercial interests of
Advent.
Now, all this talk of no hiring can also be put to rest. On to approvals.
In the whole United States the American Association of Neurosurgeons, AANS, it only has about 3000 surgeon members. And of those, a few hundred are brain surgeons for brain cancer, right. You have a target audience of a few hundred. You have a sales force of 20 people, each of them covering 25 doctors. Bingo, you're there. Right?
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=168262651
LP): Most recently, as of about two years ago, you didn't have pharma . . . dealing with a living cell product requires an entirely different manufacturing facility, an entirely different supply chain and distribution chain. And big pharma didn't have any of that. So they didn't have anything to bring to the table except a checkbook. They didn't have any operational muscle to contribute. I think that is beginning to change. And as we said last year, if we were to get the proverbial 'offer you can't refuse,' we wouldn't refuse. I asked last year and I'll ask all of you right now, at our current stock price, and our current company valuation on the one hand and with what's in the company, would you want us to do a partnering at this stage?" (Response: It depends on the deal. Not a buyout but perhaps a partnership or giving up a certain market.)
(LP) "There are various ways to slice it, one possibility for example is one could do regional partnering deals. That would be quite sensible. No reason that's not possible. One of the great things about our intellectual property and our large patent portfolio, we file them everywhere. Even in far-flung locations. And when we did that we wanted to have something that would be useful in various regional settings. So that kind of thing, I think, is a practical possibility. I'm not making any comment other than to say that it is a practical possibility."
(JJ) "Let me just add to what Linda said, I've done a lot of other mergers and acquisitions myself in other areas, you really don't want to do it unless you are on some ascendancy, you don't want to do it. And I think we are close to that point but we're not there. And you don't want to do it when the stock price is low. Your point's a good point but you have to look at it in the context of evolving further and our stock price rising.
What you are discounting from the equation is that Linda chose to build her own personal CDMO first. They could have continued with Cognate CRL as their certified CDMO and conclude the timeframe for approval within 1 year after datalock but Linda decided that Toucan needed to have its own CDMO paid by NWBO shareholders .
What’s done is done and here we are now with Toucans Advent as NWBOs MIA
So in other words you were wrong.. again
I have a strong proclivity for the MAA taking longer in order to incorporate the most recent and effective version of DCVAX, as it's been clearly born out of the very mature combination data to date.
Thankfully we will never meet.
Yes we are really close
Good grief is a better response
If submitted on May 2nd, we should have seen a PR by now
Was Mr Innes ‘upbeat’ perchance?
for cash-strapped NWBO it would make perfect sense.
There is vivid trading in claimed damages in the legislation industry, you should know that.
ex even you have to admit that when to me and if for you DCVAXL is approved (FDA, even MHRA) large big pharma's will want to buy NWBO.