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Re: None

Friday, 08/15/2014 2:21:25 PM

Friday, August 15, 2014 2:21:25 PM

Post# of 802662
No better time than now to interject a thanks to all the contributors, especially Flipper, Pyrr, Dok, Long, Evaluate, Xena. In case you don't know, I'm reading and appreciating.

Since the timeline to L data is pushed out, it is good to understand what we can look forward to in the next 3 to 6 months. A quote from Pyrrhonian:

Catalysts upcoming:

--Open label Ph I/II DCVax-L trial with adjuvants set to conclude this fall (possibly later). Data on 83 patients. Great confirmatory trial of sorts. This is the type of thing AA could be granted on (not that it will--it won't, but AA has been granted off a number of open label studies that confirm treatment effect).

--More Direct updates--tumor shrinkage beyond 30, 40, 50%? Adaptive Licensing approval from EMA? Breakthrough Therapy designation from FDA? All possible at any point.

--Reimbursement negotiations being finalized for Hospital Exemption. Basically any news on this pops the pps. Could be imminent, as our DD on German sickness funds timelines for orphan drugs are 6 months after approval. That would put it at late Aug/ Sept

--Simple stock pressure. Upward trending. $6 today will be $7 with pressure to buy, low pressure to sell. Supply and demand. Should cause an upward trend in and of itself. The more people see what's going on here the more will want in, and the less will want to leave.


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