I don't need your DD or your sarcastic remarks. OK? I told you what it takes to move a corporation, I have been around a long time and have gone through a few startups to IPO's including two that are traded on NASDAQ Sepracor (now Sunovion); Biogen (now Biogen Idec) and a couple of others.
1. Phase I Melanoma study long term survival data
Phase 1 is inconsequential. Animal models and biostats, Toxicon on the east coast is Intertek on the West Coast; for layman this is hogwash stats, talk Phase III and everyone pulls out the scotch, see MACK for results of MM-398. And long term. What is that anyway? What quantitative measurements do they have to propose it is long? What are they comparing it to? Did they ever divulge this criteria? I never read it. it doesn't mean that they don't have it, but MACK stated their endpoint goals. What are Immunopulses? Please enlighten me, after all I don't know a Phase IIa from a Phase IIb.
2. Phase II Merkel Cell Study Data
Wonderful, big deal. Tell me about the aggressive indications from a cellular taxonomy standpoint. I need to know what aggressive cells mutations they are talking about. Want to know how to prevent Merkel Cell Carcinomas? Shave your body hair, the Egyptians knew about this 3000 years ago. Think I am talking BS? Go read New England Journal of Medicine and don't ask me for the Journal date, I don't have time to educate a bunch of mortgage closers...
3. Melanoma Combination Study Strategy
Oh yeah, I read about that some time ago. Maybe it was on this blog. Anywa, where did they get the scientific papers to justify investigating the combi? Is it published in some peer reviews? Did they point them out? I don't know, maybe I just missed them. If you know, post the link. Oh and do tell me what the combi is, I don't recall the compounds or immuno's combi they are referring too.
4. Initiation of new Phase I/II Clinical Study in non-skin cancer indication
OK, what does this mean? I don't remember this at all. Do you even know what a non-skin indication is? And if so why bother studying it for product applications when no oncogenetic mutations have even transcribed some sinister RNA's yet? Come on!!! Give me a break! Fruitfly science.
5. Final Data of Phase II Melanoma Clinical Study
OK, this one has meat, but alas and to reiterate some bell curve sentiment what do I know? After all I think a Phase II just goes to a Phase III without a b or an a. Do me a favor and enlighten me. Actually, I have some questions for you: Will Immunopulse be registered in the EU as a drug application or medical device and why? Is the EU about to change their registration policy and will it make it more expensive? When is this proposed? Is it the same for China or Taiwan or South Korea? How about Brazil? Oh yeah Neopulse, they never notified their body for the EU, I was talking BS. Right.
And why did the FDA make Oncosec go through the NDA process and not the PMA? is not IL-12 already approved as a drug? Why are syringes considered a medical device yet they are as in vitro as immunopulse? Why is an MRI a medical device but delivers 10,000,000 the amount of energy than a standard 16v electroporation electrode array? You know I can go on and on and on....but my point is this: are in the dark and guessing? Maybe.
I have my window into some stuff they are doing but not all, I have my reasons for the way I think and you all have yours. But don't give me this DD events is a justified reason for PPS movement. The market determines that. And many are not educated enough in the market to even understand what the heck they are reading. See RXii and the cohort baseline pic stanfu as demoed from CEO Dr. Get himself for an example of what not to show for an RNAi efficiency study.
There are a lot of plumbers and bankers out there who know jack about this technology and many are just riding the wave and don't see the light at the end of the tunnel, they just see day to day flipping, scare tactics by bashers, so called BSing from posters like me, and on and on...but don't be disappointed and posting time is of the essence stuff out or other jargon because it may take longer and few more R/S's are announced (worst case scenario). The money has to come from somewhere and the p-ship may be done and the CEO may be absolved from questioning concerning his ethical loyalty to the commons, but please realize sheet happens and sometimes it takes a bit longer than you expect.
I've seen too many good companies get pummeled lately and it really bothers me, especially the ones whom I have personally worked at or visited or am Linked In with. This is a good company, have patience and I apologize for my rant -- I needed to talk.
