Friday, October 13, 2017 1:52:53 PM
I don't pay attention to all those usual tea leaves like manufacturing ramping up/investment, new hiring, conferences, bk, etc., because they more or less are the same, some are genuine while some are deceptive happening all the time in the sphere of small biotech, particularly for a dime or two stock company. Ok it is enough and I shall be back to the point:
The tea leaf I have paid attention to is the recent 8K. I guess Linda already have the report, the so-called interim blinded data/blended data for PFS, OS, etc., and she has already submitted it to FDA, seeking opinion on the next step or explicitly AA. That's how she cancelled her scheduled London speak, and not keen to impress in the upcoming conference in Nov while waiting for, at least the initial response from FDA. That's why it seems we are really in a quiet period now.
Why, because if I were Linda, I would certainly do the same!
With some very rosy blended results, such as the OS which is like 5 or 6 and above months more than the most rosy historical standard of control OS data, for instance if DCVax-L blended OS is around 26 months or more, it will be difficult for FDA not to consider AA.
All just my opinion and as usual no further response from me, at least for today.
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