Wednesday, November 29, 2017 8:54:42 AM
biopharm, that and several OTHER money markers at PPHM are what we need to watch and concentrate on now.
For us PPHM shareholders we must all together guard against MISINFORMATION about the science that only aims to diminished its value.
Among those are:
- the efforts to make us forget the difference between a product like Bavituximab and its very good safety and statistical significant SUPER performance in survival...AND...the fact that such clinical trial did not get approved because the SOC control arm outperformed in ways it never did in its decades of existence or had a CRO problem messing it up.
- the efforts to minimise the importance of bio-markers tailored to the PS-targeting program allowing to reduce clinical trials in time.
- the effort to make us forget that all old and new pre-clinical data and most of the clinical data on humans always yield the same good results for Bavituximab as well when combined with chemo, radio, immune-therapy (anti-PD-1, anti-CTLA-4, CAR-T, etc) and safety (now tested on about 1000 humans).
- the effort to make us forget that PS-targeting will be MORE then just an oncology combo drug. Viral and digital imaging just to name a few.
- the effort to make us forget that the full-human version of Bavituximab (Betabodies) is already patented and available for MANY YEAR to come.
- the effort to make us forget that Bavituximab as an immuno modulator in stead of OX40-alikes opens the door for CAR-T to be applied on ALL SOLID CANCERS without off target toxicity (toxicity not coming from the T-cells changes (e.g. synthetic receptor adding) themselves).
- the effort to make us forget that Bavituximab in combination with IO shows that BP's mono-therapy treatments could improve the foot-prints of patients that can be successfully treated with it from 30% to near 70%, and from 20% to near 70% for their combo-therapies. This would increase BP's turn-over tremendously. We are talking BILLIONS of dollars for BP on their existing pipelines in all solid cancers.
- the effort to make us believe that Exosomes are far from a product, while PPHM declared just the opposite. Exosomes in liquid biopsy applications used for tracing cancers in early (stage 1) and late stage, identify the cancer, monitor treatment progress and all that in a FAST, CHEAP and large volume way with ZERO or near ZERO falls positives or false negative for ALL SOLID CANCERS. A market said to be a 100Bil$ market (Former Illumina CEO Jay Flatley's statement).
- to make us forget that NOT WE HERE ON THIS BOARD say all that but that it is in peer reviewed papers such as the one from Dr. Birge (Rutgers) or in presentations of Dr. Wolchok (Sloan Kettering) or by the many KOLs' (Key Opinion Leaders such as Dr. Antonia, Dr. Gabrilovich, Dr Thorpe/Brekken, etc).
- finally the tremendous effort that is made to make us believe that BP wouldn't know all this yet while they use exactly the same labs and clinical trial centers as does PPHM and their collaborators such as Sloan Kettering, NCCN, Wistar, Moffit, etc. The Novartis CEO on CNBC made a statement about the remaining (non-acquired) small cap biotechs such as PPHM and there EXPENSIVENESS. I think the above show WHY there are expensive with REASON.
CONCLUSION
If there was ANY suspicion that the old BoD team (ES, CJ, DP) didn't want the PS-targeting to be successful while it was part of PPHM or that they were incapable to make it happen or that it was all downplayed at purpose then in the CURRENT situation that burden is GONE.
Hence PPHM's NEW team should have NO problem in communicating the VALUE PROPOSITION that the PS-targeting IP and related pipelines are for BP's future fights among them to capture the Oncology and other markets in an era of ending protection of all the old stuff.
They can ALSO emphasise that the BIG RISC (Unsafe and no or insufficient efficacy) are gone and that lack of approval must be found in other reasons then the drug (e.g. the old BoD), reasons that at BP will NOT exist and hence pose NO RISK when the clinical trial is repeated.
AIMO
For us PPHM shareholders we must all together guard against MISINFORMATION about the science that only aims to diminished its value.
Among those are:
- the efforts to make us forget the difference between a product like Bavituximab and its very good safety and statistical significant SUPER performance in survival...AND...the fact that such clinical trial did not get approved because the SOC control arm outperformed in ways it never did in its decades of existence or had a CRO problem messing it up.
- the efforts to minimise the importance of bio-markers tailored to the PS-targeting program allowing to reduce clinical trials in time.
- the effort to make us forget that all old and new pre-clinical data and most of the clinical data on humans always yield the same good results for Bavituximab as well when combined with chemo, radio, immune-therapy (anti-PD-1, anti-CTLA-4, CAR-T, etc) and safety (now tested on about 1000 humans).
- the effort to make us forget that PS-targeting will be MORE then just an oncology combo drug. Viral and digital imaging just to name a few.
- the effort to make us forget that the full-human version of Bavituximab (Betabodies) is already patented and available for MANY YEAR to come.
- the effort to make us forget that Bavituximab as an immuno modulator in stead of OX40-alikes opens the door for CAR-T to be applied on ALL SOLID CANCERS without off target toxicity (toxicity not coming from the T-cells changes (e.g. synthetic receptor adding) themselves).
- the effort to make us forget that Bavituximab in combination with IO shows that BP's mono-therapy treatments could improve the foot-prints of patients that can be successfully treated with it from 30% to near 70%, and from 20% to near 70% for their combo-therapies. This would increase BP's turn-over tremendously. We are talking BILLIONS of dollars for BP on their existing pipelines in all solid cancers.
- the effort to make us believe that Exosomes are far from a product, while PPHM declared just the opposite. Exosomes in liquid biopsy applications used for tracing cancers in early (stage 1) and late stage, identify the cancer, monitor treatment progress and all that in a FAST, CHEAP and large volume way with ZERO or near ZERO falls positives or false negative for ALL SOLID CANCERS. A market said to be a 100Bil$ market (Former Illumina CEO Jay Flatley's statement).
- to make us forget that NOT WE HERE ON THIS BOARD say all that but that it is in peer reviewed papers such as the one from Dr. Birge (Rutgers) or in presentations of Dr. Wolchok (Sloan Kettering) or by the many KOLs' (Key Opinion Leaders such as Dr. Antonia, Dr. Gabrilovich, Dr Thorpe/Brekken, etc).
- finally the tremendous effort that is made to make us believe that BP wouldn't know all this yet while they use exactly the same labs and clinical trial centers as does PPHM and their collaborators such as Sloan Kettering, NCCN, Wistar, Moffit, etc. The Novartis CEO on CNBC made a statement about the remaining (non-acquired) small cap biotechs such as PPHM and there EXPENSIVENESS. I think the above show WHY there are expensive with REASON.
CONCLUSION
If there was ANY suspicion that the old BoD team (ES, CJ, DP) didn't want the PS-targeting to be successful while it was part of PPHM or that they were incapable to make it happen or that it was all downplayed at purpose then in the CURRENT situation that burden is GONE.
Hence PPHM's NEW team should have NO problem in communicating the VALUE PROPOSITION that the PS-targeting IP and related pipelines are for BP's future fights among them to capture the Oncology and other markets in an era of ending protection of all the old stuff.
They can ALSO emphasise that the BIG RISC (Unsafe and no or insufficient efficacy) are gone and that lack of approval must be found in other reasons then the drug (e.g. the old BoD), reasons that at BP will NOT exist and hence pose NO RISK when the clinical trial is repeated.
AIMO
Peregrine Pharmaceuticals the Microsoft of Biotechnology! All In My Opinion. I am not advising anything, nor accusing anyone.
