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Re: None

Sunday, 04/01/2018 9:34:11 AM

Sunday, April 01, 2018 9:34:11 AM

Post# of 705302
Thanks to AVII, Flip for replying to my post.

1) I think the most significant development suggested is that we may be able to see the final trial results before or around 1 June or ASCO, which has not drawn due attention;

2) The promised publication may still be published in coming days, but if 1) is correct, the publication is basically useless. Accordingly, I think the company is now preparing for two routes: publication + final trial results with the interval from a couple of months to more than six month up to Nov 2018, or no publication straight to release of preliminary final results.

3) It seems, if Dr. Marnix Bosch's talk in last ASCO and Dr. Cobbs recent YT talk are true in essence, then we should believe that DCVax-L indeed has treatment benefits more or less to the patient population defined by protocols. Hopefully the effects are clear cut, but it may be somewhat "disputable." That may be the battle ground in the future in terms of FDA approval, and how high the price will go, etc. Nonetheless, if all the above are true, the eventual approval should not be a problem considering its pristine safety profile;

4) I like the quietness of LP, LL, and the gang, but don't like what LP has been done in terms of financing terms, particularly her recent loan term which injected no confidence from her;

5) One thing which I think is a negative is that the company has never talked about anything about that pseudo-progression arm, which I think it may not what is expected.

All in all, DCVax-L is likely to be approved but the road may be not as straight as most have expected; Despite DCVax-L eventual success, Linda Powers has been one of the worse CEOs ever.
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