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Re: reg2015 post# 195767

Friday, 11/02/2018 4:32:15 PM

Friday, November 02, 2018 4:32:15 PM

Post# of 703689
#2. An "abstract."

#3. Complete abstract, but not entire journal article/paper or poster on 5th. imo.

#4. My guess is the UCLA abstract on the 5th will not substantially move price by itself immediately, because I think they used the earliest version of DCVax-L (equivalent) with adjuvants. It will show/conclude that tlr-3 (aka: poly-iclc) improves a DCVax equivalent efficacy for survival, but it will be difficult to judge its broader meaning without more info. IMHO

#5. No idea if they have an LBA planned for DCVax-L phase III at SNO (Nov. 14th/15th). It seems unlikely. If I recall the due date for the LBA was in September, and Larry and Basin seem to unequivocally state a scrub was still going on after that (Basin (a profile) stated this more clearly than Larry (who holds himself out on a paid website as an expert analyst). If so, there is no way an LBA on the phase III hits at SNO. (This does not mean they have to reveal topline at a conference -- far from it.)

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