Thursday, December 13, 2018 9:28:19 PM
Carlo Rago
?
@rago_carlo
3h3 hours ago
More
Replying to @biggercapital
Self-assured, soaked in bleach, he's part of the problem and simultaneously irrelevant. I guess he missed the lesson on Type II errors. Patients deserve an unbiased consideration of the data.
0 replies 4 retweets 7 likes
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Carlo Rago
?
@rago_carlo
4h4 hours ago
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Replying to @blackened123
Any day, but maybe as much as 3 months. 0-3 months is my guess.
2 replies 3 retweets 8 likes
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Carlo Rago
?
@rago_carlo
4h4 hours ago
More
Replying to @RobertAnema
I think they reported the number. Likely 33 untreated as you suggest here.
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Carlo Rago
?
@rago_carlo
4h4 hours ago
More
Ex#2: On refresh, the mOS delta between MGMT-M vs MGMT-U expanded (albeit modestly), as predicted. Due to inactivation of this key DNA repair enzyme, M have 400% more mutations than U tumors (true prior to temozolomide) + DCVax is designed to target mutant epitopes. $NWBO + $BMY?
0 replies 3 retweets 14 likes
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Carlo Rago
?
@rago_carlo
4h4 hours ago
More
Ex#1: Survival data improved on refresh, as I predicted. Specifically, the 3yr survival improved > 2 yr > mOS as one would predict from onboarding of censored patients in an (effective) immunotherapy setting, i.e. magnification of the long tail. $NWBO #DCVax, $BMY $GSK $MRK $NVS?
0 replies 2 retweets 11 likes
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Carlo Rago
?
@rago_carlo
4h4 hours ago
More
Replying to @blackened123
There is a strong chorus of stakeholders that are now more than satisfied with the length of follow-up and thankfully the company has suggested that they are in the process of wrapping up, see Linda Powers' quote here: https://nwbio.com/updated-interim-data-from-phase-3-trial-of-dcvax-l-for-glioblastoma/ …
1 reply 0 retweets 1 like
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Carlo Rago
?
@rago_carlo
4h4 hours ago
More
Replying to @FloatServe1
Thank you, FloatServe. It was a nice trip. I was surprised by the update, which strengthened my conviction. I'll share a couple updates in this tread.
0 replies 2 retweets 4 likes
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Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @Stephan03058682
Thank you, Superinvestor1. Company appears to be moving to lock and analyze to topline. Very much looking forward to combo trials ASAP.
0 replies 0 retweets 0 likes
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Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @MongielloKevin
Thank you, Kevin. I'm looking forward to $NWBO realizing full value. Can't wait for the combos. Winter is coming, shorts need to go back in the closet.
0 replies 2 retweets 9 likes
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Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @necdicky @TiltMyBrain
Thanks for reading, Dicky. Looking forward to $NWBO realizing full value.
0 replies 0 retweets 4 likes
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Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @Spreadburn
It been fun. If you have followed over the past 24 months, you will note that there have been no material criticisms, save "unblind."
0 replies 2 retweets 4 likes
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Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @T0TheChase
Thanks you! Yes - In progress: https://nwbio.com/updated-interim-data-from-phase-3-trial-of-dcvax-l-for-glioblastoma/ …
0 replies 0 retweets 0 likes
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Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @justinkeister5
As you probably know, Linda Powers has suggested they are in the process of rolling things up for lock and analysis. We are fortunate to be deep into the follow-ups, which will allow a great comparison to Optune, any farther would be diminishing returns. https://nwbio.com/updated-interim-data-from-phase-3-trial-of-dcvax-l-for-glioblastoma/ …
0 replies 2 retweets 8 likes
Reply Retweet 2 Like 8 Direct message
Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @BabcockB38
Done. Thanks for following NWBO.
0 replies 0 retweets 3 likes
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Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @Ronbtc79
Seems like the company has already started the process - See Linda Powers' quote in here: https://nwbio.com/updated-interim-data-from-phase-3-trial-of-dcvax-l-for-glioblastoma/ …
0 replies 0 retweets 7 likes
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?
@rago_carlo
3h3 hours ago
More
Replying to @biggercapital
Self-assured, soaked in bleach, he's part of the problem and simultaneously irrelevant. I guess he missed the lesson on Type II errors. Patients deserve an unbiased consideration of the data.
0 replies 4 retweets 7 likes
Reply Retweet 4 Like 7 Direct message
Carlo Rago
?
@rago_carlo
4h4 hours ago
More
Replying to @blackened123
Any day, but maybe as much as 3 months. 0-3 months is my guess.
2 replies 3 retweets 8 likes
Reply 2 Retweet 3 Like 8 Direct message
Carlo Rago
?
@rago_carlo
4h4 hours ago
More
Replying to @RobertAnema
I think they reported the number. Likely 33 untreated as you suggest here.
0 replies 0 retweets 0 likes
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Carlo Rago
?
@rago_carlo
4h4 hours ago
More
Ex#2: On refresh, the mOS delta between MGMT-M vs MGMT-U expanded (albeit modestly), as predicted. Due to inactivation of this key DNA repair enzyme, M have 400% more mutations than U tumors (true prior to temozolomide) + DCVax is designed to target mutant epitopes. $NWBO + $BMY?
0 replies 3 retweets 14 likes
Reply Retweet 3 Like 14 Direct message
Show this thread
Carlo Rago
?
@rago_carlo
4h4 hours ago
More
Ex#1: Survival data improved on refresh, as I predicted. Specifically, the 3yr survival improved > 2 yr > mOS as one would predict from onboarding of censored patients in an (effective) immunotherapy setting, i.e. magnification of the long tail. $NWBO #DCVax, $BMY $GSK $MRK $NVS?
0 replies 2 retweets 11 likes
Reply Retweet 2 Like 11 Direct message
Show this thread
Carlo Rago
?
@rago_carlo
4h4 hours ago
More
Replying to @blackened123
There is a strong chorus of stakeholders that are now more than satisfied with the length of follow-up and thankfully the company has suggested that they are in the process of wrapping up, see Linda Powers' quote here: https://nwbio.com/updated-interim-data-from-phase-3-trial-of-dcvax-l-for-glioblastoma/ …
1 reply 0 retweets 1 like
Reply 1 Retweet Like 1 Direct message
Carlo Rago
?
@rago_carlo
4h4 hours ago
More
Replying to @FloatServe1
Thank you, FloatServe. It was a nice trip. I was surprised by the update, which strengthened my conviction. I'll share a couple updates in this tread.
0 replies 2 retweets 4 likes
Reply Retweet 2 Like 4 Direct message
Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @Stephan03058682
Thank you, Superinvestor1. Company appears to be moving to lock and analyze to topline. Very much looking forward to combo trials ASAP.
0 replies 0 retweets 0 likes
Reply Retweet Like Direct message
Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @MongielloKevin
Thank you, Kevin. I'm looking forward to $NWBO realizing full value. Can't wait for the combos. Winter is coming, shorts need to go back in the closet.
0 replies 2 retweets 9 likes
Reply Retweet 2 Like 9 Direct message
Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @necdicky @TiltMyBrain
Thanks for reading, Dicky. Looking forward to $NWBO realizing full value.
0 replies 0 retweets 4 likes
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Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @Spreadburn
It been fun. If you have followed over the past 24 months, you will note that there have been no material criticisms, save "unblind."
0 replies 2 retweets 4 likes
Reply Retweet 2 Like 4 Direct message
Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @T0TheChase
Thanks you! Yes - In progress: https://nwbio.com/updated-interim-data-from-phase-3-trial-of-dcvax-l-for-glioblastoma/ …
0 replies 0 retweets 0 likes
Reply Retweet Like Direct message
Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @justinkeister5
As you probably know, Linda Powers has suggested they are in the process of rolling things up for lock and analysis. We are fortunate to be deep into the follow-ups, which will allow a great comparison to Optune, any farther would be diminishing returns. https://nwbio.com/updated-interim-data-from-phase-3-trial-of-dcvax-l-for-glioblastoma/ …
0 replies 2 retweets 8 likes
Reply Retweet 2 Like 8 Direct message
Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @BabcockB38
Done. Thanks for following NWBO.
0 replies 0 retweets 3 likes
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Carlo Rago
?
@rago_carlo
5h5 hours ago
More
Replying to @Ronbtc79
Seems like the company has already started the process - See Linda Powers' quote in here: https://nwbio.com/updated-interim-data-from-phase-3-trial-of-dcvax-l-for-glioblastoma/ …
0 replies 0 retweets 7 likes
Reply Retweet Like 7 Direct message
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