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Saturday, August 28, 2021 10:31:08 AM
Why would Dr Bosch want to talk about the evaluating of clinical trials for immunotherapies in the GBM field if the trial would be still ongoing?
The full statement is "challenges of designing & evaluating clinical trials for immunotherapies in the GBM field." You can evaluate the design and other aspects of various trials (including the DCVax-L Phase 3 trial) or even just potential trial designs without having to have access to the TLD for one single trial.
Why would Dr Bosch be at a conference if they are still in silent time?
NWBO now has an established history of saying they will be at conferences and then pulling out or presenting nothingburgers (from our standpoint). This means that just because Dr. Bosch is scheduled to speak does not mean that it will happen or if it does happen that Dr. Bosch is going to speak specifically about one trial, the DCVax-L trial. His presentation is about multiple trials.
Why would Bosch want to be talking about Exploring immune therapy resistance in glioblastoma if the trial failed? TIf it failed then there is no response right?
I agree with you there in that an outright failure is unlikely. But remember that there are degrees of failure and degrees of success from a scientific standpoint and from a potential approval standpoint. As even some defenders of management have acknowledged the 4 day rule probably does not constrain NWBO because you can have a lot of outcomes short of a slam dunk success that have a decent possibility of approval but are by no means the slam dunk success all the big talk of 'missing patients' etc. is used to portray. So unless NWBO is going to admit total failure, they are going to want to go to conferences even if the data is muddy and the FDA has not accepted the endpoint changes as Europe has. Or has clinicaltrials.gov been updated yet?
And why would Dr Bosch still be employed if the trial has failed weeks before January 2022?
A number of small pharmaceutical companies that have failures manage to hang around, shop for another indication for their product and lure in a new group of investors who breezily dismiss the past events and then dilute the existing investors down to nothing and those existing investors either have to acknowledge their losses and move on or 'average down' and see if the treatment works better with a different trial design in a new indication. Such cases have been discussed on this board. It is important to remember that NWBO once courted retail investors and if they get told to do a follow-up trial and approval is withheld nothing would stop Linda Powers from finding a way to keep NWBO going even if it has to shamble forward as a zombie and I could see Dr. Bosch staying on under those conditions.
So the trial is a success and we will learn about it this year, Im pretty sure before Nov 1 given the financial situation they have put themselves in.
I agree with you that the trial is more likely than not a success. That is one reason why I feel that it should have been ended a few years ago and right now should be available to patients and even patients who cannot pay cash. But there is always the risk the FDA will not see it that way either because of old thinking or due to home cooking in Big Pharma's favor. There is also the management risk even with approval since you can mismanage a mint into insolvency if you are careless.
I disagree that NWBO is forced by any financial situation to release TLD before November 1, 2020. They have zero problem dragging things out and while they are not resourceful when it comes to moving the ball forward on DCVax L, and completely lacking when it comes to DCVax Direct and DCVax Prostate they are brilliant at managing to kick the can down the road and making retail shareholders pay the butcher's bill while their equity in the company and eventual share of the spoils of war increases (unless of course, we who cannot negotiate with ourselves to help finance NWBO average down by buying shares and assuming more risk at market rates and without the insider knowledge they have).
In short, I agree that DCVax-L's Phase 3 trial by all rights should be a success of some description but disagree that NWBO is, in any way forced to release TLD on or before November 1, 2021 as they can always chew off our leg to escape any trap they put themselves in.
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