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Tuesday, March 22, 2022 2:34:05 PM
These are the invisible dots of DCVax value creation that investors don't see if they only focus on Waiting and Price. In a stock chart there are 2 lines. One is the stock price. The other is invisible. It is the line that charts the actual underlying $ and medical value being created over time. This is the tech, patents, manufacturing, etc. The "gee golly whiz" moment is understanding this, that price and value is way off and that NWBO is The One.
Another important clue to me, in that same video, is of Linda Liau speaking very confidently and using the phrase "no tumor recurrence" in her UCLA Ph 1 DC vaccination + poly-ICLC trial. As the principal investigator of the DCVax-L Phase 3 trial, she has knowledge of the results and would not use those words unless she knows it will be successful (IMO a big Clue). I transcribed that here too. Encourage all to watch. It is less than a minute but is important.
"With poly-ICLC, actually the patients lived longer. This particular group, albeit the numbers are very small. It was statistically significant. The group that got dendritic cell vaccination plus poly-ICLC had a 50% survival rate and now we are now majority of patients are reaching 100 months. And not only survival but really no tumor recurrence. So it does suggest that there is some added benefit to adding these adjuvants to T-cell activation signals." [Activation is referring to DCVax, the activation agent creating the signal.]
The key phrase for me is “no tumor recurrence”. The key point is DCVax is the base treatment. Also note she says this with confidence. It is based on a completed Phase 1 trial + knowing the Phase 2 follow-up trial results which she has been running for 12 years already (60 persons, open label, malignant gliomas, and study completes Jan 2024). So this corroborates the former, and to me that is a confidence level clue.
https://clinicaltrials.gov/ct2/show/NCT01204684?term=dendritic+cell%2C+adjuvant&cond=Malignant+Glioma&cntry=US&state=US%3ACA&draw=2&rank=1
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