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Re: iwfal post# 5291

Friday, 01/11/2008 2:14:49 PM

Friday, January 11, 2008 2:14:49 PM

Post# of 12660
Fair enough. You might ask David, however, why BSR still does not follow CEGE, especially given the large amount of knowledge BSR would have acquired over the years about therapeutic cancer vaccines in following DNDN's Provenge. As I recall, someone posted that BSR thought long ago that CEGE would abandon GVAX in AIPC for futility and that there were some GVAX storage problems(?). The futility issue should be settled this quarter with the maturing of interim data, and CEGE's CEO has repeatedly stated that GVAX will not be abandoned for futility since all Vital 1 patients have been treated. It also seems to me that so long as viable GVAX cells are shipped from the GVAX production facility which gets an annual cGMP inspection from the State of Califonia every year, the GVAX cells should have no greater a storage problem than the Provenge immune cells. IMHO, both Provenge and GVAX will be approved in AIPC, probably in 2009. If so, and in view of the lower CEGE market cap, it might even be a better investment. All JMHO.

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