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Tuesday, 01/10/2012 4:57:23 AM

Tuesday, January 10, 2012 4:57:23 AM

Post# of 26138
Best time to consider long term investing in Biosante

At theses share prices the upside is astronomical. I did a little research on GVAX. Hope this provides more perspective. Elestrin, Libigel, Bio-T-Gel all offer quicker revenue opportunities in the world of drug development. However, the Holy Grail for Biosante is the cancer vaccines. The revenues generated from the former drugs will assist in finding the Grail.

Cancer vaccines are gaining much attention as shown on Dr OZ and other news shows.
Dr Oz Pancreatic Cancer Vaccine

Interestingly, Dr. Oz asked Dr. Jaffee, if this vaccine can be a game changer for other cancers as well, and Dr. Jaffie said that this approach is being tested in breast cancer patients, prostate cancer patients, melanoma, colon cancer patients and others

Biosante’s Cancer Vaccine Pipeline

For those wishing to learn more about Dr. Jaffee and the work being done with GVAX at John Hopkins, I have provided the following link.
Dr. Jaffee

Now Biosante has leveraged the orphan drug designation to further the research and development. Partnering with Aduro Bio Tech on the Phase II trials for pancreatic cancer - estimated completion October 2014
Trial 1
Trial 2

This provides a template for future trial development. I believe this trial partnership will be the first of many in relation to GVAX .

Rewards for patience.

I have attached a summary of the Cell Genesys– Takeda GVAX $320 Million licensing agreement to demonstrate the potential financial rewards when phase III trials are approved.

Cell Genesys– Takeda

Since GVAX appears usable in multiple forms of cancer the potential for multiple licensing opportunities is very enticing.

The beauty of GVAX is that unlike Provenge,the first FDA approved cancer vaccine, it can be mass produced and delivered in an more timely fashion. Provenge presently goes for $93,000 a pop. Provenge is like a designer drug, it is made for the specific patient. The mass production of GVAX allows for a higher profit margin while coming in at a significantly lower price. Which do you think HMOs and Medicare would favor? The ability to apply GVAX to other forms of cancer, as mentioned earlier, will further drive down manufacturing costs and increase profit margins.
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