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Pyrrhonian

09/10/14 11:05 AM

#18501 RE: staccani #18498

Yervoy is pretty good stuff. And hey, maybe you can grab 10% a year investing in BMY. I like checkpoint inhibitors. I could see them being used in combination with DC vaccines. But after a long road and many indicators of efficacy, perhaps the best of the whole tumor lysate loaded DC vaccines (DCVax) is coming to the fore. It isn't that they are old news, it's that their road had been a long one. ATMPs take time. I think DCVax will eventually, via label extension, outshine Yervoy, alone and especially in combination with it.

You can take their word for it, and base your investment decisions off that (actually you already have). Led by the hand, so to speak. It's easier, and takes less critical thinking. But the truth is they can't really know, as a large, multi center placebo controlled study testing a DC vaccine utilizing whole tumor lysate has not been completed yet. There really isn't peer reviewed data of this sort out there. They are probably considering only Provenge and perhaps ICT-107.

Like I said, this one's not for you. It takes a certain kind of person.
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Rkmatters

09/10/14 11:07 AM

#18502 RE: staccani #18498

I'm sorry, but I shake my head in disbelief when I read this. Three people uninvolved in the technology telling you of other scientific advances, therefore, DC doesn't work is beyond ridiculous. Wow.
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gnawkz

09/10/14 1:27 PM

#18517 RE: staccani #18498

Hi Staccani,

This is good information and appreciate you sharing what you found through your own due diligence.

But before jumping to conclusion, you should take a look at some of examples throughout history of how industry were caught flat footed.

- Apple was ridiculed for the first phone that uses a touch screen, even though touch screen technology has been around since the 1970s.
- Tesla was shorted by almost every hedge fund because they though Electric Cars would never catch on. GM built and marketed an electric car in the 1990s.
- Immunotherapy has been around since the 1790s but didn't catch on until 2 years ago with BMY.

History is filled with examples indicating that it takes time to get things right. The company that spends that time "Perfecting" the product will win. Attributing the failure of a few to the failure of an entire technology is something people will always do.

History shows that this is not always the case, and history also shows that these are sometime the BEST BETS anyone can make in the market.