InvestorsHub Logo
icon url

koman

04/28/16 9:50 AM

#59869 RE: Rkmatters #59860

Rk, don't hold your breath that the secondary endpoint of OS will be met for for this p3 trial. Just like you called correctly that the SOC improvements have increased the OS for GBM patients, IMO that observation not only held true for CLDX but it gives perspective to Dr. Liau's comments about all patients are living longer. Cross-over design will probably even make any difference undetectable for the ITT population. Sub-grp analysis might show something interesting but it won't save this trial IF the ITT population fails both the PFS and OS endpoints. Regardless of all these issues, the biggest issue is that NWBO/LP failed to properly explain the reason for the current partial clinical hold from last summer in a timely manner. Whether the reason is good or bad, it doesn't matter. Their methods of disclosing such info is so convoluted that IMO it doesn't meet the SEC requirements of full disclosure. But I guess Les and LP does not care diddly about such things esp if their game plan is for this company to fold. And to think that some flongs believe that it is the shorts who are trying to bring this company down- they don't need to try when management is doing a fine job doing it by themselves.

And leave Dan alone to keep buying up all the shares. He'll get to buy more at even better prices when the next dilutive financing is announced.

Oh BTW it was great that TPIV got a collaboration going on with a checkpoint inhibitor. Wonder why NWBO can't get one going for their Direct program? Not that I'm surprised by it at all.
icon url

Doc logic

04/28/16 10:19 PM

#59955 RE: Rkmatters #59860

Rkmatters,

Your explanation is sound here. The only thing I would add is that at some point all patients living longer would be ascribed to treatment so there would not be ad infinitum.