biopharm, what is important is to understand that PPHM's PtdSer binding prevents it from binding with ALL PS receptors (even if there would others be out there that we do not know).
These are the ones we know but there may still be others:
IMC: MDSC, Macrophages, T-Cell
TIM: Tim1, Tim3, Tim4
TAM: Axl, Mer, Tyro-3
Others: CD300a, RAGE, BAI-1, Stabilin
Other companies make substances that bind one specific PS receptor on a specific cell. You'dd need 13 such substances for the above list alone. You'dd have to dose them (because all 13 will not be present in an equal amount). All substances have potential safety issues. Possibly some are not compatible with others to administer together. Etc, Etc, Etc.
Binding PtdSer, what PPHM does and for what they own the IP, doesn't have all these problems. You make one substance, today Bavituximab, tomorrow Betabodies, that will bind to PtdSer and as a consequence PtdSer can not bind ANY of the above 13 PS receptors. You do not need to worry about dosing on a per target, just dose for the complete set. And we already know it is save and we do not need to mix several PS related substances.
But PPHM's PtdSer targeting can do something PS-targeting can NEVER DO! While on one side Bavituximab or Betabodies bind to PtdSer, there other side remains available to bind to something else. That Something else is Fc-Gamma.
So PPHM BLOCKS immune suppression and activates immune stimulation. And that is why it is said that it CONDITIONS the tumour environment, actually it is the component that takes the break off the immune system and at the same time stimulate it.
It is THAT feature that is WANTED in Chemo, Radio, Immuno (IO) and CAR-T etc. You want the immune system to fight to side effects of the main treatment and not stop the main treatment or ignore its effects.
PARTNER, BUY-OUT, LICENSING @ the ASM 2017 in JAN 2018 ?
About 4 months ago, by memory, PPHM has announced that they had renewed interest for PS-targeting now that the results from Sunrise where known and since the work on CAR-T combo's of Dr. Wolchok at Memorial Sloan Kettering. When they announced that, they had already had the contacts (ok, I know that is logic otherwise they couldn't have made the statement on renewed interest).
We have seen that in 2012 too. Dose Switching-->AbbVie puts things on hold --> PPHM find out about new MoA --> AbbVie disappears and AstraZeneca surfaces --> Sunrise stops --> AstraZeneca goes for redesign of clinical trial on IO --> PPHM claims renewed interest when results refine --> Avid and R&D are split off--> PPHM is restructured/prepared for some R&D deal.
And PPHM has this in the works since some time because when CEO king first mentioned that they thought it was time to split up the businesses the actions that followed came to fast for PPHM not having been prepared already. From SITC reports on here we see they new exactly what people they kept and what people they let go in the R&D department.
So I am expecting something at the last on the ASM 2017 on 18th JAN 2018 or before. There is a clear strategic plan in the works and I think PPHM will have executed it on the ASM. Sard Verbinnen is a TO BIG spending for the ASM for a company as PPHM. Those that have been to the ASM's over the past years know that the 'external visitors' (e.g. retailers, etc) are not present in hundreds and sometimes not even 25 people. If you deploy a company like Sard Verbinnen then you have something else in mind and my guess is that it could be that some media (journalists, analysts, etc) will be invited, possibly combined with some big II's, Funds, etc.
Notice that also our regular IR company is working on this, so they clearly added someone in with World Wide offices and range, large staff, super reputation, and that will COST, for this SPECIFIC ASM 2017 event.
If they do that, and they STILL have not renewed the ATM program, then PPHM has a Joker in its sleeve BECAUSE OTHERWISE it is SUICIDE! Shareholders will NOT appreciate that PPHM spends CORPORATE MONEY for the BoD Election campaign of the CURRENT team. So this is for some other reason.
AIMO
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