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flipper44

04/19/18 3:15 PM

#168554 RE: sentiment_stocks #168552

Please allow me to intervene. At the time, ICT-107 was waving a letter around stating PFS was not enough for approval. It was only in the last few months that Avastin was approved on PFS only (not statistically significant for OS). PFS only with bad side effects and more deadly, according to their own stats, to patients under 50 with no black box warning added.
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MI Dendream

04/19/18 9:43 PM

#168696 RE: sentiment_stocks #168552

Senti,

I believe the final two pieces of your statement are an unintentional result of the market attack that followed the halt. None the less, since this was the result, I expect this result to be worth it. I will be very disappointed if it is not.

I do not know whether the ASM transcripts posted here are a reasonably accurate capture or not, but I assume that they are. In this case, management hinted that they were intentionally holding out to ensure capture of milestone data documenting long tail survival benefit of treatment which may be of historic importance. If this is true, then DCVAX-L becomes the standard of care by which other drugs are adjuvant at best until proven. If then a PII MCC trial and renal or other trials, plus all of the combo GBM trials will capture an enormous interest from oncologists ... which will make the wait and dilution more than worth it.

GLTAL and GBM patients! I hope this in our week.