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biosectinvestor

02/06/21 3:01 PM

#353092 RE: highwayman4life #353089

Very thorough post highwayman! Thank you!

danielboog2

02/06/21 3:19 PM

#353093 RE: highwayman4life #353089

Thank you...Enlightening for sure.

iwasadiver

02/06/21 3:35 PM

#353094 RE: highwayman4life #353089

Beautiful

foxhound02

02/06/21 3:51 PM

#353097 RE: highwayman4life #353089

The question at hand is why TLD have not been announced? The article correctly points out that publication is often delayed. I know the view of some here is that TLD and publication will occur at the same time. This is not typical and I do not know an example of it ever happening.

Dr Bala

02/06/21 4:08 PM

#353099 RE: highwayman4life #353089

Awesome post.

learningcurve2020

02/06/21 6:27 PM

#353132 RE: highwayman4life #353089

So why did leadership have everyone convinced TLD would be in July?

eagle8

02/06/21 6:51 PM

#353137 RE: highwayman4life #353089


Thamk you highwayman4life for this post.

Best to you.

skitahoe

02/06/21 7:03 PM

#353138 RE: highwayman4life #353089

Thanks Highwayman,

I'd like to ask the board moderators to sticky this post.

Gary

greenJack

02/06/21 7:19 PM

#353141 RE: highwayman4life #353089

Awesome is the word!

xoma4578

02/06/21 7:35 PM

#353143 RE: highwayman4life #353089

Awesome work, HwyMan4Life!!

The Danish Dude

02/07/21 5:41 AM

#353162 RE: highwayman4life #353089

Sticky. Absolutely!

Basin Street Blues

02/07/21 7:40 AM

#353165 RE: highwayman4life #353089

Thanks Highwayman - BUT I end up thinking we are comparing apples and pears looking at the
1 year mean to full data release the article talks about.


First off i’d imagine as tech has positively impacted they way data is collated has improved even if the average time for full data set exposition is 12 months , i’d imagine that it is moving to the right along the curve so to speak and its probably between 6-9 months till full data release these days( ie when its discussed at conference )

I have an alert that shows every clinical PR the uses the term ‘endpoint’ for well over a year nd have found that
when the ‘endpoint ‘ is reached or not is part of the TLD PR and then as we know details discussed later at XYZ. conf... Every time one of there PR’s has been reported I have then looked at when they data locked , and i’ve never seen one that took a year till the full data set was in the public domain .

Typically its data lock , it seems about 2 months till TLD , and then literally the data is discussed at the next relevant conference which occurs normally <6 months post DL.

For us the medical journals we hope for are far more frequent than waiting for a major conference , certainly the Lancet is weekly, therefore I hope what we loose in time between DL and TLD because of the complexity of the data and covid 19 is made up for in time not having to wait for a major conference .

I think net net its reasonable to expect TLD anytime from now especially considering the guidelines that so many share holders were given of 2-8 weeks for TLD from DL.






HappyLibrarian

02/07/21 9:12 AM

#353167 RE: highwayman4life #353089

This really shows the negative impact on ordinary shareholders of tacking on a journal article to an already protracted process of releasing TLD because we will need another heavy dilution at low prices during this long wait.

No one asked for this article and another delay and this is clearly just more of the same from management because remember they said they expected September 2019 which meant they were either lying because with an article that was impossible or they made pursuing this supposedly essential article a last minute unwelcome addition to the process.

Hopeforthefuture3

02/07/21 10:15 AM

#353175 RE: highwayman4life #353089

Highwayman4, Thanks for the information that I find most discouraging for shareholders and more so for patients. If per the cited paper it takes median of 300 days to get data published, and nwbo intends no tld until publication then we may get tld say this August (2021) perhaps? Seems a far cry from when most of us watched Powers (early September 2020) in a luncheon presentation say September of 2020 for data to be released. Guess my coworker that passed from gbm never had a chance of any hope that dcvax-l might help. Same for my good friend's relative diagnosed last fall with gbm. Back in 2018 (or 2017) when they hit targeted # of events hoped might be approved and the standard by now.
That poor can has now been kicked so many times it now may resemble a smashed can.

Thankfully for my portfolio most of the companies I own stock in progress much quicker.
Just read the past year of press releases on another company -AVDL- and they like many others i have chose a much faster path. Imo AMRN was a great example of getting all the pieces together in a timely fashion tld in September and detailed presentation and NEJM paper a couple months later. Approval of course took well into the following year.
If nwbo really wants a published paper to go with tld could always make it a lot faster by using JTM again - not a high impact journal but certainly quick. Who knows...someday just no idea when that day will be. The poor patients hope they can get on a clinical trial
Good luck

Doc logic

02/10/21 12:58 PM

#353995 RE: highwayman4life #353089

highwayman4life,

Great, well thought out post. As you probably know, I do not believe extra time now delays the time to approval and may actually be lining up news into a much tighter time frame. I do believe that if a journal does not prioritize this research for publication to speed up the process that they are foot dragging as the length of this trial alone makes this a historic moment in GBM research and cancer research in general as a platform technology applicable to all solid tumors now and, when modified, to blood and diffuse cancers as well. Best wishes.

pqr

02/10/21 1:03 PM

#353997 RE: highwayman4life #353089

Well done thanks. GLTAL