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pqr

04/29/21 4:10 PM

#373445 RE: Gus McCrae #373436

Hey GUS I don’t have time to read back over dozens of posts also u mischaracterize my posts but fair points to you Tx for reply, GLTAL!!!
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MI Dendream

04/29/21 5:59 PM

#373470 RE: Gus McCrae #373436

Gus, I appreciate your posts, thank you for the kind words, and do agree that longs can have mixed views and short term horizons. There are people here who pretend to be long to deceive and misinform, thus my comment about short term contributors.

I too have been upset with management communication in the past, but have gotten over that, especially now that I don’t think the curtain is very thick and we pretty much know what is behind it. Some shorts are either in denial or trying to create fear, probably the later.

People post for different reasons. I post mainly for two reasons...I think most longs have stuck it through and earned the right to get rewarded and would hate to see anyone regret a decision based on misinformation. I regret selling off some here in the past because of a personal situation unrelated to this stock. I should not have succumbed to pressures. I still hold a very sizable position and most everyone that follows along has sold nothing. Second, while I never give anyone except my dad and best friend investment advice, I have a very large group of people that own this stock because of me. I can’t keep track and I can’t inform everyone, but most know my handle and read this board or at least my posts.

I work more than full time and have spent too much time here so don’t be surprised if I disappear for a while. I am so excited that I probably won’t, but really should. That happens and has nothing to do with my enthusiasm.
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biosectinvestor

04/29/21 7:05 PM

#373483 RE: Gus McCrae #373436

Just curious, but how many of those 50 to 60 trials involved novel biologics, in a hard to analyze skull, where similar countless treatments had failed, possibly because of novel reactions not well understood, that involved 1) an unexplained partial halt, 2) with incredible seeming results that simultaneously may have involved a muddling of a crossover placebo arm; 3) that involved incorporating a complex external historical and synthetic placebo concept; 4) persisted through two financial crises, one involving a global pandemic (during the data lock period) which killed more Americans in one year than any of our conflicts of war; 5) took 14 years, during which our understanding of the targeted disease, diagnostics, relevant biomarkers and immunotherapies, including pseudoprogression were radically affected and shaped; 6) did so on a shoe string; 7) was global, involving 4 regulators; and 8) did so in the context of such shifting notions in terms of cancer that one might want to collect additional data from tissue and archived tumors to establish a regulatory premise that the treatment might effectively be a general oncology drug, not just for tumors in a certain part of the body.

I do not know, but it feels like this is a bit of a unique trial, and that taking a longer time is not even likely to suggest failure, though it could obviously involve weaving a coherent, scientifically valid story to ensure approval of this novel treatment comes at the end of all of the management of these incredibly complex, multilayered circumstances and unavoidably massive and chaotic societal events. I do not blame those complexities on the company or researchers....they are trying to thread an incredible number of needles all at once, and do so carefully and thoughtfully, under incredibly nice circumstances.

Oh, and they simultaneously have to have a plan for and create a manufacturing system for a novel living product in a commercial fashion that enables financial success.

It does not seem like comparisons are necessarily going to be all that illustrative, no matter the number of trials one may have observed. It seems like jumping to conclusions would probably be not all that reasonable, especially given the crazy state of the world right now alone.

But everyone has an opinion, and many people think they know things, and experts are frequently wrong to a degree that is difficult to explain other than the fact that in many cases, observations of other circumstances are simply not comparable. Everyone has an opinion.
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anders2211

04/30/21 5:02 AM

#373547 RE: Gus McCrae #373436

You should read my posts closer. I've said multiple times what I think the delay might be about. Key word being "might."



and you do not consider the delay could be caused by a worldwide pandemic slowing everything and anyone down?