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biosectinvestor

08/11/21 1:51 PM

#395075 RE: JRIII #395073

LCD is betting on any cheap microcap biotech as a loser and investing accordingly, which some clearly do. It takes little thought, often works in the favor of those who do it, and is like easy money. But, it’s also not thoughtful and assumes many generalities work in favor of the speculation, which they do, until they don’t.

flipper44

08/11/21 2:00 PM

#395077 RE: JRIII #395073

That’s a lot of words for a person trying to excuse why he reasons no announcement of results yet must mean bad results, and the same person reasons, results aren’t announced to the public, because if they were good, they’d help patients by announcing results before manufacturing certification is certain. You can’t help patients if you can’t manufacture. So why give you and AF results, if they aren’t already in a state to be approvable?

Ive consistently stated blinded results likely mean PFS events nearly stopped a long time ago.
Long time survival in response to treatment is associated with mesenchymal, as taught by Dr.Liau.
Dr. Liau thinks DCVax-l works far better in IDH wild type.
The hazard ratio likely strengthened over time due to the expected long tail of survival provided by this autologous vaccine.
The FDA recognizes cancer vaccine trials can take longer.
The change in GBM definition suits the expected MOA of DCVax.
Etc.