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flipper44

11/23/21 9:19 AM

#420747 RE: zip317 #420717

Biosect’s post apparently changed Senti’s mind. Here is that post and Sent’s response follows.

biosectinvestor
RE: sentiment_stocks post# 166871407
Post# 420622 of 420746
Monday, 11/22/2021 05:48:11 PM

As far as I've seen, there is no relevant clock for a "coming soon" campaign other than "soon", which is vague. It is just basically a safe harbor for product relevant promotional materials.

You are correct that it is not referencing GBM or Cancer or Tumors, but they can't reference those in a "Coming soon" campaign anyway, and it does not go as specific as DCVax-L, but DCVax-L is a product of the platform. It may not be specific even to DCVax-L. It's not that it is going to be approved in 6 months in my opinion, but that they chose to reference the technology on the bag, and I do not believe past bags had this reference before, but regardless, referencing more than the company name is basically a departure and promotion of the technology. The use of the trademark and the additional words do seem to me, just my opinion, to be a "coming soon" like promotion.

I think they are allowed to make this promotion, I make no suggestion that it means an immediate approval is pending. It does, at least to me, suggest it is "coming soon", whatever that means at a specific level. I think they truly believe 1) the TLD data will lead to an approvable product; and 2) that, as Les said on the Big Biz show prior to data lock, they intend to proceed with approvals on an expedited schedule.

I do not think they are in any way saying anything unexpected, it's just that sentiment got so sour on the promotion that they would be presenting, that Dr. Liau would have a big, triumphal presentation that would be celebrated by all of her attending UCLA colleagues, that got people upset, even though the company never said anything like that and it was just people on social media and some of us pointed out that that seemed unlikely.

But in my opinion, the bags seem a strongly positive statement of firm belief, and not without potential consequences, and that makes it all the more meaningful to me. The leadership is well informed, I am sure, and I am sure they ran that by the appropriate counsels for approval. Knowing how things are done, it would be inconceivable to me that they would just have some person on the internet design such a bag and would send it of to SNO for distribution. That would be unlikely in my personal opinion, given how clearly regulated these matters are, and the potential consequences.




sentiment_stocks
RE: biosectinvestor post# 166871800
Post# 420641 of 420748 Go
Monday, 11/22/2021 07:33:13 PM

I agree with everything you've stated here, of course. :)