I was just shocked to see that waltersalerts actually knew what they were taking about when they told me that ICLD was exploding. Bought it to test them out. Ended up making over 500% on it. That’s rare for me to see I don’t know about you guys. I highly recommend everyone to check them out copy and past waltersalerts into Google and search!
GSK trials involving AS15 (aka GSK2302025A):
NCT01380145, NCT01149343 & NCT01498172 & NCT1149343 & NCT00952692 are all Phase I.
NCT01266603 & NCT01437605 & NCT01435356 are all Phase 2.
NCT01425749 is Phase 0.
The Emergent trials withCpG + Anthrax Ag were a failure.
An already terminated Phase III that demonstrated that the addition of CpG-7909 to gemcitabine + cisplatin in NSCLC patients improves neither progression-free nor overall survival & the evaluation of CpG-7909 in NSCLC patients has been discontinued.
What Phase 3 are you referring to?
What NCT trial numbers are you referring to? Searching ClinicalTrials gives zero results.
Also, is it your opinion that GSK would not "want" a highly successful novel TLR9 vaccine adjuvant?
Also, MPL is a TLR4 agonist.
Quite entertaining is an understatment Sir*
You almost got your 1.51 but no Cigar, Nor did you get your Top 1.91
It's all good, a large player taking profits OR someone upside down on the short side needing to cover.
Close your lines a little and you to can play with the BIG DOGS*
Thanks for playing*
Wind blowing, Tumble weed all over.... door with rusty door hinges squeaking.....rockin chair rocking - empty mass exodus? Or massive dog turd laying low. Either way, its quite entertaining
Yes, another good example would be Biogen (now Biogen Idec) who discovered the hep B vaccinne they sold to GSK. DVAX reminds me a lot of Biogen.
GSK already has CpG7909 in their mixed adjuvant AS15 (together with MPL and QS21). It's in Phase III in several indications and combinations. They don't need DVAX.
Nothing really has changed with DVAX, as we await news from the company. Still, there are those who look at their crystal ball and suggest it is time for profit taking or even shorting. Tis that time of year. Still, what may be short is the short term thinking that afflicts many. As has been said, those who choose to live by the crystal ball are doomed to die of eating broken glass.
As a means of instruction, I offer ACAD. The p/s bumped around $1-2 range for five years. And, when the FDA provided the blessing, their p/s went from 1.50 to 13 in the first quarter of 2013. Naturally, some wise holder of a crystal ball announced it was time to take profits and/or short the stock. This resulted in the p/s dropping to just above 11. But, it was short lived, just like the thinking. Today the p/s is in the 24 range. And, interestingly, while one drug now has FDA approval, ACAD has a smaller pipeline than DVAX. In fact, beyond ACAD, you can look at Celgene and Jazz Pharma and see what can happen over a longer term with real strategic thinking. Such things are possible with DVAX. IMHO.
Realize, GSK tried combining Coley/Pfizer's "CpG 7909" TLR9 adjuvant (a.k.a. "Vaximmune" - it is similar to ISS 1018) with HBsAg back around 2007 (?) - and it had marginal efficacy (excellent safety BTW). GSK then switched to DVAX ISS 1018 and as we all know - it works great as Heplisav .
The Takehome: GSK has desired a TLR9 agonist for at least 5 years, and finally found one in DVAX. I cannot imagine GSK *not* doing everything in it's bag of tricks (read, China bribery, DVAX AdComm corruption, etc.) to maximize profit from Heplisav - first in EU, then in USA. Especially now with Eddie Gray in charge.
Finally, in addition to any marketed DVAX product, I think an unrecognized value in DVAX are simply the collection of TLR agonists / antagonists in and of themselves. TLR modulators have VERY broad applicability - meaning they are very "friendly" with other adjuvants and/or immunizing antigens.
Although HEPLISAV is the Heavyweight ! One can't be too careful, once the Go Signal were given.
I'm sitting on my Shares, might even Buy an extra shares.
Sentiment: Strong Buy