Not sure. But when you factor in the cost of treating someone, it includes hospital, drug and care. Vaccines look a lot more attractive to prevent the disease and avoid all of that cost. Plus the economic impact. Even if W Africa can clear the Ebola, the economic damage are in the billions. Trade comes to a standstill, forget tourism.
Yup, the smart and well connected shorts took their gift and got out. The rest are the dumb shorts who didn't have their connections. There are no more offerings for you to get out.
I know a few posters actually went to the shareholders meeting last year, and graciously updated us on the progress. I'm hoping it will happen again this year. I would like to hear about the facility and labs. And if there are any updates directly from Stan's mouth. Thanks in advance.
I guess that's where our philosophies differ.
I believe the profit margin for treatment of a pandemic disease in a 3rd world country should be very very low, if at all. That is the reason why it is a moral imperative, not a financial imperative.
But we can just agree to disagree on this subject.
They showed in previous cases that the 5 tumors shrank. So only one of them is injected.
To me, the peer review is just a confirmation of the DNA + EP technology. It validates this approach, so it really opens up all of the other things in the pipeline. If you generate enough T-cells, and there is a clinical response...then that's the proof. They can add IL-12, or target another antigen in their DNA plasmid. So it is not that important what is the response for HPV exactly because most astute investors will see this as the delivery platform. If it can work on this, then it should be able to work on that. We need another data point on another indication.
Once is chance, two is coincidence, and three is a pattern.
Like I've said all along, the value in Inovio is actually the DNA monoclonal antibody. We need a proof of concept on one of the three DARPA funded candidates, if we can get DARPA to be a funding partner...Inovio can provide the science. But we need a win in the DNA mAb.
LOL. I'm so afraid of the SEC going after a retail small fry for nothing. 99% of Wall Street would be behind bars if SEC actually do their job. LOL. NO JOKE! LOL.
Just by looking at those %, I'm quite excited to see the full data on all 40 patients enrolled. But I'm going to assume that those % will hold when we add the other 11 patients into the full analysis. Let's just say 50% of the subjects are having infiltrating T-cells and probably circulating T-cells, and let's say it is allowing these cancer patients....who have no other medical options....to live longer without the nasty side effects to destroys the quality of life. I think that is a good gamble, if I'm a patient, I would want to at least try it to see if I'm on the lucky 50% who can get DIRECT to rev up the immune system to kill off cancer cells in the tumor.
I don't know if you still remember LifeVax, the veterinary treatment that was supply with NWBO. They were injecting directly into the dog's tumors, and they actually showed the photos of the progress. Combined with surgery, the dogs were able to clear the cancer. I believe this was the first iteration of the DCVAX-Direct, and it probably wasn't perfected yet. In the Phase I clinical trial for Direct, Linda even said they were still exploring the difference between 2 DC maturation/activation processes, and see which one was better. So as you can see, it is still very fluid, and I think it is getting better all of the time. And now that we have seen a response in humans, I think it is just a matter of time before Dr. Bosch figures out the inject dose, spacing, and how to activate the DC...to make it work just as well in human as in their preclinical models.
Remember that these NHP were injected with a lethal dose of Ebola virus from the start, so that could already simulate day 21 of incubation and already showing symptoms. Then you wait a few days, to inject the drug. Just something to think about, as you can't compare directly between study and real setting.
Just chill. The clinical performance will determine how high the share price goes. Those people buying at $7 offering are probably managed by their advisers, and hopefully, they are smart. They know the list of clinical results that is about to be released. If you bought, you would want to hold until end of 2015 to see what you have. 3-4 huge clinical data releases lined up this year.
3 days in macaque NHP might equate to 10+ days in humans. I'm not exactly sure the relationship, but it is not the same. I think ZMAPP was works even 5 days post challenge in macaque NHP. Whatever the case, it is a great study, and their product seem to work well, and can be produced quickly. So it is definitely the step in the right direction.
Tekmira is already running a clinical trial in Guinea. So we should be rooting them on. They are probably taking away some subjects away from the vaccine trials. And if it works great, then the spread of the disease go down even more.
Imagine you are in a 3rd world, you monthly salary is $20 USD and you are living in a village with no electricity/plumbing/prepared food. The drug costs $600 USD. How do you propose they pay for it? They don't have the MEANS to pay for it. There is no medical insurance system, and they lack basic hospital gears. For some, it is not about willingness. Their government is propped up with foreign aid and probably mining/export.
One big chicken farm just got hit for 5 million hens. I think the industry can absorb that easily.
However, if it gets to the 20-30 million hens, I think that will start to make an impact for eggs.
If 1 big farm housed 5 million hens, you really only need 4-6 more big farms to get infected, which is really not a stretch since no one seem to understand how it is spreading now. The poultry farms are definitely on high alert.
Correction: "Most are in the business of saving lives...at a cost...in the first world."
Bill Gates? LOL.
Seriously, Novavax's market should be in the US, followed by EU, and then China/Japan. These are the markets that Novavax is focused on, and that is why I'm heavily invested in them. I've been critical of the previous CEO trying to get some India market via Cadila....WHY? I've never agreed with it. But since that deal is done, that's water under the bridge, and we just have to live with it.
I think there is enough pie for everyone. Just a slice. There is a need for both vaccine and treatment. When you wait for people to be infected already, then you will get more transmissions. And these patients, even when take TKMR drug, and they survive...they still need to be isolated in the hospital for weeks. And the TMKR drug might not be long lasting as with most antibody treatments because they are not directly the immune system to generate the antibodies, they are just injecting the antibodies directly in to the body to fight off the virus. So if you need protection for 6 month+, you will need a vaccine. Besides, the cost advantage of a vaccine, you can do a ring vaccination and try to control the spread that way as well. I see an effective Ebola control is both vaccine and therapeutics combined.
I don't think companies should get rich off Ebola in a 3rd world setting. I think these companies, including Novavax, should be compensated for the developmental work, and some funds to get it to a point where it can be used by man. Perhaps, a small stockpile of vaccine and therapeutic drugs as a token of thanks. But that's it. I really don't want to be a major profiteer of a pandemic disease in the 3rd world. I don't want to get rich that way.
CDC would run a study or look at the strains to see if that is possible if they have already done the test before and knows which mutation is needed for this transmission mode.