Pretty savvy management. Also has Adxs her2 vaccine for canine sarcoma. Currently holding 35k shares and planning to add15 more with this weakness. When dogs get sick owner go crazy
i meant other trials for a disease focus such as certain type of patients with her2 breast cancer etc
yes and yes. i think in the current trial setup they will include any cancer with her2 expression including breast cancer.. perhaps later a big pharm will take the her2 and further differentiate it into other trials. slice and dice
i understand where you are going with it. hopefully sooner than later we can get approval for on label use for all those!
my brain--questionable to start with-- is suspect after 6-8 hours of golf each day of late.
imo it is not the retail but those shorts who seem to be stubborn. but this develop is no fluff. it is something to think about for those with short thesis. imo, i would prefer adxs stick with their current plans with hpv but partner her2 with big pharm to strike a balance. to me that will be a major development that will send shorts packing. you never know, it is something shorts need to entertain.
i think childhood sarcoma is a sad disease that can use much better treatment. the combo of surg plus vaccine may make a meaningful difference. this indication has very low barrier to overcome so i expect more friendly approval process
actually i trade adro a lot. but have been a good boy with adxs.
i bet you did not get in at 8 as you said. you were looking for 7.5 when it hit 8 and now you miss the train again.
interesting setup. reminds me of the head and neck at mt sinai where vaccine is given prior to surgery?
fast track has nothing to do with off label. a drug has to be approved by fda first for some indication before oncologist venture into off label uses for other indications.
fast track means less road blocks to commercialization.
i think her2 fits big pharm collaboration scheme well and with this designation, big pharms may be more tempted to partner up adxs seeing easier approval process down the road (esp with the childhood sarcoma).
today alone we have 3 major merger news. bios are far from dead?
as i have maintained that only major develop will move this stock. can't say this news is major, but not minor either!
more like the opposite. do you think they are concerned about the psychological impact of the vaccine to those dying dogs? just can't make up their mind so it seems
to state mack has no blockbuster on this forum is a big no no based on my long time personal experience hehe.
are u one of my aliases haha
from aacr, bmy's opdivo showed good survival in refractory cases: 9 mon in hpv head and neck cancer, much better than soc of chemo etc.
smart that adxs positioned itself in early onset and aligned itself with surgical intervention, thus avoiding head to head confrontation with opdivo and keytruda.
time line of treatment progression imo:
first presentation (unless already widely spread): axal plus surgery
monitor and hopefully much later for recurrence: opdivo/keytruda/combo
adxs' current strategy allows axal to get into the market place with the least risk. from there, it can arrange combo regimens with anti pd1 etc for later stage care.
the above is based on facts with my own interpretation. it is not the usual i slept well so i think adxs will have news news news thingy.
read and learn.