If/when the ACT IV shows success, then all this is moot considering that RINTEGA market in rGBM will be tiny since all the nGBM patients treated with RINTEGA will be ineligible if/when reoccurrence happens since those tumors will be EGFR negative. So I guess we all haveto wait for EOY or early 2016 for the 2nd interim for a halt for efficacy. If only a continue, then I may be concerned. Still it would have been nice to file for approval for rGBM indication. Glad there is a lot still in CLDX's pipeline that goes way beyond Rintega.
I believe in balance as well but I like to take on the critical side to test the quality of a stock to see what the risks are and how strong the long's thesis in their position and DD. For disclosure, you are not short on this stock? I have yet to implement a buy and this remains in my watch for now. But to support TIL technology validity, I have yet to see a cancer vaccine that produce ORR results comparable to TIL and PD1/PDL-1. I agree that ADXS may have the best platform for cancer vaccine, but I still want to see how far TIL can go and more options for patients is better. Also, for preclinicals, I do like to see data in mice where 100% of mice tumors disappear.
J&E, I enjoyed your analysis of ADXS and decided to make an intial investment in it. I'm not sure why you are here trying to discourage investors of LBIO. I'm not arguing against your logic, but I'd still like to see the final results of this TIL technology esp in combo studies to see if it enhances the ORR percentage to be greater than 50%. Early results of TIL is very promising- more than cancer vaccines in melanoma have EVER done so far. T-VEc I'll wait for their combo trials with PD-1 agonists. Also, to comment on the chance of success for ADXS on their prostate collaboration with the PD1 mAb is probably small esp due to the fact that prostate cancer esp the MCRPC is resistant to PD1 therapy so far and there is very little known about ADXS-HPV results even in preclinical trials using such combos that I can find. Maybe you can enlighten us on the ADXS MB. I only saw so far in my DD that the preclinicals in mice used radiotherapy and ADXS to show 60% success vs 10% using either alone. So is this MERCK taking a shot in the dark to take this to pI without any preclinical trials?
Motley article on Agen this weekend. More publicity for Agen.
Surprised that so many experts here can't even answer your simple question. It is autologuos PBMC and not what you thought of as unpulsed DC. And you should also know that even the placebo patients are still getting pulsed DC prepared by Cognate because of the trial cross over design upon progression.
Hi DT, I wanted to ask you how TA would have helped you stay long on Jazz from hindsight. I always thought that TA was useful for short term trends but news and institutional support will determine the long term outlook and movement. Even in DVAX, I can see using TA to trade in and out on short term fluctuations, but news will move it dramatically in a direction that will break or support TA movements. TIA
Actually, BBallgm, you are the one sounding a little foolish and naive with very little understanding of this field. CLDX was good news for not just CLDX but for the entire immunotherapy and cancer vaccines including NWBO.
They can't even spell "poisitive" correctly! IMO both Zack's and The Street need to get out of biotech valuation because they don't understand it and misapply their metrics.