The pathology department at my institute has the sequencer to do RNASeq and whole exome sequencing as well as targeted DNA sequencing, and we can offer the same technology (and the same or better statistical analysis) than what myriad genetics and FMI can do. The likely kicker is that MYGN and FMI will streamline it to do it 10-20% cheaper than academic institutions. About 1 year ago, it cost about $4000-5000 per sample to run whole exome DNA sequencing. Currently it costs about $2000-3000 per tumor sample. Likely by March-June 2014, it will cost $1250-1500. If FMI or MYGN can do it for $1000, and get the same data that our Molecular Pathology department can, then they will have a market for insurers/private practice docs, since it will be cheaper than sending the samples to the ivory tower. The key will be to get specific insurance companies to get contracts with them to offer it to their patients. Right now its all out of pocket that patients have to pay for. Insurers don't realize (yet) that this technology within 1-3 years will have the ability to tell whether a therapy will fail or has a chance to succeed in a given tumor/patient, and potentially save hundreds of thousands per patient on failed chemotherapies, etc. I say its a thousand well spent.
Don't forget about Vanda's "surefire failure." And OSIR. And Jacobson "pharmaceutics" run out of a garage with cockroaches in it beating CPRX to Phase II with their version of Firdapse... The guy needs to be investigated by the SEC and sued for slander for the millions he has stolen from mom and pop investors for the sake of his followers and hedge funds
ADXS does not use live bacteria. They use a protein from listeria (listeriolysin O) that is fused to HPV proteins. That listeria protein is how the bacteria can get into the cell, and evade host immunity by evading the phagolysosome (the organelle used by cells of the immune system to eat up and degrade gobbled up things by using oxidative free radicals). Anyhow, that protein by itself elicits quite a robust immune response by activating the inflammasome and type I interferon, very similarly to how intracellular DNA and RNA that has escaped from the nucleus (or DNA vaccines- INO's vaccines, for that matter) can activate the innate immune system
The problem is they went after the really big, dangerous fish that can snap your line pretty easily rather going after the school of smaller, but still pretty meaty fish that Inovio did.
ADXS is targeting end stage cancer with a cancer immunotherapy (after it already metastasized). Stage 4 disease is a tough one to treat, even when it is caused by HPV, because by the tame it is stage 4, it has already accumulated so many additional mutations that it may not matter at that point that you get an immune response to the HPV that initiated the tumor. Heck the cells may have already lost the HPV infection at that point, but not the mutations.
INO is targeting precancers (dysplasias) that are definitely caused by HPV, and the cervical or anal cells are still infected and harbor the HPV signature. Meaning a vaccine can clear the infected cells, which have not turned into frank cancer yet.
If ADXS would have targeted the same patients and disease as INO, I would have invested in ADXS (not instead of INO, I would have put some other money into ADXS) for their HPV vaccine because listeriolysin O is a very potent adjuvant and activates host immunity quite well. But that's about all ADXS is targeting.
They don't have an HCV vaccine, or a HBV vaccine, or a melanoma vaccine, or an HIV vaccine, or a leukemia vaccine, or a prostate cancer vaccine, or an influenza vaccine, or a pan-influenza vaccine, or an RSV vaccine, or a tuberculosis vaccine, or a ... do you catch my drift yet?
Move along. Obviously you don't want to invest. So move along. Nothing to see here. Please stop posting lies as you move along as well. That is pretty shameful.
I really don't see a failure. The only issue I see is not getting a robust enough immune response and clearance of the HPV lesions. This Syncon vaccine for E6/E7 proteins of HPV 16 and 18, does not contain an IL-12 plasmid component or IL-33 plasmid component. So even though they got robust immune responses with antigen plasmid and electroporation alone, it may not be enough to clear the lesions. The other thing they can try (besides addition of IL-12 or IL-33) is combining it with PD-1 or PDL1 antibodies, as HPV actually increases PD-1 expressing T cells as part of its mechanism of immune evasion.
There was a press release earlier (sometime between April-June) in the year that Inovio said that both the uninfected and infected data was submitted for publication, and the uninfected data was close to publication. Beyond that I have no confirmation of anything.
Yes. I apologize, Pennvax B is going to be shelved. Not Pennvax G or GP. Sorry for any confusion that may have caused.
If it fails, they have other tricks up their sleeve, such as addition if IL-33 to the plasmid or IL-12
I'm waiting to see the funding opportunities in Calico. I have no idea what that company is going to be about. Its gonna be like Theranos. All mysterious
Very good analysis, but I would like to say that pricing should be more similar to Gardasil. $130 each vaccine for a series of 3 total shots= $390. I would put the price around that to be conservative. If you want to be speculative, you could price the cost of the vaccine up to $1900 (median price), which is the cost of the LEEP procedure (loop electrocautery), that is the procedure considered standard of care for CIN3 dysplasia. Freezing with liquid nitrogen costs less but is less likely to be curative.
The data is available. They are presenting it at various meetings. Not sure I understand the question. The publication for the uninfected patients is out. As far as why the publication for the infected patients with the vaccine, they submitted both around the same time. They may have tried submitting the infected patients trial to a higher impact scientific journal than the uninfected one. The results in uninfected patients was published in Journal of Infectious Disease. Impact factor is about 6-7. They may have tried to send the infected patients HIV vaccine trial to a higher impact journal like Science Translational Medicine (where the VGX3100 HPV trial was published, Impact Factor about 11). If that's the case, it usually takes a lot longer to get it through the editors and the scientific review panel and sometimes they require more studies to be performed. Doing more studies in patients is tough, especially HIV infected patients who have received a vaccine.
At any rate, this vaccine that they published on and did this study on will be shelved no matter what (they will not pursue Pennvax G, because they are pursuing Pennvax GP, so it is a moot point at this point. Pennvax G was aimed to get only cytotoxic T cell responses. Pennvax GP gets both T cell and B cell responses.
What does this have to do with anything on this board? And the science behind allovectin sucked. After they needed to extend the trial like 4 years, most, except the longs of VICL thought the stock would fail.
One question about your math. How is there 85% insider ownership and 17% Biomarin ownership, and more insider buying? Are they buying more than 100% of the company? Thanks in advance.
Thanks Mark. Whatever happened to the article you were writing for Seeking Alpha? Wasn't it supposed to come out late September? Did they hold it back as too speculative? Lol. Are you still gonna try to publish it?
This is actually very difficult to do. Mesenchymal stem cells have not been able to be isolated from the blood previously, even though they are probably there, because they are in such low quantities, and we don't know their phenotype in the blood. That's why many companies and investigators use bone marrow biopsies, fat tissue or dermal tissue to get mesenchymal stem-like cells. Its impressive if NBS scientists have been able to find these cells in human blood, as that will be an easily accessible source of these cells and relatively noninvasive.
I wonder if other scientists are going to go after NBS over this just like they did with the VSELs earlier this year, just because they can't find the exact cells that NBS can.
So how much does Neostem pay per post to every pumper who has been here less than a year? Do they include the cost of paid message board pumpers into their stock offerings? I must have missed the memo, because by your definition, I am a pumper. I guess I didn't get the memo, because they aren't paying me per post. Maybe I should sue them?
Your post is so ridiculous on so many levels. A Phase II trial of Amorcyte will be completed 4th Qr of this year. Results will be reported next year. If that is positive, you don't think that would be cause for appreciation?
You are obviously a basher. Antiq, Allo_geneic, and others are paid bashers, and having paid bashers means a stock has promise, and companies/hedgefunds are investing to keep the price down, with all their nonsensical 666 comments, and reverse cow girls eee aww. What the heck does that have to do with a stock? Seriously, Yahoo really should get useless #$%$ like that off of these message boards.
I think the market is corrupt as a whole yes. Up until a month ago, this stock was under the radar. The science behind it is very solid. Which is why I invested in the first place. After the Furrstein article, all the day traders and momo traders and corrupt hedge funds took over. It's gonna do its thing. But the science always was and still is there. Which is why it doesn't bother me. But I've got balls. I'm playing. In also in INO, NBS, MNKD, IMMU, INSM, all highilly manipulated but with good science behind them. So you see, I've seen this before