As I recall the previous big secondary right before OKarma was fired the price was $5 while the share price was in the $6 range.
In order to get buyers it seems necessary to hand them a sure profit right out of the gate.
Too bad they never offer existing shareholders that kind of deal especially since the existing shareholders always see a price drop due to the dilution.
However we all know that is how the game is played and insiders are first in line for the benefits.
Zor I think you have the relationhip of IL-12 and PD-1 a little backwards.
PD-1 works in cancers that have a good number of TILs (Tumour inflitrating lymphocytes, NK's, CD8, CD4) within them but they have been blocked from attacking by the cancer. These TILs are the natural response of the immune system when it senses an intruder.
Only cancers that create an immunogenic response from the host have these TILS. A large percentage of cancers don't create an immunogenic response.
However in those cancers with TILs that are not attaching when an anti PD-1 compund is applied the TILs become active and attack the cancer cells. This is the group of patients where ant- PD-1 therapy has shown good results. However many cancers do not create an immune response so if no TILs present anti PD-1 does nothing.
Where IL-12 comes in is it appears to be capable of creating a systemic immune response that loads TILs
into possibly the vast majority of patient tumors. Then when the anti-PD-1 compund is applied there will be a vastly greater number of patients responding to it than anti PD-1 alone.
So IL-12 primes the cancer mass with TILs, doing a lot of damage to the cancer themselves and the anti PD-1 prevents the cancer cells from stopping the attack.
Synergy. Super combination.
I use the site to gather information from the network of posters and when I have something to add or at least an intelligent question to ask I post it.
Most bashers and pumpers are obvious, rarely giving useful data and maybe the more clever ones slip in pumps and bashes mixed with what tries to look like real commentary.
For myself if I didn't think the company has potential I wouldn't be here at all so I'll assume bashers think they can influence the share price down either because they are shorts or are trying to buy in at a lower price or they seek attention.
Obvious bashers and pumpers not adding any new information I put on ignore. Responding to them only encourages them.
On the whole I find this sight useful and maybe even a little social.
Scalability is preferred but like we saw from Dendreon's anti-prostate cancer vaccine a customized version, if it worked, (unlike Dendreon's that doesn't work enough) it was possible to give the company a huge share price boost.
Geron striving for "perfect" and instead of developing "good" got into a time and money trap and got NOTHING!
If I seem bitter it is because I held Geron for 15 years and followed their developments and was constantly frustrated by their inability to move forward with a marketable product. Always a better idea around the corner and a year ahead.
I realize GRNVAC1 went with the hESC program but I just saw that Inovio is developing a hTERT targeted vaccine ( INO-1400 ) using synthetic DNA plasmids. Seems like they may be the winner in that direction, targetting the Telomerase dependent cancer cells with the adaptive immune system.
GRNVAC1 showed very good results and was put on hold for the future hESC derived Dendritic cell vaccineGRNVAC2 that was stalled with all the stem cell programs. If they can get it going under new owners the advent of Anti PD-1 compounds that turn off the immune systems brakes used in conjunction with it could allow it to be more effective.
I'm having a hard time letting go of Geron's most innovative program's and under new owners I don't see where the money will come from to accomplish them.
Since Geron sold off the hESC program and terminated developmnet of additional therapies except for Imetelstat I can't imagine why they need more than 3,000 square feet. Half a dozen offices and a conference room should do.
Interesting side story on possible use of Oncosec therapy for breast cancer.
Lets consider NeoPulse. The reason breast cancer surgery often involves total removal of the breast is concern that although the primary tumor can be imaged well and therefore removed the fear that undetectable
TICs may have infiltrated the adjacent tissue they chose to err on the side of caution and remove a great deal of tissue beyond the obvious tumour.
So if a primary objective of breast cancer therapy would be preservation of as much breast tissue as possible NeoPulse should be considered after surgery to remove just the tumour.
However if the breast cancer has progressed to the point where metastasis beyond the breast may have occured then sure Immunopulse is the direction to go.
My best advice is to use the "ignore" feature agressively and in a little while you won't have too much junk posts cluttering your screen.
With the company releasing very little update information lately people start to let their imaginations run wild and can't help posting wild guesses.
It seems the audience wasn't particularly a biotech specialist group so I suspect a lot of what Punit was saying wasn't understood by most. Too bad some from this chat group weren't there.
And there are quite a few warrants at .31 that continue to be excercised and will bring in up to another 10-15 million total. With cash plus these warrants they may go another 18-24 monts without raising more. However I wouldn't be surprised of raising money or a partnering deal does happen within the next 18 months.
I don't expect any of this to happen until after we have a lot more clinical data on hand to support a much better price.
Punit's presenting style has improved but still room to improve some more.
Sentiment: Strong Buy
Thanks Taz. Positive stuff.
However I'm having a hard time figuring this out.
"Dr. Tefferi announced a new clinical try that will start in July, I read in a stock analyst report it will start in April. "
So which is it?
Thanks for a carefully explained analysis based on your particular knowledge of the field.
Not cruel maybe, but the drawn out process seems to indicate indifference. Possibly bred from overwork and the need to avoid making any decisions that blow back on their careers.