The results of the ph2 are expected end of this year or early 2014. This is the “meat and potatoes” data of the study. The extended period of Oct2014 is to examine long term survival rates. You hear of people living these exceptionally long times since being diagnosed with GBM using ict107? Well, that 2014 period will provide that info. Its like a checkpoint so management can say “people are living this far out from treatment".
The January 23rd, 2012 imuc press release tells what are the expectations from the ph1 study and the historical standard of care treatment numbers that ict107 has to beat, if anyone has forgotten:
The Phase I clinical study of ICT-107 in GBM, 16 newly diagnosed patients who received the vaccine in addition to standard of care of surgery, radiation and chemotherapy demonstrated two year overall survival of 80 percent and a three year survival of 55 percent.
These figures compare favorably to the 26 percent two-year and 16 percent three-year survival based on the historical standard of care treatment alone.
The median overall survival was 38.4 months compared to 14.6 months for the historical standard of care.
The study's median progression free survival (PFS) of 16.9 months compared favorably to the historic median PFS of 6.9 months.
“Six out of the 16 (37.6%) newly diagnosed patients who received ICT-107 continue to show no tumor recurrence at the last analysis, with 3 of these patients (18.8%) remaining disease-free for more than 4 years while the other 3 patients had gone more than 3 years disease-free. “
There have been no serious adverse treatment related symptoms observed in any of the patients.
this is silly. this is all the research you need? lolol
if your not familiar with what IMUC does, try watching
"Using Dendritic Cells to Create Cancer Vaccines by Edgar Engleman for the Stanford School of Medicine Medcast lecture series"
for background info. that's a start.
then find out how many of these type of treatments have actually gained fda passage then think about how much your willing to risk. ugh i hate putting a specific company in a group but just to get an idea of how far these drugs go.
Wondering what people are thinking about and what they’d like to hear about on the next conference call coming up here shortly?
These are just a few things ill be listening for during the call:
An update on the enrollment of ICT140, last call Yu said this one was going to be awhile, but still an update would be great.
An update on ict121, we just got the July 30th press release, but is there anything management would like to add/elaborate on concerning ict121?
I’d like an estimate from management on the total costs of these additional trials and how they should effect the R&D expenses to get a better idea of IMUC’s burn rate. I could guessestimate but it would be nice to hear what management believes.
An update on how much of that ATM has been dealt out?
Concerning ATMs, would management have a preference to doing another ATM over the traditional block offering in the future if the circumstances allow it? Just thinking about the stock price momentum that was killed from that 2012 offering. And I’m curious to see their reaction to how this current ATM is going.
tell it to Artal. wtw is something like 40% of their entire portfolio.
what do you think they're doing with excess cash right now?
You are correct about the divy, the record date should be mid November and payment of the divy the first few days of December. The specific dates will be released here no later than early next week.
Concerning the dividend, BVN has tried their best to keep the dividend running during really rough times and yes of course, I would be upset that they reduced it but I would say this reduction is temporary and the stock and the divy payout will eventually rebound.
You can take that optimistic opinion with a grain of salt based on your outlook but i feel BVN is still undervalued and will rebound here.
So I would say do not get discouraged just because of the lowering of the divy. Actually I would be happy that management actually understands there are people that specifically invest in BVN for a dividend and kept it going. And like i said before, BVN has a good dividend history, but the tradeoff is the stock's volatility, so be prepared for the stock price roller coaster..
There are still a lot of people interested in this stock from value investors, growth investors, so there's still some interest here.
So we’ll see where it goes. good luck.
bought in around 12 sold a nice bit here today. i dont know where its going, but still like it higher for longterm but i cant let 20%+ gain in my stock just walk away in conventional stocks. and the miners are down today.
Ha ha ha, investor activism? That’s the problem, Artal Group owns over 50% of the float!!
Why do you think WTW bought back shares over $80 a share near record highs? You don’t think someone was whispering in management’s ear? This is how this whole situation started with this loan to buy shares.
And we’ve all heard that US equities are fairly priced so if I have the largest percentage of a company that I like and control a controlling interest in the float wouldn’t I like to get shares of something I like very cheap?
Management has to tell investors of potential hurdles to overcome but not to start hysteria!!! They were wrong about the earlier warning signs and had to raise the estimate here last night and how they handled the divy. . . lolol red flag.
WTW management are puppets for Artal Group, wait and see how many shares Artal buys here in the next few weeks. Until the earning actually tell us WTW is in dire times I wouldn’t listen to management, I’d be more interested what Artal wants with WTW management going forward.
$33.52 was the last trade last night. the big time institutional investor that management adheres to will be buying shares today. wondering how high it goes today from this 33.52 HOLE that management created with that divy suspension.
Besides the UK numbers, what numbers were “ooh my, the sky is falling” numbers that are in line with management’s dire outlook?
And not cutting but outright suspending that little divy says to me that an institutional investor is influencing management again and wants WTW shares at a discount and management obliged.
That increase in interest payment was seen awhile ago, that wasn’t news. Management took probably the worst way to meet that payment by justifying a suspension of the divy with that increased interest payment from that awful stock buyback of WTW shares over $80, especially with that cash flow and the cash on hand.
Management is crushing this business into the ground, while creating opportunities for only a few holders.
Whatever, im not going to dwell on this one any longer, it will rebound.
yeah like i said, there was going to be some declines there year over year but many in the sector are going through this.
Divy was going to be reduced but they paid something lolol.
The guidance will be key.
With the cuts they've been highlighting and the reduction in operations costs here year over year, and from what management has been putting out, they should say something like: the environment has been tough for precious metals but with management's guidance (ie the cuts) bvn is adapting to the harsh climate and is staying on top of the situation.
but I'd like to hear their take on the market prices of precious metals going forward and their dealing with the Peruvian government, and of course, an update on the dealing with the workers at the mines.
eh, we all knew it wasnt going to be a fun quarter, but lets see what the outlook is
lolol you're missing the point of this quarter, that management’s estimates are waaay off!
nope nothing tough, management is full of #$%$ with their outlook and they're trying to justify their changes by giving these dreadful outlooks. they're trying "to cover their bottoms" by trying to justify these changes/cuts while the company may be giving up market share but is still bringing in cash as these earnings continue to not only beat the revised down estimates from analysts but comparable to same time past quarters.
I understand its good for management to plan ahead but no team goes full force in either direction. this was awful.
if you sell and see this back to 40 in a few weeks don't get mad, just learn from the experience.
market cap. the company beat on top and bottom but management's guidance. . . ugh.
Regardless of the trial results, love the ATM and thank you Dr Yu and management for actually caring about shareholders.
I have no idea why they got rid of the divy, that’s the only way they could wreck the stock like this when they beat on top and bottom. Something isn’t right. The divy had a payout ratio of a little over 15% and even with a decline like they believe, the revenues would still be within a range to fund that small dividend!!!
I seriously would like to see a reduction in their compensation (not gonna happen lol) but I definitely wouldn’t want to see any management pick up shares. I know that sounds odd because its normally good when management buys shares but I would have to declare shenanigans if they bought shares this low off their illusions of what they believe things are like. They’re creating their opportunities at shareholder expense.
if the next quarter falls in line with whats come within the last 4th quarter results the last 2 years, i'd seriously, seriously question whatever they're doing.
i'd hold at least tomorrow morning to see how big money reacts not just the few traders in afterhours. its 36.50 right now here in the after hours. Im looking for some buying here tomorrow, well off these levels.
this is a well known company that although with management worries still cranks out reasonable money. so we'll see tomorrow. But dont' freak out lol. its a big name not some mickey mouse stock.
I'd hold for a rebound. But we'll what info comes out.
f no WTW blow away TOP and Bottom.
guidance #$%$ ooh well they're performing. the bar was lowered but management bought into hype. theyre going to do well the next quarter as well. ooh well, buying opportunity, still easy money
lol now now no need to get crazy with rodent. but you also didn’t mention the ”
warrant to purchase additional shares will be exercisable at a price of $0.85 per share beginning 6 months following issuance and will expire five years from the date on which the warrants are initially exercisable”
part. I see this as a bullish long-term purchase.
Anyway, I’m still down on the stock but my forecast for a big dump offering has been pushed out a bit now, but its still there. I’ll have to see what’s on hand and what these cost reductions are to see what to expect concerning an offering.
So I’m thinking management bought a little more time to announce a major offering, instead of doing an offering here.
Perhaps, they feel some good news or they’re expecting the share price to gain a little momentum then do a large offering? Because I don’t think they are going to keep doing this little $6M or so every few months.
So either way you spin this news, whether bull or bear, an offering is coming but spending cuts that the interim promised can reduce the pain. If the RandD and Operations Costs were cut in half that would greatly help, but ummmmmm we’ll see what they say. They need time. Curious to see how much time they bought with an additional $5.8M and how they're going to do it.