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  • My Dialogue With Adam Feuerstein On Northwest Biotherapeutics [View instapost]
    I have a feeling we are creating history. The re-designed P III protocol is almost infallible unless DC-L is a sugar pill. But from my study, I think it is not.
    Sep 25, 2014. 09:33 PM | Likes Like |Link to Comment
  • Why Neuralstem Has Plenty Of Upside In The Short Term [View article]
    Fretch,
    I guess you are new to this story.

    CUR has a different business model compared with almost any other bio start-ups. They only pay for the small molecule program, namely nsi-189. All trials relating to Nsi-566 are funded by PIs conducting the trials. Eve feldman probably have raised more than 10M for the past 2 ALS trials from NIH and other sources and she will fund any future trials for ALS as well.

    Richard Garr called this model a near virtual model. The company contracts with influential researchers who are willing to take their stem cell trials and who are capable of raising funds. The company just provides necessary supports (e.g. stem cells) for those trials.
    Aug 26, 2014. 10:50 PM | 2 Likes Like |Link to Comment
  • Why Neuralstem Has Plenty Of Upside In The Short Term [View article]
    I haven't seen the video. But as far as I know, from a recent interview (http://bit.ly/1ljZKo0) their next step is a 32-patient controlled single blinded phase IIb trial. While it may be a little disappointment to other investors, I could see the logic and reason behind the decision.

    And I am quite happy that eva feldman talked about applying 566 on AD after almost 6 years(she mentioned it in 2008). I thought they had abandoned that initiative long ago.
    Aug 26, 2014. 06:56 PM | 1 Like Like |Link to Comment
  • Second Quarter Results Confirm Why We Like Aastrom [View article]
    I was very skeptical about their buying Sanofi's CTRM business for a song.
    But it seems they are on the right track. Good for them.
    Aug 19, 2014. 09:42 PM | Likes Like |Link to Comment
  • Northwest Bio And The Curious Relationship With Cognate BioServices [View article]
    IMUC screened 278 patients but only recruited 124.
    Cognate agreed to accept NWBO stock at $4 when NWBO stock was traded around $3-3.5. I do not know any other CEO would do that.
    Without Cognate, NWBO would have failed in 2004.
    So, what's your point?
    Jul 17, 2014. 07:07 PM | 19 Likes Like |Link to Comment
  • Axion Power International's History And Future [View instapost]
    "I have a love-hate relationship with publicly held research and development companies because outside the biotech space, very few investors understand them."

    I think we all learned it the hard way. But with initiatives recently in fancy solar industry should we have our long due hype tide?

    I believe the answer is YES!
    May 20, 2014. 02:40 AM | 6 Likes Like |Link to Comment
  • Why I'm Early, But Bullish On Cytomedix [View article]
    "AutoloGel sales in the first quarter 2014 totaled $0.165 million. Gross profit on AutoloGel in the quarter totaled $0.077 million."

    That's about 46.7% gross margin.

    "We believe AutoloGel has >70% gross margin under existing pay rules for HOPPS and PFS"

    Do you expect they could dramatically improve the gross margin of Autologel by reducing costs or improving price?
    May 20, 2014. 02:33 AM | Likes Like |Link to Comment
  • StemCells, Inc: Expect Positive Trial Results To Drive The Stock Price Higher [View article]
    Yes, ACTC are injecting hESCs in patients' eyes. Oh, no,wait a minute, they are injecting hESC derived RPE cells into patients' eyes. RPEs are not even adult stem cells. And everyone's RPE cells are derived from his/her own hESCs at some very early point in his/her life.

    And do you really believe FDA would grant market approvals to ACTC just because its magic technology is from hESCs without demanding a decade long or two clinical trials in every indication ACTC pursuing?

    ACTC may have sky high potential but those bigoted followers turn me down everytime.

    And the author of this article is very funny. He seems implying there would be only one winner in the AMD space even STEM pursues a different indication other than that of ACTC.

    From my experience, almost all bio startups fail because they can NOT prove their products are both safe and efficacious not because of other companies' competition. Anyone who thinks his cherished company has to defeat other company in the same area should not invest.
    May 15, 2014. 11:29 PM | Likes Like |Link to Comment
  • Cytokinetics Still Has Value, Despite Setbacks [View article]
    I hope the company could do a small open label trial on MG for a period of 3-6 months. By doing that, the company could figure out how to control the AEs or identify a sub group of patients and make some progress in another important indication as well.
    May 7, 2014. 08:35 PM | 1 Like Like |Link to Comment
  • Cytokinetics Still Has Value, Despite Setbacks [View article]
    Good research and well written article.
    But I do disagree with some minor points such as "An announcement of abandoning tirasemtiv could come at any time (this is probably nearly priced in to the stock and I actually do not expect this one to happen)." as a negative factor to the investors.

    To be frank, if they abandon tirasemtiv entirely, that would be positive news to the investors meaning no money would be wasted on high risk projects. I now assign negative value to tirasemtiv unless the company could convince investors they really have ways to identify a subgroup of patients who can tolerate and benefit from tirasemtiv before rushing into a large phase 3 trial.

    The doctors do have legit reasons to be optimistic about the future of tirasemtiv but their money isn't at stake for improving the science.
    May 7, 2014. 08:27 PM | 1 Like Like |Link to Comment
  • Celldex: Some Thoughts On Rindopepimut [View article]
    From a paper published in 2006 "Expression of nine tumour antigens in a series of human glioblastoma multiforme: interest of EGFRvIII, IL-13Ra2, gp100 and TRP-2 for immunotherapy" (http://bit.ly/1dTNqI1),
    EGFRvIII is what CLDX targets and the latter three are what IMUC pursued.
    The paper says "Tumour antigens showing a 5-fold increase in mRNA expression were considered as positive. Using real time RT-PCR, we found EGFRvIII, gp100, IL-13Ra2 and TRP-2 to be positive in 64, 38, 32 and 21% of cases, respectively."

    And the researchers concluded "These results point out the importance of EGFRvIII, IL-13Ra2 and, to a less extent gp100 and TRP-2, for developing an immunotherapy strategy against glioblastoma."

    What intrigued me most is "we simply observed that patients with high mRNA levels for GALT3, gp100, NA17-A, TRP- 2 and tyrosine taken together had a longer overall survival (17.2 months compared with 11.1 months, P < 0.01). The relevance of these findings remains unclear."

    Therefore I really do not believe that 75% of phase I patients of imuc with 6 antigens are typical GBM patients of that HLA group.

    Hopefully, NWBO's vaccine also targets EGFRvIII for patients with EGFRvIIII expression and other important tumor antigens as well.
    Dec 19, 2013. 07:50 PM | Likes Like |Link to Comment
  • ImmunoCellular: Post Hoc Analysis Of Disappointing Phase II Trial Of ICT-107 [View article]
    Thanks, Bohsie
    Not an imuc holder, so I am looking for the same information. You saved my searching.
    It seems IMUC did handpick patients, understandable though for a phase I trial.
    And if ICT-107 works the same in phase 2 patients with 3 or more antigens, the company could still conduct a successful medium size phase 3 trial.
    Looking forward to your interpretation on imuc phase I data.
    Dec 16, 2013. 08:27 PM | 1 Like Like |Link to Comment
  • Northwest Biotherapeutics: An Analysis Of Its Transforming Balance Sheet Restructuring [View article]
    nhyujm6
    The cogs of 11 doses of dcvax-L is inline with that of 1 dose of DNDN's vaccine. See, that's the difference because nwbio makes 11 doses for three years in just one batch. Sorry not to put it clear in the first time.

    And it is very early stage. One can safely predict costs decline while scale running up.
    Dec 10, 2013. 07:03 PM | 1 Like Like |Link to Comment
  • Northwest Biotherapeutics: An Analysis Of Its Transforming Balance Sheet Restructuring [View article]
    ngyujm6,
    My uneducated guess of COGS is 25K per patient because NWBIO requires 25K down payment for the compassionate treatment ( http://bit.ly/18xOEbJ ). And the number is inline with that of DNDN's vaccine.
    Dec 9, 2013. 09:01 PM | 1 Like Like |Link to Comment
  • Northwest Biotherapeutics: An Analysis Of Its Transforming Balance Sheet Restructuring [View article]
    Another accusation without evidence. When will you learn how to argue?
    Or, you think you are the omniscient one?
    Dec 9, 2013. 08:10 PM | 3 Likes Like |Link to Comment
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