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[As of today, 12 Nov, a new article is published from the same author following up her previous article. you can read the new article at post #32 below]
[ 九楼有中文文章:树突状细胞免疫疗法用于脑瘤3期临床:患者生存期超10年]
[二十多年来投资过基本上所有金融产品,涉及大多数领域,包括股票,期货 等
投资正在发展中的医药生物公司是其中最具风险回报,也是最难的,最有意义的!]
The article below appeared in heraldtribune.com dated 14 October 2020:
Any cancer diagnosis is scary but nothing is more frightening than being told you have brain cancer. Glioblastoma (GBM) took U.S. Sens. John McCain and Ted Kennedy in very short order. The current standard of care was approved by the FDA in 2005 because it extended life by just two months.
It consists of resection (removal) of the tumor, radiation and chemotherapy, Merck’s Temodar (temozolomide, designed to shrink tumors). The Merck site for this drug warns you to ”wear rubber gloves, never touch it and never ever flush it down the toilet.” Possible side effects: nausea, vomiting … loss of balance, fainting, dizziness, hair loss … and seizures. Median survival is 15 months. Five-year survival is less than 6%.
Since 2005, more than 400 GBM trials have failed, some after promising Phase 2 studies. Northwest Bio undertook a completely different approach to this dread disease. Dr. Alton Boynton set out to harness the body’s own immune system to fight cancer. NWBO combines material from your own resected tumor with dendritic cells (withdrawn from your blood), which are then trained in the lab to recognize your tumor. Because the DCVAX-L that is ultimately returned to your body is your body’s own enhanced material it is not rejected as foreign. Therefore, there is no toxicity to this treatment. You might have redness at the site of the injection or a temporary headache, both addressed with acetaminophen. Either the drug works or it doesn’t.
In January 2019, the Sarasota Herald-Tribune got me a press pass to attend the Phacylitate Leaders World Conference in Miami. I believe I was the only analyst there when NWBO CEO Linda Powers gave a most astounding presentation. Read a summary on the company’s press page about all that has been learned about GBM over the 14 years under their lead scientist from UCLA, Dr. Linda Liau. Most stunning was the news that a single tumor could display more than 20,000 mutations of the original cancerous cells. Most of the chemo trials and other newer techniques have been aimed at designing a “silver bullet” that would kill the original cancer. That might gain you temporary remission but that drug becomes ineffective against the mutations. That would explain so many failed Phase 3 trials.
NWBO’s DC VAX-L is designed for the dendritic cells returned to your body to recognize both the tumor and its mutants. Because they are living cells, they can morph to combat the mutations as they come along and keep fighting your disease. While this trial was designed to investigate glioblastoma, the company believes it will work against all solid tumor cancers which are more than 80% of all cancers. Think of a body part that gets cancer and the drug can be made to fight it.
It is almost two years since I attended the Miami conference. I was not prepared to recommend it to you until now. I own it; Gramercy Capital and all of our clients own it. In recent weeks, NWBO has finally completed its Phase 3 trial. The data has been locked and sent off to the statisticians for evaluation.
Knowing that a lot of people who should be dead are not just alive but thriving, the trial was allowed to run for five years after the last patient was enrolled to gather complete data. Once the statisticians have analyzed the data, the study will be unblinded to the company and in turn to us.
Then a cascade of events will ensue: 1. The company will make a presentation at the Society of NeuroOncology on Nov. 20, at a main plenary session. 2. I anticipate that likely simultaneously an article will appear in a major medical journal of the importance of Cancer, Lancet, New England Journal or JAMA. 3. This stock will be relisted on a major stock exchange, perhaps even the NYSE making it easier for institutional investors to buy the stock. 4. This drug was “fast-tracked” in the UK in 2014 and I expect that a new drug application will be filed there very shortly after the results are known. 5. Applications will also be made in Germany, USA, and Canada. 6. UK approval could come in as few as three to five months after the filing pointing to approval as a 1H 2021 event.
Right now, NWBO is valued at less than $1 billion. If the trial is successful, and we will know quickly, this undervaluation will correct rapidly. Immunomedics was recently acquired for $21 billion by Gilead with a less promising drug. Like all biotech trials, this one can still fail. Do not spend more money than you can afford to lose but understand that this drug has the potential to alter all solid tumor cancer treatment for years to come.
Note to readers: Joan Lappin CFA will be speaking at the Money Show on Oct. 27 at 10:40 a.m. Free registration to the two-day event: Lappin.MoneyShow.com.
Joan Lappin CFA has been called an “investment guru” by Business Week and a “top manager” by the Wall Street Journal. The Sarasota resident founded Gramercy Capital Management, a registered investment adviser, in 1986. Email her at JLappincfa@gmail.com. Follow her on twitter: @joanlappin. Her past columns appear at heraldtribune.com/business/columns.
[ 九楼有中文文章:树突状细胞免疫疗法用于脑瘤3期临床:患者生存期超10年]
[二十多年来投资过基本上所有金融产品,涉及大多数领域,包括股票,期货 等
投资正在发展中的医药生物公司是其中最具风险回报,也是最难的,最有意义的!]
The article below appeared in heraldtribune.com dated 14 October 2020:
Any cancer diagnosis is scary but nothing is more frightening than being told you have brain cancer. Glioblastoma (GBM) took U.S. Sens. John McCain and Ted Kennedy in very short order. The current standard of care was approved by the FDA in 2005 because it extended life by just two months.
It consists of resection (removal) of the tumor, radiation and chemotherapy, Merck’s Temodar (temozolomide, designed to shrink tumors). The Merck site for this drug warns you to ”wear rubber gloves, never touch it and never ever flush it down the toilet.” Possible side effects: nausea, vomiting … loss of balance, fainting, dizziness, hair loss … and seizures. Median survival is 15 months. Five-year survival is less than 6%.
Since 2005, more than 400 GBM trials have failed, some after promising Phase 2 studies. Northwest Bio undertook a completely different approach to this dread disease. Dr. Alton Boynton set out to harness the body’s own immune system to fight cancer. NWBO combines material from your own resected tumor with dendritic cells (withdrawn from your blood), which are then trained in the lab to recognize your tumor. Because the DCVAX-L that is ultimately returned to your body is your body’s own enhanced material it is not rejected as foreign. Therefore, there is no toxicity to this treatment. You might have redness at the site of the injection or a temporary headache, both addressed with acetaminophen. Either the drug works or it doesn’t.
In January 2019, the Sarasota Herald-Tribune got me a press pass to attend the Phacylitate Leaders World Conference in Miami. I believe I was the only analyst there when NWBO CEO Linda Powers gave a most astounding presentation. Read a summary on the company’s press page about all that has been learned about GBM over the 14 years under their lead scientist from UCLA, Dr. Linda Liau. Most stunning was the news that a single tumor could display more than 20,000 mutations of the original cancerous cells. Most of the chemo trials and other newer techniques have been aimed at designing a “silver bullet” that would kill the original cancer. That might gain you temporary remission but that drug becomes ineffective against the mutations. That would explain so many failed Phase 3 trials.
NWBO’s DC VAX-L is designed for the dendritic cells returned to your body to recognize both the tumor and its mutants. Because they are living cells, they can morph to combat the mutations as they come along and keep fighting your disease. While this trial was designed to investigate glioblastoma, the company believes it will work against all solid tumor cancers which are more than 80% of all cancers. Think of a body part that gets cancer and the drug can be made to fight it.
It is almost two years since I attended the Miami conference. I was not prepared to recommend it to you until now. I own it; Gramercy Capital and all of our clients own it. In recent weeks, NWBO has finally completed its Phase 3 trial. The data has been locked and sent off to the statisticians for evaluation.
Knowing that a lot of people who should be dead are not just alive but thriving, the trial was allowed to run for five years after the last patient was enrolled to gather complete data. Once the statisticians have analyzed the data, the study will be unblinded to the company and in turn to us.
Then a cascade of events will ensue: 1. The company will make a presentation at the Society of NeuroOncology on Nov. 20, at a main plenary session. 2. I anticipate that likely simultaneously an article will appear in a major medical journal of the importance of Cancer, Lancet, New England Journal or JAMA. 3. This stock will be relisted on a major stock exchange, perhaps even the NYSE making it easier for institutional investors to buy the stock. 4. This drug was “fast-tracked” in the UK in 2014 and I expect that a new drug application will be filed there very shortly after the results are known. 5. Applications will also be made in Germany, USA, and Canada. 6. UK approval could come in as few as three to five months after the filing pointing to approval as a 1H 2021 event.
Right now, NWBO is valued at less than $1 billion. If the trial is successful, and we will know quickly, this undervaluation will correct rapidly. Immunomedics was recently acquired for $21 billion by Gilead with a less promising drug. Like all biotech trials, this one can still fail. Do not spend more money than you can afford to lose but understand that this drug has the potential to alter all solid tumor cancer treatment for years to come.
Note to readers: Joan Lappin CFA will be speaking at the Money Show on Oct. 27 at 10:40 a.m. Free registration to the two-day event: Lappin.MoneyShow.com.
Joan Lappin CFA has been called an “investment guru” by Business Week and a “top manager” by the Wall Street Journal. The Sarasota resident founded Gramercy Capital Management, a registered investment adviser, in 1986. Email her at JLappincfa@gmail.com. Follow her on twitter: @joanlappin. Her past columns appear at heraldtribune.com/business/columns.
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