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To: ayeyou who wrote (1713)11/14/2016 11:06:19 AM
From: ogi  Respond to of 1728
 
Good summation, Ayeyou. I am still fully in to TLT and now it has been slaughtered on its PP and lack of sales, I think it actually might go back up on commencement of human trial. It will take interim results to move it appreciably though, so months away. SVA, I suffer the same frustrations. BCT I will hold too. Not a huge position but one that will pay off well on positive trial results. PTK, one thing about them is they have announced B.S. puffery consistently for years in their pursuit of "milestones" and "lab to fab " commercialization etc etc. worst I have ever seen in my life. !!!



To: ayeyou who wrote (1713)11/15/2016 9:27:05 AM
From: Dave@SI  Read Replies (1) | Respond to of 1728
 
I get the impression BCT have come unstuck over the testing rather than the manufacturing, as in they did start to make batches, but didn't think they needed testing, or at least it would take so much time (hence the 2016Q4 advised trial start date).
Maybe the new appointees (Holmes and Williams) had a think about things and said "so where's the required testing?".
Just a guess really. And a cock-up however you look at it.

And on the subject of gripes about biotechs, my UK-based SCLP fav (which now has more US interest btw, from known experts that is), had the same kind of cock-up in that their small Phase I/IIA SCIB1 trial which started several years ago and with main results to be published (although data all known really) has patients on continuing treatment, well not any longer as the vaccine has gone out of spec. The really annoying thing is that they claimed at start of 2016 that a new PD-1 combination trial (Dr Keith Flaherty as PI) would start at the end of 2016, but it turns out they hadn't started manufacturing new vaccine (9-12 months!) and were either lying or relying also on really old samples, so that trial too is delayed (and unfunded).