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Post by actcfan on Feb 14, 2018 14:33:22 GMT
From the proxy: To approve an amendment to our Amended and Restated Certificate of Incorporation to increase our authorized share capital by 30,000,000 shares of common stock from 65,000,000 to 95,000,000.
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Post by lovie350z on Feb 21, 2018 21:17:54 GMT
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Post by jckrdu on Feb 22, 2018 13:05:03 GMT
Waiting to see terms of the offering. If there are no warrants given away, I'll be adding as close to the offering price as possible, as IMO the offering price will be the new floor. (Note that ONCS traded 10%+ higher than the offering price in the hours/days after the terms were announced.) We'll see. GL all.
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Post by lcd on Feb 22, 2018 15:43:37 GMT
Plenty of opportunities to buy under the $2 offer price. Not sure how they are going to fill the offering with the current PPS and the only warrants appear to be options to buy more at $2 within 30 days which isn't very enticing unless the stock seriously rebounds.
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Post by jckrdu on Mar 12, 2018 15:51:03 GMT
No reason why ADXS can't move back to the $3-$4 range ($150M - $200M market cap) in the next few weeks/months, on no new news. IMO, all we need is for Lombardo to communicate the below key points in today's earnings conference call:
1. Cash runway extended to Q2 2019 via recent equity raise and reduced burn-rate. Company is working to reduce burn-rate further. 2. Company is actively engaged in commercial partnership discussions with multiple potential partners for AXAL in EU. 3. Company expects to announce a partnership no later than 6 months before expected EMA decision.
Lombardo needs to help get the market to look past the prior cash issues, and look forward to a major partnership for AXAL.
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Post by lovie350z on Mar 12, 2018 20:08:31 GMT
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Post by lovie350z on Mar 12, 2018 20:14:28 GMT
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Post by jckrdu on Mar 15, 2018 20:17:13 GMT
Based on AXAL safety profile, AXAL highly likely to be exonerated, IMO.
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Post by lovie350z on Mar 15, 2018 20:48:38 GMT
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Post by lcd on May 9, 2018 18:10:49 GMT
I have a very small position with ADXS that is very red and should probably just cut my loses since I don't keep up with their progress. In late April, they appointed a new CEO and made some other c-suite changes. It shouldn't preclude the guy from getting a second chance, but his last gig as CEO did not end well for shareholders; www.fiercebiotech.com/biotech/kenneth-berlin-to-head-advaxis-after-executive-shuffleWhat do other bag holders out there think? Are you holding on to your shares?
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Post by lovie350z on May 10, 2018 15:17:49 GMT
Yeah i'm still here holding. Hoping for the hold to be lifted soon and not too sure if or how much i will hold into data in ASCO.
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Post by lcd on May 10, 2018 16:27:33 GMT
I thought the ASCO presentations were on preclinical and phase 1 trials. Are they presenting data on anything farther along in the clinical trial process?
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Post by lovie350z on May 10, 2018 16:37:11 GMT
Oh ok i misread and thought it was phase 2 data. Thanks
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Post by lcd on May 10, 2018 16:50:21 GMT
ADXS-HOT is preclinical being presented but I now see that ADXS-PSA, which is Phase I/II, is also being presented. Hopefully they will be able to release data from Part A which is just the monotherapy but I suspect the real price driver will be in Part B where they will combine it with KEYTRUDA.
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Post by jckrdu on May 11, 2018 15:39:45 GMT
I have a very small position with ADXS that is very red and should probably just cut my loses since I don't keep up with their progress. In late April, they appointed a new CEO and made some other c-suite changes. It shouldn't preclude the guy from getting a second chance, but his last gig as CEO did not end well for shareholders; www.fiercebiotech.com/biotech/kenneth-berlin-to-head-advaxis-after-executive-shuffleWhat do other bag holders out there think? Are you holding on to your shares? Yep, still holding and have been adding a bit. Some speculation on today's PR, which was old recycled news... IMO, its also reasonable speculation to assume that there's a link between today's random re-cycled PR, and the fact that the hold has now been if effect for 2 months. IMO, our new CEO is priming the pump prior to news of the hold being lifted. My ideal near-term scenario... - Hold lifted after close today with any negative news also disclosed on a Friday (i.e. perhaps cancellation of Astra trial). - More news Monday AM, with our new CEO laying out his upcoming plans, and mentioning the cash burn reduction of cancelling the Astra trial, and that we'll be starting the combo with BMY soon.
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Post by jckrdu on May 11, 2018 15:40:56 GMT
ADXS-HOT is preclinical being presented but I now see that ADXS-PSA, which is Phase I/II, is also being presented. Hopefully they will be able to release data from Part A which is just the monotherapy but I suspect the real price driver will be in Part B where they will combine it with KEYTRUDA. LCD - ASCO data will be an initial look at the Phase 2 combo data with Merck. It's not just the Part A mono data.
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Post by jckrdu on May 15, 2018 15:17:39 GMT
Some thoughts and maybe a little wishful thinking...
IMO, I think the $3-$4 range soon (next 6 weeks) is doable...
- Lot of money on the sidelines waiting for signs of a bottom. Only in the last 3-4 trading days have things turned, where IMO folks are now concluding that $1.51 was the bottom. So, money will start to flow back into the stock as "fear of missing out" takes over.
- When the hold is lifted, IMO the new CEO will announce a conference call to be held the next day, where he'll explain the path forward after the hold, and will get investors excited about the future. Conference call IMO will be used as a way for him to introduce himself and his vision for the company to shareholders.
- Other catalysts in next 6 weeks that could/should help us form a new base at $3-$4ish (market cap $150M to $200M): 1) NEO dosing and AMGEN milestone payment of about $10M IMO, and 2) Combo data with Merck trial as ASCO.
From that base, deals take us higher, IMO. (AXAL EU/US, HOT, etc).
GL all.
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Post by lovie350z on May 16, 2018 21:41:04 GMT
ASCO abstract released today. meetinglibrary.asco.org/record/161877/abstract Background: ADXS--PSA, an attenuated Listeria monocytogenes-based immunotherapy that targets prostate-specific antigen (PSA), is designed to generate antigen-specific T cell effectors that kill tumor cells. Published data has shown synergy of ADXS Lm-LLO-TAA treatment with a PD-1 blocking antibody in an animal model. Methods: This phase 1/2 trial studied pts with progressive mCRPC, ≥18 yrs who received ≤2 prior chemo-/targeted-/immunotherapies or ≤1 prior chemotherapy in a metastatic setting. Part A (PA; n = 14) pts received ADXS-PSA doses 1x109; 5 x109 and 1x1010 colony forming units (CFU) IV every 3 wks and Part B (PB; n = 37) pts received 1x109 CFU + 200 mg pembro IV every 3 wks with a 4th pembro dose 3 wks later, for up to 2 yrs or until progression/toxicity. The 1◦ endpoint was safety/tolerability. Anti-tumor activity and effect on PSA level were evaluated. Preliminary results are presented. Results: At entry, PA and PB pts were similar in age (~70 yrs), Gleason score (~8.3) and prior abirateroneuse. PB pts had higher median BL PSA (40.6 v 20.8 ng/ml), and more prior enzalutamide (53 v 26%) and chemotherapy (49 v 36%) use v PA. 46 pts (94%) experienced treatment-related AEs (TRAE) with 16 pts having grade 3-4 events: fatigue, hypotension, hypertension, anemia. TRAEs ≥10% of any grade were cytokine release symptoms including chills, fever, nausea and hypotension. TRAE incidence was similar between groups and all resolved with supportive care. Accrual is complete but pts remain on trial. Overall, 2 PA (14%) v 16 PB pts (43%) had a decreased PSA post-BL. Of these, 8 PB (22%) v 0 PA pts achieved a PSA reduction ≥50% from BL; which was confirmed in 3 PB pts (38%). At the time of analysis, tumor measurements were available for 5 PA and 23 PB pts. One PA pt (20%) and 10 PB pts (43%) had SD (RECIST 1.1). Four PB pts (40%) with SD also had a decreased PSA post-BL; a confirmed response was seen in 2 of these pts. 9 PA and 14 PB pts had non-measurable disease at BL; 33% (3/9) and 79% (11/14) had disease stabilization (non-CR/non-PD). Conclusions: In this population of heavily pretreated mCRPC pts ADXS-PSA + pembro had a manageable safety profile and showed promising activity compared to monotherapy. These preliminary data warrant further study. Clinical trial information: NCT02325557
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Post by jckrdu on Jun 1, 2018 12:46:27 GMT
Pretty good PSA combo results. We'll see what the market thinks. I'm not expecting a major move until the hold is lifted. Market may want to see confirmation from Merck that they like the combo data, via a signed deal to fund a Phase 3 trial, before the pps makes a major move. I like the below 2 points, which I interpret to mean that these patients were all heavily pre-treated, and despite those treatments, their disease was progressing. After treatment, more than half of the patients that got the combo therapy no longer have their disease progressing. Seems like Merck would like those results. May see some complete responses if combo treatment given earlier, IMO. ------------------------------------ ADXS-PSA was tested alone or in combination with KEYTRUDA in an advanced and heavily pretreated patient population who had progressed on androgen deprivation therapy. 56.8% of patients on combination therapy and 38.5% of patients on monotherapy did not experience disease progressionir.advaxis.com/press-release/data-highlighting-advaxis-adxs-psa-presented-asco-annual-meeting
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Post by lovie350z on Jun 7, 2018 15:29:02 GMT
Adxs first patient for Neo trial should be treated this month. Hope to see a milestone payment from Amgen. Also like that adxs is cutting cost. Webcast: edge.media-server.com/m6/p/pwpk2m7d
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