This is a survival comparator chart of various treatments of patients with newly diagnosed GBM.
UCLA's patient survival curve has a thick tail meaning a larger proportion of their patients have better long-term survival prospects. The beginning of their curve is similar to Stupp's curve (standard of care).
Optune, a medical device, has the strongest survival curve other than the 4 to 5 year time period where UCLA is stronger.
The treatments on the chart all have unique inclusion/exclusion trial criteria so it’s not quite comparing apples to apples but it still can be used as a guide of what we can expect. I adjusted UCLA's curve by moving it all back 3 months to simulate measuring survival from the beginning of treatment rather than beginning of diagnosis.
December 7, 2017, Branko I couldn't help but notice you sold a sizeable amount of your NWBO holdings. Could you please comment (briefly) on what events lead you to sell these?
ReplyDeleteThanks
Hi Anonymous!
ReplyDeleteThere may have been a glitch at Marketocracy that's shown a lower share count for my NWBO holding.
I have actually increased my share count.
Here's a live snapshot of my model fund holdings -
Symbol Price Shares
NWBO 0.2488 4728778
TGTX 8.25 24062
SGMO 17.2 5484
ACAD 30.09 2224
ADAP 7.98 7864
OMER 20.15 2594
MNKD 3.09 15957
CRMD 0.5499 68639
DVAX 17.65 1386
AVXL 3.61 6192
Thank for the quick reply. Long NWBO holder and I believe big things are coming. Have a great holiday!
DeleteI want to know has the Northwest bio discolsed its phase 3 clincal data?
ReplyDeleteNot yet. However a peer reviewed journal article is forthcoming and expected very soon.
ReplyDeleteAnother NWBO believer here. I sold off a large chunk early last year (big mistake, I think) and am now building back my position. Would love to read your thorough analysis sometime in the next month again
ReplyDeleteHi Branko, thanks the information!
ReplyDeleteWhat are your thoughts on the published data? How do they align with your model, and what are your thoughts going forward:
Spring refresh - higher/lower mOS
Unblinding date
Thanks
Hi Anonymous!
DeleteThe published data turned out to be close to my expectations.
I had estimated 25 mths mOS vs 23.1 for the Journal.
For my modelling estimates I did not account for patient censoring so I expected the Journal data to be slightly lower than my estimates.
I expect the Spring refresh data which will have the censored patients moved 12 months to the right, to show a higher mOS figure possibly similar to my 25 month estimate. And I expect the curve tail thickness, at 3 years, to increase also.
Unfortunately the Journal data did not include the survival data at 4 and 5 years so I cannot compare the tail length survival numbers.
The data from this year's Spring Refresh, I expect will show a DCVax-L blended survival curve that will begin by looking like Rintega's curve at the front and then it will look like Optune's tail.
Unblinding date is an unknown, NWBO seemed careful to keep this information vague. I suspect November could be the date, 36 months from last patient enrolled but that's just my speculation.
This is a perfect blog for the new trader & and those looking for topics like this. The content over here is excellent.
ReplyDeleteStock Broker
Online Trading Firms
share brokerage firms
share market brokers in Indore
securities brokerage firm
share market brokers
securities brokerage
stock brokerage firms
share trading companies
brokerage firm
stock brokers
broker company
share broking company
brokerage firm
securities broker
online trading broker
online stock broker
share market brokers list in India
stock brokers online
share market brokers in India
share market brokers India
stock broker firms in India
best brokerage firms
trading account
I want to advise anyone here looking for loan to contact pedro loan through pedroloanss@gmail.com they are into investment and finance at the rate loan of 2% in return, he a genuine loan company that you can trust.
ReplyDelete