all quiet.., page-13

Haven't posted for a while. A few comments on current events.

1. Interested to observe Mathew Lehman's presentation style in the webcast of the Hong Kong ASX conference, published on Boardroom Radio last week. The IGCS interim data poster, released a few days earlier, was obviously prepared for a medical and biotech savvy audience. Based on discussion here, this probably caused some confusion among shareholders.

My read of ML's Hong Kong presentation was that he went out of his way to simplify the explanation. I for one appreciated the change. I'm hoping future data announcements will be similarly shareholder friendly.

http://www.brrmedia.com/event/105794/matthew-lehman-executive-director
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2. According to the company calendar, the next conference presentation is a specialist cancer related event in Leipzig on November 17th. Thinking out loud, the company could do worse than choose a conference such as this, or even the AGM, as a high impact forum to announce the promised ICS data.

http://db.uni-leipzig.de/~ifabdez5/_veranstaltungen/data/dokumente/php20121017121037.pdf
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3.Most readers are probably familiar with the trials and tribulations of DNDN and Provenge, (which seem to be on the improve as kbear pointed out). But what of Yervoy, a Bristol-Myers product that was the second FDA approved immunotherapy treatment?

In the last week, the British National Institute for Health and Clinical Excellence (NICE) approved Yervoy for the treatment of advanced melanoma. In Europe at least, Yervoy appears to now be available and reimbursable in England plus 'Spain, Germany, Austria, Switzerland, Denmark, Luxembourg, Belgium, Finland, Netherlands, Ireland and Sweden'. I've read suggestions that Bristol-Myers had to negotiate an undisclosed but reduced reimbursement cost with the British NHS, down from the previous US$128,000. Probably to be expected.

What I see as important for PRR in this, is that the continued regulatory approvals, and apparent growing international acceptance of immunotherapy treatments imo bodes well in laying a path for CVac to follow.

I recall Martin Rogers saying some time ago that it was "better to be second" with a new therapy.

I'll settle for bronze.

http://www.news-medical.net/news/20121103/Bristol-Myers-Squibb-welcomes-decision-by-NICE-to-recommend-Yervoy-for-advanced-melanoma.aspx

Good luck all. Herro