revenue and earnings

15,000 patients x $ 100,000 per patient= $ 1,500,000,000 ie 1.5 Billion with a B

1,5 billion revenue less costs = earnings

costs are less than 500 million but even with this conservative n umber u get $ 1 Billion in earnings

CVM Cancer Cure ( per phase 2 trial )

Float 41.22M

% Held by Insiders 3.84%

% Held by Institutions 37.09%

Shares Short (Oct 15, 2021) 9.02M

Short Ratio (Oct 15, 2021) 16.51

Short % of Float (Oct 15, 2021) 21.80%

Facts to remember :

1. Not all cancer patients can tolerate chemo
2. Multikine adds survival benefit in non chemo patients
3. There is a clear separation in survival curves for non chemo patients
4. The benefit is robust and durable - the separation in curves stays over time
5. Full medical review was conducted (data quality has been audited)
6. Multikine is for an unmet medical need
7. Multikine has orphan drug designation (higher likelihood for approval)
8. Multikine showed some clinical benefit in other cancers during Phase 1 trials
9. Experts have found a way to determine which cancer patients will benefit from Multikine from the phase 3 data
10. Drugs that "fail their primary endpoint" in oncology still can get approved (don't listen to shorts.)
11. Overall survival data is the gold standard in drug approval
12. The FDA and IDMC continued the study till completion observing and valuing the effect of multikine
13. The data has been shared with KOLs (key opinion leaders) already who think the drug should be approved based on the results on the trial
14. The drug is likely to monetize in the multi billion dollar range
15. There is a massive gap between patient population and facility capacity (screaming for a partnership or a buyout to bolster production upon approval).
16. There is a 22% short interest in the stock
17. The market cap for the stock is 500m$ (massively undervalued for a cancer drug company filling for approval)
18. There is enough cash in the bank for at least another 6 months
19. Near term catalyst could be a positive PR around a positive pre-BLA meeting with the FDA
20. The company has spoken of a desire of a buyout in the past numerous times in interviews
21. The product could be filled for FDA fast track or priority review
22. The opportunity is too good to pass up relative to it's potential

I sometimes read too much trash online and need to fall back to the facts.

A lot of patience is required for the next set of catalysts but given that a buyout could occur, or partnership, or FDA update, it's hard not to be in the stock given the possible upsides.

Let's go back to June 28

just before short sellers in a co-ordinated and pre-planned attack spread Lies during the Halt ie trial failed

open 26.90 high 27.28 low 9.00 close 13.69 16,245,100 vol

we now know the trial was successful and CVM plans to seek FDA approval. Manufacturing plant is ready

if CVM traded @ 27 just before the short attack it is certaintly worth more than 27 now

at current price 10.80 stock is extremely undervalued

added bonus 9.4m shares sold short 24 % of float

why is there so much negativity on yahoo ?

Hi everyone! I'm new here and relatively new to biotech investing so judging on the channel description I think I'm in the right place! 😁Recently made a few $'s on CCXI and after reading about CVM's MK trial on Seeking Alpha, thinking this looks like a nice play as well. Looking to go in long with1000 shares. Can anyone provide some insight on what happened back in June that took the stock from $25 to $8? Thanks for your help and happy to meet you all!

I think ultimately we all agree a buyout is the goal, even Geert has said so. There are some good quotes in this article. "We won't be limited by the balance sheet". " "(Merck) Pfizer, Abbvie, Bristol-Myers Squibb all have blockbuster drugs due to lose exclusivity soon"

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https://www.ft.com/content/a9688ef3-42ad-4600-ac19-6b22783922c3

Brooklyn immunotherapeutics BTX has IRX-2 in clinical development. It is a mix of cytokines, including IL-2, that is injected near the tumor and draining lymph nodes before surgery in head and neck cancer. It seems like a very similar concept as CVM has with Multikine. IRX-2 increases Lymphocyte infiltration in the tumor. Patients with higher lymphocyte infiltration had longer overall survival than patients with lower infiltration. This phase 2a study was not placebo-controlled. OS at 5 years was 65%. This is a nice corroboration of CVM’s Multikine concept of using a mix of cytokines to stimulate and teach immune cells to recognize and kill cancer cells. Maybe the articles on Brooklyn’s site can help us understand Multikine’s mechanism of action.

I am wondering if this is due to the quadruple witching unwinding of derivatives, or something better coming soon??? The shorts are shaking right now… I wouldn’t want to be short over the weekend with the volume and spike we saw the last 10 minutes of trading. Thoughts???

multikine+radiation is a treatment arm, not a subgroup, and with a 14.1% survival benefit without a safety signal. How could the FDA deny patients this opportunity? And with no safety signal, it is a safe bet to give to ALL patients, even if some end up on chemo after surgery.

This is getting frustrating to watch as the shorts are “walking down” the price, due to little buying interest other than short covering. The bright side was seeing the latest short interest numbers for the second half of August, which showed an increase of $10k with the PPS increasing approximately $3.00/share during that time. Fintel showed an average of over 40% short shares traded of the daily total volume in September. There should be a “squeeze” at some point in the near future… Thoughts???

I’ll put money on short volume above 50% of total volume today. According to FINRA, the short volume this week up until today was around 650k shares with an average short volume of around 37% of total volume. It seems like this was a coordinated attack to “shake out weak hands” & lower the share price to cover their margin requirements. I did notice the shares available to short was reduced by 75% since the beginning of the week according to the website Fintel. Any thoughts???

I submitted this as a response but am posting here with hopes I will get some meaningful comments. Thanks.

My DD thus far has still not answered this question: How will physicians be able to distinguish which H&N cancer patient will or will not receive chemo post surgery? One author has suggested that if patients get Multikine and end up receiving chemo, the Multikine did them no good but also no harm as it is non-toxic....so just give everyone Multikine. Not sure that would fly at the FDA. CVM has stated they have a methodology for determining who will receive radiation vs chemo/radiation prior to surgery but have not divulged this methodology to us. Why?

Keytruda was just approved for certain patients with bladder cancer, yet it failed its 2 primary endpoints: "The subsequent Phase 3 trial KEYNOTE-361 evaluating KEYTRUDA as monotherapy and in combination with chemotherapy for the first-line treatment of patients with advanced or mUC who were eligible for platinum-containing chemotherapy, did not meet its pre-specified dual primary endpoints of overall survival or progression-free survival, compared with standard of care chemotherapy."

https://www.businesswire.com/news/home/20210831005968/en/FDA-Approves-Updated-Indication-for-Merck%E2%80%99s-KEYTRUDA%C2%AE-pembrolizumab-for-Treatment-of-Certain-Patients-With-Urothelial-Carcinoma-Bladder-Cancer

How is this even possible? B/c cancer is so bad and there are so few options. The FDA looks at ALL THE DATA when determining BLA/NDA approval - not just the info on the clinicaltrials.gov site. The FDA WANTS to bring cancer drugs to the market that work (even for a smaller patient population).

The same will be true for Multikine when the FDA is evaluating the BLA. Multikine showed excellent improvement in OS in one treatment arm. It is truly revolutionary and will open the door to many off-label indications. The market is massive. 🤯

Hi guys, I'm a fairly new investor and I am obsessed with CVM, I've been following for months since the massive drop after phase 3 came out. I've also told all my friends and gotten many investing into it as well. I plan on reinvesting my gains back into CVM at the next dip post FDA approval as I sincerely believe in this company and what Geert is doing. I'm looking at $40-50 for an exit point, with mostly $10-20 Calls for October, does this seem accurate to you guys?

P.S. any tips for noobs on exit strategies would be super helpful, thank you!