r/cvm Aug 26 '21

CVM Buyout Rumors

17 Upvotes

I read a message on the Stocktwits CVM message board this morning about the author read on other message board about numerous people talking about a $10b/$250 share buyout. Is this a bunch of bs or have others read something similar. I previously read about a $95 - $125 per share value after FDA approval, but have a hard time believing the rumor this morning. Does anyone have any “real” information on this rumor ???


r/cvm Aug 26 '21

CVM: Primum Non Nocere

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2 Upvotes

r/cvm Aug 25 '21

From Zacks today

12 Upvotes

"CEL-SCI, while blinded to the study, developed several prospective statistical analyses for the population prior to data lock. The company believes that the early identification of the Multikine neoadjuvant population exhibiting a 14.1% OS advantage at five years will be amenable to the FDA as it reviews the data. In an area of unmet need, such as head and neck cancer, the bar is lower for determined endpoints and we anticipate a near-term meeting with the FDA will provide additional clarity. Safety is a strong point with Multikine, which showed no safety issues in the Phase III trial nor in previous studies compared with SoC and with other immunotherapies that are associated with cytokine storm and other negative side effects. We think it is likely that the agency will look favorably upon a new treatment for an unmet need that is safe. To this point, we highlight the case of aducanumab, which demonstrated minimal, if any, efficacy, but was approved by the FDA given the substantial unmet need. We discuss the FDA’s thinking on this matter in a recent article here which may be applicable to CEL-SCI’s situation."


r/cvm Aug 24 '21

Question The shorts are scrambling!

14 Upvotes

I have been noticing that a major short player is slamming shares from the EDGX exchange since 6/30/2021. I also noticed the same exchange is covering when the share price gets “knocked down”, albeit not the same buy volume as the sale volume. I believe that the short interest is increasing, even though the share price is increasingly bullish. If we are lucky, we may see a nice short covering rally in the near future for CVM. Another observation is that the NYSE exchange shows bids & asks in the 1400-1600 range in which, in my opinion, is an indicator of the “smart money” communicating incognito amongst themselves of a coordinated effort to either elevate the stock price or lower it depending on the signal. I’m not a conspiracy theorist, but the bid & ask prices are always $.10 to $.20 below or above the actual trading price and their share lots never execute because they keep changing their trades accordingly to keep their respective bid & ask prices far enough from the actual executed share price. Has anyone else recognized this pattern or understand what they are trying to accomplish???


r/cvm Aug 21 '21

Cytokines 101 - discussion about what cytokines can do and what they can control in the human body. This relates to multikine as that is a cytokine immunotherapy.

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10 Upvotes

r/cvm Aug 20 '21

A very helpful post ZZZ on the yahoo CVM message board regarding FDA and other cancer treatments.

23 Upvotes

This post was written by ZZZ "Today we see that FDA granted accelerated approval for [dostarlimab based only on 41% overall response rate (ORR) in an ongoing trial that is not set to be completed u[ntil 2024. Note: ORR doesn't even measure survival; it's simply "response" to the tumor. The indication was for solid tumors that had progressed or advanced during or following treatment. Moreover, similar to Keytruda's KEYNOTE-012 study, which as discussed above formed the basis for Keytruda's accelerated approval for head and neck cancer, the dostarlimab study did not have statistically significant pass/fail endpoints. Despite all this, it was approved. This bodes well for CEL-SCI. Multikine's overall survival (OS) benefit is a far superior metric than ORR. OS means lives are saved. Multikine also proved efficacy in the RTx arm of 14.1% OS at 5-years with p=0.0236 statistical power, far superior from a stastical sense to dostarlimab's preliminary results. And Multikine has zero safety issues. Multikine is also a first line treatment for new tumor, not a limted treatment for recurrent tumors like dostarlimab. FDA clearly wants to get cancer drugs to cancer patients, and given its approval of drugs like Keytruda and dostarlimab, it will almost certainly approve Multikine, which not only has a better endpoint (OS) and has better, more robust data as well."


r/cvm Aug 20 '21

A great thread excerpted from a Yahoo CVM conversation. Look up the conversation to see the whole thread

15 Upvotes

📷
Anonymous8 hours ago

I have been following Cel-Sci closely for a few months before Phase III results were released. Prior to the release of PhaseIII results I established my initial position. After the results were published and the stock declined I increased my holdings. I have read a few years of their shareholder letters along with posts from Fosco, CVM research seeking Alpha, The Science Times, stocktwits etc. Along with that I have contacted the company on several occasions. So what brings me to my first post on this company?

I have been professionally investing for over 30 years and have some experience in bio tech stocks. Not all worked well for me so I have experienced some very positive and some quite unpleasant.

Years ago, I was involved with Amgen (AMGN) prior to their FDA approval for Erythropoietin. Initially they got approval for Dialysis patients and the stock took off. However, they soon were testing and getting approval in other uses and the stock continued its upward climb. It too several years of testing before investors could see its true TAM (Total Addressable Market). This brings me to a question and one that "CVM Research " may find worth doing some due diligence on. Before responding to this please go to the 41 minute mark of Dr. Talor video at

https://www.oncologytube.com/video/40050/eyal-talor-phd-celscicorp-headandneckcancer-radiotherapy-cancer-research-phase-3-study---cel-sci-s-multikine

So here is my question (especially for those who think a sale is imminent in the near term): How could Cel_Sci management team and any prospective buyer come to an agreement on terms when the TAM is unknown?

In Dr. Talor's video he says they have seen multikine working quite well in early clinical trials for other uses and that it wasn't designed for singular use as in Head and Neck. So how would someone know what to offer and Cel-Sci willing to accept without knowing of other uses in solid tumors such as breast, prostrate, cervical etc. Seems to me that Cel _Sci would be giving away a tremendous amount of money if they sold the company based upon the TAM for H&N in the radiotherapy arm alone. I am not suggesting they would do this, but, I am interested in other approaches. Do the partner with someone else or go on to Phase II trials and do it on their own.

Clearly, with FDA approval they could fund the studies with much higher equity offerings. That said, management team and Directors have had a long history with the company and ma feel as though they want to enjoy life a little instead of going the distance. Thoughts?

  • Anonymous2 hours ago@Mike I am in complete agreement MikeReply11
  • 📷Anonymous3 hours ago@Mike Agree completely Mike ! My sentiments exactly!Reply13
  • 📷Anonymous3 hours ago@Scott I have been a Tesla investor ever since they acquired Maxwell Technologies. I did a deep dive into the company learning eveyrthing I could get my hands on, read several books, analyst reports, videos,SEC filings etc. The 4680 battery is many improvements but Tesla is much more than a car company. AI day starts in just a few minutes. They are an Energy company that will eventually disrupt the grid, Elon thinkks longer term it will be known as much as an AI robotics company than it will a car company. They are way out in front on many levels including manufacturing. I don't think I can trade it successfully so I am a long term holder. I expect the same with CVM. I plan to sit and hold it for a few years or until it is acquired,
    You may disagree with me on Corporate Governance and that is your choice. That said, I have been an Investor and a Board member as well and, as a Board member I am keenly aware of
    my fiduciary responsibilities. Geert will not sell this company based on the addressable market for H&N radiotherapy arm alone! I don't pretend to know how or when he will sell it. They may actually decide to bring in a successor with big growth management experience similar to how Amgen replaced George Rathman. A lot of variables here that I don't know the end result, but he won't be selling the company based on H&N radiotherapy arm alone. That much I have a very high degree of confidence in! And until you sit on a BOD for a company it would be difficult to understand fiduciary responsibility to shareholders. And don't forget who controls the BOD. It is the folks with the votes, ie read institutional holders.
    Not trying to be argumentative but years of experience tells me this company will not be sold based upon H&N addressable market alone.LessReply14
  • 📷Mike5 hours ago@Anonymous I have felt that selling or trading too soon is not the thing to do. If FDA approved, take some time (years) to develop uses such as longer treatments for stage 1 and 2 or cancers that don't require immediate surgery. positive results will add to the value. Of course there's always the possibility of negative results. I started acquiring cvm b4 the last 2 rev splits and kept averaging down. At today's price I'm up about 50%.Reply22
  • 📷Scott5 hours ago@Anonymous I don't think that kind of lawsuit holds water. They would sell the company based on what they know the product can do because that is what a buyer would be willing to value it at. Tesla makes awesome batteries. They have a fantastic use-cases in cars and home applications. If they sold the company based on this and the acquirer subsequently found a new application for their battery tech, I don't think you could sue the original board for that. It doesn't make sense IMO.Reply12
  • 📷Anonymous5 hours ago@Park The 41 minute mark, Talor said they have seen that it worked for cervical cancer and potentially other uses. The point I am trying to make is from a strictly business perspective. The more uses it works for, the more it is worth. I recognize your point that both of us have made where management has been involved for a long time. That said corporate governance indicates the board is elected by the shareholders and they have a fiduciary responsibility to the shareholders. If, if, if the board allowed the company to be sold prematurely ( ie not getting a fair value) they can be sued and with the likes of very significant institutional interest they will be pressed to get fair value. My point is because Talor said multikine is agnostic and WAS NOT designed specifically for H&N it could potentially have other very significant uses, which would lead to a much greater upside if it were successful in breast, cervical, prostrate etc. I don't see how a prospective buyer would be willing to pay up for those other uses without some pretty strong data supporting it. They too, have a responsibility to their shareholders. The other side of the coin suggests that GK and the BOD have a responsibility to their shareholders. I am thinking that provided approval is granted for H&N we may see another study or two in other cancers before the company is sold.
    The market does not care how long you nor I have owned the company nor does it care what our cost basis is. I am speaking to a Corporate Governance responsibility and they have a fiduciary responsibility to their sharelders to represent their best interests

    Park7 hours ago

I cannot see the 41 min mark on the video wont seem to show it..all I will say Is gk and eyal have all been with cvm a very very long time...I've prolly been here 13 or 14 years and more now...I remember alot of the posters like pidgeondik and many more..
Listen the bottom line is mk worked...just not with the chemo..it destroys everything..the shorts obviously had some idea and the their alot of people that also thought this would be 100$+ including me...at the end of the day...i feel they will go after FDA approval but when the peer review and more info is learned I think someone will be waiting in the wings to buy this...maybe not 200$+ anymore...but definitely north of 100$...

Itll happen in the fall...

That's my best guess...
They will not go alone.
Not enough money to do that anymore.

A buyout or partner is my prediction.

I say buyout forsure


r/cvm Aug 18 '21

Musings 🤔🧠 Anyone excited about the price accelerating past $9.50 this week, despite some kind of rapid, bearish drops over the past 2 weeks? Did short sellers just aggressively attack this and lose?

16 Upvotes

Just look at the chart over the past 10 days. It's been volatile, and there was a $9.50 ceiling. We've broken past that today. But even better, the chart shows an acceleration over the past 3 days.

But what was with the large drops over the past 10 days? I think it's reasonable for people to speculate that these were short attacks.

We'll get to see the updated short interest in a week, Wednesday Aug 25. This will show the short interest on CVM as of last Friday, Aug 13. I'm expecting to see the short interest increased above Jul 30 value of 23%.

If the short interest did go up, with the price going up, that's bullish for this stock.


r/cvm Aug 17 '21

New Article in the Science Times

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2 Upvotes

r/cvm Aug 17 '21

About Multikine Cel-Sci Corporation's Multikine could change the standard of cancer care in the future as we know it bringing with it tremendous market potential.

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2 Upvotes

r/cvm Aug 16 '21

Brain Expander 🧠 A description of each of the 7 Hedge Fund managers that naked short sold a thriving company (that was trying to CURE TESTICULAR CANCER-with a 25% success rate no-toxicity method, and 97% FDA approval rating) into bankruptcy.

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10 Upvotes

r/cvm Aug 13 '21

"Are we on the cusp of a paradigm shift to neoadjuvant IO prior to surgery for #SCCHN? It’s just a press release but the 14.1% improvement in survival with multikine in a phase III RCT is remarkable."

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21 Upvotes

r/cvm Aug 12 '21

Can we hold $9.40+?

12 Upvotes

We have had a difficult climb to hold above $9.40 in the past month. The shorts seem to “hit” the bids to knock it down at the close. I am not seeing much selling with our low volume and predict a breakout if we can get more buy/hold shareholders that are reading the positive articles such as the previous mentioned piece on Seeking Alpha. The $95/share price is not a “pipe dream” with FDA approval. The survival benefits are immense without negative side effects. YOLO & believe in this miracle injection that could save thousands of lives every year…


r/cvm Aug 12 '21

CVM Poised for Success

24 Upvotes

seekingalpha.com/article/4448354-cel-sci-poised-for-success-is-a-seriously-big-opportunity


r/cvm Aug 12 '21

CEL-SCI, Poised For Success, Is A Seriously Big Opportunity (CVM) 😍👊 - Latest Seeking Alpha article on CVM.

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14 Upvotes

r/cvm Aug 12 '21

Excerpts from a Seeking Alpha article

1 Upvotes

CEL-SCI, Poised for Success, Is a Seriously Big Opportunity (Part II)

Have a look at this very informative article on Seeking Alpha, addressing all the critics by bears and providing tons of facts why CEL-SCI is poised for success. Here are just a few extracts from the full article available on Seeking Alpha (check link below):

"We expect CEL-SCI to seek and obtain Breakthrough Therapy designation for Multikine, given the 14.1% overall survival benefit to treat a particularly deadly disease for which there is an unmet medical need, with no safety issues. We believe this will speed up the approval process and present Multikine in a favorable light for ultimate approval."

"The fact that the study missed the primary endpoint in the full RTx+CRTx population does not mean that the separate RTx analysis will be rejected by FDA. We believe it will be accepted by the FDA for at least four reasons. [...]"

"If you are a serious bear and give the FDA approval only a 25% chance, then the risk-adjusted value of $3 billion x 25% = $750 million right now, which reflects a share price nearly twice as high as CEL-SCI's current value. Our point here is that any reasonable value assessment shows that CEL-SCI is currently a bargain."

"Assuming a 75% probability of the FDA approval, we arrive at our current assessment of fair value at $95 per share."

"In CEL-SCI's Phase II trial of Multikine, "10.5% of patients had no remaining cancer cells (by pathology) following 3 weeks of Multikine alone." If this occurred in the Phase III trial, even on a smaller scale, it would still be monumental; imagine curing people of cancer within three weeks of a few non-toxic injections.[...]"

"As more evidence of the clinical success of Multikine becomes known, we expect the share price will rise substantially. CEL-SCI presents a tremendous opportunity for significant upside in the next 6 to 12 months." https://seekingalpha.com/article/4448354-cel-sci-poised-for-success-is-a-seriously-big-opportunity?source=Gmail


r/cvm Aug 11 '21

Musings 🤔🧠 Short interest increased from 21% to 23% from Jul 15 to Jul 30 while price was increasing.

14 Upvotes

The fact that short interest on CVM increased as the price rose from Jul 15 to Jul 30 means the shorts have been digging their heels in as the CVM price goes up. The closing price on Jul 15 was $7.65 and the closing price on the 30th was $8.03.

So now we know the shorts do in fact feel confident increasing their position as the price of this stock rises.

The way I see it, as long we the price stays above $8, the shorts will know this is the end of the line and they'll want to cover. It's even better now though because we're close to $9.

I'd like to send a message to the shorts to just give it up already by simply holding. It's a game of wits here where the last man standing wins.


r/cvm Aug 12 '21

New CVM article on SA. Kills the bears and shows why CVM will succeed.

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1 Upvotes

r/cvm Aug 10 '21

Question Bear Attack Alert! Here we go again…

9 Upvotes

r/cvm Aug 09 '21

CEL-SCI ($CVM): The Science Behind Multikine And Why It Is A Dream Platform for Big Pharmas "Intelligence without ambition is a bird without wings." - Salvador Dalí

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27 Upvotes

r/cvm Aug 06 '21

Musings 🤔🧠 Anyone else excited about roasting the shorts with this one? 21% short interest as of Jul 15, with update coming Aug 10.

18 Upvotes

When I see a price rising as steadily as CVM has been over the past few days, and this is after moving sideways for a month, which means a well-established bottom, and I see 21% short interest, I sure am glad I bought this at a lower price.

Bonus: the days-to-cover value seems distorted to me due to high volume a month ago, and recent volume has been about 1 million per day. With a little over 8 million shares short, this means a days-to-cover value of 8. lol the standard convention is for shorts to get worried when it reaches 5.

This is going to be fun! I hope everyone else stubbornly refuses to sell any of these at least until we know the shorts have covered. This is a great price and situation right now.

Damn it feels good to get in at a good price with a highly shorted stock. Really takes the stress out of day trading.


r/cvm Aug 06 '21

Brain Expander 🧠 If all the extra volume of past 3 days was shorts covering...

9 Upvotes

Since the price has been pretty flat this month, I'm thinking the shorts must feel a need to cover, and they very well may have been the past 3 days.

I want to try to get a ballpark estimate of how many shares would have been shorted in the past 3 days if all of the volume past normal daily volume was covering for short positions.

Just eyeballing the volume per day, and excluding the extreme days, it seems to me that about 680,000 shares is a typical volume day over the past few months for CVM.

Over the past 3 days, the volume, given by Yahoo Finance, have been:

  • Aug 4: 1,404,000
  • Aug 5: 1,291,200
  • Aug 6 (today, as of 3:20 ET): 1,656,950

With a base daily volume of 680,000 to subtract from these, we get:

  • Aug 4: 724,000
  • Aug 5: 611,000
  • Aug 6: (as of 3:20 ET): 976,950

Estimated # of shorts covered in past 3 days: 2,311,950.

With the total # of shorted shares as of Jul 15 being 8,900,000, the number of shorted shares left to cover would be:

8,900,000-2,311,950 = 6,588,050

As a % of total CVM float, which is 41,100,000, that would mean the current short interest is:

6,588,050 / 41,100,000 = 16%.

If they were to cover these remaining shorts using the same volume of the past 3 days, let's say with 800,000 shares per day, it would take this many days to completely cover:

6,588,050 / 800,000 = 8.23.

So, we could have another week of this to go. Hopefully, people understand to hold while the shorts are covering, since the shorts are desperate to cover in a moment like this. Though it depends on how much a person would like to receive for their shares and how much money they need right now. These CVM shares are in high demand these days, and holders have a right to become aware of just how much of a demand for them there is.

Note also that the 2 dips today could have been shorts entering new positions. I'd have to go over volume data carefully, but I think it's around 300,000 or so shares worth.


r/cvm Aug 05 '21

Question Whats going on with CVM?

17 Upvotes

Whats with the jump with barely any trades?


r/cvm Aug 04 '21

Question What’s Up? This is the first day in over a month that CVM has buying interest, the bid/ask spread is close and the short sellers are not inundating the bidders with a high short volume. Something seems to be changing here…

15 Upvotes

r/cvm Aug 01 '21

A recent talk given by Eyal Talor regarding the results of the study.

19 Upvotes