If there is any evidence of efficacy, why do another study when you HAVE proven there is ZERO TOXICITY? Just grant some type of limited approval so patients can be treated. But the FDA is corrupt (what happened to Biden’s cancer moonshot?) and Geert is a tool.
alsp
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Why are there ‘sell’ rating on a profitable large cap tech company - still digesting a major acquisition - selling at 13x forward earnings in a market selling at 22x? I could understand a ‘hold’ but a ‘sell’? Any good news (AI) would make this a 17 multiple (still cheap) and a $60 stock. If you sell 10 cent calls 5x in a year on half your position that is 5% (not counting the dividend) - a pretty good return with half your shares uncovered in case of upside move.
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It is a special kind of stupid when a biotech CEO has a promising novel cancer treatment with proven efficacy showing ZERO TOXICITY cannot get any kind of approval from a regulatory body.
Where are the lawsuits? -
What we have with CVM is an inept (or corrupt) CEO who cannot navigate the regulatory agencies (remember, MK has been in trials/development for over 30 years) coupled with a corrupt FDA that is totally beholding to big pharma and basically does its bidding. CVM will be bled dry and acquired by a big player at a huge discount to the $150-$200/s CVM would command with approval.
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I will repost this for the umpteenth time. The original study DID show - with no concerns - that MK had ZERO TOXICITY! With that established, there is no reason for another trial. The FDA can - and should - give some type of conditional improvement. Phase III trials have 2 purposes - to show that a drug is effective (40% increased 5 year survival seems to do that) and to uncover any side effects missed in the smaller sample sizes (again ZERO toxicity).
What we have with CVM -
I have posted many times that a drug like MK with ZERO TOXICITY treating a high mortality cancer illness should have received some type of conditional approval after the trial results were published. The FDA is a corrupt organization and Geert has shown nothing but continued ineptness in guiding this company. I dont understand why that there have been no shareholder lawsuits
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Although the European pediatric clearance does represent at least SOME type of approval, children generally do not get the type of H&N cancer MK treats
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Finance guy added to BOD. May mean sale of company or liquidation. Would be more optimistic if Geert was in leg irons.
Where is the shareholder lawsuit? Publicly might actually help share price. -
If you are comparing AMD and AMAT, you need a calculator
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MK will never be approved by FDA until CVM is bought out at fire sale and then MK submitted by big pharmaceutical company player. It could be insiders aren’t buying bc deal is on table. If CVM was a serious company Geert would have been fired long ago.
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Just how does Geert keep his job? Is there no Board? Firing him would actually call some attention to the stock.
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I can’t believe there are people on this board still supporting Geert. I do not understand how he has lasted this long. A drug like MK showing ZERO TOXICITY should have gotten some type of approval based on the improvement in 5 yr survival in the original study. PFE or BMY will buy this company in a fire sale and you will see some type of approval within 90 days after the takeover. I guess some of you traders will be happy with $20/s for a company worth 10x that as a standalone.
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I think that we can all agree that you can be a bull on CVM but the “Geert morning” has to stop. He is inept at best and probably corrupt. MK had been around for over 30 years and still no approval or offers. Not even rumors. How a CEO can persist through all of this failure is hard to comprehend. So please, let’s just ban ‘Geert’ from the board. Even if it gets approved tomorrow, it is at least 15 years than a real CEO would have done.
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I have been a huge believer in MK but have had little faith in Geert. It looks like bad management will overcome good science and drive CVM shares to ZERO.
The positive news is out there as the stock continues to crater. Would love some positive thoughts here other than cheerleading. -
This is a waiting game. Can Merck (or whoever)use their hold over regulatory agencies (esp the horribly corrupt FDA) to bleed CVM of cash and force a sale at a bargain price? This is the endgame here. MK has clear value but the company has no clout and an inept CEO.
Should have been approved long ago.
Investors will do well even at $25 but as a standalone the company is probably worth $150 with approval. As you saw with the COVID vax , the FDA is a wholly owned subsidiary of big pharma -
At $2 there must be a lock-up associated with this offering?
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One has to think that there has to be reasonable expectation of approval to incur the expense of increasing the manufacturing facility. Somebody somewhere feels there is approval on the horizon. Again, I think this is a stall from the FDA servicing a big pharma company hoping to buy them out in a distress sale.
At this point I would hope we see some kind of takeover bid. Biotech companies being bought with rare disease portfolios. H&N cancer is a huge addressable market -
I do not understand the pediatric waiver as MK is for an ADULT disease. Any pediatric applicatons would come after approval as oncologists wish to try on pediatric solid tumors. Again, I do not have faith in Geert. This is all taking WAY too long.
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FINALLY, some good news but ?Twitter?
Where are the analysts? Why not put some supporting MD on tv somewhere?
Where is the marketing, Geert? $CVM should be testing prior highs off this news. Nothing is simple with this company. -
B.O.D. Needs to dump Geert and key someone who knows how to get a drug across the finish line
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