May 18, 2012

Melanoma Awareness Month


May is May is Skin Cancer Awareness Month‎.

An article was published today that mentioned Provectus: Melanoma Awareness Month Investment Opportunities: AMGN, ONCS, PVCT.

Some takeaways:
  • Nice, interesting article.
  • The author is promoting OncoSec.
  • She is comparing OncoSec Phase 1 trial results to Provectus' Phase 2 trial results.
  • Amgen shut down BioVex's other phase 3 trial, a head and neck cancer, for OncoVex (author: " Success there may validate the therapy’s approach for other cancers as well, such as the same drug for head and neck cancer also currently in phase III clinicals.")
  • Good comment: "In order for biotech investors to make a decision on efficacy comparisons, the data set needs to be broken down for Provectus to determine how the patients responded as a whole in terms of complete response rate." That is why Dr. Sanjiv Agarwala's presentation of MM Phase 2 trial final data at the 2nd European PostASCO Melanoma Meeting 2012 in Munich on June 22 bears very close watching. 
The biggest takeaway for me: When investor-oriented people and articles compare and criticize PV-10 results, you know the company has arrived. It's called punching up.

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