ADAPLONG

My IRA is all in $ONCS @OncoSec. I’m not a licensed professional, & nothing I say is advice

[ADAPLONG @LONGADAP]

I'm all-in @Adaptimmune Therapeutics $ADAP! Am I diversified?

@jimcramer @MadMoneyOnCNBC

$NVS $GSK $CLLS $BLUE $KITE $NK $AFMD $PIRS $TRIL

[ADAPLONG @LONGADAP]

$AFMD CRR now at 77% (31 HL patients at RP2D), & it was at 70.8% (24 HL patients at RP2D). This is very good data for this population! This data would cause $BMY MCAP to increase by billions, (same for recent $ONCS data). The big pharma players are failing patients & shareholders

[ADAPLONG @LONGADAP]

$AFMD/@affimed proved me right (and would do even better with more cycles, higher dose, and/or earlier line treatment) because using the new CRR, 50% of previous PR did or would (on average) turn CR.

CRR after 1 cycle (5/12)=41.66%
CRR “up to 4 cycles” (17/24)=70.83%

[ADAPLONG @LONGADAP]

$BMY $MRK $NKTR $IMCR $AFMD $ADAP $LPTX $CYCC $PAVM $PIRS $NTLA $EDIT $CRSP $CLLS $BLUE $ZIOP $SGMO $NK $NVAX $FATE $INO $SRNE $MRNA $BNTX $IONS $ALLO $AZN $GSK $GILD $REGN $RHHBY $PFE $JNJ $IMCR $PAVM $ONCT $CVAC $EBS $MRUS $INCY $HALO $KPTI $TMO $EW $DXCM $IDXX $BMRN $BSX $MDT

[ADAPLONG @LONGADAP]

New data from $ONCS #Melanoma trial:

At time of surgery:
—66.7% (6/9) pathological CR (pCR)
—88.9% (8/9) evaluated patients had a major pathologic response (pMR; ≤10% viable tumor cells in the analyzed surgical specimen)

Preoperative:
—70% ORR (7/10) w/4CR+3PR+2SD, so 90%DCR!

[ADAPLONG @LONGADAP]

$BMY $MRK $NKTR $IMCR $AFMD $ADAP $CYCC $LPTX $PAVM $PIRS $NTLA $EDIT $CRSP $CLLS $BLUE $ZIOP $SGMO $NK $NVAX $FATE $INO $SRNE $MRNA $BNTX $IONS $ALLO $AZN $GSK $GILD $REGN $RHHBY $PFE $JNJ $IMCR $PAVM $ONCT $CVAC $EBS $MRUS $INCY $HALO $KPTI $TMO $EW $DXCM $IDXX $BMRN $BSX $MDT

[ADAPLONG @LONGADAP]

New data from $ONCS #Melanoma trial:

At time of surgery:
—66.7% (6/9) pathological CR (pCR)
—88.9% (8/9) evaluated patients had a major pathologic response (pMR; ≤10% viable tumor cells in the analyzed surgical specimen)

Preoperative:
—70% ORR (7/10) w/4CR+3PR+2SD, so 90%DCR!

[ADAPLONG @LONGADAP]

$MRK $BMY $NKTR $IMCR $AFMD $ADAP $CYCC $LPTX $PAVM $PIRS $NTLA $EDIT $CRSP $CLLS $BLUE $ZIOP $SGMO $NK $NVAX $FATE $INO $SRNE $MRNA $BNTX $IONS $ALLO $AZN $GSK $GILD $REGN $RHHBY $PFE $JNJ $IMCR $PAVM $ONCT $CVAC $EBS $MRUS $INCY $HALO $KPTI $TMO $EW $DXCM $IDXX $BMRN $BSX $MDT

[ADAPLONG @LONGADAP]

Today’s $ONCS press release also stated:

“expected pathological CR rate w/single agent nivolumab in this setting is around 30%. The pCR of 66.7% observed w/the addition of TAVO™-EP to nivolumab suggests that intratumoral expression of IL-12 is adding to nivolumab efficacy”

[ADAPLONG @LONGADAP]

Today’s $ONCS press release also stated:

“expected pathological CR rate w/single agent nivolumab in this setting is around 30%. The pCR of 66.7% observed w/the addition of TAVO™-EP to nivolumab suggests that intratumoral expression of IL-12 is adding to nivolumab efficacy”

[ADAPLONG @LONGADAP]

New data from $ONCS #Melanoma trial:

At time of surgery:
—66.7% (6/9) pathological CR (pCR)
—88.9% (8/9) evaluated patients had a major pathologic response (pMR; ≤10% viable tumor cells in the analyzed surgical specimen)

Preoperative:
—70% ORR (7/10) w/4CR+3PR+2SD, so 90%DCR!

[ADAPLONG @LONGADAP]

Today’s $ONCS press release also stated:

-No disease recurrence has been observed at a median follow up of 7 months from the date of surgery

-One patient with a RECIST v1.1 PR
declined surgery due to significant response after neoadjuvant treatment

-No grade 4/5 adverse event

[ADAPLONG @LONGADAP]

$MRK $BMY $NKTR $IMCR $AFMD $ADAP $CYCC $LPTX $PAVM $PIRS $NTLA $EDIT $CRSP $CLLS $BLUE $ZIOP $SGMO $NK $NVAX $FATE $INO $SRNE $MRNA $BNTX $IONS $ALLO $AZN $GSK $GILD $REGN $RHHBY $PFE $JNJ $IMCR $PAVM $ONCT $CVAC $EBS $MRUS $INCY $HALO $KPTI $TMO $EW $DXCM $IDXX $BMRN $BSX $MDT

[ADAPLONG @LONGADAP]

Today’s $ONCS press release also stated:

-No disease recurrence has been observed at a median follow up of 7 months from the date of surgery

-One patient with a RECIST v1.1 PR
declined surgery due to significant response after neoadjuvant treatment

-No grade 4/5 adverse event

[ADAPLONG @LONGADAP]

$MRK $BMY $NKTR $IMCR $AFMD $ADAP $CYCC $LPTX $PAVM $PIRS $NTLA $EDIT $CRSP $CLLS $BLUE $ZIOP $SGMO $NK $NVAX $FATE $INO $SRNE $MRNA $BNTX $IONS $ALLO $AZN $GSK $GILD $REGN $RHHBY $PFE $JNJ $IMCR $PAVM $ONCT $CVAC $EBS $MRUS $INCY $HALO $KPTI $TMO $EW $DXCM $IDXX $BMRN $BSX $MDT

[ADAPLONG @LONGADAP]

Today’s $ONCS/@OncoSec press release also stated:

“particularly exciting that ALL patients that were predicted to be non-responders to immune checkpoint blockade by biomarker analysis prior to treatment appear to respond to TAVO™+nivolumab, supporting further the MOA of IL-12”

[ADAPLONG @LONGADAP]

$MRK $BMY $NKTR $IMCR $AFMD $ADAP $CYCC $LPTX $PAVM $PIRS $NTLA $EDIT $CRSP $CLLS $BLUE $ZIOP $SGMO $NK $NVAX $FATE $INO $SRNE $MRNA $BNTX $IONS $ALLO $AZN $GSK $GILD $REGN $RHHBY $PFE $JNJ $IMCR $PAVM $ONCT $CVAC $EBS $MRUS $INCY $HALO $KPTI $TMO $EW $DXCM $IDXX $BMRN $BSX $MDT

[ADAPLONG @LONGADAP]

Today’s $ONCS/@OncoSec press release also stated:

“analysis identified four patients with low CD8+ TIL, low PD-L1 and low TIS; a biomarker signature that is negative predictive for response to immunotherapy. Of note, ALL FOUR of these patients achieved pathological CR (pCR)”

[ADAPLONG @LONGADAP]

$MRK $BMY $NKTR $IMCR $AFMD $ADAP $CYCC $LPTX $PAVM $PIRS $NTLA $EDIT $CRSP $CLLS $BLUE $ZIOP $SGMO $NK $NVAX $FATE $INO $SRNE $MRNA $BNTX $IONS $ALLO $AZN $GSK $GILD $REGN $RHHBY $PFE $JNJ $IMCR $PAVM $ONCT $CVAC $EBS $MRUS $INCY $HALO $KPTI $TMO $EW $DXCM $IDXX $BMRN $BSX $MDT

[ADAPLONG @LONGADAP]

New data from $ONCS #Melanoma trial:

At time of surgery:
—66.7% (6/9) pathological CR (pCR)
—88.9% (8/9) evaluated patients had a major pathologic response (pMR; ≤10% viable tumor cells in the analyzed surgical specimen)

Preoperative:
—70% ORR (7/10) w/4CR+3PR+2SD, so 90%DCR!

[ADAPLONG @LONGADAP]

$ONCS:105 patient #AdvancedMelanoma trial showed a 40.6% disease control rate (CR+PR+stable disease) in “highly refractory patient pop with no standard-of-care treatment options,” & durable responses/12+ month OS improvement/etc in patients that HAVE/WERE PROGRESSING AFTER CPI(s)

[ADAPLONG @LONGADAP]

$ONCS just MET THEIR ENDPOINT & released GREAT DATA! IMO, #TAVO+#Keytruda will be authorized/approved by the @US_FDA (see DCR(40.6%)/(OS 23vs10!)/ORR/DoR/etc) for these R/R #AdvancedMelanoma patients with basically NO OTHER OPTIONS, & were truly R/R to anti-PD-1 & progressing b4!

[ADAPLONG @LONGADAP]

$ONCS/@OncoSec should be acquired by one of the following companies:

$MRK $BMY $IMCR $AFMD $RHHBY/@genentech $PFE $AZN $REGN $GSK $GILD etc

@Immunocore, if you don’t partner with or acquire @OncoSec, you are making a big mistake!

#Melanoma #AdvancedMelanoma #MetastaticMelanoma

[ADAPLONG @LONGADAP]

$ONCS just MET THEIR ENDPOINT & released GREAT DATA! IMO, #TAVO+#Keytruda will be authorized/approved by the @US_FDA (see DCR(40.6%)/(OS 23vs10!)/ORR/DoR/etc) for these R/R #AdvancedMelanoma patients with basically NO OTHER OPTIONS, & were truly R/R to anti-PD-1 & progressing b4!

[ADAPLONG @LONGADAP]

$ONCS just MET THEIR ENDPOINT & released GREAT DATA! IMO, #TAVO+#Keytruda will be authorized/approved by the @US_FDA (see DCR(40.6%)/(OS 23vs10!)/ORR/DoR/etc) for these R/R #AdvancedMelanoma patients with basically NO OTHER OPTIONS, & were truly R/R to anti-PD-1 & progressing b4!

[ADAPLONG @LONGADAP]

$AFMD/@affimed proved me right (and would do even better with more cycles, higher dose, and/or earlier line treatment) because using the new CRR, 50% of previous PR did or would (on average) turn CR.

CRR after 1 cycle (5/12)=41.66%
CRR “up to 4 cycles” (17/24)=70.83%

[ADAPLONG @LONGADAP]

@jfais20 I bet at least 50% of the PRs turn into CRs, as $AFMD/@affimed interventions have always shown deepening of responses over time, and there is no reason to believe that won’t be the case here. $AFMD should be up at least 100% right now!📈🚀

[ADAPLONG @LONGADAP]

Déjà vu at $2, but this time the $2 🧲 is even more ridiculous, especially in light of the recent data and Artiva partnership🎰

P.S. IMO, $AFMD/@affimed is worth about $60 per share rn

[ADAPLONG @LONGADAP]

Is the $AFMD $2 magnet 🧲 back on for at least the next 3 months?

[ADAPLONG @LONGADAP]

@technology @emilychangtv gig CEOs saying make X per hour bc r only talking about when on delivery/ride, not the time spent waiting in car for offer. E.g., work 1 hour make $10,but bc did $10 order or ride in 20min, they deceive&say made $30 per hour,& say part time when working 60hrs a week

[ADAPLONG @LONGADAP]

$ONCS/@OncoSec just said it will release data for two different #Melanoma trials before the end of 2022, & their previously released #Melanoma data was, IMO, definitely good enough for @US_FDA approval, especially (but not limited to) for the anti-PD-1 non responders population⏳

[ADAPLONG @LONGADAP]

$ONCS/@OncoSec’s #TAVO+#Keytruda > #Keytruda, as #TAVO DEFINITELY increases ORR/OS/etc for anti-PD-1 non responders! This means $ONCS is EXTREMELY valuable, & can do 1st line!

$MRK (or $BMY, $RHHBY/@genentech, $PFE, $AZN, $REGN, $GSK, $GILD, etc) should definitely acquire $ONCS!