Winning At Cancer, Prithee

Cancer’s Stand-Up Looks World Serious: Immunovaccine | Plus: InvestX Winner | Another ANK Low

Clinically Speaking: IMV

It is seldom I get to “execute” a triple play: 1) investing in a 2) Halifax, Canada, cancer lab that ties into 3) Major League Baseball.

World Series Game 4 (LA Dodgers vs. Houston Astros) once again had everyone in the ballpark Stand Up To Cancer with placards honoring those lost to the disease. [My stand-up card(s) list my son, Tristan Calandra (leukemia); my wife’s Mom, Dorothy Thurman (lymphoma); and my Uncle Jerry Fienga (throat).]

SU2C, as the cancer fund-raiser is known, so far has received more than $50 million USD via Major League Baseball. I believe that is a tenth of overall donations pledged to the non-profit.

I mention this after watching the between-innings stretch on television (I picked the Dodgers to go all the way at the start of the 2017 baseball season, yet the Oakland Athletics have my heart). The stand-up reminded me that Immunovaccine, our second-largest holding now as the biomedical stock continues a pre-NASDAQ ascent, won a competition to participate in a trial for HPV-related cancers — a trial funded by SU2C and another group. Farrah Fawcett Foundation.

Here’s another acronym — the Immunovaccine compound known as DPX-E7.


The background:

IMV (Canada ticker for Immunovaccine stock) is staging a human trial at Dana Farber Cancer Institute in Boston for DPX-E7 as a treatment for cervical, head & neck and anal cancer. The two non-profits are funding Immunovaccine’s trial.

IMV trial proposal won in a competition that Dana Farber used to apply for the money to do the trial.

SU2C stages the contest for the most innovative research proposal in cervical cancer.

I understand that at least four patients in the trial have received the IMV vaccine as a monotherapy. Results will see light of day based on decisions of academic researchers conducting the work.

This IMV monotherapy, I have learned, is a “last hope” therapy for patients who have exhausted all other treatment options.

Of note to researchers and to our TCR Network‘s investors and cancer-watchers is this: if the vaccine stabilizes or shrinks tumors in some of these patients, Immunovaccine will have shown success in a different cancer than those already using its compounds and DepoVax oil-based delivery.

The vaccine in this case uses an antigen from Dana Farber that is injected with the oil-base that is showing a longer time in patients’ blood than other non-oil delivery methods.

The Dana Farber mix is a different vaccine than the one Immunovaccine is using in ovarian and lymphoma trials in combination with the checkpoint inhibitors from Merck and Incyte.  That vaccine uses the survivin antigen that IMV owns.

This Boston trial hopes to get usable data as a “last hope” therapy for patients.

Dana Farber’s antigen is up for grabs if this trial succeeds (which I am understanding from other DepoVax trials in different cancers is a better than 50-50 possibility).

The Boston trial could serve as further proof of DepoVax, the delivery system for the now-12-year-old Halifax company.

“If it works, it may well work better with IMV’s own antigen and with a check-point inhibitor,” one observer with a large IMV stake tells me.

Researchers Don’t Need to Swing for the Fences in Stand Up to Cancer’s World Series PSA

I will be purchasing yet more IMV today or Tuesday and adding it to our approximately 230,000 share total. New TCR Network members might wish to read The Calandra Report research about IMV — some of it is on our and some of it is private and available via ping — as in, you ping me and I send the goods to you via email (no charge).

Drivers to a $2 USD stock price (a level that IMV’s board of directors, with shareholder approval I believe, also could reach via a 1-for-2 share consolidation) are “poster data” forthcoming in December from two clinical (human) trials; early commercialization of DepoVax and survivin/Survivac with a licensing arrangement from a larger pharma-co such as Bristol-Meyers Squibb, Roche Labs, Incyte, Merck or another; success on IMV’s veterinary front (see: Leidos); infectious disease initiatives; or something about which I am relatively clueless. See: Relative to IMV execs and scientists, that is.

NEW ORLEANS: See this for the major themes “junking” natural resources equities right now. TCR Network subscribers got it first.​

I continue to purchase the cheapest metals prospectors, including CanAlaska Uranium. My-our largest stock market holding (aside from funds or “inherited” blue chips), Ivanhoe Mines, is rising 10 percent Monday — copper, zinc, platinum, gold, vanadium in Africa.

And no, that was not my sale of Angkor Gold stock today that sunk the Cambodia gold and copper developer’s shares to another all-time low. I was as reported halving my stake in ANK (Canada ticker) shares earlier this month and earlier this northern hemisphere autumn.

The company’s top execs are in Cambodia this week and through part of November, meeting with potential partners and trying to assist the Ministry of Mines & Energy and Mesco Consolidated in an investigation/safety audit of Mesco’s Cambodia gold mine, which was the scene of two deaths as an under-age 17-year-old and his 21-year-old brother plummeted down an incline two weeks ago.

That Mesco (India company) gold mine is not yet operational and is the source of what will be a net smelter return, or royalty, to Angkor Gold when the developing gold and silver mine, already a year late in its timeline, begins producing.

Marcus New of InvestX

MARCUS NEW: Taking a moment to point to Marcus New, my British Columbia friend, a fellow investor, a co-founder with me and Danny Deadlock of Stockhouse’s TickerTrax reports, and for purposes of this blurb, the founder of crowd-funding private equity dealer InvestX Capital.

I am an investor in InvestX, which has assembled a crop of privately held Internet-cos such as Spotify, Lyft and DropBox.

“We secured a third position in Lyft and then Google’s venture arm does a $1 billion investment at a 30% or so premium to our investment,” he says from Vancouver, where he also operates Stockhouse, the financial information network.

Spotify, the music service that all of our offspring in Montreal, San Diego and France use for their tunes, is seen as a $20 billion IPO in the stock market soon. “We purchased Spotify shares four times over the past 2 years at an average valuation of under $7.5 billion,” says Marcus.

My investment in InvestX, and those of the several TCR Network members who joined me in taking a shot at a service that opens up a largely mystical asset class known as private equity, is up about 5x in three years. Our only other private stake here at home (not counting real estate, homes, actual gold, platinum, silver, art work and a rechargeable Craftsman lawn mower) is Valaurum, which is turning a profit as a force in fractional gold certificates with gorgeous design and registered provenance.

More at InvestX (yep, I know, sounds like an ad but it’s not): .​

— Thom Calandra (None of these companies pays me — not a one.

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Thom Calandra & TCR are researchers and investors. Research and material they offer to subscribers are meant as editorial opinion.