Remember Ernie Tremblay’s pitch about a “tiny South Texas lab” that was about to cure every disease using its revolutionary CD19 Cancer Vaccine technology, and ignite a bidding war following its fantastical release of exciting information on June 23?
Well, it’s back. Not the stock, that’s still languishing around where it was before Tremblay got his teeth into it (that pressure boosted the shares about 20% back in June, though they came back down again quite quickly once the June 23 meeting was revealed to be a non-surprise), but the teaser pitch — the ads from Money Map peddling subscriptions to Tremblay’s $1,950 Biotech Insider Alert have returned in force… only now, instead of calling it a “CD19 Cancer Vaccine” he’s calling it the “AB4 Vaccine”.
Just to double check that he is indeed still teasing the same company, I ran through a few of the hints that were dropped in the ad — here’s a taste for you:
“It’s quietly been awarded 14 patents and was initially granted ‘Priority Status’ by the FDA…
“And on June 23, 2017, it shocked the medical community.
“That’s when leading scientists from Pfizer, Sanofi, Bristol-Myers Squibb, Amgen, Gilead Sciences, Novartis, Celgene, and AbbVie all gathered in Madrid, Spain…
“And they heard the results of this small lab’s Phase II clinical trial.
“It was conducted at a Nobel Prize-winning facility. And as you are about to discover, the results were astounding.
“Then after this momentous meeting…
“The FDA made what they described in their own words to be a “historic” decision.
“In a rare 10-0 vote, they unanimously agreed that the AB4 Vaccine developed by the $195 billion pharmaceutical giant Novartis should be approved for “last-resort” use outside of clinical trials.
“Dr. Timothy Cripe, who cast one of those votes described this as the most exciting treatment he’s seen in his lifetime.
“Novartis’s approval became official on August 30, 2017.”
OK, so let’s try to be clear about some of this — the June 23 conference presentation that they gave was real, but it wasn’t revolutionary. And it didn’t shock anybody, as far as I can tell — it was just another iterative release of data for their ongoing clinical research, it seems as though the consensus is that it was fine data but not surprising news.
And the Novartis approval for its CAR-T cell therapy, Kymriah, in some patients did indeed come on August 30, and it was a historic gene therapy announcement… but it didn’t have anything to do with this “Small Texas Lab”.
OK, fine, I’ll let the cat out of the bag again — this is almost certainly still Bellicum being teased, and Bellicum’s “off switch” technology for CAR-T therapy is not currently being used by Novartis… the argument from Tremblay is that this technology is powerful because it will make aggressive gene therapy more controllable and less risky in the future, and therefore all the CAR-T (or CD19, or AB4, whatever you want to call them) “vaccine” developers will want to license Belli