NorthWest Biotherapeutics Inc (NWBO)

[ou71764]

I also pointed out an example of a vaccine for another company that had stellar phase I results and the stock price did not take off. And it was for a huge market, HIV. Phase I results don't always wow Wall Street.

NWBO is different in that the Direct trial is larger than most phase I trials, and it has the green light to go directly to phase II. And if the data is great, ASCO will be a showcase place to present it. There will be ample publicity. And it is for a large, unmet medical need.

Because of all that, there could be a considerable stock rally on the Direct results.

But DCVax-L is still our lead vaccine. The fact that it's dropped from the radar and NWBO is doing the drumroll for Direct makes me think that there's the possibility that we'll get the DCVax-L announcement after ASCO...that the trial has been exctended. And at the same time, maybe a secondary.

It's been the pattern of the company to not have follow ups on good news. The Fox report had no follow up. The Germany news was followed by a secondary. I'm expecting it again after the Direct news.