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The Roswell deal has effectively diversified and solidified NWBO'S platform positioning. The intention had been there, but now with in-licensing, and momentum that's come with it, NWBO has truly morphed into a serious business. It's often said, "time is the killer of all deals," however, we have an exceptional case bearing out. Had NWBO succumbed to the financial pressures at earlier time points, like many critics here have suggested ad nusem, it would have been advantage buyer, and not to the seller. For a company often described as a small development company, and under resourced, it truly is astonishing to see the script flipped, and well heeled BP's floundering.
Agreed. Regardless, R&D has been on a downward trajectory for over a decade, because of all the class action suits. You spend a decade and a billion for the rare chance of a trial drug going commercial. After launch, it turns out, that some patients suffered adverse reactions. BP is then ordered to pay a billion in restitution. So a lot of R&D has gone to foreign countries. So American innovation suffered.
Moreover, BP is fighting for relevance, especially without any prospects of reigniting viral fears, with variant flavors of the week. So I disagree with those, who believe BP can afford to remain on the sidelines, only as spectators looking in. It's a hard reality they likely saw coming but arrogance is a vulnerability. I thinks it's highly likely that BP is behind the sp manipulation. Why? because it's too easy. BP has major influence over Wall Street, Congress, Regulators...The video that was posted here should have brought that point home.
LP has been a thorn on their side. Make no mistake.
It makes more sense to me now, than before, as to why BP drastically cut R&D costs. They have decided to use their capital resources on acquisitions, and or on Partnerships. BP has realized R&D comes at exorbitant cash burns, which usually ends in failures. The former allows BP to justify huge outlays for assets, where returns are expected, and early, not years later. It's a win win.
VMLG17 - Great video. Great human being. It's no different than how COVID-19 vaccines were warp speeded, despite the fact, that it caused 100% mortality in animal studies. Fact! But rather than stopping there, BP moved to testing on humans. They hid the 1,296 adverse events in their 393 page confidential report, and called it, wait for it, "safe and effective." Safe for pregnant women, despite 100% fetal terminations... Let's not forget "FACT-CHECKERS,," willfully or unwittingly doing their bidding.
WOW 😳
Kabunushi - We also have pent up demand coiling like a rumberband. That's why I vacated my Amrn position, because cardiovascular disease, as they say is the "silent killer." GBM on the other hand, causes desperation to find a treatment, as life expectancy is measured in days, and months. There's a good chance final version Eden units have been ordered. It's not a car engine. Prospective partners would not wait until a rollout to get involved. These kinds of deals are planned way in advance. JMHO.
This is true.
dstock - At the agency level I couldn't say what's happening. Gov't(s) around the world are facing unprecedented disfuntion, which for the most part is funding related. It's such a mess, and yet fixable, only if the order takers finally rise, and oust the order givers. That's as simple a picture as I can provide.
Moreover - You mean before LP described the company as, "a much different company today, as it was just 18 months ago." You never want to sell into a buyers market.
I don't harp on maybe's.
Right, which is why I wrote -
BP has a $333 billion warchest to make strategic acquisitions. R&D cost cuts are a different matter. I see the latter as a means to preserve and reallocate funds to make acquisitions.
Against a cost cutting BP backdrop, NWBO is enjoying a growth trajectory. As they say, timing is everything.Time will tell, if the current climate turns out to have been the most opportune period to maximize NWBO's value.
ae kusterer - It just goes to show, BP's are not the pioneering visionaries some may believe. Now their checkbooks have lightened.
Ruleofk - Thx for that info. I recall reading about that. Now it makes sense. I'll leave it there.
I have to admit, it does seem strange. It's one extreme to another. Didn't even bother to keep some seeds around for just in case.
I did notice the notable light share count as institutions. I wouldn't expect my own holdings, as retail, to dwarf their top holder. But I do expect that will flip on its head, when we least expect it. IMHO.
Nemesis18 - That's as poorly articulated as this ignorant statement from your earlier post:
rrflyboy - I believe this one is the full thread in case the prior one cut-off early: https://x.com/search?q=from%3A%40FlemmingBruce%20revimmune&t=grWFoGf3FXK7b9gPpx8Okw&s=09
Rare and absence of options other than having blood transfusions for the rest of their lives, or risk all kinds of dreadful diseases. It's likely cheaper to pay the cost up front to prevent payments over a lifetime to keep the disease at bay.
rrflyboy - You can knock yourself out scrolling through the DD Danish Dude put together back in April. If you have further questions, or need a little connecting or tying pieces together, I'm here to illuminate.
$NWBO
— 🇩🇰 The Danish Dude 🇩🇰 (@FlemmingBruce) April 25, 2024
The "dormant" company Revimmune Ltd, has been confirmed today, that "its intended future activities are lawful" pic.twitter.com/yneVxPhJza
These circular arguments are delirious - "If BP were so interested, why no deal yet?" If LP doesn't hurry, and allow herself to be taken advantage of after UK approval, she won't have enough to keep the lights on." All the while, I see NOTHING posted on NWBO'S corporate structure change. Everything about it screams set up for executing a CUSP registration change. Why the whining Wolfpack either willfully or unwittingly blind to the glaring option in waiting? As if any cookie cutter placeholder CEO would have the presence of mind to choose an unexpected offensive move as a better defense. For the possibility of the Judge choosing lawlessnessness over justice, LP has this hand to play, as a plan B option. She holds the advantage, because she doesn't telegraph her timing.
Riley4 - I thought about that too, while keeping in mind that the Judge had opportunities to squash the case, not once, but twice thus far.
Not surprised Buffet owns more T-Bills than the Federal Reserve. Facing a disasterous lack of liquidity, absolutely Warren is expected to step in when his name is called.
Warren Buffett now owns more T-bills than the Federal Reserve https://www.cnbc.com/2024/08/07/warren-buffett-now-owns-more-t-bills-than-the-federal-reserve.html
Fluteman - On rarity and absence of options IMHO.
That's the "old normal," while dcvax is on the cusp of introducing an uncompromising "new normal," safety. That's why the poison pushers have pulled all stops in vain, as their side effects business is under a major threat.
That works.
As high a profile as this spoofing case is, and how relatively quick prior decisions and allowances to amend, and resubmit on a narrower scope have been, it seems a bit extensive at this point to still be limbo.
It's not just management's fortitude to bring its visions to fruition in a hostile environment that's awe inspiring, but also absent any irreversible decisions that could have led to failure. I can't stress the value of the latter anymore, which stems from the bitterness, that remains from my prior biotech investment.
meirluc - Doc Logic says, "Manufacturing," "Manufacturing," "Manufacturing"... and I will add in no less certain terms, "Safety, Safety, Safety... It's not only a paradigm shift in the direction of positive outcomes, but perhaps the only time in medical history for treating deadly diseases without side effects. For those who have received a cancer diagnosis, it's not only the Cancer anxiety, but the suffering from the side effects that typically compound the effects of treatment physically and psychologically. The latter goes away with the introduction of dcvax.
martyaDg - Not so fast. I haven't seen any standard established, or otherwise, that suggests cell based therapies are approvable without also showing sufficient manufacturing standards are met per regulatory guidelines. Certainly beyond the one UK jurisdiction, multiple RAs would look for capacity to satisfy their respective patient demands.
martyDG - The launch of COVID-19 vaccines is not an appropriate model to use to compare timelines. It may come as a surprise to some, but there are people on this planet who pursue research passionately, as a service to others, and not to self out of greed.
I posted the link below before. It's the work of a software engineer, who used publicly available data to construct the movement of money flows BTW entities, which ensured that the "COVID vaccine project," which was in the works, as far back as 2015 would succeed.
https://drive.google.com/file/d/1zjdF_66k-btfC3f0Iw0R334jJIv7FcyG/view?usp=drivesdk
FYI - My sources validated the information before I posted it the first time. I don't traffic in disinformation.
It's very interesting to see Buffet completely disassociating himself, from his once upon a time romance in support of the Bill and Melinda Gates Foundation. Unfortunately for Warren, it's way too late to wash his hands of his involvement, and what's bound to be a blemish on his family name in years to come after he's gone. .
I agree with the idea of not projecting hope on to specific timelines. I appreciate milestones when they come to pass.
dstock - I don't see it as a coincidence to find multiple BPs pursuing, or perhaps conspiring, to focus on precision medicine over broad-spectrum. Hum, now why might that be? 🤔 It's absolutely within the realm of behavior I'd expect from BP's, which is to keep cancer treatments going, and not eradicate the disease entirely. Common now, CI's cause a litney of side effects, more often, serious ones, and hyperprogression 10% of the time. Where the hell is the uproar? You won't find it, because the public has become conditioned, programmed to allow anything to become normalized.
In 1:42 seconds, let me show you how easy it was, to subliminally control Ben Stllers mind in this entertaining experiment. I've seen it work on an "entire audience" of people simultaneously:
https://drive.google.com/file/d/1HxXdycmaIs1BWOeUvDuMK6pHKBkvyBJJ/view?usp=drivesdk
90% of our brain operates subconsciously. Some describe it as operating subconsciously at the quantum level.
DJPele - I lean on common sense. The earlier phases involved broader subject matter. It was since narrowed to loss-causation tied to 30 * transactions. Save for the abundance of additional evidence, which Posner added to her final amended filing, we're still left with the narrow 30 * transactions. Either the Judge has the skillset needed to quantify the claim or he doesn't.
Under NORMAL circumstances, companies are rewarded with rising share values in recognition of new milestones. Critical thinkers can fill in the rest.
The court is taking an unreasonable amount of time imo. "Knock Knock, anyone home?" "Who's there?" "Loss - causation!" "Yeah so, what do you want?" "A decision on the MTD, hello!!" "Oh that, yeah well, we're a little understaffed, but we're getting there, give us some time."😡
Get used to extreme market swings. I'm surprised it hasn't happened more often and for longer durations.
CherryTree1 - Two Iconic quotes from Scarface comes to mind:
"Do you know what a chazzer is?"
and
"Don't get high on your own supply."
😎
That's not the version I read when I saw it posted. I don't have the post, but I recall it was well in advance, but FINRA was not cooperative.