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Thanks!
Hi. My father just showed me his stock certificate for 229 shares of YHGG. I have a couple of questions:
1) Did YHGG change the symbol to HERB?
2) If so, I saw a post saying that these need to be digitized via a transfer agent. Does any large brokerage do this and the conversion to the new symbol?
Thank you in advance for any info you can provide.
Great post. Thanks!
I agree there has been selling pressure from conversation and selling. The total shares outstanding has stayed pretty constant this week, so conversions are lighter than normal. I would doubt there will be any big conversation and selling until the outcome of the ASM.
I could see more cov/selling depending upon what is said there.
Peace.
IMO It appears the MMs are spending more shares trying to raid than what they can accumulate by raiding.... Me thinks the accumulation phase is just about finished.. get ready for the markup phase....
Marzan: Was that your block of 150K shares on the ask at 10:22? Nice to see a larger block go by.... Peace.
Thank you. I think you are wise to set "good till cancelled" (GTC) limit orders out there at specific prices. I have a feeling things could go fast when the PRs start coming.
Also, I watched the price action around the GME market halts and orders that were entered before the halts were filled "manually" to resume orderly trading after the halt. Of course these need to be GTC limit orders to have a chance.
Not sure this happens for NWBO. but it is good to be prepared!
Peace to you Survivor2012.
Kam8: Good question.
Because the company has provided minimal guidance, I think much of the move will be based upon how far towards approval they are in the process. If they release TLD with significance in all 6 end points, then I would expect a really good up. If TLD is released with a regulatory emergency use or approval, then I expect it to go higher.
Another factor is the number of outstanding shorts that cover. The last update I saw there were approximately 18M short on 4/15. Many on this board claim a good portion of these shorts are warrant holders. Maybe, I'm just not sure how many. Finally, being on the OTC will limit the up as compared to being on the NASDAQ.
My advice is to attempt to value the company at each of the possible scenarios that could play out to know if the share price gets way ahead of fundamental value.
My personal opinion is that as long as TLD meets the primary endpoint (OS), DCVax-L will at a minimum be approved for use in the UK and Germany.
I subscribe to ATLnsider's postulation that the company has applied under the Orbis/RTOR process that will approve in 4 main countries at the same time. If/when this drops, the share price will go way up.
If the company is bought out, each of us will have to evaluate the price and decide if we trade or hold. In this scenario we will have a few weeks at least to evaluate the deal before the shareholder vote. I wish us the best! Peace.
This could get really interesting if they uplist and options become available....
Does this mean the possible BO scenario would happen farther down the road? I was thinking the potential BO would negate the need to uplist in the short term.
Thanks for posting! Peace.
Swegen:
ROFLMAO!!!! Nice one!
Sojo: "breadcrumbs"
Rather, I view them as extra large croutons.... I still think PM is cheating his noodle diet with these "croutons"...
BSB: Thanks for the real-time recon! Peace.
Poor Man: Nice Response! You crack me up... LOL!
Sometimes I think you have been cheating the noodle diet with huge NWBO breadcrumbs that for all practical purposes can be described as croutons....
I appreciate your insights during the quite period. I think you have dialed in on the events in play.
Peace.
Senti: No problem.
Since I own CRL, I keep an eye on that as well. I am particularly interested in what they have to say about the Cognate integration and plans forward at the investor conference.
It appears to me that NWBO's "silent period" will be over around the ASM, thus their partners will be able to discuss more freely the future plans. JMO, but all of the things appear to be lining up for that. We will see.
Thank you for all of the DD you share on this MB! Peace.
From CRL's Earnings Release regarding cell therapies:
" James C. Foster, Chairman, President and Chief Executive Officer, said, “Our first-quarter performance demonstrates the power of our unique, non-clinical portfolio and the strength of the biopharmaceutical market environment. A global focus on scientific innovation is driving record levels of investment in the biopharmaceutical industry, which is generating biomedical breakthroughs across multiple therapeutic areas at a rapid pace. We believe these factors are resulting in unprecedented client demand across most of our businesses.”
“To maintain and enhance our position as the leading, non-clinical CRO, we are strategically expanding our portfolio and enhancing our scientific capabilities, especially in the use of more complex research techniques and advanced drug modalities such as cell and gene therapies. These investments are enabling us to offer greater value to our clients and capitalize on the significant growth opportunities,” Mr. Foster concluded. "
Also, CRL's Investor Day is May 27th (interesting timing).
https://seekingalpha.com/pr/18299550-charles-river-laboratories-announces-first-quarter-2021-results
pqr: "This makes no sense whatsoever"
Agreed. Just posting facts as they are. There are lots of theories and speculations out there about this, but none can be proven. Thus, awareness is probably the best thing as we close into the ASM. Peace.
As of 4/15/21, 18,982,804 share short versus 16,756,041 on 3/31/21.
https://www.otcmarkets.com/stock/NWBO/quote
KIPK: Nice to Hear from you again!
I love the fact you have been "long and strong" for a very long time! Peace!
BB: "THAT DATA BANK CAN NEVER BE DUPLICATED OR SURPASSED"
Thank you for sharing ANOTHER use of the data... We previously have discussed the importance of the value of the data they own. I have tried to value it as part of my NWBO enterprise value computation, but even my previous estimates are likely low.
Add this to Flashworks, their patents, etc. and I continue to wonder why NWBO does not have a MC closer to $4B right now... Oh well, at my share over-weight limit and waiting to see what happens tomorrow! Hang in there BB! Peace.
flipper44: "ma·ña·na
Your post made me laugh. One time I was working with some folks in Mexico and I was told ma·ña·na meant "tomorrow". Well... I took that literally and became more and more appalled when the folks I was working with kept telling me they would have their deliverable ma·ña·na each day for about 3 days in a row.
I finally figured out what ma·ña·na meant (at least to them). A better translation for my situation was "whenever I get it done". Lets just say that every time they floated ma·ña·na after that, I rejected it and had a date and time put down.
DI should pull their page of the playbook out and use it whenever anyone calls for a time frame... ma·ña·na
Good point, they could just provide an update to the journal article and plans around ASCO and/or other conferences. Thanks!
W_W: "Any reasons we will have TLD results before the ASM?"
I have thought about the ASM scenario quite a bit.... I don't mean to sound flippant, but I keep coming back to what will they discuss at the ASM if they do not have TLD or something significant to talk about? I think reading aloud the 10/5/20 and the 3/16/21 press releases and having DI address every question by saying "re-read the PRs" would cut it.
Therefore, I am thinking they will have released something significant (TLD, BLA application, and/or BO) prior to or at the ASM. I would appreciate any other thought on how the ASM goes down. Peace.
Senti:
Thanks for passing on the article.
FYI - Many years ago I sought out research in this area and came across a professor that had been doing experiments in using electromagnetic fields (EMFs) to abate (or at least slow down) cancer growth.
The conclusion from several years of experimentation was that yes it was possible to abate or slow cancer growth using EMFs HOWEVER, EMFs might trigger other cancers to grow. I believe the research back then was using different frequencies (longer wave lengths) than cell phones.
I offer this as FYI. I think DCVax-* is the best known way to approach solid cancers right now. Go NWBO!
It is up to NWBO to do it. Appearantly, there are some nuances as it relates to the submission process with the FDA when it is generally accepted timing to do the update. Please search this MB as this topic has been thoroughly discussed in the last couple of months. As for timing, you need to ask investor relations that. Peace.
ATLnsider: Thanks. I will consider it a long shot. Thanks for all of your DD!
ATLnsider: Question...
Are you able assess the likelyhood of Orbis/RTOR BLA acceptance before ASCO?
I continue to tweak my outcome scenarios for valuation and my trading plans. If BLA acceptance could be had prior to ASCO, it is my opinion that LP would have maximum leverage over negotiations, plus huge exposure of the new SOC. It would be a huge "two-fer".... Thanks in advance!
In light of this, I think it is fairly apparent why they hired KP.
Have you been through an acquisition? My guess is KP will prepare data and reports to respond to questions from potential suitors during the negotiations. Just my guess. Your thoughts?
The 10-K had language suggesting a buyout, and now this in the 14A. Buckle up!
marzan: "...but the poor shorts who colluded with them are now on their own, LoL."
Thanks for the update. I have no empathy for the shorts, as most on this MB. As you have previously predicted and I agree with, a time will be coming very soon when the MMs will be fighting each other. I have a special bottle of bubbly ready for that event!
Be well.
Agreed!
BSB: Thanks for the Data! Interesting to see Merck's cash position increase nicely.
As you know I have already commented on BMY as a potential NWBO suitor. I did a quick look at Sanofi Oncology. They are doing research into blood cancers, skin, breast, and other hormone related, including the use of immunotherapy. Much more analyses by me is needed to see what kind of fit they could be. They easily have enough cash for a cash/stock buyout without any additional effort.
Peace.
marzan: 4/28
It appears a few events line up on or around the the end of April:
1) ASCO Abstracts Released - 4/28
2) Biden's National Address - 4/28
3) LL book release - 4/28
4) Warrant Freeze Ends 4/30 (please confirm)
5) CRL - Earnings 5/4 and ASM 5/6
Still waiting for NWBO's ASM announcement and CRL's Investor Day announcement.
I hate to throw water on the Biden Cancer Initiative as it relates to NWBO, but the more I read about the plan, the more it sounds like he is creating a new "DARPA" type agency with primary objective to cure cancer. I hope I am wrong about lack of NWBO's play in this, but it looks more and more like the new agency will be doing "basic research" and less "applied research". More to come out on this 4/28.
Peace.
I agree.
I wish I was so bright that I knew the exact outcome before I used the scientific process of experimentation for discovery.
Obviously, many posters on this MB do not have this problem, thus must be the reason why they keep point out the changes from the beginning of the experimentation process.
My question: since they already knew this, why didn't they post this say, 7 years ago? Further, why do they still post here?
This ends my rant for today. Peace!
Marzan,
This is a very good question. I am mystified by the same short interest levels as well.
The only logical thought I can put on this is that those shorting rely heavily on the overall statistics that most biotechs at this stage do not make it OR will struggle for a long while after TLD to BLA. Thus, they are willing to take the risk.
I am not sure the shorters on NWBO truly understand that LP is taking steps to maximize success, and thus, the reason for lack of formal communication on the status of the applications, negotiations, and releasing the TLD.
These are just my thoughts. Have a wonderful weekend Marzan! Peace.
Sojo: "Will they attempt a repeat with this low volume?"
With approximately 16,407,558 Short Interest as of 3/15/21, what choice do they have? They will continue to try to juke as many shares out as they can until the volume overwhelms them either way. Looks like many shorts are willing to take the chance of covering on a possible initial gap up.
I know they are betting on the initial gap covering shortly after the pop, but if the BO scenario plays out initially or shortly after, that likely will not happen. JMO. Peace.
Awesome!!!!
flipper44: Program Director Vs. Director of Operations
The breadcrumb I am following is the job title states Program versus something relating operations. In my experience, "programs" are typically comprised of multiple "projects" that fit into a "Program".
If this logic can be applied here, then I would assume this position is not related to ongoing sales or the equivalent, but would be about directing multiple projects in her "Program" scope.
JMO. Peace.
ATLnsider: Hats off to you.... You were way out front with multiple RA's approved at the same time with RTOR... Looks like CAN is now in play....
Is it possible to deduce that DCVax-L is in the marketing authorization process in the UK given that Dr. Ashkan is delivering DCVax-L in the UK under the "Compassionate Use" program? Please see the underlined section below. My apologies if this question has been answered before.
Compassionate use Share
Table of contents
How to request an opinion
Comparison to individual basis treatment
Compassionate use recommendations
Compassionate use is a treatment option that allows the use of an unauthorised medicine. Under strict conditions, products in development can be made available to groups of patients who have a disease with no satisfactory authorised therapies and who cannot enter clinical trials.
The European Medicines Agency (EMA) provides recommendations through the Committee for Medicinal Products for Human Use (CHMP), but these do not create a legal framework. Compassionate use programmes are coordinated and implemented by Member States, which set their own rules and procedures.
Established by Article 83 of Regulation (EC) No 726/2004, this tool is designed to:
facilitate and improve access to compassionate use programmes by patients in the EU;
favour a common approach regarding the conditions of use, the conditions for distribution and the patients targeted for the compassionate use of unauthorised new medicines;
increase transparency between Member States in terms of treatment availability.
These programmes are only put in place if the medicine is expected to help patients with life-threatening, long-lasting or seriously debilitating illnesses, which cannot be treated satisfactorily with any currently authorised medicine.
The medicine must be undergoing clinical trials or have entered the marketing-authorisation application process and while early studies will generally have been completed, its safety profile and dosage guidelines may not be fully established.
https://www.ema.europa.eu/en/human-regulatory/research-development/compassionate-use#:~:text=Compassionate%20use%20is%20a%20treatment%20option%20that%20allows,authorised%20therapies%20and%20who%20cannot%20enter%20clinical%20trials.