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I'll be there.. I'm in NY time.
Here is the last 5 or so minutes I was able to catch. ATL did participate in the presentation too.
I was able to capture this one slide which I believe is very meaningful: https://ibb.co/nkg0DHd -- She did not discuss this slide because she was rushed off by the orchestrator due to only have 60 minutes as opposed to the 90 minutes she thought.
Also - 5 minute recording here:
Uploading the last 7 minutes which there are a couple interesting slides.
Guys - you're not going to believe this but I found a way to register for the presentation by making the donation and then they ask you a series of questions that I assume you have to answer 100% correctly in order to be able to register within a certain time-frame (there was a countdown). Because of the education from you all, I was able to answer all of those questions.
https://ibb.co/prf0j0W
Linda Liau got rushed off of the presentation but I recorded the last 10 minutes or so of it. Will post here shortly. I hope Dr. Bala was on there.
Just crazy that I could of unmuted my microphone and started talking to LL.
https://ibb.co/mFgqgRF
It looks like the presentation was similar to the one in UTAH however.
Dr. Bala - Can you keep us posted on the Linda Liau talk this evening? Thank you!
laughed out loud...
LOL - Well played.
Hi DenDream- I understand that this is not end game. I likely will not even sell a share at this point, but it is another step forward and a more official major reduction in risk... though all of us longs know how significantly derisked we are at this point knowing all of the other details.
Here's the link to anyone wondering: https://www.cns.org/upcoming-live-webinars?fbclid=IwAR2XPjb6MQksgCb125PPVbuNyWp4WZ-C9PXhC4ap7vqhZnavsu5e6TdwEDM
Dr. Bala et al, does anyone have access to tomorrow's presentation by Linda Liau?
What I'd love an answer to, which you will never answer in a straight forward manner is, why would any investor care about this information when the vast majority of investors realize that this is the expectation of a company in the final stages of TLD results for a 15-year trial, seeking regulatory approval across 4 different RA bodies. Secondly, what incentive would any one on this board have to be cherry picking out random details to build a false narrative ??? OH that's right, a paid FUDster.
What you should really be asking yourself is why would the (unblinded) NWBO be pursuing MHRA certification on a facility to produce a failed treatment?.. and weigh the odds of the answers we all know is correct here. This is HILARIOUS! GLTU - LY EX!
German tax matter details finally clear:
The German tax authorities have audited our wholly owned subsidiary, NW Bio GmbH, for 2013-2015. During those years, NWBio, Inc. sent funds to NWBio GmbH to pay for operating expenses and costs associated with the Phase III clinical trial. The German tax authorities have asserted that the subsidiary should have charged NWBio parent company a profit margin on top of these costs, that they will deem that such a profit margin was charged by the subsidiary (even though it was not) and that they will tax this deemed profit margin, although neither NW Bio, Inc. nor NW Bio GmbH made any profit during the period in question (or at any other time), and even though the funds provided by NW Bio, Inc. were used by NW Bio GmbH entirely for operating expenses and clinical trial costs. They have also made claims for other taxes including penalties and interest.
The NW Bio GmbH submitted substantial documentation to refute certain aspects of the assessments and the German tax authorities agreed in principle with the Company’s proposed revised approach and settlement offer. The Company has provided and accrued for the following proposed settlement and is awaiting formal acceptance. The proposed tax settlement offer includes €346,000 (approximately $406,000 as of December 31, 2020) for the years under audit, with an addition of €101,000 (approximately $118,000) for the more recent years to date. Penalties and interest on the proposed amounts are still under negotiation. After considering further negotiations, under its evaluation under ASC 740, it is the view of the Company currently that it is not more likely than not that the resolution of these tax matters will ultimately result in a net material charge to the Company.
LL is striking out on her own at UCLA? If I'm interpreting your comment correctly as a derogatory statement, you clearly don't have any clue what you're talking about. She has personally saved and has effectively cured and given life to dozens of people through her talent. To be responsible for the gift of time and life, just for one person, you're a hero. She's done this more times than we know.
That's an incredibly disrespectful and ignorant comment if I'm understanding you correctly. I apologize in advance if I'm misinterpreting.
This is great information. Thank you muee88.
This makes me laugh out loud every single time lol
At least we're making progress Ex!!! We went from:
1. The whole thing is a total and giant scam
2. The data will be bad and no way it's passing
3. Now they will only make 10 million dollars on an approved drug in 2022.
We're making progress man! Where is CherryTree with his learning curve image. You're getting there!
That aside, your math is horribly off here. Nice try, go back and do your homework again. Thank you.
That's my hope too reachjo. However, I'm wondering if they're waiting for movement and more definitiveness from Project Orbis/RTOR programs given all the malicious forces against them.
Thanks man! Sorry for the duplicate post!
Is this one of you guys? I've never seen this before and just came across it. Is this you ATL?? Lol! Great statistical analysis:
Certainly agree.
I don't mean to allude that TLD is end game, it is just the next catalyst in line with many others to follow!
While I do agree with just about everything you say here, and will echo your sentiment to prepare to manage your emotions if we do not hear what we need/want to hear.
However, I do think the writing is on the wall for a TLD announcement. Linda Liau's presentations on 'Brain Trial Update' and another Grand Rounds presentation (see previous grand rounds presentation where interim data was discussed) to me is as close to definitive as we could get without them saying it. I believe it is a very low likelihood LL would schedule all of these events with such a close timing to the ASM without being able to give such an update. I also believe the brain in Brain Trial Update title is referring specifically to DCVax-Brain, that is more speculation however :)
It's currently at Phase 2 and they recently updated it to 'Actively Recruiting' whereas previous to that update I believe it was on-hold. There was a post here by someone (I believe ATL) who caught the update. To me the timing of the update of this trial is another bullish signal/breadcrumb: https://clinicaltrials.gov/ct2/show/NCT04201873
Note:
-You'll see ATL-DC here, this is DCVax but the generic version created by UCLA.
-One of the (ludicrous) short arguments here is that ATL-DC has no connection to DCVax, which is untrue. I'd post sources and reasons why, but not going to waste my time.
-Pembrolizumab is the generic name for Keytruda which is owned/operated by MERCK.
Wow. I can't believe I'm going to say this but, I agree with both of your assessments here. Nice job Ex!
Regarding the non-methylated groups, that is precisely what they are doing with the Keytruda trial, trying to figure out if PD-1 inhibitors raise the efficacy of DCvax in all patients.
@BB -Let me go back and re-watch again, but she basically goes from talking about the entirety of all of the DCVax trials and then makes that statement. The audio is not 100% clear, but I will review again and double share my notes.
Hi sentiment sorry the late reply here. I'm sharing the link to Linda Liaus grand round presentation in 2019... The same one that is scheduled for June 3rd (which as an aside is in my opinion an even further confirmation we will have TLD on or prior to that date).
I'm not sure if anyone or everyone has seen this presentation already but it is probably the most honest, in depth reviews of the end to end phase 1-3 DCVax trial. As I was watching this, I've realized that I am not sure what we are all expecting to be surprised about in terms of TLD, all of the data about the trial is thoroughly discussed in this presentation. While in rewatching this presentation today, I've learned a lot of new information and took a lot of notes which I will share with ya'll here soon along with the reference time stamp. Following biosect's post regarding all of the chaos that went on during the duration of the trial (recession, changes in radiology, changes in tumor understanding, etc) it is a pretty incredible feat how the company kept the needle moving forward and positioned us where we are today. You really have to watch and pay close attention to appreciate.
That said, getting back to my original reasoning for this post, senti, Linda clearly states that verbatim, "we still have 75% of people who don't live past 3 years."
Sentiment if you're actually looking for evidence of Linda Liau confirming 25% alive after 3 years, it's mentioned in her 2019 Grand Tour presentation. The same presentation where she talks about the amplification effects of adding PD-1 inhibitors to the mix results in increased tumor regression.
I can grab the link and timestamp tomorrow for your evidence/rebuttal arsenal :)
This post brings me to tears:
Dying in and of itself does not scare me, as i know something greater lies ahead. I do believe I’ll be reunited with my sister, Catharine, my good friend James Mead,and both my grandpas.
— Matt Henkel (@mphturf_79) April 29, 2021
While I understand the point of considering all outcomes, I do not believe this one to be likely because we've already seen the data in 2018.
I would advise you to reconsider your previous statement after reading this thread: https://investorshub.advfn.com/boards/read_msg.aspx?message_id=163510513
The post you linked bio, I believe is one of the best posts on this board to date, that shares the genuine perspective of what's going on here. Incredibly written. Appreciate you dude!
Man. I have to hand it to you. These Learning Curve analogies/references really get me every time.
BB, Merck and Bristol, both took hits in the ongoing FDA trial removing their PD-1 inhibitor drugs them from being able to be prescribed for some existing diseases they are being used for, due to insufficient evidence. As a result both of the stock prices tanked. I believe Sojo is incuating that they both need DCVax to succeed and they will need to battle it out. Timing is good!
So funny how you come in and just reply to every negative post when there is a growing positive sentiment. Your post history is very telling that you are either a duplicate account and a paid short.
New post from Kristyn Power:
In the comics, Captain Marvel is very powerful. She has superhuman strength, stamina, durability, and agility to pursue her mission and works with extraordinary powers (go LP!). I’m taking it as a compliment and will try to make everyone proud! Thanks 😊 $NWBO
— Kristyn Power, CFA (@KristynPower) April 27, 2021
Looks like LL new book came available for Kindle on Amazon if anyone has one: https://www.amazon.com/dp/B092R92B1L?ref_=kcr_store_sample
It was not so bad..a couple cucumber jalapeno margaritas makes anything tolerable! Thanks for asking
Yeah, I'm willing to chip in!
Ex, in all seriousness though, can you explain how NWBO would bring a brand new treatment that doesn't exist today, to the market/masses without what they've built out with Cognate/Advent?
My understanding is that they are the only ones that know how to build the personalized vaccine (and also have the incentive to do so), and because it's not commonplace technology, they need these tools to be able create it in volume for ultimate RA approval and success.
To me, Cognate and Advent seem like incredibly necessary pieces to the puzzle that need to be completed.
Do you not agree with that necessity? Im asking honestly.
I actually laughed out loud at this hahaha
Hmmm great article here:
https://www.fiercepharma.com/pharma/bristol-myers-merck-amgen-j-j-are-most-likely-u-s-pharma-acquirers-moody-s
"Among the 10 large U.S. drugmakers Moody’s follows, Merck has the most financial firepower to pull off M&A without hurting its current credit rating. Merck’s cash on hand, existing debt level and potential free cash flow together look the best among its peers."
Ae, that's my Twitter post. The books are not released yet. I found a way to pull contents of the book for $31 per pull through a research website by working with the companies service desk. Here is the pdf for the (or one of) portion of the book that deal with DCvax. My Twitter post has links to the relevant screen grabs: https://drive.google.com/file/d/1MSSAhej3MtUqdF-ZWhVuMrkvUWoEjjkO/view?usp=drivesdk