lindas have a posse
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Why would CRL pay 900 million for a firm that advertises failed trials on their website?
"Our experience in the development and manufacturing of autologous and allogeneic cellular immunotherapies is unparalleled. Cognate’s largest personalized cellular immunotherapy production to-date was for an autologous dendritic cell vaccine product and associated placebo that was used in a large phase III clinical trial. The starting materials (tumor and leukapheresis) and final product came from and shipped to up to 86 clinical sites across the US, Canada, Germany, and the UK."
https://www.cognatebioservices.com/cellular_immunotherapy
Well said.
Do you think Cognate is going to be taking majority of the profits from DCVax or will NWBO?
Cognate went 6X in two years. That's pretty good I think and doesn't preclude NWBO from going 100X in 10 years.
150 to 900M gain in valuation isn't a double, fumble, or anything bad.
You're assuming the former private equity owners didn't need that 900M for another 6X deal.
900M 6X = 5.4B.
Why did CRL overpay if not for Cognate still owning an interest in NWBO?
If not shares in NWBO then revenue projections made by CRL are far too conservative.
You're not a poor man!
Gary, this is the way.
If Illumina can put sequencers in labs without fear of intellectual property theft then MicroDEN can do the same.
Cognate are not transparent because they're involved in preclinical drug development. This is how they protect their IP and that of their clients.
It's clear the immense increase in Cognate's valuatoon since 2018 has to do with that "hidden portfolio" they produce. They reference the NWBO PIII in their literature. So that's pretty transparent for anyone with half a brain to decipher.
MicroDEN makes it possible to be done in a hospital wet lab.
That's the future of DCVax not these large clean room facilities.
They didn't reset anything. Their last PR said they would be working on a publication.
It sounds like you made some bad trades.
Those who got in under $0.50 are very happy today.
Do you see Michael Bigger tweeting about being misled?
Patients still alive, UK plant putting out DCVax, Cognate plant expansion, share price up an insane amount, and buzz all over the internet. Yes, we should all feel betrayed!
Thousands of people worked at Enron. Should they have all committed suicide?
Linda has devoted the most productive years of her live delivering this groundbreaking trial yet you spread slander.
The company didn't change endpoints. The regulators did because new information has come to light. This includes IDH wild type, and the many other aspects of GBM which are now known but were not when the trial began. Should the trial criteria be set in stone even though we know patients are still alive?
Under this same logic women would be barefoot and pregnant in the kitchen unable to vote because the Constitution should never change. Well thankfully regulators are putting patients before the desires of misinformed shorts!
I do what I can. Let's get excited about the upcoming TLD rather than discussing the battles of the past which the firm won.
There's a lot of people who bought in 2020 and don't care about Jim Cramer.
We care about the science behind DCVax, how we can get help for cancer patients, and how much money we're going to have when TLD gets announced in the next coming weeks.
Cramer's an entertainer. Why are we talking about him? Do you take investment advise from some entertainer on TV? Not me. He has nothing to do with the science behind DCVax or the market potential for this therapy. Too many here are talking about irrelevant events that took place in the past. Discussions of "shorts" and their conspiracy are a waste of time. They were a useful narrative to keep longs holding but not germane anymore. Short interest in NWBO actually isn't very high while the low volume doesn't make it a stock worth shorting.
Does anyone who knows the science have something to say about the recent Washington University paper on the genetic variance present in GBM?
https://medicine.wustl.edu/news/aggressive-brain-tumor-mapped-in-genetic-molecular-detail/
This paper seems to validate what NWBO has been saying for a long time. GBM isn't a homogenous disease. Approaches that address only a single expressed antigen will fail.
These are things worth talking about not some crank like Jim Cramer!
This post isn't on their GoFundme anymore. Do you have a screenshot?
13F filings are required for institutional investors with portfolios of assets over 100M in an account.
They only provide a snapshot in time of what fund holds when paperwork was submitted to SEC. Therefore the fund could have sold or bought more after it was received.
Regardless they illustrate large funds are willing to risk capital on NWBO which should validate the decisions made by other early investors.
No doubt this trend will only continue as further derisking occurs. Not much can other than top line data and or approval.
New institutional buys in February 2021.
https://fintel.io/so/us/nwbo
So warrant holders?
Can you say what stakeholders?