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Does anyone have detailed information about the event with the new FDA chief that UCLA is hosting in April?
The shorts can start chasing our asks to cover. That day is coming soon.
Well said Etienne. .60 does nothing for me. $6...that starts to get close.
Between your AMRN winnings and NWBO, 2018-19 could be good years for you Marz.
Thanks for your AACR report. Enjoy that Georgia spring.
This isn’t a recovery. $8 will be the recovery.
For the low risk of failure here, the potential reward is off the charts. Only one word describes it best...VALUE.
These penny bounces are nothing. I love the drama out here when it goes up or down a nickel. Approval would send this to $5
Well said Ike. I talked to Dave Innes recently and he shared that he thought topline might come this summer or sooner. While everyone would love to know the exact date of the announcement, it’s better to just wait and know that it’s coming. We played this game last year with the JTM paper. I thought it would come out in March/April. Didn’t come out until end of May, but I didn’t sell anything in the meantime. Just waited and was happy with the blinded paper. I expect the same process with topline and approval.
The unblinded data has the potential to change cancer care. I believe that and will wait for it...Patiently.
On April 19th, we’ll be five months from their announcement that they were proceeding forward with the “months long” unblinding process to move towards topline data. That’s all we’ve gotten.
We also hired an investor relations guy.
Nothing moves fast with NWBO. The only thing that changes are the excuses.
All that being said, I still believe in the technology and the company and wouldn’t sell my shares here for less than $2.
One announcement could change everything.
Well said diver. The #DCVAX technology seems caught in the middle of a chess game of capitalistic forces. Once proven successful or futile, the value and ownership of this technology may see dramatic changes.
Be proud Marzan. NWBO topline should be an industry changing event.
There does seem to be underhanded work associated with suppressing information about the efficacy of this vaccine. The real question is whether or not it exists and, if so, will it be exposed?
Theoretically, they can keep printing shares until the company pays a dividend or until there’s a buyout. Then it becomes a game of musical chairs. BPTH traded 3 times the outstanding share volume back in early March. One order filled at $72. Somebody got caught without a chair.
Imagine the short squeeze on 300 million naked shorts. A panic could take share price over $50.
It’s genuine. Lots of investors are getting that email. David seems to be taking his role seriously. We just need some trial results now.
That is correct. It has taken radiology some time to catch up with techniques on how to identify psuedoprogression. Before immunotherapy, the word didn’t exist.
That’s horrible. It’s a reminder that DCVax L might offer hope to some patients, but it won’t work for everyone. Patients need an operable lesion and significant lysate to create the vaccine. Not every GBM patient will have those conditions.
I’m of the opinion that there are certain heterogeneous stem cell antigens that need to be presented in full to the immune system for this vaccine to work. If you get all the antigens in the whole tumor lysate, the vaccine works. If not, it doesn’t. I’m hoping this study helps to identify biological markers that indicate whether the vaccine is working. There is so much potential information to be gleaned from this work. There’s probably a reason the vaccine may be working for a significant percentage of patients. The science is figuring this out and extending it to other patients. That’s the biggest hope of all here, because, historically, almost nothing works for GBM.
JTM results were pretty good and look what happened. Price goes up and right back down.
I agree. ASCO has a bad reputation for leaking data.
I’m right there with you. This is a wait on the end game, not make or lose 10-30%.
The data will be the catalyst here. Not rumors or a SOx audit.
I love the drama that is induced on this board with a downward move of a few pennies.
We’re not playing for pennies here. This is a dollar game...
Partnership terms may not have been acceptable. If that’s the case, there’s no choice but to go it alone...
Huawei has set themselves up nicely as a creditor to the company. Should NWBO go bankrupt, they have a lease liability to leverage. This could give them access to the company’s technology before other greedy players.
He will be part of a company with a $2-$3 stock price for a while after positive topline. But it will turn into a $20-$30 price. I agree with vator that there could be opportunity for share buybacks with warrant money if the shorts stay aggressive. Positive data and approval changes everything. Expanded use and Direct will become the next focus. That would scare the hell out of BP.
I think buyout valuation gets higher than Kite/Juno. $15-$25 billion. This isn’t a silver bullet. It’s a platform that has far more potential.
I wouldn’t put it past the US FDA to delay or stonewall results on a political, and not scientific, basis. Money buys power.
There are only two ways for NWBO to fail now.
1. DCVax fails to prove efficacy when data is unblinded and released. There are no side effects demonstrated from this therapy.
2. FDA refuses to recognize their P3 efficacy results or scientific data as presented due to corruption within the data or the agency. Keep in mind that 65 scientists signed off on the interim blinded data.
It’s that simple. If you believe either of the above statements to be true, you shouldn’t invest. Period.
It’ll probably go to $7-$8 and get pushed back to $3-$4. The slow march back up to $12-$15 will start there.
I started buying at .17-.18 and have only added to my position based on what I’ve seen. My cost basis is now .27. I just am not interested in selling for anything less than $5-$10
Perhaps management learned from the DNDN story? Don’t raise your profile and let NWBO be attacked? Build up the case quietly on science and avoid the spotlight to be attacked by the hedges and Wall St pundits. Being a penny stock has the advantage of relative obscurity.
I believe Dr. Liau has an MBA. She has stated previously that one of her favorite reads was “The Big Short”.
50% shorting these past few days?? It’s clear that the short side has no plans to cover and I would imagine they’re planning further attacks with topline. If they control the regulatory environment, they can play with NWBO, despite overwhelming science.
It would take the medical and scientific community to override the money and appeal to the FDA for quick approval if topline is significantly positive. Not everyone is corrupt.
Sales and revenue are the only game changer here. The short side is all in on this one.
A very narrow view of Dr. Rayo
That’s because Bigger did his homework and understands the industry changing potential of the science here.
That sounds about right, depending on how many warrants expire. All that warrant cash will get us to approval with positive topline.
Thanks. That bothered me too.
I think management showed that they still believe in the scientific evidence of the technology with their actions of accumulating shares, whereas the media used the trial extension and necessary dilutive financings to promote a short position. It’s that simple.
If the vaccine proves effective with topline data, the shorts will cover.
I agree with you Flipper. In 2014, Management had no intention of waiting 36 months after the last patient for topline. But they did later substantiate their reasoning for the change in subsequent statements. They stated their SAB was recommending waiting for data maturation to unblind. They followed those recommendations.
Ex...
The “other expenses” now don’t include a mortgage. We’ll find out how much that saves.
Cleaning up toxic land? Where’s the source on that assertion? They still have 17 acres left that they own. Which acreage is “toxic”?
Anybody know when the next 10Q is due? I really wonder how the end of the year deal affected our balance sheet.
No mortgage payment/rent due for a year. Our only expense right now is that pedal to the metal unblinding expense. Although, I suppose David Innes came at a cost.
It’ll also be interesting to see where our share count and warrants sit.
It’s the move back up for us that will be unknown. I can’t imagine much more than $20, but with positive topline and approval and positive direct trials, this could go to $200. I’d expect we’d need a healthy share buyback program as the company matures to get to that price.
We’ll find out with final P3 results. But, yes, it does appear to cure a significant portion of patients.