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We will not hit even Thermo’s lower end 36M GBP specials revenue projection this year regardless of whether we get UK approvals or not this summer. He projected commercialization in U.K. by end of Q2 in one of his earlier posts a few months back.
In the end, it wouldn’t surprise me if he went back to his favorite excuse - everything takes longer with NWBO! ;)
“spreading truthful positive and negative facts is better than false positive narratives that only set up shareholders for a pump and dump.“
—Agreed. Folks that put out false positive narratives are just as bad as FUDsters. Both end up hurting naive retail investors.
There are plenty on sale every day and that too at lower price points almost every day. So you don’t have to wait to load mine! ;)
I know it hurts when the management doesn’t deliver shareholder value.
How’s that $6-10M monthly revenue target from last year coming along? Do you think they will hit that monthly goal this quarter or next? I think the board would appreciate your insights!
LOL, what’s my selling got to do with how this management has performed for the shareholders? Perhaps if the management was transparent with their messaging and executed more aggressively while building support amongst investment community and delivering value to shareholders I wouldn’t have sold a big chunk last spring. Having said that, I still hold over 300k shares. However, much lower than what I had an year or two ago.
Don’t tell me you haven’t sold a single share in one of the last three run ups to $2 or more? I was stupid to let the first two opportunities go. I hope you didn’t make the same mistake I did during those early run ups in 2020 and 2021. Either way, I wish you luck with whatever your end goal is!
Yes, I do know those neurologists and neuro radiologists very well! Not taking anything away from their optimism around DCVaX-L and the data…in fact, if you look at my previous post right before you sent your below message, I noted that.
However, the KOL support doesn’t necessarily translate to a strong commercial success. After all, it’s the management that’s in charge. The reality is this management has failed in building the credibility amongst the key investment community and industry partner(s) despite excellent data and support of KOLs.
Let’s see how your DD serves you. We will circle back in 6-8 weeks to see where we are with our SP? No more blaming it on shorts or MMs or markets! We are done with that, OK?
Unfortunately, that’s what this management does to you!
The KOL support keeps me invested to a large extent and so does the data, but I am hoping that we get new management to drive this forward and not in reverse in terms of building sustainable shareholder value.
Probability of success is extremely small given their long checkered history.
When folks start building expectations around big news at a certain date, it almost always leads to a sell off. And more so with NWBO!
If something big and significant was coming it would drop unexpected and surprise everyone. However, given all the pump around upcoming NYAS, it would be prudent to brace for another attack!
BS. This company will not provide shareholders the value it deserves without a big pharma partnership or buyout. It’s likely our share price continues to go in the opposite direction even on MHRA approvals just like MIA, JAMA, and TLD. When MHRA approval doesn’t move the needle the next narrative will focus on revenue growth and FDA approvals. Will never end with this management!
Just like when they PR’d we will be releasing data in the coming months (which became years). I don’t know what their definition of this year will be? Not surprising that they haven’t been able to attract any credible institutions to invest.
It’s quite nuanced but I will write over the weekend. Got to prepare for a meeting now!
I won’t name names but one of the groups that participated in the trial (from Chicago) is quite optimistic about DCVAX-L and also the group in London. The group at KCL in London I am connected with was not directly involved in the trial. However, they work with KA in other neurology indications outside brain tumors and he is a rockstar! He is actually an even bigger name in PD and Movement Disorders than NeuroOncology, if you were to ask me!
I do have a soft spot towards medical doctors who I work with on a routine basis and trust, but I learnt it the hard way!
I think you have been around here long enough. So you know how this game is conducted! ;)
Please enlighten everyone, BB! You have my permission! ;)
Time to stop messing around and bring a bring pharma partner on board who can take this technology to the next level and get us the value we deserve. Or continue to live in mediocrity and blame the shorts/market makers. Take a pick!
Yes. Never questioned the data, science, and clinical scientists backing the technology! As I have said earlier, I am connected to and do business with neurologists and neuroradiologists at KCL, MGH, Chicago, UCLA and couple of other centers that are somewhat connected to the investigators in our publication.
But again data and science alone doesn’t win the battle. The healthcare world is surrounded by quite a few companies that are pioneers and have breakthrough technology but remain a boutique shop because they are unable to bring the right partners at the right time, build the right team, and have the right skill set and mindset to take it to another level.
Agreed they didn’t put any numbers out there, but their supporters (who are supposedly in frequent touch) did! And these guys thought many people will line up to pay out of pocket and hence $80M revenue projection in 2022 was achievable. And I said it doesn’t work that way and we won’t be remotely close!
Anyway, there is a rich 15 year history of how this management has treated retail. And I don’t expect things to change unless a big pharma partner is brought in.
LOL, I am still waiting for you to point to one post where I said UK won’t approve! In fact, I have said multiple times, UK approval is guaranteed. Hope this makes you feel better! ;)
However, not going to agree with all the BS thrown around revenue projections. And certainly not going to support this management’s lack of transparency, BS, inexperience, many fumbles, and how they have treated retail!
One quick question, why did LG comment at big booze show in summer 2020, UK approval is imminent. Just trying to understand if their definition of imminent is 3 years!
There are many such examples, but look forward to your input on this as you seem to have a good pulse on this management.
Their army is good at dangling the carrots and building hype, but the management won’t say anything regarding revenue projections because they don’t want to get caught. If they are realistic, the retail investors won’t like it and shorts will also take advantage of it. On the other hand, if they are unreasonable (like the $80M specials revenue projection for 2022 from surrogates as opposed to ~$3M actual) no one will trust them anymore, plus they could get in trouble. There will always be excuses for not being transparent!
They will not do this for another year or two because it won’t be what investors would like to hear. It would be very disappointing.
No hiring on the commercial front with U.K. MHRA approval supposedly within the next 6 months! They need the muscle, experience, and discipline of big pharma to take it to the next level.
“But I suspect we’re closer than we realize to that next phase.”
—- I hope so. Although we have all thought it was much closer throughout last year as well! ;)
A large chunk of preferred C shares are being protected for a reason and that’s what keeps me invested to some degree other than the KOL support. If they continue to take a big chunk out of that (will become clear in the next report) to fund ongoing operations then partnership will be out of the window as well. They have had a history of dangling carrots so I am extremely cautious particularly as the pump machine is working overtime!
Nope, but certainly not a fan of this management. I am hoping that a big pharma comes in and brings in the credibility and value we deserve and the much needed experience and aggressive execution on the commercial side!
LOL, show me one post where I said we will not get UK approval. If it makes you feel any better, I will repeat - we will get approved in U.K.! ;)
On the other hand, I have always said we will remain a boutique shop in terms of commercial operation in the near to mid term with this management team at the helm and I stand by that. The annual revenue that most loyal supporters are projecting is garbage!
Nope, that won’t happen until they lose the case or a big pharma partner jumps in. It would have happened otherwise at MIA. They have time on their side! They are extremely smart and they know how the regulatory and commercial aspects work in biotech. They know MHRA approvals are coming later this year as well but won’t admit it. However, they also know that scaling up such personalized cancer vaccine, and generating significant revenue will take quite a bit of investment, team building, and time. So they will continue to manipulate and then move on point other aspects such as FDA, insignificant revenue, etc.
All depends on if they have an experienced, credible partner lined up to help take this technology to the next level quickly. The price they come in will set the floor for retail if they want to exit part of their position. If that doesn’t happen, it’s likely that we will be hovering around the same price range that we currently are. Maybe we see a 10-20% pop over a day or two but it gives back its gains in the next couple of weeks. My 2 cents!
Although I am playing on house money and still hold over 300k shares, I ain’t buying anymore. You must be referring to someone else! ;)
You are living in denial! Haven’t we been expecting this for a couple of years? We have had JAMA, TLD, MIA, and the list goes on. MAA will not change things. The approval in U.K. is expected later this year and has been for over a year. The retail that’s invested in this already knows this, but most of them are tapped out and tired. So where is the fresh buying going to come from? It didn’t come on MIA even though U.K. approvals are pretty much guaranteed!
What will likely move the needle is a big investment from an experienced, credible partner at a much higher floor. The other thing that might spark some interest is us winning the case against the MMs, but I don’t expect that to be resolved anytime soon. Those manipulators will continue to stretch it out! But if those 2 pieces of news come together then that could trigger some action and generate the buzz in the investment community. Either way, the MMs and shorts have been in command and I don’t expect things to change anytime soon.
Not arguing the science and data. Not only LL and KA but many of the other KOLs supporting the data and science are the best neurosurgeons we have in the world. Only reason I am still invested because I am connected to a few of their neurologist colleagues both in London as well as across couple of centers in the US. We will get approved!
But those revenue projections are outlandish. Will not get to 20% of those and I will stick with that because I am intimately familiar with this world, both science and commercial.
Whatever rocks your boat dude! There was a typo but the 250M common share count was accurate. I am not here to pump or dump as I still hold significant number of shares, but certainly not a fan of this management group and how they have been treating retail. And that should be clear! ;)
BS projections! They will get to a maximum of 20% of the numbers you are projecting in each of those phases in U.K. & Canada if they execute well. And max of 10% of the numbers in EU if they execute really well.
“AND that technology is DCVax-L!!!! AND the availability does not result from an uplist to a legitimate exchange, it results from a final MHRA marketing approval and the sale to or partnership with a major biotech that understands the future of healthcare is immunotherapy vaccines AND has the existing infrastructure to accelerate patient delivery!!
—-I agree with your above analysis, but I don’t think it will be a buyout. Likely a partnership early on post MHRA approval because scaling up personalized vaccine manufacturing and ramping up of commercial revenues will take time. So the acquiring biotech company would likely want to wait another couple of years to see how things develop commercially before they make an aggressive buyout offer. If buyout was imminent post MHRA approval, they wouldn’t have issued 100M C shares (equivalent to 250M common shares) in December, I think.
I am guessing you rate their inexperience, lack of transparency, sluggish attitude, and history of missed timelines and execution higher than social media strategy. But I agree their social media strategy/army is dumb and no wonder they are unable to find credible investors who are able to see through the crap!
You kidding me, right? They have not even applied to EU, FDA, or Canada. We get UK approvals this year, but I don’t expect any other approvals in 2023. Even when they are done with various RA applications and are close to approvals in 2024, you will realize how much they are going to struggle getting reimbursements sorted in Europe, provided you are still invested in this company! It will take couple of years to cover EU reimbursement with this team, mark my words! And it doesn’t get easier. The scaling of commercial operations will require significant investment and time. They haven’t invested in personnel yet. Furthermore, quality control becomes a huge burden because FDA and European agencies will be frequent visitors! They have literally no experience in any of these areas. There will be multiple fumbles along the way and you end up wasting years of exclusivity. And that’s not all, there will be many other competitive dynamics in play once they do get approved.
By the way, LG and other senior executives will be in their 80s, LP in her 70s before they complete a trial of any other indication outside GBM. And who knows whether the data will be positive or they mess up the trial design or some other aspect again!
Right! Don’t forget combo trials and Direct! Big pharmas are all lining up to get a piece of it.
If that doesn’t, the revenues and FDA BLA progress will in the subsequent quarters! ;) Kicking the can is quite popular around here!
I am talking about existing warrant holders. They had no problem purchasing millions at 20 cents! Why aren’t they buying more now if they see significant upside in the coming months? Who wouldn’t want to make a 2X return in a couple of months!
Exactly. The more you hear such BS excuses in public domain, the more confidence erodes in this company and the management team. Big red flags!
You can try to connect as many (irrelevant) dots as possible but there is limited to no buying from major investors. Instead warrant holders are selling! If a major upside was coming wouldn’t the warrant holders be buying hand over fist from the open market? What are they waiting on? UK approval is imminent!