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I’m pretty sad. I predicted Jan 2019 for topline. Might not come that quick. I wanted that cruise with Marzan. But data is going to blow away the SOC in GBM. This platform will establish NWBO rightfully as a player in Big Pharma.
British Petroleum and Big Pharma
With positive data in hand, nothing will get cheaper.
There’s no Saturday trading...hmmm
It’s a lot easier to teach a PhD immunologist business than to teach a poly science writer immunology. AFs ego will be his downfall.
Were looking at $1-$2 billion in revenue the first year after approval. Unmet need in GBM. My guess is that there will be immediate demand to study the effects in other brain tumors and finish a P3 for solid tumors, along with combo trials with checkpoint inhibitors.
Perhaps the bridge funding demonstrated that they’ll have access to capital until they get approval. That could have spurred some desperation in a partner.
A 50 million volume day should awaken the market.
Who would sell here? You’d have to be really desperate to sell at these prices when this is setting up to be the buy of a lifetime.
They have about $50 million currently in warrant liability if the share price could get them there. That cash gets us to market. Fully diluted share count of around 1 billion. I’d be happy with a $10-$20 buyout in the next 2 years after approval. It’s not just L...it’s the whole DCVAX platform that’s worth about $15 billion
All shares are converted. A buyout with topline could be imminent or a distribution partnership announcement. The good news is that revenue funds further trials, which brings in more revenue, etc.
Would that be reflected in an increased value of Sawston on the 10q?
I’m no fund manager or expert. But if I can believe what I’ve heard, I know with whom about 4-5 million shares are controlled. I believe they are fairly tightly held by people who would probably enjoy a trip to the Caribbean as well. Maybe we can talk Mr Bigger into an appearance and play some pin the tail on the Feuerstein.
Maybe we could have a post topline informal shareholder meeting in Grand Cayman?
Topline around January? That was my call as well. I sure am looking forward to that Disney cruise with Marzan.
With no dilution on the horizon, that could make for quite the squeeze when positive news hits.
I think with significantly positive topline news, NWBO could go to $2-$5 overnight. Most of our liability is in warrants. Management holds a significant position. It really depends on the value they see and their willingness to let go. If they don’t need the cash personally, the squeeze could be epic.
There is virtually no institutional investment in this security. It is tightly held by retails and the BOD. If data is quite positive and FDA approval is imminent, institutional money will start flowing in. That’s when we’ll see a major correction in price.
It’s really a shame that this trial is taking so long. It’s also such a shame that so many GBM patients on the trial are living so long. Man, if everyone had only died in 36 months and we could have put a fork in this trial and moved on to other products that don’t work.
But something is causing this long survival tail and the trial continues...hmmm. What could be causing patients to live so long??
It doesn’t take a genius to figure it out. Just a good statistician.
This is neutral news. But it gets us closer to topline, publication, and approval. Our only liabilities continue to be in the form of warrants.
Smart money is getting out of NVCR
Marzan...I’m in for early January 2019. We’ll start the new year right!
I’m a big kid and prefer my cruise ship to be a la Disney. Nothing beats a cold Corona and sitting under the Funnelvision watching the kids swim. A day of snorkeling out at Castaway Cay is pretty sweet too.
I’ll buy the drinks along with a 7 course meal and wine pairing at the high end eatery on top of the ship.
I suppose this means that you don’t want to moderate the timeline for topline speculation.
Anybody want to start a pick board on unblinding timeline? Pick a month for topline announcement?
Winner gets bragging rights. With positive topline, they also might get a chance to go with Marzan on his next cruise.
Great perspective. We are only waiting on an investment advancement. The physicians, patients, families, etc....they are waiting on a life saving method to treat a deadly disease. What’s most frustrating is that we may have something for them here, but the regulators won’t people them try it, despite the passage of right to try laws.
I agree Senti. Both Linda’s mothers had other cancers. This trial starts with GBM (one of the hardest to treat of cancers), but their product line could be effective on all solid tumor cancers. Fingers crossed.
And yet, here we sit at a 120 million market cap with a multi billion dollar advancement in the war on cancer. I’m excited to see efficacy in this platform confirmed.
Yes. She started this company to fleece NWBO shareholders right as she sunk 4 million into preferred shares. What a joke that story would be.
Senti...I hope you can buy lots of tiny houses :)
Are the bots still posting or are they still busy covering their positions?
I’m happy to buy dinner for your beach house maintenance staff. I’d be even happier to be your neighbor.
Need a roommate? I might need a spare room...haha.
If it doesn’t, we may need others money to help us :)
Just put in sell orders on all your shares. Mine start small at $6 and end at over $100. I’ve heard that prevents shares from being loaned out, but that could just be rumor.
If this company generates significant revenue from an approved L product, there is huge potential with direct trials coming next.
Smart move sukus. Topline on this could advance this security much faster than AMRN, as this technology is potentially much more disruptive.
Something is happening over there...
Last November was when the uptick to .40 began. This year, the uptick to $4 starts
Exactly. Unblinding and publishing the trial results will determine if this sinks or swims.
Maybe NVCR can still sell their helmet to NFL players?